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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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"Real Politik" : A German Pre-emptive strike ?

Courtesy of Zerohedge and if they are right with their scope, we still can't say that we hadn't seen this one coming : Apparently Germany is silently preparing a "tabula rasa" and "cut the crap". In Thursday's Handelsblatt edition, it would appear that the following simple question would be raised : those who can and willing to ...

  • Written by Christof Govaerts
  • On  November 09, 2011
  • Tags : 

"And the Final Jeopardy category is...Big Numbers"

480,000,000,000 or slightly more or less, doesn't make such a difference, does it. Ancient BEF that is. Or in today's lexicon AKA around EUR 12 billion (12,000,000,000). And that's a mighty big number, certainly in a Belgian framework. I even think that if you take the Global Plan of Dehaene-Van Rompuy I under consideration and ...

  • Written by Christof Govaerts
  • On  November 06, 2011
  • Tags : 

Belgian public finances: spending above its means

Belgian public finances: spending above its means - image Today is the day that the draft for the 2012 Belgian public budget should have been finalized. Unfortunately, in absence of a government, and in absence of any consensus, there is no such draft ready. Welcome in the country named "later" or "almost there". A quick glance at the numbers learns were the problem is situated in our ...

  • Written by Geert Noels
  • On  October 31, 2011
  • Tags : 

Entering the post 26/10 era

Entering the post 26/10 era - image Yesterday's marathon meeting delivered some of the goodies, in some cases even surprisingly better than expected, in other respect still vague. And we have postponed once again some important decisions, both on the practical implementation of announcements (SPVs to fund the leveraged vehicle, quid), not a convincing attitude coming ...

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

Not quite there yet

Not quite there yet - image The summit which was announced as the most important one of the past months (years) in the existence of the single currency, has been wrapped more quickly than expected. It doesn't however mean that the consensus on a solution has been achieved. Again, come and see next episode of...So all eyes on Wednesday to face the final ...

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

"The Fear Index"

"Dear investor. Over the past 3 years, Hoffmann has generated Alpha of 112%. That''s why we twice have been voted Algorithmic Hedge Fund of the Year. It's now our opinion that our new system, VIXAL-4, is robust enough to cope with portfolio extension.... I agree, we can't analyze every aspect of human behavior in the ...

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

3 reasons why the EU wants rating agencies to shut op for a while

3 reasons why the EU wants rating agencies to shut op for a while - image The Financial Times Deutschland mentioned the fact that the EU is thinking about a ban on rating agencies issuing ratings on eurozone countries. It could be said that the ratings agencies are like thermometers that provoke a rise of temperature. But this is probably not the right angle to look at this possible action. The reason ...

  • Written by Geert Noels
  • On  October 20, 2011
  • Tags : 

"You may leave your message..."

"...after the gunshot", replies the answering machine of Herr Flick. Today, a newspaper from progressive left origin had the audacity to bundle all the reactions - or rather lack of reactions - from various members of the board of governors from Dexia and the Communal Holding. The summary is quite a revelation. On ...

  • Written by Christof Govaerts
  • On  October 19, 2011
  • Tags : 

An American in Paris, again

An American in Paris, again - image Tomorrow yet again an important G20 summit will kick off in Paris. It will be the third time in 5 weeks that Tim Geithner will visit the "old" continent. And his mission this time is no different, ie telling European policy makers to "move fast". Earlier this week, Geithner told Bloomberg Television that "the Europeans recognize ...

  • Written by Christof Govaerts
  • On  October 13, 2011
  • Tags : 

Hoe de fall-out na Dexia voorkomen?

Hoe de fall-out na Dexia voorkomen? - image Negen punten verdienen de aandacht van het beleid om verdere schade na Dexia te voorkomen. Want de financiële crisis is met de nationalisering van Dexia niet achter de rug. Lees hier de column die Geert Noels publiceerde in De Tijd.

  • Written by Geert Wellens
  • On  October 12, 2011
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