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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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Greece: Argentina revisited ?

Greece: Argentina revisited ? - image Interesting Fed research on the parallel between Greece and Argentina. And while the US Fed of San Francisco is trying to avoid alarmist conclusions, the Greek crisis has not ended yet.

  • Written by Geert Noels
  • On  November 02, 2010
  • Tags : 

Het Di Rupo-rapport van Natixis

Het Di Rupo-rapport van Natixis - image Dit is het rapport van Natixis, waarnaar Di Rupo gisteren verwees in een speech in Antwerpen. In het rapport staat een zeer ruwe (en foute) berekening van de regionale transfers. Ook de regionale BBP cijfers in het rapport maken de beginnersfout om geen rekening te houden met administratieve hoofdzetels van ...

  • Written by Geert Noels
  • On  October 22, 2010
  • Tags : 

QE2 "Light", a change of plan ?

QE2 Ben Bernanke kept his promise and delivered. He didn't however gave as much as markets had hoped for. In golf terms, rather strike a couple of times with the new putter/wedge instead of using an iron 9 and hence completely miss the hole. Main question remains : a deliberate gradual strategy from now on, leaving the option for QE3 ...

  • Written by Christof Govaerts
  • On  November 03, 2010
  • Tags : 

Is this the real reason for QE2 ? - Update

Is this the real reason for QE2 ? - Update - image The Fed will buy 600Bn USD debt ... "...the Committee intends to purchase a further 600 billion of longer-term Treasury securities by the end of the second quarter of 2011, a pace of about $75 billion per month. The Committee will regularly review the pace of its securities purchases and the overall size of the ...

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

Het decennium van de schildpad

Het decennium van de schildpad Het decennium van de schildpad

  • Written by Geert Noels
  • On  November 21, 2010
  • Tags : 

The most scary chart on Belgian pensions...

The most scary chart on Belgian pensions... - image

  • Written by Geert Noels
  • On  November 22, 2010
  • Tags : 

The European Fannie and Freddie are slowly rising

The European Fannie and Freddie are slowly rising From what I read, Merkel might get at least half of what she wanted: a participation of private investors (bond holders) in case of a bailout... The other half seems that more money will have to be put on the table. From the press release: Rules will be adapted to provide for a case by case participation of ...

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

ECB hasn't closed its headquarters in Frankfurt

ECB hasn't closed its headquarters in Frankfurt Financial markets were eagerly awaiting the ECB press conference for more supporting measures concerning beleaguered indebted countries. Concerning high expectations on a European version of Bernanke, ie printing money and speeding up purchases of sovereign bonds, markets did not really get what they were after. As far as the ECB ...

  • Written by Christof Govaerts
  • On  December 02, 2010
  • Tags : 

Going beyond the final frontier...

Going beyond the final frontier... In a rare appearance before national broadcast, Ben Bernanke yesterday on CBS gave comment on the state of the economy and his intentions further up the road. Apparently it took 1 bad number - November pay-rolls released last Friday - to ring the alarm bells inside the FED. Just 1 month after QE2 has been announced, it seems QE3 is ...

  • Written by Christof Govaerts
  • On  December 06, 2010
  • Tags : 

The US is not printing money !!

The US is not printing money !!

  • Written by Geert Noels
  • On  December 08, 2010
  • Tags : 
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Top stories of the week »

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  • Joint Guest post : Barter & Geo-politics
  • Friday Fun : Armageddon is a nice place
  • Guest Post : Peak Oil, a hot issue, again ?
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  • Heat maps, Ro-Ro transformation or the great disconnect ?
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  • Lately it hasn't been on our minds but nevertheless...
  • Guest Post - Going up the country
  • Sunday's Norwegian Breakfast
  • Wat de energiestatistieken van 2011 ons vertellen
  • The myth of the Chinese soft landing
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  • Zonnepanelen - een droominvestering - UPDATE
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