How do you turn wind into money? Is that even possible? Looking at the current momentum in the markets, the answer appears to be…
Geopolitical crises and the AI boom are converging to create an unprecedented energy dilemma. While Europe and the US are ramping up their hydrogen…
Our global security architecture has been undergoing significant disruptions for some time. The decades-long paradigm of the peace dividend, built on global supply chains…
What do Ed Yardeni, Chris Wood, and Thomas Kaplan have in common? In recent months, all three have mentioned a USD 10,000 price target…
Agriculture is at a turning point. The reason is the renewed escalation in the Middle East. The Strait of Hormuz, through which roughly one-fifth…
The global battle for critical raw materials is intensifying. Resources such as rare earth elements, copper, nickel, and cobalt are indispensable for electric mobility,…
Spain is taking the initiative on critical raw materials and has allocated EUR 414 million in public funding. The action plan, which runs through…
The stock market is currently under significant stress. The ongoing fighting in Iran, as well as conflicts between Israel and neighboring states, poses a…
With volatility at current levels, investors are looking for stable stocks. That is not easy, because on days when oil prices start the morning…
Dividends or growth? But why choose when you can have both? There are actually companies that deliver both. One example is RE Royalties, a…