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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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Germany is footing the EU-bills

Germany is footing the EU-bills - image The Greek Prime Minister Papandreou asks for more EU-support , economic stimuli to lift the Greek economy. The original interview with Papandreou can be found here (in the Spanish newspaper El Pais ). A quick look at the EU-budget shows that Greece already receives most from the EU-budget, and Germany ...

  • Written by Geert Noels
  • On  May 23, 2010
  • Tags : 

Onkruid vergaat niet meer

Onkruid vergaat niet meer - image Duurzaamheid is niet alleen een probleem op financieel vlak. Zoals we weten is ook ons energieverbruik verre van duurzaam. Iets waar we ons weinig vragen bij stellen is de productie van ons voedsel. Slechts weinigen beseffen hoe kwetsbaar onze landbouw is.

  • Written by Geert Noels
  • On  May 04, 2010
  • Tags : 

Griekse bailout: welk alternatief ? - Update Terzake

Griekse bailout: welk alternatief ? - Update Terzake - image Deze avond moet ik op Ter Zake komen uitleggen of ik de bailout van Griekenland nog steeds een slecht idee vind...Wel vorige week spraken we nog over 35 miljard, nu al over 110 miljard euro. Ik vind het dus nog 3 keer meer een slecht idee...

  • Written by Geert Noels
  • On  May 03, 2010
  • Tags : 

Het IMF-partijprogramma

Het IMF-partijprogramma - image Stel dat het IMF een Europese partij zou zijn, die opkomt in alle landen, dan zouden ze erg weinig stemmen behalen. Hun partijprogramma ziet er ongeveer als volgt uit (ik zet het even in het Engels, dat spaart me wat tijd): • Public sector pay/hiring freeze • 2-3 percentage points increase in the ...

  • Written by Geert Noels
  • On  May 03, 2010
  • Tags : 

Savings Greece, or saving the banks ?

Savings Greece, or saving the banks ? - image The decision to bailout Greece has been taken. 110 Bn euros will be spent to (re)finance Greek debt. It will be the biggest bailout operation in Europe, and apparently the biggest the IMF has ever undertaken.Given this size, you would expect more explanation on the strategy to help Greece in the long run. Without an economic ...

  • Written by Geert Noels
  • On  May 03, 2010
  • Tags : 

Pictures of the week: Goldman on the Hill

Pictures of the week: Goldman on the Hill * Blankfein (Goldman Sachs) defends speculation as helping investors to hedge risks* Senator says: this is like gambling , it has nothing to do with farmers trying to hedge insecurity Bottom line: Wall Street is worse than Vegas: * the bookies are betting against their own house * they bet against their own ...

  • Written by Geert Noels
  • On  April 30, 2010
  • Tags : 

Greece // UK

Greece // UK - image Griekenland wordt geviseerd, maar andere landen zijn niet zo veel beter. Neem bijvoorbeeld het Verenigd Koninkrijk.

  • Written by Geert Noels
  • On  April 28, 2010
  • Tags : 

Aub geen Belgische lening aan Griekenland

Aub geen Belgische lening aan Griekenland

  • Written by Geert Noels
  • On  April 28, 2010
  • Tags : 

Polls are no elections

Polls are no elections - image

  • Written by Geert Noels
  • On  April 27, 2010
  • Tags : 

BHV has not been a cause of spread widening yet...

BHV has not been a cause of spread widening yet... - image The Belgian government has fallen, and that increases nervousness about the view from foreign investors. As written before on this blog, the Belgian debt has been increasingly in the hands of foreigners, on the back of euro diversification. The CDS-premiums for Belgium have been widening lately, but:* they are below February levels ...

  • Written by Geert Noels
  • On  April 26, 2010
  • Tags : 
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