by Jacques Lemoisson | Feb 20, 2021
House Democrats on Friday unveiled a gargantuan $1.9 trillion coronavirus relief package, the first step of codifying the proposal crafted by President Biden’s administration. Yellen is in the backstop and wants a really big plan. She is sitting on $1.5tn of...
by Jacques Lemoisson | Feb 18, 2021
Chinese Foreign Minister Wang Yi has accused developed nations of stockpiling large quantities of Covid-19 vaccines, leading to inadequate supply for poor countries, and hit back at attempts to politicize the pandemic. As mentioned in the previous GMI, the...
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 8, 2021
The future is shaping fast under our eyes…. Asset Allocation without alternative assets would be laggards if these kinds of news occur too many times!! Share...
