Opinion

Max Severijns
Opinion
March 13, 2026

The new equity analyst is called Claude. But he can’t do everything

Write a prompt asking Claude to act like an investor who wants to know everything about a company…
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Han Dieperink
Opinion
March 10, 2026

The price of war

Within one hundred hours, American and Israeli forces struck nearly 2.000 targets in Iran. Ayatollah…
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Gertjan Verdickt
Opinion
March 9, 2026

Noise in the factors

I recently came across an interesting study about the Fama-French factors, those widely used risk…
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Han Dieperink
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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Jeroen Blokland
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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Edin Mujagic
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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Jeroen Blokland
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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Jeroen Blokland
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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Christophe Santer
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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Gertjan Verdickt
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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