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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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Will globalisation become a casualty of the crisis?

Will globalisation become a casualty of the crisis? As the economic and financial crisis is not slowing down, the search for culprits will gain more speed. One of the debates will focus on the role of globalisation. The anti-globalists might look for an angle to relaunch their fight against global trade. Foreign policy has a nice article that puts together the pros and ...

  • Written by Geert Noels
  • On  March 09, 2009
  • Tags : 

Sir Allen Stanfraud

Sir Allen Stanfraud Sir Allen Stanford is the improved version of Bernie Madoff. Not only because his fraud is bigger than Madoff's, but also because he has some real skills. Like his accurate forecasts . In a 2008 interview (see below), he said: " I think we are going to see a lot of problems surface during the first quarter of ...

  • Written by Geert Noels
  • On  March 06, 2009
  • Tags : 

Belgian banking sector: underestimated risk for souvereign stability

Belgian banking sector: underestimated risk for souvereign stability - image As the Fortis-saga continues, and bank stocks drop by a regular 10%-beat per day, a lot of fog is still hanging over the Belgian banks. Belgium's country default risk as measured by CDS-spreads has jumped higher this year, and is now even higher than that of Portugal.The risks of contagion of banking problems for the Belgian ...

  • Written by Geert Noels
  • On  March 06, 2009
  • Tags : 

General Misery and General Empty

General Misery and General Empty - image GM and GE have been declining steeply over the last few years. GE dropped already by 60% in 2009 to the level of 1991... And GM? Well, investors who bought the stock in the early 1960-ies have not seen any return yet.

  • Written by Geert Noels
  • On  March 04, 2009
  • Tags : 

Na geel en blauw nu ook Groen!

Na geel en blauw nu ook Groen! Het Economische Urgentiekabinet zal wellicht een leuk idee blijven, iets wat een nieuwsluwe week opvulde tot er een vliegtuig neerviel in de buurt van Schiphol. Ik vraag me trouwens af hoeveel mensen de column echt gelezen hebben, en hoeveel er een reactie hebben gegeven louter op de titel. "War Cabinet" is geen ...

  • Written by Geert Noels
  • On  March 04, 2009
  • Tags : 

How to get out of the crisis?

How to get out of the crisis? - image A lot of effort is put in analysing the causes of the crisis. We now well understand that excess credit growth and unsustainable growth models in major economies led to the economic and financial problems we are now facing. Problem solving and solutions are however a different matter. The UK think tank 'the Young ...

  • Written by Geert Noels
  • On  March 03, 2009
  • Tags : 

Correction of Greenspan exuberance period

Correction of Greenspan exuberance period - image The credit bubble in the US and the subsequent financial crisis will be the subject of many books and comments in the year to come. The role of some architects of the financial system will be discussed, and some of them will not escape unharmed from the retrospective analysis. In the book 'Econoshock', I explain ...

  • Written by Geert Noels
  • On  March 01, 2009
  • Tags : 

The economic situation in the European Union

The economic situation in the European Union A very nice overview of the economic health of the EU!

  • Written by Geert Noels
  • On  March 01, 2009
  • Tags : 

Economische Urgentieraad is geen kabinet

Economische Urgentieraad is geen kabinet De Engelse term voor de Economische Urgentieraad is National Economic Council, maar er wordt in de UK al snel gesproken van "economic war cabinet". Zoals Ivan Van de Cloot terecht zegt in DS is het Engelse voorbeeld niet helemaal het goede, en kan er meer geleerd worden van het Nederlandse: In Nederland bestaat er naast ...

  • Written by Geert Noels
  • On  February 26, 2009
  • Tags : 

Respect voor Jaga!

Respect voor Jaga! Het Limburgse bedrijf Jaga wacht niet op een Economische Urgentieraad, op sociaal overleg, maar neemt zijn lot zelf in handen.Ik vind dat dit aandacht verdient, navolging en respect. Jaga is voor mij een voorbeeld dat navolging verdient. Bravo voor het personeel en zijn bestuurders. Ik hoop dat ze ervoor beloond zullen worden. ...

  • Written by Geert Noels
  • On  February 26, 2009
  • Tags : 
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