Opinion

Han Dieperink
Opinion
May 5, 2026

The price of good governance

Corporate governance is one of those topics investors prefer to push into the background as long as…
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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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Han Dieperink
Opinion
April 29, 2026

Correlation is not causation

Every time an oil crisis occurs, the recession scenario is immediately dusted off. The oil price…
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Jeroen Blokland
Opinion
April 27, 2026

Chart of the week: why the bull market isn’t over

With no end to the war with Iran in sight, talk of a recession is resurfacing. Yet other indicators…
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Edin Mujagic
Opinion
April 24, 2026

ECB policymakers might need to talk less often

European dependence on fossil fuels poses a risk to price stability. That is according to Frank…
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Han Dieperink
Opinion
April 21, 2026

Some software stocks find upside in AI

There was a time when software companies could rely on growth rates and compelling narratives about…
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Jeroen Blokland
Opinion
April 20, 2026

Chart of the week: J-curve or U-turn

For over ten years, I’ve been writing articles for investors, economists, and anyone with even the…
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Han Dieperink
Opinion
April 14, 2026

Beijing’s handshake

While the whole world was watching the Serena Hotel in Islamabad, where the ceasefire negotiations…
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Jeroen Blokland
Opinion
April 12, 2026

Chart of the week: inflation peak

I have been watching the financial markets with some amazement for the past few weeks. A US…
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Han Dieperink
Opinion
April 7, 2026

The acceleration

The world was already electrifying at a rapid pace. But two developments are now pushing this…
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