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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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The Goldwatcher

The Goldwatcher - image The gold price had been caught in a 20-year bear market when Gordon Brown decided to sell off 400 tons of Britain's gold reserves at rock-bottom prices. That more or less marked the bottom of the ferocious bear market. But that's just the way markets behave. Bear and bull markets do not usually end without a 'grand finale'. In 1979 ...

  • Written by Gino Delaere
  • On  July 09, 2012
  • Tags : 

Splendid isolation - Up EURS !

Splendid isolation - Up EURS ! - image In order to digest what Camus so beautifully described as "le chagrin de dimanche", I went through some UK press coverage on the last EU summit and outcome. Most agree that Britain's position has become rather isolated within the EU and some are even urging for a renegotiation of membership. Within the government coalition, Lib-Dem ...

  • Written by Christof Govaerts
  • On  December 11, 2011
  • Tags : 

Kabuki

Kabuki - image In our previous posting, we mentioned that not a lot of safe havens still exit in the world of today. Which sovereign bond can I trust, what kind of monetary system will be there the day after tomorrow etc. Recently we have seen some strange developments occurring in financial markets, confirmed by international investors net in- ...

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

The UK's moral decay

The UK's moral decay  - image This is an excerpt of an article published in the British newspaper The Daily Telegraph , by chief political commentator Peter Osborne . He states that the riots in the UK of the past weeks were unacceptable and a clear sign of the decay of parts of the British youth. But he adds that there is a strong ...

  • Written by Geert Wellens
  • On  August 14, 2011
  • Tags : 

Operation "Merlin" and "Glass Steagall Bis"

Operation On Wednesday, UK banks were in the spotlight for two main reasons. First of all, the preliminary disappointing results of operation "Merlin", a deal between the UK government and the large banks on bank lending targets. Second, the large private banks' reaction to the ring-fencing initiatives of the Independent Commission on ...

  • Written by Christof Govaerts
  • On  June 09, 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 : 

Het VK bespaart

Het VK bespaart - image De besparingen in het VK gaan diep: 93 miljard euro. De pensioenleeftijd wordt opgetrokken tot 66 jaar, de overheid moet ontvetten, alle departementen moeten bijdragen. De FT schrijft:Declaring that “today is the day where Britain steps back from the brink”, George Osborne, the chancellor of the exchequer, revealed dramatic ...

  • Written by Geert Noels
  • On  October 21, 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 : 

Economic War Cabinet

Economic War Cabinet Noels pleit voor economisch oorlogskabinet De Tijd Geert Noels, hoofdeconoom van beurshuis Petercam, roept premier Herman Van Rompuy in een open brief op om een 'Economic War Cabinet' op te richten. Die economische urgentieraad zou bestaan uit specialisten en zou de regering kunnen bijstaan in de huidige economische ...

  • Written by Geert Noels
  • On  February 23, 2009
  • Tags : 

Top stories of the week »

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  • More on Japan and "Babel" economics
  • My Mood(y's) swings
  • A Primer on the "Magic Mountain"
  • It's a long way to Tipporary...
  • Sunday's Norwegian Breakfast
  • Guest post Ironhorse : Free people around the world, Unite
  • Joint Guest post : Barter & Geo-politics
  • Friday Fun : Armageddon is a nice place
  • Guest Post : Peak Oil, a hot issue, again ?
  • Hold-up van 100 miljoen euro op klaarlichte dag
  • Heat maps, Ro-Ro transformation or the great disconnect ?
  • A Primer on the "Magic Mountain"
  • 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
  • Project Babylon anno 2011
  • Guest Post : Peak Oil, a hot issue, again ?
  • Hold-up van 100 miljoen euro op klaarlichte dag
  • Gedoemd om te creëren
  • Heat maps, Ro-Ro transformation or the great disconnect ?
  • FX space billiards
  • "Further veering up from what makes sense"
  • Travel Log - Balticum

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