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Opinion
Opinion
March 3, 2026
Share prices follow earnings, always
Stocks follow earnings per share. Over the long term, the correlation between earnings growth and…
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Opinion
March 2, 2026
Chart of the week: the outlines of a new credit bubble
AI is not a bubble by definition. But the investment wave surrounding it is. The first hairline…
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Opinion
February 27, 2026
The biggest threat to the euro is the ECB
On the eve of the recent meeting of EU leaders on how to make the European economy more innovative…
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Opinion
February 23, 2026
Chart of the week: if the euro falls
Since Trump’s reelection as president of the United States, the world has been on edge. Geopolitical…
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Opinion
February 16, 2026
Chart of the week: Olympic mindset
Here in Milan, during the Olympic Games, only one thing matters: winning. In geopolitics, the battle…
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Opinion
February 11, 2026
Are robo advisors becoming Skynet?
Robo advisory platforms have quietly moved from novelty to infrastructure. What began as simple ETF…
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Opinion
February 9, 2026
Why the Fed is special and why Warsh’s appointment matters
The appointment of Kevin Warsh as the new chair of the Federal Reserve was met with relief by…
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Opinion
February 9, 2026
Chart of the week: inflation concerns, unfiltered
With a new Fed chair on the way, subject to approval by the U.S. Senate, it seemed like a good…
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Opinion
February 4, 2026
Luxembourg, the Singapore of Europe? Or the other way around?
The comparison is increasingly common. Luxembourg is often described as the Singapore of Europe. It…
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Opinion
February 3, 2026
The Fed after Powell: Warsh and the productivity revolution
Jerome Powell is stepping down as chair of the Federal Reserve. Kevin Warsh will succeed him. For…
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