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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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Eurocrisis: Minsky is alive (but he is not living in Belgium)

Eurocrisis: Minsky is alive (but he is not living in Belgium) - image Europe is illustrating my favorite Albert Einstein quote “We can't solve problems by using the same kind of thinking we used when we created them .” We are approaching the 21st of July, which will be an important day, as EU leaders will gather to "solve" the crisis.The EU perfect stormThe crisis in the eurozone ...

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

China-Forest

China-Forest - image China is slowing down. How much we do not know. Macro-economic numbers are not always reliable, but China makes a league of its own. Official growth numbers were still around 10% in Q1 2011, but they were probably closer to 6%. A story you might have missed, is the Canadian-Chinese version of Madoff. A company named ...

  • Written by Geert Noels
  • On  June 30, 2011
  • Tags : 

Nerdnet.be and other stories : TwunchQ

Nerdnet.be and other stories : TwunchQ A Twunhc, is a lunch presentation organized via Twitter. A bit like a "flash mob" of nerds. It was organized by the Belgian (demissionary-for-the-foreseeable-future) Minister of Economic Affairs. Below you can find some backrground readings (the McKinsey report is a bit stubborn, not yet uploaded), all the others can be found below.

  • Written by Geert Noels
  • On  June 29, 2011
  • Tags : 

Trust vital in the networked economy

Trust vital in the networked economy - image Consulting firms Boston Consulting Group and McKinsey both launched indicators measuring the internet-intensity of developed economies. In a "Freakonomics"-kind of spirit, we squared the result with a key element for the networked economy : trust. The OECD has developed statistics to measure the level of trust that people have in ...

  • Written by Geert Noels
  • On  June 28, 2011
  • Tags : 

Financial Crash Investigation

Financial Crash Investigation  - image Central banks, Ministers of Finance, Regulators, CEO's from banks, and everybody working in the financial industry should watch "Air Crash Investigation" on National Geographic Channel. They show how the financial industry should learn and deal with every accident, even the smallest ones.Watching television is not really my ...

  • Written by Geert Noels
  • On  June 27, 2011
  • Tags : 

Sympathy with Greece is mostly misplaced

Sympathy with Greece is mostly misplaced - image My Sunday readings included i.a. The New York Times, John Mauldin, The Daily Mail, and a lot of statistics by Eurostat, IMF and OECD. All the facts and hard data on Greece point to a country where citizens cheat their government, and where the government has been cheating Europe. John Mauldin , the ...

  • Written by Geert Noels
  • On  June 26, 2011
  • Tags : 

The growth obsession

The growth obsession - image Too often I hear that growth is the solution to the economic and financial crisis. Sound economic growth is certainly a major constituent, but not the single most important factor of a rebalancing and improvement of the global economy. First and foremost, we should acknowledge that imbalanced, unhealthy and unsustainable growth has ...

  • Written by Geert Noels
  • On  June 25, 2011
  • Tags : 

Bring back the "haruspex" please

Bring back the The IMF and OECD remain quite confident that the world economy is just undergoing a soft patch. (Bank) economists have been issuing buy-recommendations on equities, corporate and high yield bonds, Greek debt and the new Coldplay-CD. The latter is a good reference point, because just like some recent Coldplay-songs, we have a ...

  • Written by Geert Noels
  • On  June 24, 2011
  • Tags : 

Gold replaces AAA

Gold replaces AAA  - image The problems with Greece are not an isolated case. Solving the Greek crisis without a reflection on a long chain of monetary and economic errors would be a complete waste of money. Our political leaders should look far beyond the Greek problems and evaluate their economic and financial policies over a period as long as ...

  • Written by Geert Noels
  • On  June 24, 2011
  • Tags : 

Wat heeft de EU voor ons gedaan ?

Wat heeft de EU voor ons gedaan ? - image Andere tijd, ander decor en andere politieke leiders,... zelfde discussie. Het zou in Griekenland kunnen zijn, of in Spanje, of in België... wat heeft de EU ons bijgebracht ?

  • Written by Geert Noels
  • On  June 22, 2011
  • Tags : 

Rood licht: 2011 voelt aan als 2008

Rood licht: 2011 voelt aan als 2008 - image De voorzitter van de Europese centrale bank (ECB), Jean-Claude Trichet, heeft gezegd dat het licht op rood staat: "On a personal basis I would say it is red," Trichet told reporters when asked what color the European Systemic Risk Board's traffic light warning system was displaying in relation to the debt turmoil.Trichet had net de ...

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

Greece: saving the Summer season but not the economy

Greece: saving the Summer season but not the economy - image Yesterday's narrow confidence vote is a first step for Greece to let the austerity plan approve by the Greek Parliament. In our view, Greece and Europe were faced with a catastrophy: a Greek default in the midst of the Summer, and worse the midst of the Greek touristic season. Such a disaster can still happen. The EU needed however ...

  • Written by Geert Noels
  • On  June 22, 2011
  • Tags : 

Economic Match of the Year

Economic Match of the Year - image

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

Dood Osama, boost Obama ?

Dood Osama, boost Obama ? - image "We've got him". Dat was de kreet op 13 december 2003, toen Amerikaanse troepen Saddam Hoessein arresteerden in Irak. Op 2 mei 2011 zou dezelfde uitspraak kunnen klinken in de VS. Osama bin Laden werd neergekogeld bij zijn arrestatie, de Al Qaida leider werd 54 jaar oud. Dit is een opsteker voor de VS en in het bijzonder voor ...

  • Written by Geert Noels
  • On  May 02, 2011
  • Tags : 

Draghi zoals Riccardo Ricco

Draghi zoals Riccardo Ricco Uit Knack:U twitterde: ‘Beseffen ze bij de ECB dat het een fout signaal is om Mario Draghi te benoemen tot directeur?’ Waarom? Noels: "Mario Draghi is zo kort na de financiële crisis niet de figuur die breekt met het verleden. Hij had een vooraanstaande functie bij investeringsbank Goldman Sachs in de periode toen de crisis ...

  • Written by Geert Noels
  • On  May 05, 2011
  • Tags : 

Apple versus PC

Apple versus PC - image Ooit was Apple het kleine broertje van de PC. De speelse kleine concurrent, die niet echt voor serieuze gebruikers was. Later was het serieus genoeg voor mensen in de mediasector, maar ook niet meer dan dat. Vandaag is Apple de creatieve duizendpoot, die een aantal activiteiten grondig heeft veranderd. De bovenstaande infografiek ...

  • Written by Geert Noels
  • On  April 25, 2011
  • Tags : 

3 vragen over Griekenland

3 vragen over Griekenland 1. Is een Griekse schuldherschikking onvermijdelijk ? 'Een of andere aanpassing van de terugbetalingsmodaliteiten van de Griekse schuld is niet te vermijden. Voorbeelden daarvan zijn een verlenging van de looptijd, het overslaan of kapitaliseren van een rentebetaling, het nemen van een 'haircut' (bijvoorbeeld aanvaarden ...

  • Written by Geert Noels
  • On  April 25, 2011
  • Tags : 

Are we ready for the creative economy ?

Are we ready for the creative economy ? - image Everything starts with education.

  • Written by Geert Noels
  • On  March 28, 2011
  • Tags : 

Ring van Vuur in beweging - update

Ring van Vuur in beweging - update - image New Scientist.com (via TBP):

  • Written by Geert Noels
  • On  March 20, 2011
  • Tags : 

Earth quakes and their economic impact

Earth quakes and their economic impact - image

  • Written by Geert Noels
  • On  March 13, 2011
  • Tags : 
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