Mercatorcast #2
"The Explosion of Demand for Semiconductor Production Equipment"
Hervé van Caloen
Mercatorcast #1
"Shanghai Cannot Become a Major Financial Center"
The Mercator International Opportunity Fund Q1, 2023 Report
Relative calm has returned to markets, for now.
Don’t Fool Yourself: Treasury Yields Could Peak Above 8%
Long-term Views From Mercator
Europe Is Not Ready For The Electric Vehicle Revolution
More than half a century ago, President de Gaulle of France gave one of his famous press conferences where he addressed the post-war infatuation with the idea of a European Union. With his usual trenchant sense of humor, de Gaulle responded to a journalist that it is not enough to jump on your chair
Coming soon
This is Hervé's Substack.