Writing — Mercator Investment Management

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

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

Socialism has failed.

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MOPPX Closing

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

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Peace And Prosperity

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

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

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The Mercator International Opportunity Fund Year End Report, 2023

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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

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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The Mercator International Opportunity Fund Summer of 2023 Update

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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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Mercatorcast #2

"The Explosion of Demand for Semiconductor Production Equipment"

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Mercatorcast #1

"Shanghai Cannot Become a Major Financial Center"

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The Mercator International Opportunity Fund Q1, 2023 Report

Relative calm has returned to markets, for now.

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

Long-term Views From Mercator

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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

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Coming soon

This is Hervé's Substack.

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