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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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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 : 

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 : 

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 : 

The myth of the Chinese soft landing

The myth of the Chinese soft landing - image The Top 10 of rarest things in the world ? 10. Fine German restaurants 9. Humor and self-criticism 8. Safe biking lanes in Flanders...4. Proposals for public expenditures cuts in Belgium (as part of the 10Bn€ effort) 3. Reliable US statistics 2. Reliable Chinese ...

  • Written by Geert Noels
  • On  October 19, 2011
  • Tags : 

Dexia en het wereldwijde piramidespel

Dexia en het wereldwijde piramidespel - image Heel de wereld is in de ban van een piramidespel, waarvan de volgende generatie het slachtoffer zal zijn. Maar er is nog een sprankeltje hoop, zegt Geert Noels. Noels is hoofdeconoom van Econopolis.Een Ponzischema of piramidespel is tot een kunst verheven in onze westerse wereld: een schema waarbij de beloften groter zijn dan de ...

  • Written by Geert Noels
  • On  October 06, 2011
  • Tags : 

Like it's 2008

Like it's 2008 - image Last June we wrote that 2011 was evolving in exactly the same way as 2008. End August we Twittered a picture of a chart showing the parallel between 2008 and 2011. The chart traveled around the blogosphere with mixed reactions.

  • Written by Geert Noels
  • On  September 23, 2011
  • Tags : 

Drachmetisering van de euro

Drachmetisering van de euro Het vertrek van Jürgen Stark kan nauwelijks overschat worden. Het komt na het vertrek van Axel Weber eerder dit jaar. De ECB zal nu in handen komen van de Italiaan Mario Draghi, met als vice-voorzitter de Portugees Vitor Constancio. Alleen een verhuis van Frankfurt naar Milaan ontbreekt nog. De reden voor het vertrek is duidelijk. ...

  • Written by Geert Noels
  • On  September 10, 2011
  • Tags : 

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 : 

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 : 

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 : 
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