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AI Financial Exuberance as a Shield Against Reality
Op-Ed for Les Echos – Friday, June 5, 2026 The strength of the rebound driven by AI and semiconductor stocks, since the onset of de-escalation in the Middle East, is not enough to…
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France Might Become Europe’s Data Center Hub, but Where Does It Stand in the AI Race?
Interview with Atlantico on France’s AI Infrastructure investments, following the 2026 Choose France Summit announcements (Excerpts). Are the Choose France announcements a sign that France is winning the AI race—or just the data…
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Reopening the Strait of Hormuz: Toward a Frozen Conflict amid US Political Paralysis
Toward a frozen conflict, with the prospect of a nuclear deal later. There is a shared will to reopen the Strait of Hormuz, but political paralysis in the U.S. persists.
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War Deepens the Industrial and Social Crisis
Interview on France 24 in French with journalist and novelist Aude Lechrist and in English with William Hildebrandt on how the Middle East war derails the West’s economic, industrial and social model further.…
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Industrial Disruptions and Geopolitical Shift
On France 24, I discussed the deep industrial impact of the Iran war and the shift in political bargaining:– Economic forecasts tend to account poorly for shocks in the physical world, focusing on…
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Energy Markets Will Remain Shaped by Iran’s New Status Quo
Op-ed in Les Echos, 11 April, 2026. Iran’s control over the Strait of Hormuz is upending global energy markets. Prices remain under pressure, and geopolitical uncertainties are hindering a return to normalcy. Investors…
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Iran to Control Reopening of Strait of Hormuz
I was interviewed by France 24 about the energy crisis and the challenges of reopening the Strait of Hormuz amid the military stalemate. English transcript below the video. Rémi Bourgeot, you’ve been following…
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Iran Quagmire: Tackling the Long-Term Costs
Donald Trump is looking for an off-ramp from the Iran war quagmire. While threatening major escalation that would make parts of the region uninhabitable, he claims that negotiations are taking place.Although real peace…
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Beyond the Iran Fiasco, an Abysmal Strategic Vacuum
Op-ed published by Les Echos on 24 March 2026. As Donald Trump seeks a way out of the Iranian quagmire—to suspend hostilities without any real prospect of peace—I invite you to consider a…
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Why Gold Loses Its Appeal Amid the Iran War
I answered questions from journalist Nils Adler on gold’s steadiness despite the Iran quagmire. In addition to quotes on Al Jazeera’s website, here is my broader analysis. A geo-economic shock such as the…
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