The robot central banker
Jerome Powell is facing what may well be the most important speech of his career. This week, at the annual Jackson Hole symposium, the Federal Reserve chair must not only defend his policy, but also the very principle of central bank independence.
When the index calls the shots
Vanguard now owns more shares in MicroStrategy than its founder despite publicly dismissing crypto as speculative. The irony is hard to miss, but the real lesson is that so-called passive investing is becoming anything but passive.
Why even pros get beta wrong
Beta shows to what extent a portfolio moves in line with the market. But how well do investors really understand this relationship?
Greece: Economic comeback? Or just a stimulus illusion?
Greece is booming again, but is the recovery real or just stimulus-driven? Han de Jong examines the economic fundamentals.
Déjà vu: from Internet revolution to AI revolution
Can AI fuel the next asset bubble? Han Dieperink draws bold parallels with 1998, dotcom mania, and Fed policy.
In the long run, optimists still win
Can equity optimism still triumph in today’s volatile markets? Anne Gram explores 125 years of returns, resilience, and diversification wisdom.
Chart of the week: The Next Catalyst
Now that several major trade deals—however skewed and ambiguous—have been announced, markets are left searching for the next catalyst to keep the bull market alive. One likely candidate can be found in some rented office space in Washington.