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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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Same game, different rules ?

Same game, different rules ? - image T+3 Spanish bail-out, emergency rescue , credit-line and we are back to square 1 if Spanish yields are an indicator. Apparently markets are not convinced about the credibility of the fire wall currently put into place ; or are awaiting more clarity and reassurances, something the so-called master plan might ...

  • Written by Christof Govaerts
  • On  June 11, 2012
  • Tags : 

Postcard from China

Postcard from China - image Writing a piece like this after a trip to (a part of) a country is always somewhat difficult. The reason is that you have to be very careful not to extrapolate to the entire country what you have seen in the cities you have just visited. In this particular case, I will try to share with you some thoughts on my recent stay in ...

  • Written by Gino Delaere
  • On  June 11, 2012
  • Tags : 

To peg or not to peg - Safe Haven

To peg or not to peg - Safe Haven - image Flight to quality, safe haven, uncertainty and capital preservation, all these buzz words lately seem to be the only thing that matter. And it isn't restricted to the usual suspects in the current risk-off environment, being JPY and CHF (reversal of carry trades etc). But before focusing on a fairly new contestant in this game, a ...

  • Written by Christof Govaerts
  • On  June 05, 2012
  • Tags : 

Catharsis and the Fischer smile

Catharsis and the Fischer smile - image Catharsis, the emotional purification in Greek drama or the logical conclusion at the end of a play. It seems to me we are nearing such a point in the euro-zone where conflicting parties - now in full collision course in a super game of chicken - will be blessed with catharsis one way or the other. What is at stake ?In previous ...

  • Written by Christof Govaerts
  • On  May 31, 2012
  • Tags : 

China, hold or sell?

China, hold or sell? - image Het financieel-economisch nieuws wordt nog steeds gedomineerd door 2 parameters: Griekenland (of in het verlengde daarvan de Europese financiële turbulentie) en de vertragende Chinese groei. Deze beide zaken hebben de laatste weken een groter impact op de beurzen dan ander bedrijfsnieuws, zeker nu de kwartaalgebonden ...

  • Written by Johan Braem
  • On  May 25, 2012
  • Tags : 

POSTCARD from TAIWAN

POSTCARD from TAIWAN - image There’s good news and bad news on my latest trip to Taiwan. The bad news is that I cannot talk about what was probably the most interesting factory visit and management meeting as they had me sign a very strict three-page long Non Disclosure Agreement forbidding me to even mention that I had talked to them, let alone that I ...

  • Written by Gino Delaere
  • On  May 23, 2012
  • Tags : 

Growth pact - France, Chile & Sweden

Growth pact - France, Chile & Sweden - image 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 ...

  • Written by Christof Govaerts
  • On  May 08, 2012
  • Tags : 

"A whale stranded upon the coast of Europe"

A poetic quote coming from Irish political philosopher Edmund Burke referring to Spain. Unfortunately, the quote hasn't lost of its value because the whale has stranded in an economic sense. And it still requires some considerable assistance to find open water again. Although, despite the huge challenges confronting Europe's no4 ...

  • Written by Christof Govaerts
  • On  May 09, 2012
  • Tags : 

Post 06/05 reality check - If we only had time

Post 06/05 reality check - If we only had time - image 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 ...

  • Written by Christof Govaerts
  • On  May 08, 2012
  • Tags : 

Krugman en de maakbaarheid van de economie

Krugman en de maakbaarheid van de economie - image De openlijke steun van Paul Krugman voor François Hollande is tekenend voor de Amerikaanse topeconoom. Hij schuwt geen duidelijke keuze, en is niet de typische tweehandige econoom (“on the one hand, on the other hand”). Het grote voordeel van de duidelijkheid heeft ook een nadeel. De huidige crisis wordt daardoor al snel een ...

  • Written by Geert Noels
  • On  May 08, 2012
  • Tags : 
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