Opinion

Han Dieperink
Opinion
August 11, 2026

Fuel for a bubble

Until Friday, the direction of travel seemed clear. Markets were pricing in a September rate hike by…
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Gertjan Verdickt
Opinion
August 10, 2026

Does your fund manager think like a household?

Ask an investor why they are buying a stock, and the answer is fairly predictable: the company is…
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Han Dieperink
Opinion
August 5, 2026

The tail wags the dog

History never repeats itself in financial markets, but it often rhymes.
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Jeroen Blokland
Opinion
August 3, 2026

Terry Smith is right about AI, that’s why we’re not changing anything

AI is changing the market. Technology giants such as Alphabet cannot escape the enormous investments…
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Edin Mujagic
Opinion
July 31, 2026

How not to deal with high inflation

When is a central bank fighting inflation too aggressively? A commonly used yardstick for answering…
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Han Dieperink
Opinion
July 28, 2026

The cheapest bubble ever

Anyone claiming to see a bubble should be able to point to excessive valuations. That is precisely…
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Gertjan Verdickt
Opinion
July 27, 2026

The market is mumbling less and less

On October 22, 1987, three days after Black Monday, the US stock market fell nearly 4 percent. What…
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Jeroen Blokland
Opinion
July 27, 2026

Chart of the week: the AI price tag everyone is missing

Stories about AI stocks have been dominated for months by questions about valuations. Yet while most…
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Han Dieperink
Opinion
July 21, 2026

Bad news from China is good news for investors

China’s economy grew less than expected, and that very prospect of additional stimulus is positive…
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Jeroen Blokland
Opinion
July 20, 2026

Chart of the week: inflation begins where confidence ends

Some investors and people concerned about the enormous mountain of government debt tend to see only…
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Afbeelding van Bilderandi via Pixabay
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