Opinion

Jeroen Blokland
Opinion
January 12, 2026

Chart of the week: better a raging optimist or a permabear than an index hugger

A new year, a new round. Every year at the beginning of January, I once again look with amazement…
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Gertjan Verdickt
Opinion
January 12, 2026

The illusion of passive investing

Passive investing does not exist. It is a comforting fairy tale we tell ourselves, while we all…
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Max Severijns
Opinion
January 7, 2026

On Wall Street, one type of colleague remains ‘problematic’: the woman

EEOC interim chair Andrea Lucas has urged white men who feel discriminated against at work to file a…
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Han Dieperink
Opinion
January 6, 2026

The continuation of the semiconductor supercycle

The first trading day of 2026 left no room for doubt. While many investors were still recovering…
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Han Dieperink
Opinion
December 31, 2025

The economy that eats itself

Something strange is going on. The US economy is growing, but no jobs are being added. In fact…
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Gertjan Verdickt
Opinion
December 30, 2025

From lottery bonds to cryptocurrencies: the rational gamble of the small investor

For the average institutional investor, the appeal of lottery-like stocks—shares with a low price…
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Han Dieperink
Opinion
December 24, 2025

Halfway to the tipping point

The Cambrian explosion of AI-driven life forms has begun. Under the collective label of artificial…
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Max Severijns
Opinion
December 22, 2025

Democrats are set to win but the timing is awful

The Democrats are on track to win the U.S. House of Representatives in 2026. For investors, that is…
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Jeroen Blokland
Opinion
December 22, 2025

Chart of the week: few US jobs, how so?

There was eager anticipation for a new US labor market report. And not only because the flow of…
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Gertjan Verdickt
Opinion
December 19, 2025

Fed and politics

In financial markets, 2026 will not only be a year of economic normalization, but also a test of the…
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