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A weekly note about what is impacting the markets this week. We never stop thinking. This is what’s on our minds with regards to some of the current market trends.
In late November 2022, OpenAI launched ChatGPT, a large language model based on an autoregressive method called GPT-3.
We are experiencing an unusually warm winter climate here in Switzerland.
All the negative news we have been hearing this year has left us drained.
The UN Climate Change Conference in Glasgow (COP26) brought together 120 world leaders in early November to discuss how to tackle one of the largest challenges of humankind.
A pandemic followed by high inflation: a sequence of events that strained most enterprises.
I can still remember the very first time I walked into a Zara store.
At the time of writing, the vote count is still undergoing, and neither the House of Representatives nor the Senate has been called yet.
The acquisition of Twitter by Elon Musk has been as unorderly and eventful as a Korean drama.
We are excited for this first edition of our Venture newsletter!
Professional athletes are monitored by their teams' medical staff 24 hours a day, through the use of sensor-based wearables, especially during matches and training sessions.
There is an old Simpsons episode (season 9, episode 22) in which a particularly lazy Homer complains about the need to take out the trash for door-to-door trash collection.
Reddit is a fascinating place.
Concerns over the meat production and its strain on the environment, especially when coupled with our growing population, have led to research around other protein sources.
Imagine living close to a park, a shopping center, the kids’ school, a medical center, public transport, and maybe even your workplace.
How can a company finance its operations?
The most efficient and least polluting aircraft designs are all based on the traditional shape in which passengers are housed in the fuselage and the wings support the engines and contain the fuel.
It has been a tough summer for Europe, because of heatwaves and droughts that, according to CNBC, the region has not experienced in the past 500 years.
Not so long ago, we wrote about the Great Resignation.
For these Weekly Thoughts, we put together a list of books that have inspired us or that we found interesting.
Air travel has lost much appeal since the golden age of flying in the Fifties and Sixties.
For the first time since 2011, the European Central Bank is raising interest rates.
When talking about how inflation can hit businesses, a fish and chips shop is surprisingly the best example: the increase in food prices is captured in their main inputs (haddock, potatoes, and cooking oil), the supply chain bottlenecks are captured in the higher packaging prices, and the energy price soar is reflected in the higher cost of running gas powered fryers.
A couple of weeks ago, Cosmopolitan published an unusual cover: a futuristic astronaut doing a catwalk on a purple planet.
Summer only just started, but much of the world is already experiencing brutal heat.
Which animal drinks the milk of other species?
It has happened to everybody - rushing to the airport just to find out that your flight is being delayed.
Historically, the word “shortage” had low popularity on Google searches.
By now it is clear that the technology sector is entering a slowdown.
If you’ve been watching the last one-and-a-half-year’s tech stock rollercoaster with an odd sense of déjà vu, you’re not alone.
This quote is attributed to Aesop and is commonly used to describe the value of things in life.
Last Saturday, April 30, for the very first time, though only for a couple of minutes, California's energy needs were met solely by renewable energy.
On April 25th, 2022, Twitter announced that it had entered into a definitive agreement to be acquired by probably its most dedicated fan: Elon Musk.
The most visible effect of the Russia-Ukraine war on people's everyday lives is the increase in energy prices.
This week in the office, we were discussing the behaviour of the Activision Blizzard stock.
By now, you must have seen several videos and read comments on Will Smith slapping Chris Rock at the Academy Awards night last Sunday.
After being dormant for many years, inflation has made a comeback in the economic news headlines as well as in investors’ worries.
On March 8th, the London Metal Exchange was forced to halt nickel trading after its price soared to more than 100'000 USD per tonne, up from 25'000 USD per tonne at the beginning of the month.
ESG has been the biggest trend in fund investing of the last few years.
The recent Ukraine-Russia conflict is being fought on several grounds, among the others, in cyberspace.
Yesterday morning, Europe woke up to terrible news: Russia invaded Ukraine.After a couple of months of military maneuvers disguised as “exercises” and called “a bluff” by the Ukrainian president Zelensky himself, Putin ordered to attack in the early morning.
Switzerland announced this week that most of the containing measures against COVID-19 are no longer in place as of February 17th, 2022.
Since November 2020, the Value style of investing has made a comeback.
When we look back at 2021, one may well consider it challenging even though the S&P 500 notched a total of 70 record highs over the year.
According to data from DappRadar, NFT sales amounted $2.5bn in the first half of 2021, compared to just $13.7m in the whole of the previous year.
Large companies have long sensed the potential value of investing in external start-ups.
It all started with toilet paper and yeast one and a half years ago, then we ran out of exercise equipment, rental cars, lumber, metals, computer chips, and the list goes on and on.
Great Resignation is the term introduced by Anthony Klotz, professor of Management at Mays Business School in Texas, to define the increase in the number of resignations in the United States as the end of the pandemic approaches: 3% of registered resignations in fact, in September 2021 it represents a record number in the last 20 years of American history.
Throughout history, human progress follows a common pattern.
Cryptocurrency is no longer a term that a selected few are aware of.
Hydrogen is gaining interest of many investors amongst the renewables energy space, considered promising for both clean production and storage.
The ocean economy includes everything from shipping and fishing to offshore wind energy and alternative seafood.
Back in 2013, when Aileen Lee first popularized the term “Unicorn” for software based companies valued at over $1 billion, she had in mind the US market.
In today’s internet, we often access different digital platforms because they help facilitate physical world experiences.
September is traditionally a fashion month and for this year, the last stop was Paris.
As technology enters more and more aspects of everyday life, so does the possibility for third parties to monitor the activity of their users.
A lot has been going on since the beginning of the month, and China has been at the forefront of the macro picture.
Amid the recent adoption of anti-pandemic measures, dentists haven’t practiced for a while and smiles have been often hiding behind masks.
The 60-year-old space industry has been transformed in the last decade by improved access to space, emergence of satellite platforms for Lower Earth Orbit, miniaturization of electronics, changing regulatory environment and growing demand for commercial and consumer applications.
The sourcing and production of PET and carton are harming the planet, but the story is different for recycling.
The Opening Ceremony of the Tokyo Olympic Games has just started.
Notably emerging Asia’s markets have disappointed over the last decade.
Yesterday I received my second Moderna vaccine shot.
Many would argue that when trying to predict the future it can be helpful to look at the past and assess today’s trends.
The pandemic changed our relationship with passenger air travel: all the fleet groundings, travel restrictions, and empty airports are still vivid images for us all.
With summer right around the corner, most of us are now looking forward to the holidays and the travel and aviation industries were among the worst hit by the Covid-19 pandemic.
Inflation has been at the forefront of investor worries over the last six months, these worries became even more pronounced on May 12th, when the US Consumer Price Index was released, at a level of 4.2% for the month of April.
It was back in the 1980s, when a handful of firms started selectively purchasing Private Equity interests in leveraged buyout and venture capital funds.
The past 6 months have been characterized by a strong rotation out of the Growth factor and into the Value factor.
3D printing has been a big buzz term over the past decade.
Over the past year, Bitcoin has enjoyed new fame with large companies adopting cryptocurrencies, which has sent prices surging.
Neither a soft US inflation reading nor a step-up in ECB bond purchases have managed to contain the rise in global bond yields for very long.
This week, technology stocks, in particular, have taken a beating as markets are experiencing a huge sell-off.
As many of us are experiencing our second round of lockdown, we now look back at nearly a full year of life in the midst of a pandemic.
At the onset of the pandemic we had to shift our focus from what a city could offer to what our homes could offer, as restaurants, bars and entertainment venues were progressively forced to close.
GameStop, the world’s largest gaming retailer, was trending all of last week, as the company’s shares surged 700%.
Know the word “geek”?
I think an interesting conceptual model to think about retail today is to split in two parts; “retail as logistics” and “retail as taste, preference and experience”.
As we are racing towards the end of 2020, for scientists the race towards ending the COVID-19 conundrum continues.
If we had to pick a trend that has been at the forefront in fund investments this year, it would definitely be ESG investing.
The global Coronavirus pandemic, among other events, overshadowed China’s entry into Bloomberg’s bond indices (April 2019) and J.P.
It’s been nearly two weeks since drug maker Pfizer (PFE US) announced that early data showed their COVID-19 vaccine, which would be the first-ever authorized vaccine that uses mRNA, is more than 90% effective.
Bitcoin has been seeing renewed traction lately with both Square and Microstrategy Group making significant investment into the largest digital currency.
It’s Election week (that’s right, week, not day)!
With the race for the U.S.