In the emerging space economy, Earth should remain the dominant economic core, but the Moon is the most credible candidate to become the richest jurisdiction per person. Our 2060 base case places Earth at $278tn GDP and 10.3bn population, or ~$27,000 GDP per capita. By contrast, we model the Moon at $180bn GDP with only … Continue reading Why the Moon May Become the Richest Place in Human History
LLB (SIX: LLBN) — Quality, Stability and Latent Re-Rating in a Volatile Market
In volatile markets, the strongest opportunities are often not the loudest names, but those where fundamental quality is improving faster than the market is pricing it. LLB fits that profile. From a fundamental factor perspective, LLB stands out as a high-quality regional financial institution: Tier 1 capital ratio of 19.0%, Liquidity Coverage Ratio of 149.9%, … Continue reading LLB (SIX: LLBN) — Quality, Stability and Latent Re-Rating in a Volatile Market
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Soros on BoE
Swiss banks
This is how you do it..
Jackson Hole 2025: USDJPY Short
Powell’s Dilemma: Time to Evolve Policy
U.S. inflation has cooled from post-Covid and Russia-war peaks, but the Fed remains fixated on its 2% target. The labor market, meanwhile, is softening sharply — NFP revisions and weak hiring show mounting downside risks. Powell’s historic caution stems from the 1970s, but today’s economy is structurally different: lower energy intensity, weaker unions, globalized supply … Continue reading Powell’s Dilemma: Time to Evolve Policy
FX reserves vs GDP: Switzerland +5,820 bps > Top 10 average
Switzerland holds significantly more reserves relative to its GDP than the peer group average (37.8% of GDP) RankCountryFX Reserves (USD Trillions)Reserves as % of GDPExchange Rate Regime1China3.45019.7%Managed Float2Japan1.29529.4%Free Float3Switzerland0.86496.0%Free Float4United States0.7732.8%Free Float5India0.62815.3%Managed Float6Russia0.59731.4%Managed Float7Taiwan0.49375.8%Managed Float8Saudi Arabia0.45841.6%Fixed Peg9South Korea0.42126.3%Free Float10Singapore0.36040.0%Managed Float 🇨🇭 Switzerland’s $864 Billion FX Reserves: Power, Risk, and Global Impact Switzerland holds $864 billion … Continue reading FX reserves vs GDP: Switzerland +5,820 bps > Top 10 average
FORMULA 1: NET-ZERO CARBON BY 2030
https://videopress.com/v/4AnXayqZ?resizeToParent=true&cover=true&preloadContent=metadata&useAverageColor=true FORMULA 1: NET-ZERO CARBON BY 2030 In 2019, Formula 1 announced it aims to be Net-Zero Carbon by 2030 as part of the sport’s wider sustainability strategy. Three years in and we’ve made huge strides towards our goal and ahead of this weekend’s FORMULA 1 LENOVO BRITISH GRAND PRIX 2022 we want to remind … Continue reading FORMULA 1: NET-ZERO CARBON BY 2030





