Opinion

Jeroen Blokland
Opinion
today

Chart of the week: is the AI machine faltering?

It takes some getting used to. After another prolonged period in which investors placed almost blind…
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Gertjan Verdickt
Opinion
October 19, 2026

What the camera doesn’t see

The most valuable part of a company visit begins once the presentation is over. Over coffee, on the…
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Jeroen Blokland
Opinion
October 19, 2026

Chart of the week: will the glass remain half full?

The IMF published its World Economic Outlook this week. It is not exactly a publication that gets me…
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Han Dieperink
Opinion
October 13, 2026

The end of the bull market

Many investors see an AI bubble everywhere they look. They point to the profits of the big tech…
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Han Dieperink
Opinion
October 7, 2026

Conversational alpha

There is a persistent illusion in the financial world: that investors make decisions after carefully…
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Gertjan Verdickt
Opinion
October 5, 2026

Return chasing for professionals

Retail investors chase returns, while investment professionals focus on allocation. At least, that…
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Jeroen Blokland
Opinion
October 5, 2026

Chart of the week: gold does nothing, exactly as it should

“Yes, but it doesn’t generate cash flows.” Six words that regularly send shivers down my spine. They…
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Han Dieperink
Opinion
September 29, 2026

Ten ideas for 2026

Investing is not about predicting what will happen tomorrow. It is about identifying what the market…
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Jeroen Blokland
Opinion
September 28, 2026

Chart of the week: c’est reparti!

My French is far from great, but the title can loosely be translated as “Here we go again.” The…
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Edin Mujagic
Opinion
September 25, 2026

Yes, decisive action against inflation spotted!

The head of the central bank announced an interest rate hike in September. The reason? Inflation has…
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Han Dieperink
Opinion
September 22, 2026

Low expectations, big surprise?

Even before the state dinner for Chinese President Xi Jinping begins next week, there is already…
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Gertjan Verdickt
Opinion
September 21, 2026

The price of a tirade

“Mgmt at WFC are a bunch of douchebag assclowns.” That is, literally, one of the comments posted…
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Han Dieperink
Opinion
September 15, 2026

What does Warsh actually want?

After strong labor market data and inflation that remains above the Fed’s target, the market has…
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Stephan Desplancke
Opinion
September 14, 2026

Evergreen funds: always open, never liquid?

“Evergreen funds inherently involve a liquidity mismatch.” “Evergreen funds introduce subjectivity…
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