Writing

Writing

Essays and commentary from Mercator Investment Management.

Why Venezuela's Economic Recovery May Depend on Financing Businesses Beyond Oil

By Callum Turner — IBTimes

The International Monetary Fund projects 4% economic growth for 2026 alongside consumer price inflation of 387.4%.

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Caracas, Venezuela

The Caracas Stock Exchange: The New Frontier

On 3 January 2026, the United States captured the president of Venezuela.

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DO & CO

DO & CO

From Japan to Argentina, the world is voting in office strong pro-business political leaders.

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The Rooster in the Coal Mine

President Macron of France just appointed his fifth Prime Minister in less than two years.

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Dissolve The European Union and Save Europe

Dissolve The European Union and Save Europe

Socialism has failed.

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MOPPX Closing

MOPPX Closing

The Mercator International Opportunity Fund (MOPPX, MOOPX) is closing.

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Peace And Prosperity

Peace And Prosperity

It is generally accepted that investment managers should not talk about politics.

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The Four Factors Causing Bubbles

The Four Factors Causing Bubbles

Long before the subprime crisis of 2008, economist Hyman Pinsky theorized that financial bubbles are caused by a combination of four factors:

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AI Trading Is Disrupting Market Forces

AI Trading Is Disrupting Market Forces

AI is not the future of trading, it’s the present.

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European Growth Stocks Are Great Value

European Growth Stocks Are Great Value

For years, financial markets have been disrupted due to government policies and other factors.

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Aston Martin Has Nine Lives

Aston Martin Has Nine Lives

Like Egyptian god Atum-RA, British luxury car company Aston Martin (AML:LN) has become the embodiment of nine lives in one form.

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Watches of Switzerland (WOSG:LN; WOSGF): Selling European Luxury

Watches of Switzerland (WOSG:LN; WOSGF): Selling European Luxury

Luxury goods stocks are to Europe what technology stocks are to the US.

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Don’t Fool Yourself: Treasury Yields Could Peak Above 8%

Don’t Fool Yourself: Treasury Yields Could Peak Above 8%

Long-term Views From Mercator

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Mercator in Europe

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 and scream “Europe! Europe! Europe!”. What he meant was that one had to think this common desire through. What kind of Europe do we want? How

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