Max Severijns

Max Severijns

Silicon Valley - Zetong Li - Pexels
Investing
May 27, 2026

Greed, not fraud, is driving the chaos in private AI shares

Demand for Anthropic, OpenAI and SpaceX shares has overwhelmed a secondary market designed for…
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Japan - Hans-Zhong - Pexels
Investing
May 20, 2026

Japan again a hunting ground for Europeans as yields surge

After decades of near-zero rates, the Bank of Japan’s move toward tighter policy has pushed…
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R.K., Unsplash
May 11, 2026

Can the new Texas stock exchange break the East Coast’s hegemony?

Texas aims to challenge the dominant position of New York and Delaware in the U.S. capital markets…
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Max Severijns
Opinion
May 4, 2026

With Buffett gone, Berkshire is becoming truly Buffettian

Every May, a ritual unfolds in Omaha, Nebraska that I have never quite understood. Thousands of…
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A tanker anchored in Malaysia awaiting a new assignment. Photo: Unsplash.
Asset Allocation
April 29, 2026

Each week Hormuz stays shut costs Europe 0.1% of GDP

Oil prices will have to climb much higher to stabilise global markets as disruptions in the Strait…
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Diederik Timmer, president Europe for Glass Lewis.
Laws and Regulations
April 22, 2026

Glass Lewis navigates US backlash with global push

Proxy advisers are facing mounting political pressure in the US, even as demand for their services…
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Kevin Khang, senior global economist at Vanguard
April 20, 2026

AI’s next winners probably won’t be tech-companies, says Vanguard’s head of research

If history is any guide, the artificial intelligence boom will not be those who build the technology…
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Software PC - Lukas Blazek - Pexels
Asset Allocation
April 17, 2026

Investors return to beaten-down software stocks

Software stocks are being repriced as investors reassess how artificial intelligence will reshape…
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Credit: William Hadley / Unsplash
Asset Managers
April 16, 2026

Selling America is misreading of bigger picture, US managers say

A mix of erratic political choices has chipped away at confidence in Washington. Yet, as the…
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SpaceX CEO Elon Musk views the wreckage of his Starship SN8 in 2020. Photo: Steve Jurvetson via Wikimedia.
April 15, 2026

Galactic American IPOs set to test passive investors as index rules shift

A wave of massive initial public offerings, including SpaceX, Anthropic and OpenAI, is set to hit US…
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Stephen Miran (left) was sworn in as Fed governor in September last year. Photo: Federal Reserve.
Investing
April 1, 2026

Iran conflict hits Miran’s housing assumption

The conflict between the US and Iran is hitting the core of the Federal Reserve’s rate strategy. The…
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Digital Asset Summit in New York
News
March 30, 2026

SEC chair calls earlier crypto approach ‘a brake on innovation’

Now that the US SEC has placed most digital assets, including cryptocurrencies, outside its…
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Photo: Vera Kratochvil.
Asset Allocation
March 26, 2026

Investors underestimate risk capacity Yale finds

For decades, investors have been told to balance risk with a simple formula: the 60/40 split between…
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Scope Research
Asset Allocation
March 19, 2026

Middle East: Banks not overexposed, but their borrowers might be

European banks have little direct exposure to the Middle East, says European credit rating agency…
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