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JD Vance as the new power player

Submitted by raymond.frenke… on Thu, 25 Jul 2024 - 06:06
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Trump’s pick of James David Vance, better known as J.D. Vance, as vice-presidential candidate markets a firm shift.

Schade Deutschland, alles ist vorbei

Submitted by raymond.frenke… on Mon, 15 Jul 2024 - 06:00
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Columnist Jeroen Blokland takes a look at persistently declining industrial production in Germany.

The vanished housing market

Submitted by raymond.frenke… on Wed, 10 Jul 2024 - 06:00
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House prices in Europe are soaring to historic highs, but supply isn’t meeting demand, creating a critical housing market crisis.

Ferrytales

Submitted by raymond.frenke… on Mon, 08 Jul 2024 - 06:00
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It is high time for asset managers to reassess their private equity allocations, argues Jeroen Blokland.

Inimitable ECB

Submitted by raymond.frenke… on Tue, 02 Jul 2024 - 06:00
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Data-dependent, that was perhaps the word we heard most often from the president of the European Central Bank (ECB) in recent months.

Will debt sink the American empire?

Submitted by raymond.frenke… on Mon, 01 Jul 2024 - 06:00
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With the United States facing another daunting budget deficit of seven percent of GDP this year, such alarming depictions of debt are proliferating.

Value investing is dead, long live value investing

Submitted by raymond.frenke… on Tue, 25 Jun 2024 - 06:05
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A company’s human capital is difficult to value, but the art of attracting and retaining talent is often the starting point of disruptive innovation.

High interest rates as an explanation for strong economy? Nonsense!

Submitted by raymond.frenke… on Mon, 24 Jun 2024 - 06:00
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Financial markets and economies are often inscrutable. As an investor, you just have to put up with that.

Vive la sixième république!

Submitted by raymond.frenke… on Tue, 18 Jun 2024 - 06:05
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Never before have there been so many elections in a single year, and yet another one looms.

Vive la France!

Submitted by raymond.frenke… on Mon, 17 Jun 2024 - 06:05
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The European election results have sent shockwaves through traditional media and financial markets alike, primarily due to the significant shift towards right-wing parties.

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