Author
Sebastien
Investment analyst at Gorgorus.
503 articles
Renewables Are Dirty And Make You Poor
Building solar and wind is costless in strategic terms, a pure addition to a nation's energy portfolio with no trade-offs worth mentioning. "It doesn't hurt to have them," goes the refrain.
10 Apr 2026
The Consumer-Replacement Experiment
There is a foundational error running through European economic policy — one so deeply embedded that it has become invisible to the people making it.
02 Apr 2026
The Continent of Managed Decline
Describing Europe's trajectory as "improving" requires a definition of the word so generous it borders on dishonest.
24 Mar 2026
Sovereign Pivot
The conventional framing of global economic power tends to focus on trade balances and manufacturing output. This perspective misses a more consequential asymmetry.
29 Jan 2026
Europe's Trade Trap
On November 14, 2024, Chinese President Xi Jinping and Peruvian President Dina Boluarte inaugurated the Chancay Port—a $3.5 billion megaport in which COSCO Shipping holds a 60% stake.
13 Jan 2026
From Plus To Minus
Germany’s trade deficit with China is on a trajectory to hit a record high in 2025, driven by a sharp contraction in demand for German goods that analysts warn is unlikely to reverse in the near term.
23 Dec 2025
Structural Divergence in Global Creditor Nations
A significant shift occurred in global capital markets: Germany surpassed Japan as the world’s largest net creditor nation.
16 Dec 2025
Why Critics Say Europe Is Lost
In a recent analysis of reader reactions to the European Union's trajectory, we found a stark contrast between the official narrative and public sentiment.
28 Nov 2025
Europe's Fiscal Reckoning
A painful reality is forcing a long-overdue reckoning across Europe, and the United Kingdom (and France) are the canary in the coal mine
13 Nov 2025
2008... But Bigger
The grand European project, born from the ashes of war, was built on a promise of shared prosperity and cradle-to-grave security.
09 Oct 2025
Debt Crisis 2.0.
The stability framework designed to protect the Eurozone is facing a challenge it was never truly built for: a crisis of fiscal credibility within its core.
25 Sept 2025
The European Union Kills Europe
The European Union was founded as a bold promise: a continent without barriers, where trade and cooperation would unleash economic dynamism.
23 Sept 2025
The EU's Broken Model
The European Commission sharply reduced its growth outlook on Monday, warning that trade tensions and geopolitical uncertainty risk further weakening the bloc’s fragile economy.
17 Sept 2025
U.S. Technology Dominance
As the United States strengthens its grip over the technologies the world increasingly relies on—most critically, advanced semiconductors—other countries find themselves in a position of dependence that threatens their sovereignty.
26 Aug 2025
Potential Dissent at the Federal Reserve
This week’s Federal Reserve meeting may bring a rare event not seen since 1993: multiple governors dissenting from the chair’s policy direction.
30 Jul 2025
World Defies Turbulence
Despite a historic surge in tariffs this year, the global economy has demonstrated an unexpected strength, confounding predictions of a sharp slowdown.
23 Jul 2025
Power Generation Drives Growth
The Netherlands has begun rationing electricity in an effort to alleviate mounting pressure on its overburdened power grid, revealing a growing infrastructure strain that is likely to ripple across Europe.
14 Jul 2025
AI's White-Collar Reckoning
In corporate boardrooms across America, the tone around artificial intelligence is shifting.
07 Jul 2025
Caution Leads The Way
A restrained and measured approach has continued to be taken by the Federal Reserve, with policy left unchanged as inflation remains slightly above the 2% target and the effects of tariffs introduce further complexity.
25 Jun 2025
Green Energy To Replace Coal?
Nearly a decade after the signing of the Paris climate accord, it was widely believed that coal use would be rapidly reduced. World leaders had been heard promising that coal would be phased out in pursuit of the 1.5 °C warming limit.
18 Jun 2025
