Opinion

Han Dieperink
Opinion
today

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
Yesterday

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
Yesterday

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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Jeroen Blokland
Opinion
February 16, 2026

Chart of the week: Olympic mindset

Here in Milan, during the Olympic Games, only one thing matters: winning. In geopolitics, the battle…
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Most recent

Euro and dollar
Laws and Regulations

How Europe wants to protect itself from dollarization

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Han Dieperink
Opinion

The price of war

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A lack of refining capacity in Europe puts oil products like diesel and kerosine under further upward pressure. Photo: Flickr.
Asset Allocation

Oil surge raises spectre of 1970s stagflation

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Juncker with US president Donald Trump at a G7 meeting in 2017. Photo: EU.
News

Juncker warns Europe could lose all seats in the G7

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Gertjan Verdickt
Opinion

Noise in the factors

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