Market Analysis : Must Read

The Week in Review: trying to circumvent the Chinese

The Week in Review: trying to circumvent the Chinese

The 5 stories of the week Trying to Circumvent the Chinese Emmanuel Macron this week undertook a three-day visit to China, his fourth state visit since 2017. In Beijing, then Chengdu, the French...

December 05, 2025 at 05:50 pm

The Best Articles of the Week: Where we cross paths with Donald Trump, Taylor Swift and a teddy bear

The Best Articles of the Week: Where we cross paths with Donald Trump, Taylor Swift and a teddy bear

This week in the MarketScreener press roundup, Taylor Swift sells Cartier to Gen Z, while Trump hoards gifts from the Gulf and pardons scammers. We learn that New York offices dream of cosy studios,...

December 05, 2025 at 09:22 am

He's also taking a big risk: the Fed chair nomination puts Scott Bessent under pressure

He's also taking a big risk: the Fed chair nomination puts Scott Bessent under pressure

If the next Fed chair does not meet Donald Trump's expectations, the Treasury secretary could lose the president's trust.

December 04, 2025 at 03:55 pm

MarketScreener roundup: Poxel, Haffner, Europlasma, the Return of the Living Dead

MarketScreener roundup: Poxel, Haffner, Europlasma, the Return of the Living Dead

Dilutive financings continue to ravage the stockmarket. However, as the mechanism remains legal, they keep expanding. It is therefore occasionally necessary to remind small shareholders of the havoc...

December 04, 2025 at 03:27 pm

Fusion-Portfolios: the Trio that triggers the Reaction

Fusion-Portfolios: the Trio that triggers the Reaction

Our approach has focused our research on the nuclear value chain, a strategic market booming thanks to energy security imperatives and new investment cycles. Rigorous criteria were applied to isolate...

December 04, 2025 at 03:13 pm

ABC of Financial Analysis: Working Capital Requirement

ABC of Financial Analysis: Working Capital Requirement

As a concept that is often abstract or poorly understood, the working capital requirement is nevertheless a fundamental variable in defining the attractiveness of a business activity.

December 04, 2025 at 03:04 pm

Anthropic accelerates toward Wall Street to edge OpenAI out

Anthropic accelerates toward Wall Street to edge OpenAI out

According to the Financial Times, the American AI startup has hired Wilson Sonsini to prepare its IPO, aiming to beat OpenAI and capture billions at a potential valuation of over $300bn.

December 03, 2025 at 07:50 am

Copper is the new oil

Copper is the new oil

Copper almost hit $11,300 per tonne today, marking an all-time high and a 30% surge year-to-date. Mining companies won't green light new projects until copper reaches $12,000 per tonne. We're still 6%...

December 02, 2025 at 04:05 pm

Inflation definitively buries chance of a December ECB rate cut

Inflation definitively buries chance of a December ECB rate cut

If there had been a small chance of an ECB rate cut on December 18, the inflation figures published by Eurostat this morning have buried it for good.

December 02, 2025 at 03:33 pm

Signs of fatigue and tensions with the base: Is Trump losing touch?

Signs of fatigue and tensions with the base: Is Trump losing touch?

Reelected triumphantly a year ago, after an incredible comeback, Donald Trump almost made us forget that he is the oldest elected president of the United States. But that reality is catching up with...

December 02, 2025 at 10:38 am

Bank of England: Capital idea or pothole policy?

Bank of England: Capital idea or pothole policy?

Britain's banks get a lighter load, but will they speed up the economy or veer off course?

December 02, 2025 at 09:49 am

Warren Buffett: the latest letter from the best capital allocator in history

Warren Buffett: the latest letter from the best capital allocator in history

Published for Thanksgiving, Warren Buffett's final message to his shareholders reads like anything but a routine note. At 95, the Oracle of Omaha announces his retirement, passing the baton to his...

December 02, 2025 at 09:27 am

Stupid question: why do people love stockmarket crashes so much?

Stupid question: why do people love stockmarket crashes so much?

Nobody can have failed to notice that the slump in risky assets such as equities or cryptocurrencies generates a far denser media flow than rising phases, however prolonged. Why are people so...

December 01, 2025 at 10:14 am

Earnings calendar from 1 to 5 December 2025: just when you think it's over, there's more to come!

Earnings calendar from 1 to 5 December 2025: just when you think it's over, there's more to come!

Welcome to the calendar of corporate releases for listed companies for the week of 1 to 5 December 2025. There are still some big names reporting as the season draws to a close: Salesforce and...

December 01, 2025 at 08:38 am

A rate cut, yes! But at what cost?

A rate cut, yes! But at what cost?

Just as investors were beginning to show serious signs of anxiety about the AI narrative, the Fed put has given them fresh hope. While Wall Street is clinging to rate cuts, they are not of course...

December 01, 2025 at 07:26 am

More fear than harm for Airbus after the emergency software fix on 6,000 A320s?

More fear than harm for Airbus after the emergency software fix on 6,000 A320s?

After an incident linked to a solar flare on a JetBlue A320, Airbus launched an unprecedented emergency software recall. Thousands of aircraft worldwide were updated over the weekend, illustrating the...

December 01, 2025 at 06:54 am

AI: why infrastructure captures most of the value

AI: why infrastructure captures most of the value

As tech and AI valuations hit record highs in the United States, a growing share of asset managers is betting on infrastructure rather than end-user applications.

November 28, 2025 at 03:22 pm

Uranium: underpriced commodity for a nuclear future

Uranium: underpriced commodity for a nuclear future

Uranium trades at ~$75-80/lb today. Roughly half the $150/lb needed to incentivise new mine development, while reactor demand grows 28% by 2030 and annual production barely covers today's consumption.

November 28, 2025 at 02:14 pm

The Best Articles of the Week: the art of bluff, al dente pasta and crypto barons on steroids

The Best Articles of the Week: the art of bluff, al dente pasta and crypto barons on steroids

In this week's press review, the line between reality and fiction gets blurred, whether it's investment turning into a video game, a secret plan in case of a world war, or the scientific cooking of...

November 28, 2025 at 10:30 am

Broadcom, the shadow behind Alphabet's success

Broadcom, the shadow behind Alphabet's success

While Alphabet is drawing record attention thanks to the success of Gemini 3 Pro, another, quieter but essential player sits at the heart of this meteoric rise: Broadcom. The semiconductor giant is...

November 28, 2025 at 07:38 am

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The Most Overhyped PCE Print in Wall Street History

Today's Editorial

The Most Overhyped PCE Print in Wall Street History

ABB: A technological infrastructure asset, the European pillar of automation

Stock Pick

ABB: A technological infrastructure asset, the European pillar of automation

Headlines

Boom in AI remains highly theoretical at Hewlett Packard Enterprise

Boom in AI remains highly theoretical at Hewlett Packard Enterprise

Salesforce reassures the market

December 05, 2025 at 03:08 pm

Salesforce reassures the market

Buyback beacon: Badger Meter's strategy for sustained growth

December 05, 2025 at 08:55 am

Buyback beacon: Badger Meter's strategy for sustained growth

Interviews

SpaceX Share Sale Could Value Company at $500 Billion

SpaceX Share Sale Could Value Company at $500 Billion

SpaceX is preparing to sell insider shares in a transaction that would value Elon Musk's rocket and satellite maker at a valuation higher than OpenAI's record-setting $500 billion, people familiar...

December 05, 2025 at 09:12 pm

Wall St. Races to Cut Its Risk From AI's Borrowing Binge

Wall St. Races to Cut Its Risk From AI's Borrowing Binge

Wall Street is gearing up to lend massive amounts of money to the biggest players in AI - and simultaneously trying to figure out how to protect itself from any bubble that its financing may be...

December 05, 2025 at 09:06 pm

More interviews

Forex Analysis

Belgian PM hopes to have 'fruitful discussion' on Russian frozen assets with Germany's Merz

Belgian PM hopes to have 'fruitful discussion' on Russian frozen assets with Germany's Merz

December 04, 2025 at 06:28 pm

UK sets out new sanctions against Russia after Novichok report

UK sets out new sanctions against Russia after Novichok report

December 04, 2025 at 12:13 pm

More Strategies

Index Analysis

Glenfarne finalizes 20-year LNG supply deal with South Korea's POSCO

Glenfarne finalizes 20-year LNG supply deal with South Korea's POSCO

December 04, 2025 at 06:03 pm

Aurubis reports lower annual profit as copper output slows

Aurubis reports lower annual profit as copper output slows

December 04, 2025 at 06:13 am

More Strategies

Commodity Analysis

Italy presses ahead with claim on central bank's $300 billion gold pile

Italy presses ahead with claim on central bank's $300 billion gold pile

November 27, 2025 at 09:55 am

Lawmakers revive Italy's claim on central bank's $300 billion gold pile

Lawmakers revive Italy's claim on central bank's $300 billion gold pile

November 18, 2025 at 10:41 am

More commodity analysis

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