Tommy Douziech

Hormuz, the Strait That Shakes the Markets

March 09, 2026 at 11:54 am

New purchases in Europe portfolio

We have executed a new transaction in MarketScreener's Europe portfolio.

March 03, 2026 at 04:37 am

Europe at its peak, America rotating, geopolitical risk lurking

March 02, 2026 at 10:51 am

The Bias Workshop: This Is Not Occam's Razor

The picture is enough to raise a smile. A very real razor, set against a neutral background, accompanied by a caption that denies what it shows. An obvious nod to Magritte: the representation is not the thing. And when it comes to ideas, the object is never the use we make of it. Likewise, Occam's razor is not a sharp instrument meant to simplify the world with one clean stroke. It is a methodological principle, a discipline of the mind, an invitation not to stack hypotheses the way one stacks exotic derivatives onto an already fragile portfolio.

February 26, 2026 at 06:31 am

The American fog and the customs mess

February 23, 2026 at 10:41 am

AEP: the data center boom is driving profits higher

American Electric Power (AEP) posted quarterly results that topped market expectations, while reaffirming its medium- and long-term growth outlook as US electricity demand accelerates sharply.

February 17, 2026 at 02:29 am

Wall Street falters, Europe holds firm

February 16, 2026 at 12:18 pm

AEP: data centre boom lifts profits

American Electric Power (AEP) posted quarterly results that exceeded market expectations, while confirming its medium- and long-term growth outlook as US electricity demand accelerates sharply.

February 12, 2026 at 11:27 am

New purchases in US portfolio

We have executed two new transactions in MarketScreener's US portfolio.

February 12, 2026 at 02:22 am

Europa One Commentary - January 2026

Here is our commentary for January on the performance of the Europa One fund, managed on our exclusive advice by Cholet Dupont Asset Management.

February 11, 2026 at 10:39 am

New purchases in the Asia-Pacific Investor portfolio

We have executed three new transactions in MarketScreener's Asia portfolio.

February 10, 2026 at 05:10 am

End of complacency on AI and regime change at the Fed

February 09, 2026 at 10:52 am

ETFs or active funds? Your worst enemy isn't fees - it's you!

In the world of investing, an ideological war has been raging for two decades: active management versus passive management (ETFs).

February 05, 2026 at 10:52 am

New purchases in US portfolio

We have executed new transactions in MarketScreener's US portfolio.

February 04, 2026 at 02:41 am

Volatility lurking: macroeconomic uncertainty, decisive results

February 02, 2026 at 10:50 am

Gold: a spectacular plunge… at the heart of an intact bull market

Some sessions leave a mark on a generation of investors. Friday's was one of them. Gold wobbled with rarely seen brutality: slumping as much as -12% intraday, before trimming losses to close down around 8.5%. Such a fall had not been seen in thirteen years, immediately reviving the old debate: are we witnessing the end of the bull cycle, or simply a violent correction within a structural uptrend that remains intact?

February 02, 2026 at 08:52 am

Hyliion: from disillusionment to a thermodynamic revolution?

Still seen as one of the many fallen angels of the 2020 SPAC wave, Texas-based Hyliion has executed a radical strategic pivot, abandoning its roots in trucking to reinvent itself as a key player in distributed energy production. In 2026, Hyliion is no longer selling dreams of hybrid trucks, but a linear generator technology-Karno-that promises to redefine energy efficiency.

January 28, 2026 at 07:01 am

India-EU deal: Europe looks to India as its new trade lifeline

It is in New Delhi that Europe's trade future has just come into sharper focus. Ursula von der Leyen echoed Indian Prime Minister Narendra Modi's words to describe what has just happened as the "mother of all deals". Nothing less. As we emerge from the celebrations of India's Republic Day, the European Union and India have just sealed a pact spanning a combined market of two billion people. This is not just a signature on glossy paper; it is an economic pivot in the face of tariffs and Sino-American competition.

January 27, 2026 at 04:31 am

Markets continue to trade in line with TACO

January 26, 2026 at 10:34 am

Critical Metals Corp.: When Arctic geopolitics exposes an industrial bet

The +154% leap in the Citical Metals Corp. (CRML) stock price since the start of 2026 reflects both speculative froth and a major realignment of Western strategic priorities. Behind the media noise sparked by Donald Trump's remarks on Greenland lies a reality: the rise of an investment cycle centred on critical metals, supply-chain security and industrial sovereignty. It is within this web of geopolitics, macroeconomics and mining that the Critical Metals Corp. story takes shape.

January 21, 2026 at 04:20 am

New purchases in European portfolio

We have executed a new transaction in MarketScreener's Europe portfolio.

January 20, 2026 at 01:29 pm