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Opinion
Opinion
May 5, 2026
The price of good governance
Corporate governance is one of those topics investors prefer to push into the background as long as…
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Opinion
May 4, 2026
With Buffett gone, Berkshire is becoming truly Buffettian
Every May, a ritual unfolds in Omaha, Nebraska that I have never quite understood. Thousands of…
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Opinion
April 27, 2026
Chart of the week: why the bull market isn’t over
With no end to the war with Iran in sight, talk of a recession is resurfacing. Yet other indicators…
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Opinion
April 24, 2026
ECB policymakers might need to talk less often
European dependence on fossil fuels poses a risk to price stability. That is according to Frank…
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Opinion
April 21, 2026
Some software stocks find upside in AI
There was a time when software companies could rely on growth rates and compelling narratives about…
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Opinion
April 20, 2026
Chart of the week: J-curve or U-turn
For over ten years, I’ve been writing articles for investors, economists, and anyone with even the…
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Opinion
April 14, 2026
Beijing’s handshake
While the whole world was watching the Serena Hotel in Islamabad, where the ceasefire negotiations…
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Opinion
April 7, 2026
The acceleration
The world was already electrifying at a rapid pace. But two developments are now pushing this…
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Opinion
March 31, 2026
Europe is the biggest victim of the war against Iran
The war against Iran has now lasted a month, and the consequences are becoming visible at a rapid…
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Opinion
March 30, 2026
Chart of the week: the end of the macro investor
If there is one thing that characterizes the investment world, it is that it is full of clichés…
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