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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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    Demographic Corner

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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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Travel Log : "Bom Dia de Sao Paolou !!" - The magical fig-tree

Travel Log : "You there Tityre, lying on your lazy butt, stretched out under the figtree." (Virgile, Bucholica). Being now in Brazil, this comes to my mind for various reasons.

  • Written by Christof Govaerts
  • On  April 06, 2011
  • Tags : 

Travel Log : "Mas, Mas que Nada..."

Travel Log : Oooooh, ari rai, ooooh, oh bah o bah o bah , mas que nada....Late Wednessday we made a U-turn and swapped grey Sao Paolo for Rio. And the state of Rio has it all, key area and vital for the future of Brazil.

  • Written by Christof Govaerts
  • On  April 10, 2011
  • Tags : 

European Shadow-play : Games without frontiers

European Shadow-play : Games without frontiers - image It passed unnoticed, the European summit of heads of state on 11/03 because of more tragic events at the other side of the globe. It was nevertheless an important primer and the current blueprint is waiting for confo on 24-25/03. In 1971, even Republicans like former president Nixon proclaimed :"We have all become ...

  • Written by Christof Govaerts
  • On  March 23, 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 : 

Japan aftershock - Open discussion

Japan aftershock - Open discussion - image "The G7 last week (currency intervention) came together to save the US. Japan is very fine on its own".

  • Written by Christof Govaerts
  • On  March 22, 2011
  • Tags : 

Japan & M-East : Risk & Weekly wrap-up

Japan & M-East : Risk & Weekly wrap-up - image One week into the Japanese drama and we have already witnessed some important developments on the financial front. As usual, just follow the flows.

  • Written by Christof Govaerts
  • 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 : 

Drama in Japan- open discussie

Drama in Japan- open discussie - image De aardbeving en de daaropvolgende tsunami hebben een onmetelijk menselijk lijden veroorzaakt. Duizenden slachtoffers, gebouwen en vernielde infrastructuur. Maar economisch zou de impact beperkt en regionaal gebleven zijn. De kettingreactie van de ramp op de nucleaire installaties zorgt voor een impact op de Japanse en de ...

  • Written by Geert Noels
  • On  March 15, 2011
  • Tags : 

"Broken window"-misvatting

Een opvatting die je veel hoort, is dat de Japanse aardbeving ook een positieve zijde heeft. De opbouw zal groei genereren. Of zoals een professor economie zei: " Op termijn zal dat tot een kleine boom leiden." In de VS werd het verwoord door Lawrence Summers:

  • Written by Geert Noels
  • On  March 18, 2011
  • Tags : 

Update on Japan : Reflation "all in"

Update on Japan : Reflation Next to the extreme money market measures already been put into action, more measures have been taken to keep the engine running :

  • Written by Christof Govaerts
  • On  March 18, 2011
  • Tags : 

Update on Japan

Update on Japan "Don't worry, we have it all under control ?" Some recent numbers and chain of events to put this into perspective

  • Written by Christof Govaerts
  • On  March 16, 2011
  • Tags : 

Japanese crane bird - black swan

Japanese crane bird - black swan This couldn't have come at a worse time for Japan. And this unfortunate event, most of all in terms of human suffering, has every ingredient to have major repercussions world-wide if the worst case scenario unfolds.

  • Written by Christof Govaerts
  • On  March 16, 2011
  • Tags : 

Zonder remmen over de top

Zonder remmen over de top De slogan dat de crisis achter de rug is, klinkt steeds luider. Helaas moeten we na een keynesiaans gestimuleerd herstel ons beginnen af te vragen hoe we de volgende groeivertraging gaan aanpakken.

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

Automatische concurrentiehandicap

Automatische concurrentiehandicap - image De ontslagnemende regering loopt vast op het IPA. Vooral omdat ABBV/FGTB het akkoord niet zien zitten, werd het naar de regering verschoven. De Standaard stelde de vraag aan Rudy De Leeuw (ABVV) wat er mis is met het IPA. Wat is er mis met het IPA? 'Veel. Onze militanten van de sterke ...

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

Decyphering CDS

Decyphering CDS

  • Written by Christof Govaerts
  • On  February 03, 2011
  • Tags : 

London Calling

London Calling - image The latest string of monthly figures on foreign holdings of US Treasuries gives some surprising results : Of the big global players, only Japan and Brazil keep on accumulating US debt at a steady pace. Opec, Russia and the Carribean seem to be losing interest while China apparently heralds status quo, if we believe the official ...

  • Written by Christof Govaerts
  • On  January 24, 2011
  • Tags : 

The Third Mandate and Stabilit

The Third Mandate and Stabilit Speaking on CNBC at a FDIC sponsored forum last week, FED chairman Bernanke was asked how quantittative easing could be called a success in view of rising interest rates and commodity price spikes. His answer revealed that the FED now officially admits having a third mandate : "Our policies have contributed to a stronger ...

  • Written by Christof Govaerts
  • On  January 20, 2011
  • Tags : 

De derde kloof

De derde kloof De regeringsvorming in België moet een dubbele kloof overbruggen. De Noord/Zuidkloof is de eerste. De taalproblematiek is wellicht echter minder ernstig dan de Link/Rechts tegenstellingen, een tweede kloof.Door de uitputtingsslag die nu bezig is, groeit de roep om een snelle oplossing. Deze snel op te richten regering moet met ...

  • Written by Geert Noels
  • On  January 14, 2011
  • Tags : 

Monty FED - the Holy Grail

Monty FED - the Holy Grail "Camelot, Camelot, Camelot !!!", yell the Knights of the Round Table when finally arriving at King Arthur's residence. Their optimism is quickly put down to earth when Concorde, the brave carrier, mumbles "it's only a model." FED Governor Yellen to some extend shared the same kind of enthusiasm last week, and equally we tend to ...

  • Written by Christof Govaerts
  • On  January 13, 2011
  • Tags : 

Italy now better quality than Belgium...

Italy now better quality than Belgium... - image According to the CDS premia (source: FT)

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