Gnosly Feed - investmentshttps://gnosly.com/feed/investments/Business Intelligence Console and Prediction Algorithms3699@IEAInternational Energy AgencyGlobal energy spending is on track to reach $3.4 trillion in 2026. Around $2.2 trillion of this is set to go to grids, storage, low-emissions fuels, nuclear, renewables, efficiency & electrification, and about $1.2 trillion goes to oil, natural gas & coal<p>Source: IEA (X)</p>https://x.com/IEA/status/21165570837346222470.00102026-11-01T08:01:41.761221+00:002x.comenergyinvestmentseconomy3588https://pbs.twimg.com/media/HV-Fc3VWQAA9wYf?format=jpg&name=smallImage2026-11-01T08:01:42.221767+00:003529https://www.linkedin.com/in/alvinfsc/Alvin FooEurope’s tech R&D share collapsed from 23% in 2005 to 8% today. The US is now at 62%. China went from near zero to 15%. South Korea outspends Germany, France, the UK and Italy combined.<p>Source: Alvin Foo (LinkedIn)</p>https://lnkd.in/p/d6esuYbF0.00202026-10-28T11:51:19.912776+00:001linkedin.comeuinvestmentseconomy3383https://media.licdn.com/dms/image/v2/D4E22AQFhBSblzVoilw/feedshare-shrink_800/B4EaGBwDbEJIAc-/0/1793178220464?e=1795046400&v=beta&t=sMJ_-FDR7GEGF_v6Hev7QF1IfdeSYrWb2hM-7YAvP_gView image2026-10-28T11:51:20.480802+00:002461@SebJohnsonUKSeb JohnsonFour US hyperscalers will spend $733bn in total capex in 2026. Europe commits 1bn<p>Source: Seb Johnson (X)</p>https://x.com/SebJohnsonUK/status/21081157332848845480.00402026-10-08T12:58:36.728972+00:002x.cominvestmentseuropeai2271https://pbs.twimg.com/media/HUGH2Q0W0AA5O50?format=jpg&name=smallImage2026-10-08T12:58:37.127534+00:00826Norway’s wealth fund faces scrutiny over rising value of investments in Israeli firmsThe value of Norway’s sovereign wealth fund’s investments in Israeli companies has increased, prompting ethical concerns among campaign groups and charities as the war in Gaza continues. The fund, the world’s largest, had cut its Israeli holdings from 61 to 29 companies last year, citing “the serious humanitarian crisis” in Gaza.https://www.aljazeera.com/news/liveblog/2026/9/16/iran-war-live-irans-top-diplomat-heads-to-china-as-war-drags-on0.00702026-09-16T15:36:09.694241+00:005aljazeera.comnorwayinvestmentsisrael721https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAIn 2021 the government was printing and 20-year TI...In 2021 the government was printing and 20-year TIPS paid you NEGATIVE 0.8% after inflation. You paid them to protect your money.Today those same inflation-protected yields sit near 2.7%, the highest in over 15 years. The 30-year is above 3%.The government is still spending like a drunken sailor, so the bond market is finally forcing it to pay up. For the first time since before COVID, you can lock in a real return that beats inflation, "guaranteed."Debasement created the problem. It also created the payout.Source: Kurt S. Altrichter, CRPS®@kurtsaltrichterhttps://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/0.00502026-09-14T20:34:44.639926+00:001linkedin.cominflationinvestmentsbonds