The incoming German government, a coalition of conservatives (CDU/CSU) and social democrats (SPD), has proposed a major overhaul of its debt rule to accommodate increased defense spending and a €500 billion infrastructure program. Future Chancellor Friedrich Merz even framed it as Germany’s own ‘Whatever it takes’ moment to safeguard the country. While these investments will be ...

A rockstar internship at Econopolis As a 22-year-old with a passion for financial markets, I am always on the lookout for companies shaping the future of our economy. During my internship at Econopolis, I have the opportunity to dive deeper into investment research, analyzing businesses that are not only financially sound but also align with sustainable and forward-looking tren ...

In a world where defense budgets skyrocket, AI steals the spotlight, and geopolitics dictate the news, climate policy seems to be taking a backseat. But one thing remains crystal clear: Europe’s energy dependence is as strong as ever. And when it comes to Liquefied Natural Gas (LNG), that dependency has two familiar faces – the United States and Russia. They say, “When you face ...

Our Fiery Flash of the Week is Adobe, whose stock plunged more than 15% over the past week and roughly 34% over the past year, despite consistently exceeding earnings expectations. The recent sharp decline, triggered by Adobe's latest earnings release, has heightened investor concerns around the company's strategic direction and market positioning. Key factors behind this downt ...

Choosing a topic for this week’s #MacroFriday wasn’t easy, as significant macroeconomic developments continue to unfold: the start of China’s Two Sessions, Germany’s "Whatever It Takes" moment and the historic jump in its 10-year yield, another ECB rate cut, and ongoing stock market volatility. In the end, I decided to focus on the implementation of trade tariffs and how this c ...

Market efficiency under pressure In recent weeks, someone pointed me to an interesting paper written late last year by Clifford Asness, managing principal at AQR Capital Management in Greenwich, CT. The paper, titled The Less-Efficient Market Hypothesis, is about twenty pages long, and I felt it was a must-read. The paper presents a compelling argument that, over the past thre ...

A common misconception is that the climate transition will drastically increase mining. While clean technologies do require critical raw materials, the comparison should not be with an imagined world without mining but with our current system: one that continuously extracts and burns enormous amounts of fossil fuels. Today, billions of tons of oil, gas, and coal are extracted ...

Shares of French company Saint-Gobain gained more than 8% over the past week after the German government announced the launch of a €500 billion infrastructure plan.   For Saint-Gobain, it all began in 1665 when the company started producing mirror glass. Today, it is a global player that designs, manufactures, and distributes high-quality materials such as flat glass, automot ...

Watch the Kanaal-Z interview with our Exponential Technologies Senior Portfolio Manager, Siddy Jobe, here. Our Fiery Flash of the week is Nvidia, which experienced a dramatic swing in its stock price following its latest earnings report. Initially, shares surged on stronger-than-expected fourth-quarter results and solid guidance, only to reverse course and drop 8.5%, closing a ...

As most of our readers and partners know, Econopolis was born out of our unique vision of the (financial) world, economy and society. Since our launch, we translate this vision in our own investment principles. Independent of the “flavour of the day”. These are not hollow words, but steady principles that are put into concrete action. Which we recently did when a conservative t ...