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Opinion
Opinion
September 29, 2026
Ten ideas for 2026
Investing is not about predicting what will happen tomorrow. It is about identifying what the market…
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Opinion
September 28, 2026
Chart of the week: c’est reparti!
My French is far from great, but the title can loosely be translated as “Here we go again.” The…
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Opinion
September 25, 2026
Yes, decisive action against inflation spotted!
The head of the central bank announced an interest rate hike in September. The reason? Inflation has…
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Opinion
September 22, 2026
Low expectations, big surprise?
Even before the state dinner for Chinese President Xi Jinping begins next week, there is already…
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Opinion
September 21, 2026
The price of a tirade
“Mgmt at WFC are a bunch of douchebag assclowns.” That is, literally, one of the comments posted…
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Opinion
September 15, 2026
What does Warsh actually want?
After strong labor market data and inflation that remains above the Fed’s target, the market has…
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Opinion
September 14, 2026
Evergreen funds: always open, never liquid?
“Evergreen funds inherently involve a liquidity mismatch.” “Evergreen funds introduce subjectivity…
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Opinion
September 8, 2026
Farewell to the new normal
The period after 9/11 ushered in an era of war, crises, low growth and fading faith in progress…
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Opinion
September 7, 2026
Why your view of the stock market is shaped by your neighbours
Investors like to think that their view of the market is based on hard numbers and a broad…
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Opinion
September 7, 2026
Chart of the week: primary budgets are the main reason to adjust your portfolio
When primary budget deficits, the budget deficit excluding interest expenses, are presented, many…
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Rise of political extremes shifts the landscape for stocks and bonds
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Ten ideas for 2026
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