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    • Guest Post - Going up the country

      Guest Post - Going up the country Today, we have reserved a guest post for Jan De Blonde who is very actively engaged in sustainable farmland investment abroad. Jan is ...

    • Guest post Ironhorse : Free people around the world, Unite

      Guest post Ironhorse : Free people around the world, Unite
 My friend the equity racehorse sent me me the following interesting link which appeared on Dutch television and which basically ...

    • Elk huishouden moet eigen energie opwekken

      Elk huishouden moet eigen energie opwekken Vorige zondag (6 mei 2012) verscheen het volgend interview in De Zondag:

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    • Wat de energiestatistieken van 2011 ons vertellen

      Wat de energiestatistieken van 2011 ons vertellen Elk jaar omtrent deze tijd publiceert BP zijn Statistical Review of World Energy. Bijna 50 pagina’s grotendeels gevuld met tabellen ...

    • Elk huishouden moet eigen energie opwekken

      Elk huishouden moet eigen energie opwekken Vorige zondag (6 mei 2012) verscheen het volgend interview in De Zondag:

    • De platte aarde

      De platte aarde Door een abrupt beëindigde skivakantie (nauwelijks 50 meter op de latten gestaan) bracht ik de rest van de week haast immobiel en al ...

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    • My Mood(y's) swings

      My Mood(y's) swings Well, it's not exactly Moody's but more precisely Fitch, sending out messages which are "surprising" to say the least. Remember ...

    • A Primer on the "Magic Mountain"

      A Primer on the Davos, setting of the Thomas Mann novel "Der Zauberberg" and sheltering famous people throughout history such as ...

    • Sunday's Pedrocchi's "Light"

      Sunday's Pedrocchi's Following our adventures in today's every changing moods in the world of finance, it's not a bad thing to assess volatility as a ...

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    Emerging Corner

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    • THE ASIAN BEER BATTLE – Part 2

      THE ASIAN BEER BATTLE – Part 2 You may remember I wrote a piece on Asia Pacific Breweries (APB) , Heineken and Fraser & Neave (F&N) when I was in Singapore earlier ...

    • Joint Guest post : Barter & Geo-politics

      Joint Guest post : Barter & Geo-politics My dear friend Sideshow Bob sent me a short note which I think deserves some attention. It opens up the discussion on one of the most ...

    • 1 is minder dan 2

      1 is minder dan 2 Geen kat die deze stelling zal betwisten, maar de impact ervan op de Chinese economie wordt vermoedelijk zwaar onderschat. We hebben ...

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    • Facebook, Google revisited?

      Facebook, Google revisited? De kogel is door de kerk, iedereen van ons kan straks aandeelhouder van Facebook worden. Intekenen op een IPO is echter niet altijd ...

    • Apple, dividend maar de spaarpot blijft groeien

      Apple, dividend maar de spaarpot blijft groeien Apple kwam de afgelopen week met de langverwachte medeling over hun spaarpot van 100 miljard $. Een mogelijke overname is nog niet in ...

    • The Future of Media

      The Future of Media On March 14th, the Media Innovation Center was launched (under the wings of the IBBT) and baptized 'Mix'. Its goal is to support and ...

  • Demographic

    Demographic Corner

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    • It's a long way to Tipporary...

      It's a long way to Tipporary... Yesterday Fitch released a report with some arithmetics and outlook on the ageing population and how the developed west so far has ...

    • AAA Maple Leafs

      AAA Maple Leafs According to the World Economic Forum, Canadian banks have been ranked as the soundest and most safe banks world-wide, this for 5 ...

    • Housing update - The Gemini Portfolio

      Housing update - The Gemini Portfolio Gemini, the immortal twins Castor and Pollux, in this case Dublin and Cork. We picked up an interesting story from out of Bloomberg ...

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It's a long way to Tipporary...

It's a long way to Tipporary... - image Yesterday Fitch released a report with some arithmetics and outlook on the ageing population and how the developed west so far has anticipated on these demographic evolutions. As usual, most politicians and media take this with a benign neglect attitude : What's the problem, 2050 is still ages away ? Or in true Belgian style, it ...

  • Written by Christof Govaerts
  • On  January 22, 2013
  • Tags : 

AAA Maple Leafs

AAA Maple Leafs - image According to the World Economic Forum, Canadian banks have been ranked as the soundest and most safe banks world-wide, this for 5 years in a row. Toronto Dominion Bank, the country's second largest lender, is the only publicly traded lender in the world which still carries a AAA label from Moody's (for what that's worth of ...

  • Written by Christof Govaerts
  • On  October 29, 2012
  • Tags : 

Housing update - The Gemini Portfolio

Housing update - The Gemini Portfolio - image Gemini, the immortal twins Castor and Pollux, in this case Dublin and Cork. We picked up an interesting story from out of Bloomberg with the Irish unit of RBS liquidating its Dublin/Cork real estate portfolio. Royal Bank of Scotland Plc’s Irish unit offered to sell properties, including 640 apartments and a hotel, for about ...

  • Written by Christof Govaerts
  • On  September 26, 2012
  • Tags : 

My calculated Pension Risk

My calculated Pension Risk - image The age of financial repression is going global these days. And it hence shouldn't come as a surprise that large pension funds are not really happy with what monetary policy is fabricating in terms of QE and interest rates. As a consequence, some re-allocations are taking place. Yesterday, the news came in that Japan's Teacher's ...

  • Written by Christof Govaerts
  • On  September 25, 2012
  • Tags : 

Farming in Qatar

Farming in Qatar - image Qatar's energy resources have given it one of the world's highest per capita incomes, a futuristic urban skyline and enough clout to host the 2022 soccer World Cup. But its wealth may not be enough for the arid state to achieve an even more ambitious goal: becoming largely self-sufficient in food. ...

  • Written by Gino Delaere
  • On  January 10, 2012
  • Tags : 

The beaten generation

The beaten generation - image The labor market, the most important one in economic terms as far as I am concerned. We used to have the idea that the European labor market is much more distorted than the American one, the latter supposedly more "free". Despite today's so-called good news on the US - admittedly, it's not so bad - the numbers don't tell the whole ...

  • Written by Christof Govaerts
  • On  January 06, 2012
  • Tags : 

Het ene pensioensparen is het andere niet

Het ene pensioensparen is het andere niet - image Het ene pensioensparen is het andere nietWie dacht dat men met de ogen dicht aan pensioensparen kon doen, is deze week toch abrupt met de feiten geconfronteerd geworden.Pensioensparen wordt door de financiële instellingen verkocht als een product waarvan de bijdragen deels door de belastingen worden betaald (fiscaal aftrekbaar) en ...

  • Written by Johan Braem
  • On  January 06, 2012
  • Tags : 

OESO-studie: Belg werkt het minst

OESO-studie: Belg werkt het minst  - image Een analyse van de Sociale Indicatoren door de OESO, toont enkele verrassende conclusies: Mexicans work longer days than anyone else in OECD countries, devoting 10 hours to paid and unpaid work, such as cleaning or cooking at home. Belgians work the least, at 7 hours, compared with an OECD average of 8 ...

  • Written by Geert Noels
  • On  July 26, 2011
  • Tags : 

Another crack in the wall

Another crack in the wall - image Men kan het bijwonen van een concert van Roger Waters (Pink Floyd, weet u nog…) in Manchester op twee manieren verantwoorden. De eerste manier is de eerlijkste: het gaat hier duidelijk om een totaal uit de hand gelopen passie, een vorm van nostalgie die door gespecialiseerde artsen als pathologisch zou omschreven worden. Guilty as ...

  • Written by Geert Wellens
  • On  May 22, 2011
  • Tags : 

Automatische concurrentiehandicap

Automatische concurrentiehandicap - image De ontslagnemende regering loopt vast op het IPA. Vooral omdat ABBV/FGTB het akkoord niet zien zitten, werd het naar de regering verschoven. De Standaard stelde de vraag aan Rudy De Leeuw (ABVV) wat er mis is met het IPA. Wat is er mis met het IPA? 'Veel. Onze militanten van de sterke ...

  • Written by Geert Noels
  • On  February 10, 2011
  • Tags : 

7 billion

7 billion

  • Written by Heleen Van Hoof
  • On  January 14, 2011
  • Tags : 

The most scary chart on Belgian pensions...

The most scary chart on Belgian pensions... - image

  • Written by Geert Noels
  • On  November 22, 2010
  • Tags : 

Global food supply issues

Global food supply issues - image The global population is increasing, and so does the food demand. The UN Food and Agriculture Organization (FAO) even estimates that global food demand will have doubled in 2050. A huge challenge, but achievable. Food supply is not expected to become a big issue, which is not the case for sustainable food production. Rabobank ...

  • Written by Heleen Van Hoof
  • On  November 04, 2010
  • Tags : 

Regional Unemployment rates

Regional Unemployment rates - image Just released

  • Written by Geert Noels
  • On  October 27, 2010
  • Tags : 

Ill fares the US

Ill fares the US - image You might have read that the US recession has ended.

  • Written by Geert Noels
  • On  October 10, 2010
  • Tags : 

Opel Antwerpen: second thoughts

Opel Antwerpen: second thoughts - image Ik verslikte me toch even in mijn ochtendkoffie toen ik Rudi Kennes (ABVV) van Opel Antwerpen hoorde op de Radio. Blijkbaar vindt slechts een derde van de ex-Opel arbeiders een nieuwe job (DS). De voorwaarden zijn over het algemeen echter minder aantrekkelijk dan de oude voorwaarden bij Opel. Een derde van de werknemers die ...

  • Written by Geert Noels
  • On  October 08, 2010
  • Tags : 

VOLT over hervormingen in het onderwijs

VOLT over hervormingen in het onderwijs - image Misschien hebt u de discussie in VOLT gemist over de hervormingen van minister Pascal Smet. Hij wil de leerlingen na het lager onderwijs nog 2 jaar langer samenhouden:

  • Written by Geert Noels
  • On  September 23, 2010
  • Tags : 

Zorgen om de zorgsector

Zorgen om de zorgsector De zorgsector zou dé groeisector worden van de toekomst. Een sector die jobs gaat creëren, en opportuniteiten biedt. Men schijnt hierbij wel te vergeten dat deze sector betaald moet worden uit andere activiteiten, maar dat terzijde.Niemand zal ontkennen dat deze sector bepaalde karakteristieken heeft die hem "zwaar" maakt. Maar ...

  • Written by Geert Noels
  • On  September 16, 2010
  • Tags : 

Food prices - Along came a spider

Food prices - Along came a spider - image Last month, the FAO - UN's Food and Agriculture Organisation - called for a special meeting (24/09 in Rome) after riots in Mozambique and press head lines suggested we were heading for a major food crisis, with echos from the 2007-2008 commodity spike. How serious is it and should we become worried ?

  • Written by Christof Govaerts
  • On  September 15, 2010
  • Tags : 

No jobs, weakness of service economy

No jobs, weakness of service economy - image 16,7% unemployment rate now in the US: taking into account discouraged workers etc. That is a lot for an economy that claims to be very flexible, and has lower wage costs than in Europe.Probably a lot of explanations, I see one very important one: overexposure to consumption, voluntary reduction of manufacturing activities to ...

  • Written by Geert Noels
  • On  September 03, 2010
  • Tags : 
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