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Opinion
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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Opinion
August 5, 2026
The tail wags the dog
History never repeats itself in financial markets, but it often rhymes.
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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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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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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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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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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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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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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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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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Transfers
Transfers: Julius Baer, Banking Circle, Northern Trust, Triodos, EB-Sim, Bank of Singapore
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Investing
Who are Fed-watchers actually watching now?
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In the AI rally, the question now is who earns back the billions
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Investing
Trading floors: what former traders at 125 Old Broad Street never forgot
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Opinion
Does your fund manager think like a household?
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