Opinion

A BNSF coal train in Wyoming. Photo via Flickr.
Sector
April 14, 2022

Warren Buffett's inflation-proof portfolio

Not surprisingly, Berkshire Hathaway has risen 16 percent this year and has outperformed the S&P 500…
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Jeroen Blokland
Opinion
April 7, 2022

Chart of the week: What do we really know about inflation?

Most research papers on inflation focus on the period from 1950, after World War II, or from the…
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Opinion
March 31, 2022

Moral hazard

After the stock market crash of 1987, measures were taken to prevent a new financial drama in the…
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Jeroen Blokland
Opinion
March 28, 2022

Chart of the week: end of the housing bubble?

US mortgage rates have shot up since the start of this year. The 30-year fixed rate stands at 4.5…
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Opinion
March 24, 2022

A bull market for inflation

The biggest risk for investors at the moment is high inflation. While the market places too much…
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Jeroen Blokland
Opinion
March 21, 2022

Contradicting investors

I am a fan of the Bank of America Global Fund Manager Survey. Not only because this survey covers…
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Russia and China
Opinion
February 24, 2022

The second Cold War is hot

Western leaders are struggling with their response to Putin’s latest challenge. They agree that it…
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Market analysis
Opinion
February 17, 2022

The year of the stock picker

For two decades in a row money has money has flowed out of active funds. Last year, 100 billion euro…
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Euro sign at the ECB in Frankfurt
Opinion
February 10, 2022

Draghi’s promise is at stake

President Biden and Olaf Scholz, the new German Chancellor, are not on the same page regarding…
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Opinion
February 2, 2022

'Wealthtech needs humans'

As the asset management industry embraces wealthtech, its business model has suddenly become very…
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