Last safe haven investment: the earth is the limit // June 2023: From war in Ukraine to a “pax americana-sinica”? // Gas: The future of oil // New Tech 2023: We are starting to reach the limits of Web2 // _________________ Last safe haven investment: the earth Two and a half years ago, we announced […]
Between the desire for supremacy and the wish to use space as a catalyst for a new economy, the vision that nations have of their place in space is remarkably diverse. Let’s remember that space is one of the few sectors which needs to have a long-term view. Race for space supremacy between China and […]
The revolution in orbit access prices and the standardisation of satellite construction are enabling the advent of a new space economy. Space is becoming more democratic and is gradually following the model of air travel. If today we are witnessing a competition of dreams, tomorrow we will become users. The process is ultra-fast, because it […]
Elon Musk has just been named Man of the year.[1] Yet the SpaceX empire faces a new threat: a technological disruption. His promises have become a global communication success, reaching right up to the highest levels of power. However, they come up against technical reality, like any promise of innovation. Space is Hard: it applies […]
Recommendations: Treasure hunt This issue is packed with investment recommendations. Car sector, raw materials, technology stocks… we suggest you read it carefully then go on a treasure hunt! Samsung: Temporary mistrust The current economic and strategic rapprochement between the Chinese and South Korean leaders[1] makes us fear American reprisals. One can imagine that it will […]
Back to reality all round. And if there is one area that has been seized by acute “virtualisation” in the last decade, it is technology companies. They have found themselves at the heart of a collective fantasy of the transmuting human being into bits and digits. Without calling into question the strong trend to digitalise […]
For 12 years, the West has been struggling to understand the message of the 2008 crisis: “You are no longer the only ones on the planet!” The dollar, international organisations dominated by the West, Western-centric financial markets, trade flows focused on Europe and the US,… the fantastic global trade network set up during the first […]