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Opinion
Opinion
January 12, 2026
Chart of the week: better a raging optimist or a permabear than an index hugger
A new year, a new round. Every year at the beginning of January, I once again look with amazement…
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Opinion
January 12, 2026
The illusion of passive investing
Passive investing does not exist. It is a comforting fairy tale we tell ourselves, while we all…
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Opinion
January 7, 2026
On Wall Street, one type of colleague remains ‘problematic’: the woman
EEOC interim chair Andrea Lucas has urged white men who feel discriminated against at work to file a…
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Opinion
December 31, 2025
The economy that eats itself
Something strange is going on. The US economy is growing, but no jobs are being added. In fact…
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Opinion
December 30, 2025
From lottery bonds to cryptocurrencies: the rational gamble of the small investor
For the average institutional investor, the appeal of lottery-like stocks—shares with a low price…
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Opinion
December 22, 2025
Democrats are set to win but the timing is awful
The Democrats are on track to win the U.S. House of Representatives in 2026. For investors, that is…
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Opinion
December 22, 2025
Chart of the week: few US jobs, how so?
There was eager anticipation for a new US labor market report. And not only because the flow of…
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Opinion
December 19, 2025
Fed and politics
In financial markets, 2026 will not only be a year of economic normalization, but also a test of the…
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Opinion
December 15, 2025
Chart of the week: the confrontation
Market sentiment in fixed income is turning quickly. Within just a few weeks, investors and even…
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Opinion
December 8, 2025
Chart of the week: big fireworks in 2026?
It’s December, and so the focus is shifting to 2026. As always, this comes with a wave of outlooks…
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