Category: Economy
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🇺🇸NVIDIA and its Dependence on 🇹🇼TSMC and 🇹🇼Taiwan
NVIDIA sources its semiconductor chips primarily from TSMC (Taiwan Semiconductor Manufacturing Company), which operates six major fabrication plants (fabs) in Taiwan. These fabs are critical to NVIDIA’s supply chain, enabling the production of high-performance GPUs and other advanced semiconductor products. In addition to its operations in Taiwan, TSMC is actively expanding its global manufacturing capabilities…
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🇨🇭 Credit Suisse’s demise reveals the underlying issues primarily stemmed from inadequate capital reserves
An analysis of Credit Suisse’s recent demise reveals that the underlying issues primarily stemmed from inadequate capital reserves and diminishing stakeholder trust. The catastrophic losses associated with the Archegos Capital and Greensill Capital scandals, which collectively amounted to billions, underscore significant shortcomings in the bank’s risk management framework. These excess risks were assumed without appropriate…
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📈Super Inflation of 🇨🇭 Swiss Housing Cost – 🇨🇭 Swiss housing costs know only one direction
Swiss housing costs know only one direction (data: Federal Office for Statistics). There was actually an unauthorised demonstration in Winterthur (Canton of Zurich) on Saturday about this (organised by AlternativeListe). Interestingly, the police press release did not state the reason and media just reported there was an unauthorised demonstration and many people were sanctioned. Politics…
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💿Analyzing Silver Performance: Currency Dynamics and Safe Haven Assets
The journey of silver as an investment has been notably volatile since 2021. The performance of the ZKB Silver ETF (CHF, ISIN: CH0183136024) reveals a year-on-year return exceeding 33%. For investors who acquired this asset in November 2020, the returns have reached 15%. However, when viewed in USD terms, silver has experienced an impressive year-on-year…
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🌐G7 countries growth continues to lag significantly behind that of BRICS+ nations (Brazil, Russia, India, China, and South Africa)
If the economic growth of the G7 countries continues to lag significantly behind that of BRICS+ nations (Brazil, Russia, India, China, and South Africa, along with other emerging economies), there are several potential consequences across various sectors and geopolitical relationships, particularly if this trend persists over 3, 5, or 10 years. ➡️Short-term Consequences (3 years)☑️Economic…
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⛽️Move on Iran by Israel will lose Harris the Election, and therefor not get US green light in next weeks
Geopolitical context – why a move on Iran by Israel will lose Harris the election, and therefor not get US green light in next weeks, unless they have masochistic tendencies and want Russia to land windfall profits. ⛽️Energy Map of the RegionThe geopolitical landscape of energy in the Middle East is complex and crucial to…
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🇨🇭 Switzerland: Increasing Rent Prices Significantly Contributing to Services Inflation
Increasing rents can significantly contribute to services inflation, prompting central banks and governments to consider various measures to alleviate the pressure. In Switzerland, the Swiss National Bank (SNB) and the federal government have several options to address this issue: Swiss National Bank (SNB) Federal Government Measures Conclusion The Swiss central bank and federal government have…
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🖥Current Status of the Semiconductor Market (2024) – Background to Intel – Qualcomm Merger Rumours
Overview of the Semiconductor Market in Early 2024 As of early 2024, the global semiconductor market is projected to surpass $600 billion, driven by advancements across various technologies, including artificial intelligence (AI), the Internet of Things (IoT), and 5G. However, the industry faces significant challenges as demand surges, particularly in the automotive sector, due to…
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Lessons from the Roman Empire: Debasement of Coinage, Inflation, Transition to Barter, Local and Alternative Currencies, Rise of the Byzantine Currency
People like showing 100 year charts to show you how you will not lose money. Let me show you what happened in the Roman Empire. Let me know if the alternative coins that emerged as the empire went under remind you anything happening in the world today: As the Roman Empire began to decline and…
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🇨🇭 Geberit: Analysis of Increasing Debt and Lower Equity Ratio
Conclusion: While the increasing debt and declining equity ratio raise valid concerns about financial risk, the stronger context provided indicates a more nuanced situation. If Geberit can leverage its debt effectively to manage costs, maintain sales in a challenging environment, and capitalize on growth opportunities outside of Europe, then the increasing debt may be justified.…