by Jacques Lemoisson | Feb 16, 2021
When compared to FANGMAN, Emerging countries are offering a great source of diversification and performance. As usual, pay attention to local positioning, all are not equal in this kind of environment… Share...
by Jacques Lemoisson | Feb 15, 2021
This is one of the investment axes in my China Decarbonization 2060 portfolio. But there is no free lunch… ArcelorMittal, Europe’s biggest steelmaker, has estimated that decarbonizing its facilities on the continent in line with the EU’s drive to eliminate net...
by Jacques Lemoisson | Feb 15, 2021
The Electric Reliability Council of Texas asked consumers on Sunday to conserve “as much as possible” until Tuesday as it coped with frigid conditions that sapped electricity supplies. As Zerohedge pointed out well : “Ancillary Services, specifically Responsive...
by Jacques Lemoisson | Feb 12, 2021
2 points questioning and highlighting the lack of fundamentals in this market and in ESG rating methodology. Tesla made more profit after its $1.5bn bets in Bitcoin than all car sales in its history… Interesting to hear the outstanding silence of ESG analysts...
by Jacques Lemoisson | Feb 10, 2021
Thanks to Suicide Squad, aka Central Banks and Treasury Dpts, the TINA effect benefitting to equity will become gigantic. Problems will start becoming nasty when Governments will join the duo, flooding cash in economies already drunk by the past and current oversupply...
