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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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9/11 , ten years after

9/11 , ten years after 10 jaar geleden werd de VS getroffen door laffe terroristische aanslagen. Dezegebeurtenissen werden enorm gemediatiseerd. Miljoenen mensen beleefden rechtstreeks een groot drama. In de dagen na de aanslagen, ontstond een zekere massahysterie, die logisch was gezien de enorme impact van de aanslagen, en de media. Een jaar na de ...

  • Written by Geert Noels
  • On  September 08, 2011
  • Tags : 

Cunning Tails

Cunning Tails - image "I have got a plan so cunning that if you put a tail on it, you could call it a weasel !". These days, various financial assets are "weasel" priced with surprising cunning tails. Tail risk briefly involves "tales of the unexpected". And we have so far seen quite an unusual high amount of unexpected pricing in various assets. And ...

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

Central bankers have become daytraders of our economy

Central bankers have become daytraders of our economy - image Once upon a time, central bankers were anonymous, not known to the broad public. They managed silently the liquidity needs and money flows in the banking system. Under the Greenspan-era, they have become more active, intervening in the markets, and increasing their ambitions. Today, central bankers see their role very broadly, ...

  • Written by Geert Noels
  • On  September 08, 2011
  • Tags : 

"Strange days" meets "Nothing Rhymed"

James Bond and Auric Goldfinger were never close friends, even when playing a game of golf. And in economic reality, it rarely occurs that both assets - gold and bonds - go hand in hand. The main reason is that gold serves as a kind of inflation hedge which normally implies an environment of rising yields (and losses on bonds). ...

  • Written by Christof Govaerts
  • On  August 25, 2011
  • Tags : 

The Recession of 2011?

The Recession of 2011? - image The renowned American financial expert and much appreciated Econopolis- and Econoshock-contact John Mauldin very accurately predicted the financial crisis of 2008 and the recession that resulted from it. In his latest newsletter "Thoughts from the Frontline" (www.johnmaulding.com and ...

  • Written by Geert Wellens
  • On  August 21, 2011
  • Tags : 

August 2007, 4 years later on

August 2007, 4 years later on - image On August 9 2007, the ECB pumped a record 95 bio eur of liquidity into the money market in an effort to unfreeze the desperate conditions of interbank lending. It was a first and serious sign that a crisis was looming. We are now 4 years later on, and the main question remains : could it happen again ?In view of all the focus ...

  • Written by Christof Govaerts
  • On  August 18, 2011
  • Tags : 

Euroland at stallspeed

Euroland at stallspeed - image Stall speed is the speed at which aircrafts do not get enough lift to fly. It is the perfect description of the pace of growth in the US and the eurozone. With quarter-on-quarter growth near zero in the 17-eurozone countries, growth momentum has come to a halt. As GDP growth numbers are lagging sentiment indicators (see main ...

  • Written by Geert Noels
  • On  August 16, 2011
  • Tags : 

The IMF and Lady Luck

The IMF and Lady Luck - image A turbulent day and a sigh of relief seems to be the conclusion following the Greek vote. Europe and the IMF are happy with the outcome, for Greece mega austerity and a giant wall of debt refunding are on the menu. Concerning the IMF position on this rescue mission and what was said on debt policy world-wide, there is plenty of ...

  • Written by Christof Govaerts
  • On  June 30, 2011
  • Tags : 

US debt ceiling and debt monetization

US debt ceiling and debt monetization - image Europe is in the midst of a financial crisis. But the US is also experiencing a debt crisis. The discussion about the so-called " debt ceiling" hides a more fundamental problem: the appetite of foreigners for US debt has been disappearing. Only China and the US Federal Reserve are willing to ...

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

Extra Z-Talk 21 juli 2011

Extra Z-Talk 21 juli 2011 - image De extra uitzending van Z-Talk voor de nationale feestdag, zag er als volgt uit: Deel 1= Frank Vandenbroucke en Etienne Vermeersch over België in 2030Het werd een fel debat over de huidige situatie. Etienne Vermeersch was bijzonder kritisch over de nota van Elio di Rupo. Deel 2 = Geert Noels en Frank Vandenbroucke over Europa in ...

  • Written by Geert Noels
  • On  July 20, 2011
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