Be careful what you wish for…

The wish list of a central bank We all have wishes from time to time and one hopes that most of them come true. Central banks also have many wish lists, but the last wish you expect on their list is that of higher inflation. That wish should never come true, should it? Yet that […]

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The die is cast

Transfer and tax union Europe has really crossed the Rubicon. About 2000 years after Caesar did. And even now there is no going back: once you enter into debt together, you cannot just go back. The Rubicon separated the wealthy Northern Italy from the part where Rome held sway. The relatively rich European north has […]

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First the sweet, then the sour

Sweet It is the upside-down world of an economic crisis that does not want to become a financial crisis. Of central banks and governments that have gone “all-in” and are no longer taking good news for granted. Everything is pulled out of the woodwork, no support package seems too much, except those for Europe. Initially […]

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Liberté, Egalité, Fraternité

Liberté May was the month in which we commemorated freedom. One can hardly do that better than in a confined environment. Only then does one really understand what freedom means. The countries with the least freedom, the heaviest lockdown, were not only hardest hit economically, but also most affected by the virus. We learned too […]

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Go to the start… ready?

It is disastrous, of course, but also like some kind of Alice in financial wonderland, what the stock market showed us in April. While we will soon carefully crawl out of our shell, we look around to see what kind of world we have ended up in. Will everything still be the same: working, traveling, […]

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Newsletter March 2020

Like a dark shadow, the corona crisis does not only leave its medical – but also its economic traces around the world: slowly, from East to West. Not the weakest link, but especially the last link (the US) determines how long the misery and stagnation will continue. Because even if the Chinese are allowed back […]

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Watered down

Economic impact corona virus With a few dozen infections at the time of writing, the corona virus is  dominating the media and has become part of economic life. Stock market traders, by the way, seem to be the most contagious as they rarely got hit like this in one weeks’ time. The stock market suffers […]

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Touched by the virus?

2020 A new Year, a new start. It certainly has not been boring. But did we have something to celebrate? Not really, except for the fervent Brexit supporters, who got their way on 31 January, though they too might be in a different mood at the end of the year if the EU keeps its […]

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Warming up for the new year

“Roaring 10s” The last month of the decade has passed. We can now start warming up for the new year. Before we dare to think of a repeat of the “Roaring 20s”, we can already establish that behind us are the “Roaring 10s”. But without the spectacular decline at the end. As it was a […]

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FOMO versus Rational Investor

FOMO? No, FOMO is not a new detergent, it is an acronym for Fear Of Missing Out. This is also a reason why you do not want to miss this November newsletter, because the past month was largely devoted to FOMO. As an investor you did not know if it would all turn out fine, […]

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End of monetary violence in sight?

Interest rates and inflation One of the difficult aspects of investing is that sometimes one would want to be happy with price declines and still be disappointed with price rises. They are, of course, weird emotions, but they do fit with the defensive investor, which we have been for a while. At the same time, […]

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Stumbling on slippery ice!

Political power struggle While an economic cooling down was becoming increasingly evident, stock markets retained courage. But will the orchestra keep on playing courageously, while the iceberg is already well in sight? Is it overconfidence or justified in view of the Fed’s likely interest rate cuts and the resumption of the buy-back program by the ECB, with […]

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