Opinion

Han Dieperink
Opinion
July 14, 2026

Why the traditional sector classification no longer works

The GICS, the globally used sector classification system for publicly traded companies introduced in…
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Gertjan Verdickt
Opinion
July 13, 2026

The hidden cost of an IPO

On June 4, S&P Dow Jones may have saved your S&P500 index funds from a hidden bill. The index…
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Jeroen Blokland
Opinion
July 13, 2026

Chart of the week: risk bubble

AI stocks have stolen the spotlight for years. Over the past few months, that trend has become so…
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Han Dieperink
Opinion
July 7, 2026

Climate is no longer hot. The energy transition still is

Under the headline Climate (Change) Is No Longer Hot, Dutch financial daily Het Financieele Dagblad…
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Jeroen Blokland
Opinion
July 6, 2026

Chart of the week: they got it wrong again!

By now, it no longer surprises me that gurus who repeatedly predict apocalypses, stock market…
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Han Dieperink
Opinion
June 30, 2026

The robotaxi changes more than just transportation

Driving is the most common occupation among men. Whether it is taxi drivers, truck drivers, or…
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Gertjan Verdickt
Opinion
June 29, 2026

The alpha hiding on the wrong side

Twelve machine learning models are given the same data and the same question: what will this stock…
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Jeroen Blokland
Opinion
June 26, 2026

Chart of the week: the Great Rebalancing: slowly but surely

Every year, I look forward to the reports outlining the strategic decisions of institutional…
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Edin Mujagic
Opinion
June 26, 2026

The ECB continues to act irresponsibly

Charles Dickens opened A Tale of Two Cities with the immortal words, “It was the best of times, it…
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Jeroen Blokland
Opinion
June 22, 2026

Chart of the week: the oil price is also determined in the East

Finally: peace between Iran and the United States has been signed. And so we may hope for at least a…
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Gertjan Verdickt
Opinion
June 17, 2026

The value of belief: SpaceX’s IPO

SpaceX is now worth 2.11 trillion dollars. That valuation belongs to a company that lost 5 billion…
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Han Dieperink
Opinion
June 16, 2026

The story behind SpaceX

SpaceX’s IPO on June 12 was unprecedented in more ways than one. People didn’t buy the stock because…
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Gertjan Verdickt
Opinion
June 15, 2026

The prospectus that is too honest

In an upcoming publication in the Review of Financial Studies, researchers Jinfei Sheng (University…
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Jeroen Blokland
Opinion
June 15, 2026

Chart of the week: markets don’t like surprises

Investors are suddenly pulling back. The main reasons are the renewed tensions between Iran and the…
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