Opinion

Han Dieperink
Opinion
November 3, 2026

Geopolitical consequences of the midterm elections

On November 3, the US will elect all 435 members of the House of Representatives and one-third of…
Read more
Gertjan Verdickt
Opinion
November 2, 2026

The evening news gets one-third of it right

Every trading day ends with an explanation. “Stocks fell on inflation concerns” or “Wall Street rose…
Read more
Edin Mujagic
Opinion
October 30, 2026

What purpose does the ECB still serve?

By now, even the birds in the sky know it: inflation in the eurozone has been too high for far too…
Read more
Han Dieperink
Opinion
October 27, 2026

Divide and conquer

It sounds like satire, but it is serious. According to sources in three countries, the Trump…
Read more
Gertjan Verdickt
Opinion
October 19, 2026

What the camera doesn’t see

The most valuable part of a company visit begins once the presentation is over. Over coffee, on the…
Read more
Jeroen Blokland
Opinion
October 19, 2026

Chart of the week: will the glass remain half full?

The IMF published its World Economic Outlook this week. It is not exactly a publication that gets me…
Read more
Gertjan Verdickt
Opinion
October 5, 2026

Return chasing for professionals

Retail investors chase returns, while investment professionals focus on allocation. At least, that…
Read more
Han Dieperink
Opinion
September 29, 2026

Ten ideas for 2026

Investing is not about predicting what will happen tomorrow. It is about identifying what the market…
Read more
Jeroen Blokland
Opinion
September 28, 2026

Chart of the week: c’est reparti!

My French is far from great, but the title can loosely be translated as “Here we go again.” The…
Read more
Edin Mujagic
Opinion
September 25, 2026

Yes, decisive action against inflation spotted!

The head of the central bank announced an interest rate hike in September. The reason? Inflation has…
Read more
Han Dieperink
Opinion
September 22, 2026

Low expectations, big surprise?

Even before the state dinner for Chinese President Xi Jinping begins next week, there is already…
Read more
Gertjan Verdickt
Opinion
September 21, 2026

The price of a tirade

“Mgmt at WFC are a bunch of douchebag assclowns.” That is, literally, one of the comments posted…
Read more
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…
Read more
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…
Read more