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Februar 2025
There is no business like show business

Financial markets tend to embrace the positive scenario of a strong U.S. economy, with stable rates and controlled inflation. The new administration might also maintain a pragmatic, balanced, and targeted approach. However, even in the best-case scenario, it's hard to see a strong dollar, low rates, and rising stocks all happening simultaneously. One of these variables has to give. This is especially true given the extreme spectacle and complete unpredictability of President Trump's interventions,

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Januar 2025
You need guts!

Last Monday, Akero Therapeutics published the results of SYMMETRY, a phase 2b study on 182 adult patients with F4 cirrhosis due to MASH. The patients were randomized to receive a weekly subcutaneous dose of EFX (efruxifermin, Akero’s drug candidate) at 28 mg, 50 mg, or a placebo for 36 weeks, followed by an additional analysis at 96 weeks.

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Dezember 2024
Olympus has fallen

Trump's victory is set against a backdrop of very strong economic growth, but it is also the result of the middle and lower income classes' protests against inflation (and war?). The market is celebrating the prospect of deregulation, lower taxes, accommodative monetary policies and a stronger economy but is probably ignoring the damage that out-of-control debt and a trade war can do to inflation, the economy and interest rates. In the short term, we may see the positive momentum continuing but beware because “assumption is the mother of all f-ups” …

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Dezember 2024
Spend, baby spend (Part 2)

In the first part of our article, we presented various definitions of debt, public and private, analysing their consequences and possible cures. Most of the conclusions, however, do not apply to the United States which has been able to increase its debt out of proportion, until now, ever paying the consequences. They have ridden the "trust bus" for free never paying for a ticket: the ride may be over.

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Dezember 2024
Spend, baby spend (Part I)

Trump and Harris disagree on many things except one: the US public deficit, which has exploded in recent years, cannot be touched. Many other Western countries, Japan first and foremost, find themselves with this enormous ballast from which, once a certain level is exceeded, it is difficult to get out and this becomes a dangerous vicious circle. There are however other countries that have too little debt (relative to others) with not always positive consequences. Let us try to analyse the issue by shedding some light on whether and how we can get out of it and what the implications are for the long term

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November 2024
The Direct-to-Cell Revolution: Satellite Connectivity on Smartphones

Direct-to-Cell is revolutionizing telecommunications by enabling direct connections between satellites and traditional mobile devices.In the document, you will find insights on:

• The challenges and opportunities of this innovation.
• The key players in the sector, such as AST SpaceMobile, Starlink, Iridium, Apple, and Lynk Global.
• The impact on the global market and the evolution of connectivity

> Read the full article (English)
Oktober 2024
Extreme ways

The current economic framework is consistent with an economic slowdown worse than a soft landing. We note, however, that there are currently no reasons to expect a full recession, and the marked change of pace in global monetary policies already projects us toward the next recovery. It could have been worse!

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6. Februar 2025  - Corriere del Ticino

A bilanciare l’«hard power» di Trump
ci provano i «vigili» dei mercati

> Read (PDF - Italienisch)

11. Dezember 2024  - Corriere del Ticino

Wall Street da inizio annoha viaggiato con il turbo

> Lesen Sie (PDF - Italienisch)

6. September 2024  - Corriere del Ticino

Settembre come agosto sui mercati finanziari

> Lesen Sie (PDF - Italienisch)

10. Juni 2024 - Evenco

AI Investing: Beyond Nvidia and into the Unknown

> Lesen Sie (PDF - English)

2. Juni 2023 - Corriere del Ticino

Lo spazio dopo l'esplorazione ora è un bene d'investimento

> Lesen Sie (PDF - Italienisch)

17. April 2023 - Corriere del Ticino

Oro, il bene rifugio definitivo

> esen Sie (PDF - Italienisch)

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