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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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    • 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 ...

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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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Een zakenkabinet: zonder of met?

Een zakenkabinet: zonder of met? - image Mario Monti en Lucas Papademos zijn de kersverse premiers van Italië en Griekenland. Met doctoraatsdiploma’s economie van MIT en Yale op zak en topcarrières in de Europese Commissie en Europese Centrale Bank zijn het rasechte technocraten. Vormt de aanstelling van deze niet-verkozen leiders het einde van de democratie of het begin ...

  • Written by Daan Struyven
  • On  November 30, 2011
  • Tags : 

EEE : Crisis update & Echoes from Brussels

EEE : Crisis update & Echoes from Brussels - image At the Econopolis Economic Encounters on 28/11, we had the pleasure to have Nouriel Roubini - Dr Doom & Gloom - and Ivan Van De Cloot, Chief Economist of Thinktank Itinera. Both were asked to pinpoint the state of play of the current financial crisis, their short & long term expectations and recommendations on the way forward. Dr ...

  • Written by Christof Govaerts
  • On  November 28, 2011
  • Tags : 

Pick 1 out of 3

Pick 1 out of 3 - image So we finally came to an agreement and every one seems to be a winner. And that's how we are selling the story to the outside world, hoping they will buy it. Because that's all in the end that matters. I think we have 3 possible outcomes of which 2 out of 3 won't do the trick and 1 has the potential to trigger some "hup hup, barba ...

  • Written by Christof Govaerts
  • On  November 27, 2011
  • Tags : 

Kabuki

Kabuki - image In our previous posting, we mentioned that not a lot of safe havens still exit in the world of today. Which sovereign bond can I trust, what kind of monetary system will be there the day after tomorrow etc. Recently we have seen some strange developments occurring in financial markets, confirmed by international investors net in- ...

  • Written by Christof Govaerts
  • On  November 24, 2011
  • Tags : 

So markets are burying JM Keynes....

So markets are burying JM Keynes.... - image ...which is sad because we only have ourselves to blame ! And I honestly mean that in every sense of the word : sad and totally misplaced political self-pitty. Keynes is to Economics what Nietzsche has been to philosophy : basically a tragic personality and most of all wildly abused. And with an ironic side-kicker as the icing on ...

  • Written by Christof Govaerts
  • On  November 23, 2011
  • Tags : 

US Real Politik - Boomerang Part I

US Real Politik - Boomerang Part I - image Politics and adapting to the new normal, it seems a bridge too far for many amongst us. And it's not restricted to Europe with its more than fair share of anglo-saxon media attention and frequent abuse. Pretty soon, it's back to Uncle Sam.During the silly season of 2011, we have witnessed a tough battle between bi-partizan ...

  • Written by Christof Govaerts
  • On  November 22, 2011
  • Tags : 

2011-2030: in a nutshell

2011-2030: in a nutshell - image Simon Hunt, a consultant on the global economy and specialist on China, revealed his outspoken view on the world economy between now and 2030. His distinguishes two periods: the crisis years 2011-2018 and the new real era starting in 2018. We give you a brief summary and his conclusions for the next years.

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

Meanwhile in Frankfurt and Madrid...

Meanwhile in Frankfurt and Madrid... - image ...we have some busy days ahead for the financial sector. Today, bondholders of Greek sovereign paper are to meet at Deutsche Bank's headquarters in Frankfurt to discuss the "voluntary" debt swap deal arranged on 26/10. The Institute of International Finance (representing 450 financial firms and chaired by DB CEO Ackerman) has ...

  • Written by Christof Govaerts
  • On  November 17, 2011
  • Tags : 

AAA - A Reply to The Economist

 AAA - A Reply to The Economist - image I like the Economist and I certainly like the Buttonwood column under Finance and Economics. In its latest edition (12/11/11, p.71), Buttonwood fires at increasing European political pressure (France/Italy) to hush up credit rating agencies in an effort of censorship. And the European paranoia concerning unfair treatment is wrong ...

  • Written by Christof Govaerts
  • On  November 15, 2011
  • Tags : 

Shaky Foundations - When the levee breaks

Shaky Foundations - When the levee breaks - image "If it keeps on raining, levee's going to break. And when the levee breaks, I'll have no place to stay. Mean old levee, taught me to weep and moan, got what it takes to make a mountain man leave his home, oh well, oh well..." From time to time, mother nature ...

  • Written by Christof Govaerts
  • On  November 12, 2011
  • Tags : 
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