A pawn named Venezuela
The American operation in Venezuela is not about oil or democracy, but about openly acknowledging spheres of influence. Trump is t…
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Matěj Široký
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Matěj Široký
Tesla stumbles, Buffett leaves, Venezuela tests markets
The year 2026 has started sharply: Tesla has lost its position as the leader in electric car sales to BYD, Buffett has retired, an…
Markets fluctuate between optimism and blindness
Financial markets in 2026: optimists are betting on artificial intelligence and Trump, while pessimists warn of a debt crisis and …
A society without common interests
The West is dividing. The middle class is disappearing into uncertainty, while the hyper-elite lives in isolation. The year 2026 w…
Financial markets in a year of plenty. Prague and silver surprised
Finding the best investment of the past year is like looking in the rearview mirror and telling yourself that's where the right pa…
When being wrong makes more sense than being right
Saxo Bank's shocking forecasts are not forecasts, but an exercise in countering investors' tunnel vision.
The end of neutral technology and the lost soul of Silicon Valley
Alex Karp's book The Republic of Technology is a rousing read. After all, the West needs engineers to defend civilisation, not jus…
Demand for AI is growing, answers are lacking
Gold breaks records, oil falls and AI divides markets. Investors enter a year of uncertainty.
When markets believe in the future more than the present
In 2025, Palantir won by betting on the future. Oracle lost due to debt and doubts about artificial intelligence. The markets remi…
The crypto revolution has chosen stability
Trump has supported crypto, bitcoin is holding steady, and stablecoins, which are quietly driving the digital dollar, have become …
The Second Wind of Visegrad
Central Europe is back in the game. The V4 group is reviving thanks to Eurosceptics, but the demographic crisis could ruin everyth…
Freezing Russian money is easy, maintaining global trust is harder
Attempting to confiscate Russian assets is an openly hostile act, only one step less severe than a declaration of war.
Trump left the child named Ukraine with the Europeans
Europe will therefore have to pay for the Ukrainian war itself. Where will it get the funds? Brussels is betting on Russian cash r…
When the Fed can't say no: politics, markets and the illusion of stability
The Fed cut rates even though the US economy does not need a bailout, thus supporting Trump. The path of the S&P 500 index to …
Did Netflix take a big bite? The streaming service has taken over part of Warner Bros.
Surprisingly, the whole transaction has one strong opponent. It is US President Donald Trump.
Future Czech Prime Minister permanently relinquishes Agrofert holding
The winner of the Czech elections has made it clear that he is now closer to politics than business. This is understandable given …
A few lines of code between Europe and totalitarianism
When the state starts reading messages before they are sent, Europe will change before it realizes how much it has lost.
Constitutional game of nerves: the president risks, Babiš waits
The appointment of the government has stalled where it was expected: on the weak points of the constitution and the construction o…
Risk appetite returns to the markets
Nothing has changed in the last month. The themes in the financial markets remain constant: artificial intelligence and the US Fed…
Chips are just quality shovels in the gold rush. But it is unknown how much gold is under the mountain
The past week was excellent for the financial markets. Investors quickly forgot that there was supposed to be some kind of bubble …
Ukrainian corruption is Russia's greatest ally
Timur Mindich's golden toilet is not a meme, but reality. The $100 million corruption scandal reaches all the way to Zelensky and …
The comfortable European illusion
Europe believes that morality and sanctions are enough. The numbers and Vance show the opposite: Brussels dreams, Moscow calculate…
Google is taking over the AI peloton
Alphabet recently unveiled the third version of its Gemini 3 model. By many metrics, so far this model is proving to be the best o…
Sedláčková: I consider Woke progressivism to be the political religion of the 21st century
The foreign policy of our outgoing government and of Minister Lipavský has been truly dismal, especially as far as the V4 is conce…
Investors abandon ship, but captain reports all is well
The financial market downturns have been going on for three weeks now. The situation is opaque in that there is no single cause, b…
The French connection: the case was cleaned up a little too thoroughly
The death of Jean-Luc Brunel closes the French chapter of the Epstein case, leaving only empty spaces behind.
The concrete wall of artificial intelligence
At the end of last week on November 13, we witnessed one of the worst trading sessions of the year.
Lithium's long journey to becoming a global commodity
In the summer of 2023, Elon Musk said aloud what commodity and stock traders had been whispering for years: lithium is the new oil…
Europe today needs more courage than directives
The old continent may not have all the strategic raw materials, but from a geological point of view, it is not a blank map.
Longest shutdown, shortest memory of markets
At the beginning of the week, the markets opened on an optimistic wave that the end of the shutdown was near. Although sentiment o…
Musk's trillion-dollar jackpot
Nothing changes in the markets. One day it's a disaster as a huge financial crisis looms. The next, nobody remembers the crisis an…
Revolution, reform, and freedom – the three faces of Latin America
This year at the UN, the continent's leaders did not act as the unified voice of the global South, but rather as a mirror of today…
A lesson in Machiavellianism: The new Czech government promises the impossible
Politics is not a journey to a haven of salvation where we will all live in lasting peace, harmony, and prosperity.
Hundreds of billions in AI – the only bet worth making
A kind of schizophrenia continues to prevail on the markets.
Aghion's recipe for change: Growth is the result of constant innovation and creative destruction
The Nobel Prize in Economics promises to perfectly describe the world and offers change – is this reality or just fiction?
Barometer in Oslo: a dual concept of peace in a turbulent world
The Nobel Peace Prize has become a geopolitical tool – from its original fight for disarmament to an instrument of Western soft po…
Markets are breaking records, but the Fed has raised doubts. Powell warns of a return of inflation
At the start of this working week, US stock markets hit record highs for the thirty-fifth time this year. It seems as though nothi…
Trump als Chef-Investmentmanager und die aufgeblasene Blase der Quantencomputer
Die Überseemärkte setzen ihren Aufschwung fort. Der Optimismus der Anleger wird durch die Erwartung weiterer Zinssenkungen genährt…
Emissions allowances are like a new dogma
European Union green quotas: under the guise of ecology, this tax threatens the middle class and strengthens Brussels' power.
Eurobonds and the inconspicuous path to fiscal union. Have we gone too far?
Joint bonds strengthen Brussels, but at the cost of debt and less freedom for member states.
Pause im Goldrausch. Warum verliert Gold seinen Glanz?
Die jüngsten Ereignisse auf den Märkten erinnern an eine wilde Fahrt auf einem Karussell – Probleme folgen in rascher Folge aufein…
Leere Staatskasse, verbrannte Erde: Das tschechische Spiel um die Demokratie
Die Regierung Fiala zögert mit der Vorlage des Haushaltsplans für 2026. Babiš warnt vor verbrannter Erde. Die tschechische Demokra…
Bank pests: Are American banks facing another crisis?
Donald Trump has extended his peace plans from the Middle East to Eastern Europe. In two weeks, a meeting between the presidents o…
Can Europe shield itself from its own debts?
The old continent is considering building a drone wall on its eastern flank to protect against Russian attacks, which would cost b…
How far has the path to total artificial intelligence power already been paved?
Old concepts such as fascism are no longer suitable for understanding the depth of the problem of artificial intelligence.
Why it is important to monitor the results of American banks
The shutdown in the US continues. Since mid-October, every additional day that the American authorities remain at a standstill has…
Panic on the stock market. Trump's social media post shook global markets
It's a classic scenario on the stock market. When everyone thinks that nothing can happen and the markets will continue to grow, a…
The Czech budget is stuck in a trap
The economic challenge for the Czech Republic is the same as it was four years ago, when the Fiala government took power from Babi…
From polls to power: The art of exceeding expectations
Most politicians dismiss polls with a smile during election campaigns, pointing out that they are often wrong. They are right—pred…
An aging population? Japan can serve as a testing ground for the Western world
The global economy, and with it the financial markets, are being affected to varying degrees by the turbulent political situation …