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Welcome to the twelfth edition of this newsletter, dear readers! The American stock market has been undergoing a medium-term correction for five weeks now, and there seems to be no end in sight...

Microsoft's strategy shift in AI: In-house development instead of dependence on OpenAI Microsoft ($MSFT) has adjusted its strategy in the field of artificial intelligence and is increasingly developing its own AI models in order to reduce its dependence on...

Welcome to the twenty-third edition of our newsletter, dear readers! During my travels, the American stock market slipped into a sharp medium-term correction, with sections of the bear market...

Trump's trade war and its impact on the financial markets What happened this week: – Trump escalates the trade war. – Gold rises to new highs of $3,000 per ounce. – The...

Welcome to the tenth edition of our newsletter, dear readers! As usual, we'll dive right into this week's MACRO topics with the... Headline of the week: $500 billion in special assets...

Today, we want to look at examples where AI is not only used in a positive way. Instead, we will examine the risks and problematic developments that can arise when AI models are freely...

Welcome to the ninth edition of our newsletter, dear readers! Bom Dia, sunny greetings from Rio de Janeiro! ...and that after the rather uneventful NVIDIA earnings, which only came out on...

Welcome back to the eighth edition of the newsletter! This week, Johann is taking over the newsletter for you—and we're jumping right in with the... Headline of the week: Weak consumers and persistent tariffs In the...

DeepSeek is an AI assistant that stands out thanks to its open-source technologies and cost-effective training methods. However, there is reportedly some uncertainty about which Nvidia chips DeepSeek uses. While some reports point to less powerful H800 chips, ...