Market Opinion
-
Hallgarten Report: Argentina’s October Stress Test—Can Milei’s Libertarian Shock Therapy Survive the Mid-Terms?
I opened Christopher Ecclestone’s latest Hallgarten & Company note on Argentina for the pleasure of his razor-sharp prose…
-
The Critical Minerals Report (8.29.2025): How critical minerals have become a geopolitical battleground.
This week underscored how critical minerals have become a geopolitical battleground. In Washington, President Donald Trump issued a…
-
Canada and Germany’s Critical Mineral Partnership — and a Road Less Travelled.
Earlier today, inside Berlin’s Federal Chancellery, Canada’s Prime Minister Mark Carney and German Chancellor Friedrich Merz shook hands…
-
AI – Cash Fortresses or Cash Furnaces
The economy has rarely been more dependent on a handful of technology vendors than it is today on…
-
Google Goes Nuclear: The Unlikely Mineral Powering Kairos’s Hermes 2 and Its 24/7 Carbon-Free Data Center Energy
Google’s pursuit of carbon-free energy for its power-hungry data centers has led the tech giant into an unexpected…
-
The Drive for AI Is the Catalyst for Nuclear Energy Demand – Accept Nuclear or Abandon Green
Over the past year, hyperscale data-center demand has accelerated so violently that even bullish projections are now obsolete.…
