Opinion

Han Dieperink
Opinion
Yesterday

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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Han Dieperink
Opinion
July 14, 2026

Why the traditional sector classification no longer works

The GICS, the globally used sector classification system for publicly traded companies introduced in…
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Gertjan Verdickt
Opinion
July 13, 2026

The hidden cost of an IPO

On June 4, S&P Dow Jones may have saved your S&P500 index funds from a hidden bill. The index…
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Jeroen Blokland
Opinion
July 6, 2026

Chart of the week: they got it wrong again!

By now, it no longer surprises me that gurus who repeatedly predict apocalypses, stock market…
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Gertjan Verdickt
Opinion
June 29, 2026

The alpha hiding on the wrong side

Twelve machine learning models are given the same data and the same question: what will this stock…
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Jeroen Blokland
Opinion
June 26, 2026

Chart of the week: the Great Rebalancing: slowly but surely

Every year, I look forward to the reports outlining the strategic decisions of institutional…
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Edin Mujagic
Opinion
June 26, 2026

The ECB continues to act irresponsibly

Charles Dickens opened A Tale of Two Cities with the immortal words, “It was the best of times, it…
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Jeroen Blokland
Opinion
June 22, 2026

Chart of the week: the oil price is also determined in the East

Finally: peace between Iran and the United States has been signed. And so we may hope for at least a…
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Han Dieperink
Opinion
June 16, 2026

The story behind SpaceX

SpaceX’s IPO on June 12 was unprecedented in more ways than one. People didn’t buy the stock because…
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