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Max Severijns
Investing
June 11, 2026
The great SpaceX valuation divide probably won’t be settled soon
How much should one pay for revenue that may not materialize for years? That’s the dilemma for…
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Investing
June 9, 2026
Autonomous Claude portfolio fires warning shot at active managers
An artificial intelligence portfolio powered by Anthropic’s Claude model has been attracting…
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Investing
June 3, 2026
Are ETFs ready for three gigantic IPOs this year?
The anticipated mega-cap listings of SpaceX, Anthropic and OpenAI are fueling debate over the risks…
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Investing
May 27, 2026
Greed, not fraud, is driving the chaos in private AI shares
Demand for Anthropic, OpenAI and SpaceX shares has overwhelmed a secondary market designed for…
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Investing
May 20, 2026
Japan again a hunting ground for Europeans as yields surge
After decades of near-zero rates, the Bank of Japan’s move toward tighter policy has pushed…
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May 11, 2026
Can the new Texas stock exchange break the East Coast’s hegemony?
Texas aims to challenge the dominant position of New York and Delaware in the U.S. capital markets…
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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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Asset Allocation
April 29, 2026
Each week Hormuz stays shut costs Europe 0.1% of GDP
Oil prices will have to climb much higher to stabilise global markets as disruptions in the Strait…
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Laws and Regulations
April 22, 2026
Glass Lewis navigates US backlash with global push
Proxy advisers are facing mounting political pressure in the US, even as demand for their services…
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April 20, 2026
AI’s next winners probably won’t be tech-companies, says Vanguard’s head of research
If history is any guide, the artificial intelligence boom will not be those who build the technology…
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Asset Allocation
April 17, 2026
Investors return to beaten-down software stocks
Software stocks are being repriced as investors reassess how artificial intelligence will reshape…
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Asset Managers
April 16, 2026
Selling America is misreading of bigger picture, US managers say
A mix of erratic political choices has chipped away at confidence in Washington. Yet, as the…
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April 15, 2026
Galactic American IPOs set to test passive investors as index rules shift
A wave of massive initial public offerings, including SpaceX, Anthropic and OpenAI, is set to hit US…
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Investing
April 1, 2026
Iran conflict hits Miran’s housing assumption
The conflict between the US and Iran is hitting the core of the Federal Reserve’s rate strategy. The…
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