Inflation can also be profitable The earnings season has started again. Caution about profits has been trumped up for…

Last month was quite turbulent in financial markets. There was fear of banks again, just like in 2008, but…

We are now two months into the new year: 1 month of interest rate optimism and 1 month of…

It is of all times, this battle in financial markets, but now it is even more topical: the fight…

First of all, a Very Happy New Year! You and I, we all have New Year’s wishes. But what…

What is the score? Who is scoring, who is trailing or downright failing? These are exciting times. I enjoy…

The battle between bull and bear is the familiar metaphor for stock market sentiment. For a long time, bears…

In these tense times, politicians throw colossal extra government spending or tax cuts into the fray to keep a…

“There is a hole in my bucket, dear Liza, dear Liza”, was a well-known song from my childhood. Politicians…

In our previous newsletter, I wrote about the widespread fear of a recession, which scared off many investors and…

For months, I have been tiring you with stagflation risks and now economies are stagnating not only in Europe…

Have you ever experienced normal financial markets, and if so, what was it like? You might then say, “yep,…

Think of stagflation as a series of increasingly expensive bottlenecks. Think of Schiphol Amsterdam Airport where there are not…

We are in a phase of capitulation. That means you do something that you usually don’t want to do…