Opinion

Gertjan Verdickt
Opinion
March 23, 2026

The carbon premium that never existed

Imagine this: you predict stock returns for January 2026 using company data from all of 2026. Data…
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Jeroen Blokland
Opinion
March 23, 2026

Chart of the week: laffer’s line

The signals that citizens and businesses are willing to leave their country if the tax burden…
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Christophe Santer
Opinion
March 17, 2026

The rise of sales-as-a-service

Financial services firms increasingly test new markets through sales-as-a-service models, relying on…
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Han Dieperink
Opinion
March 17, 2026

Playing with the optimal investment mix

An unprecedented wealth transfer is underway. Over the next two decades, an estimated 124,000…
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Jeroen Blokland
Opinion
March 16, 2026

Chart of the week: the hidden cost of Trump’s war

The price of a barrel of crude oil surged past the $100 mark as the situation in the Middle East…
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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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