Today, we have reserved a guest post for Jan De Blonde who is very actively engaged in sustainable farmland investment abroad. Jan is ...
My friend the equity racehorse sent me me the following interesting link which appeared on Dutch television and which basically ...
Vorige zondag (6 mei 2012) verscheen het volgend interview in De Zondag:
Elk jaar omtrent deze tijd publiceert BP zijn Statistical Review of World Energy. Bijna 50 pagina’s grotendeels gevuld met tabellen ...
Door een abrupt beëindigde skivakantie (nauwelijks 50 meter op de latten gestaan) bracht ik de rest van de week haast immobiel en al ...
Well, it's not exactly Moody's but more precisely Fitch, sending out messages which are "surprising" to say the least. Remember ...
Davos, setting of the Thomas Mann novel "Der Zauberberg" and sheltering famous people throughout history such as ...
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 ...
You may remember I wrote a piece on Asia Pacific Breweries (APB) , Heineken and Fraser & Neave (F&N) when I was in Singapore earlier ...
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 ...
Geen kat die deze stelling zal betwisten, maar de impact ervan op de Chinese economie wordt vermoedelijk zwaar onderschat. We hebben ...
De kogel is door de kerk, iedereen van ons kan straks aandeelhouder van Facebook worden. Intekenen op een IPO is echter niet altijd ...
Apple kwam de afgelopen week met de langverwachte medeling over hun spaarpot van 100 miljard $. Een mogelijke overname is nog niet in ...
On March 14th, the Media Innovation Center was launched (under the wings of the IBBT) and baptized 'Mix'. Its goal is to support and ...
Yesterday Fitch released a report with some arithmetics and outlook on the ageing population and how the developed west so far has ...
According to the World Economic Forum, Canadian banks have been ranked as the soundest and most safe banks world-wide, this for 5 ...
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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Gastopinie door FrankThe Fed and the ECB are constantly talking about "re-capitalizing" banks. If I hear something like that, my limited brain signals two things:1. Commercial banks are short of capital2. Central banks are not short of capital since they give some to banks Hmmm. Central banks can give capital to commercial ...
Gastopinie door FrankDe CPI stond nog geen uur negatief of de eerste inflatie-deflatienonsens verscheen al in de media. Laten we beginnen met een citaat in het middagnieuws van 28 mei van Paul D'hoore:"Inflatie is goed voor de economie maar slecht voor de portemonee, deflatie is goed voor de portemonee maar slecht voor de ...
Gastopinie door Frank
Investment managers are still lagging in response to climate change risks and opportunities, according to a study of Ceres , a coalition of investors, environmental organizations and public interest groups. Although there is overwhelming scientific consensus that climate change is ...
Voor wie de Belgische begrotingsperikelen al enkele decennia volgt, heeft het allemaal een hoog déjà vu -gehalte. Meer bepaald alluderen we hier op de cijferpirouettes en de argumentatieve creativiteit van de verschillende betrokken partijen naar aanleiding van het grote begrotingstekort in België en het daaraan ...
We have been announcing it, trying to avoid it but there was simply no escaping from it. My dear friend colleague Nikolaas Bellens has crossed the Rubicon and provided me with the following deeper insights originating from his darker side. And to some extend, he is turning back the clock, violating physics and denying historical ...
Today Wolfgang Munchau in the FT focuses on QE European style and why an Anglo-saxon style QE would be to be preferred. Now I would like to focus on the first part because Munchau has a very good point here, something which we recently have stressed and focused upon in another framework, cfr ...
Some weeks ago we mentioned the current pressure on some safe havens in keeping their currency peg. In the case of the European periphery, the game is focused on Switzerland and Denmark, having all the trouble in the world to stop appreciating following the declining faith in the single currency (or at least in some of its ...
Yesterday we had triple whammy : 28 Spanish banks dramatically downgraded & Moodys threatening to cut the Spanish sovereign to junk ; then came the news that Monte dei Paschi will be bailed by the Italian government through means of so-called Tremonti bonds. And finally the presentation of Herman Van Rompuy's 7 page road map ...
With the new French winds blowing at the Elysée, the debate on a growth pact gathers momentum: briefly “piano piano” on austerity and public investment providing the growth kicker EMU urgently needs. Also the IMF issued some warnings earlier on that moving too quickly on austerity might in the end even be counterproductive. The ...
Have we witnessed a kind of decisive paradigm shift in Europe over the weekend ? It might still be too soon to conclude this but in political terms, some important events indeed took place. In order of importance : 1) Greek chaotic election result and not workable in the short term. Already after a couple of hours, leading party ND ...
A funny thing happened this week with a remarkable change of tactics inside the FOMC, the rate decision organ of the Federal Reserve. Whilst almost every one was anticipating some form of new (h)opium to please the bulls, the minutes of the March meeting showed exactly the opposite. Some might argue that these minutes from the FED ...
Another day in the sovereign debt saga, another hurdle taken. The Greek government overnight has announced it has reached its target in the biggest sovereign restructuring in history. The participation rate among investors amounts 95,7%. Bondholders tendered 152 bio EUR of Greek-law bonds (85,8%), complemented by 20 bio EUR of ...
In my previous posting dd 16/01, I forgot to mention some important leverage factors as well. I therefore take the privilege to give you an update with new numbers, taken from a very recent McKinsey study on global debt and debt deleveragingThe following chart gives you the facts on the composition of total debt across main ...
