Opinion

Han Dieperink
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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Gertjan Verdickt
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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Jeroen Blokland
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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Edin Mujagic
Opinion
August 28, 2026

Tensions in Iceland and why they matter to the ECB

Things are getting tense in Iceland! Iceland? Isn’t this the ECB Watch column? Yes, it is. But we…
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Gertjan Verdickt
Opinion
August 24, 2026

The puzzle of the calm market

Investors often overreact to news. Yet all that overreaction does not necessarily make the stock…
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Wouter Weijand
Opinion
August 21, 2026

Scotch Bes

Scotch Bes is a new elixir designed to ease the burden of your debts. A few sips of this whisky will…
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Han Dieperink
Opinion
August 18, 2026

Financial innovation in Jackson Hole

Since 1982, central bankers and economists have gathered in Jackson Hole, Wyoming. This year’s…
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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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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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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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