Opinion

Max Severijns
Opinion
March 13, 2026

The new equity analyst is called Claude. But he can’t do everything

Write a prompt asking Claude to act like an investor who wants to know everything about a company…
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Han Dieperink
Opinion
March 10, 2026

The price of war

Within one hundred hours, American and Israeli forces struck nearly 2.000 targets in Iran. Ayatollah…
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Gertjan Verdickt
Opinion
March 9, 2026

Noise in the factors

I recently came across an interesting study about the Fama-French factors, those widely used risk…
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Jeroen Blokland
Opinion
March 9, 2026

Chart of the week: is this our umpteenth last chance?

Even before stock market trading in March had really gotten underway, we already knew this month…
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Han Dieperink
Opinion
March 3, 2026

Share prices follow earnings, always

Stocks follow earnings per share. Over the long term, the correlation between earnings growth and…
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Jeroen Blokland
Opinion
March 2, 2026

Chart of the week: the outlines of a new credit bubble

AI is not a bubble by definition. But the investment wave surrounding it is. The first hairline…
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Edin Mujagic
Opinion
February 27, 2026

The biggest threat to the euro is the ECB

On the eve of the recent meeting of EU leaders on how to make the European economy more innovative…
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Han Dieperink
Opinion
February 24, 2026

The great rotation

The S&P500 is virtually unchanged this year, but beneath the surface the US equity market is moving…
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Jeroen Blokland
Opinion
February 23, 2026

Chart of the week: if the euro falls

Since Trump’s reelection as president of the United States, the world has been on edge. Geopolitical…
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Han Dieperink
Opinion
February 17, 2026

Japan: from lost decades to profitable reflation

The election result in Japan was historic. For the first time since World War II, one party secured…
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