by Jacques Lemoisson | Jun 30, 2021
If the electricity to recharge the EV comes entirely from coal, which generates the majority of the power in countries such as China and Poland, you would have to drive 78,700 miles to reach carbon parity with the Corolla, according to the Reuters analysis of data...
by Jacques Lemoisson | Jun 30, 2021
Decarbonization needs to be inclusive. We need to run fast in this fight and nuclear is one of the solutions. Have a look at this chart… Germany generates 16% of its electricity via Renewables but 77.5% is coming from Oil+Gaz+Coal. In France due to Nuclear, 50%...
by Jacques Lemoisson | Apr 29, 2021
The title of my today Global Macro Insight was: Pedal to the Metal while Inflation and Transition Curves are arriving fast!!! POWELL and BIDEN are racing on the hedge, just like driving a NASCAR, with 900HP on the rear wheels, on the ice… POWELL is full easing...
by Jacques Lemoisson | Apr 15, 2021
As JP Morgan figures, the Chine GPD, published tomorrow morning, will be fantastic for sure… The question is: What will be the market reaction figures are “too” outstanding? JP Morgan’s price goes south after the publication. Some rumors in...
by Jacques Lemoisson | Apr 15, 2021
The title of our daily Global Macro Insight was today: Markets confusing Lower Credit Costs with No Credit Risks + IPOs are an Omen. Your scribe shares with you a chart that reminded him of his early years in the equity markets. The ETF IPO is handy, we didn’t...
by Jacques Lemoisson | Apr 13, 2021
Bad news about side effects could derail vaccination policies… If you add the same issue officially highlighted by EMA with AstraZeneca vacinne+ The Brazilian study demonstrating the low efficiency of SINOVAC + The pandemic completely out of control in Brazil...
