Articles
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Anglo American and Teck Agree $53 Billion Merger to Form Mining Giant Anglo Teck
In a $53 billion all-share combination positioned as a merger of equals, Anglo American and Teck Resources are joining forces to form Anglo Teck — a new global copper heavyweight and one of the largest mining deals in over a decade. With roughly 72% exposure to copper, the deal underscores a strategic pivot toward critical…
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Entrepreneurship Through Acquisition: A New Model for Switzerland?
This interview with Luca Hany, founder of Amboro Capital, presents Entrepreneurship Through Acquisition (ETA) as a growing path to entrepreneurship in Switzerland, allowing individuals to acquire and lead established SMEs. While strong succession dynamics create attractive opportunities, the discussion highlights that ETA remains relatively unknown in Switzerland but shows significant potential as awareness among entrepreneurs…
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The Warner Bros. Saga: Paramount’s $111 Billion Takeover Ends Netflix’s Bid
In one of the most closely watched bidding contests in recent media history, Paramount Skydance has emerged as the winner in the battle for Warner Bros. Discovery, prompting Netflix to walk away after months of escalating offers. What began as WBD’s strategic separation plan quickly evolved into a high-stakes takeover fight between two fundamentally different…
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Growth in the Defense Market Amid Geopolitical Tensions: Thyssenkrupp Takes Its Marine Division Public
Amid rising geopolitical tensions and accelerating global defense spending, thyssenkrupp has decided to take its naval military shipbuilding division, Thyssenkrupp Marine Systems (TKMS), public. The IPO establishes TKMS as a focused European naval defense player with strong backlog visibility and exposure to long-term rearmament trends, while implying around 50% underpricing and a sharp first-day valuation…
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The Valeriepieris Circle: Asia’s Rising Economic Center of Gravity
Over half of humanity lives within a single circle centered near Hong Kong, yet this region covers barely 8% of the Earth’s land surface. From record trade surpluses and surging Asian equity markets to shifting currency alliances and bond market decoupling, the world’s economic center of gravity is moving east. The Valeriepieris Circle is not…
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Europe’s Digital Gamble: How the Digital Euro Could Reshape Global Currency Power
As digital payments replace cash, Europe stands at a critical crossroads. The digital euro could become the backbone of a more secure and competitive financial system, protecting sovereignty while accelerating innovation. But if mismanaged, it risks deepening dependence on foreign currencies and private platforms. Its outcome may redefine Europe’s influence in the global financial order.
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Venezuela’s Return to Markets May Begin Not with Oil, but with Crediting Agencies
Venezuela’s sudden political rupture has triggered a sharp repricing across distressed assets, but the first beneficiaries were not oil producers or reconstruction firms. Instead, markets rallied around the quiet infrastructure of global finance: credit rating agencies. This article explores how political normalization transforms frozen sovereign debt into a negotiable financial object, why measurability matters more…
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Artificial Intelligence as a Mirror of Modernity: Progress Narrative or Financial Illusion
We are standing at a turning point between the physical world and an increasingly digital one, shaping how we live, work, and organize the economy. Like the dot-com boom of the 1990s, the rise of artificial intelligence is more than just a new technology, it carries the promise of a deep economic transformation. For now,…
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Understanding Price Dynamics: A Model-Based Decomposition of Swiss Inflation
Switzerland’s post-pandemic inflation reveals a story far more nuanced than the low headline figures suggest. Behind the country’s resilience lies a unique interplay of global shocks, domestic wage-setting, productivity trends, and structural fundamentals that set Switzerland apart from its European peers. This article uncovers the key drivers behind Swiss inflation dynamics and explains why understanding…
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Artificial Intelligence: Inputs, Infrastructure and Investments
Artificial intelligence is increasingly constrained not by algorithms but by the physical infrastructure needed to power and train modern systems. Soaring demand for electricity and data centers makes reliable energy a strategic asset, driving massive investment. Yet breakthroughs like DeepSeek can rapidly shift demand, creating both uncertainty and opportunity in the AI infrastructure landscape.
