AI valuations are defying reality. As three mega-IPOs worth $3.5 trillion approach, markets are ignori...
AI capex is a bubble - tokens sold below cost, no returns in sight, and $1tn invested in 2026 alone wi...
ASML has surged past LVMH in market value amid an AI-driven rush, but the rise looks overheated; ...
Four European water utilities — British, French, Spanish and Italian — have all delivered ~150% retur...
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European equities are trading at historically high price‑to‑book levels again, driven by abundant liq...
The stock has collapsed, but the panic looks overdone. Between a family that refuses to let go, a lon...