Han Dieperink

Han Dieperink

Han Dieperink
Opinion
January 6, 2026

The continuation of the semiconductor supercycle

The first trading day of 2026 left no room for doubt. While many investors were still recovering…
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Han Dieperink
Opinion
December 31, 2025

The economy that eats itself

Something strange is going on. The US economy is growing, but no jobs are being added. In fact…
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Han Dieperink
Opinion
December 24, 2025

Halfway to the tipping point

The Cambrian explosion of AI-driven life forms has begun. Under the collective label of artificial…
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Han Dieperink
Opinion
December 16, 2025

The balance of trade equilibrium

Last week, China’s trade surplus crossed the threshold of one thousand billion dollar for the first…
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Han Dieperink
Opinion
December 9, 2025

The 2026 portfolio

The traditional 60/40 portfolio is dead, long live the 60/40 portfolio.
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Han Dieperink
Opinion
November 25, 2025

How Brussels regulated sustainability to death

It was a master plan. The Sustainable Finance Disclosure Regulation was supposed to send massive…
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Han Dieperink
Opinion
November 18, 2025

Halfway through the AI bubble

Nervousness around AI stocks reached a boiling point last week. Michael Burry, the investor who…
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Han Dieperink
Opinion
November 11, 2025

Waste as the price of innovation

There’s an ongoing debate about whether artificial intelligence is in a bubble. The more important…
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Han Dieperink
Opinion
October 15, 2025

Donald Trump and the Nobel Peace Prize

The recent developments in the Middle East make one thing absolutely clear: president Donald Trump…
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Han Dieperink
Opinion
October 8, 2025

Answers from the campfire

Last week, during the Fund Event, I sat in a packed room around a metaphorical campfire. This time…
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Han Dieperink
Opinion
September 30, 2025

The crash of October

October has a bad reputation in the markets. The biggest crashes in history – 1929, 1987, and 2008 –…
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Han Dieperink
Opinion
September 23, 2025

Greed is a stronger emotion than fear

The Federal Reserve last week cut interest rates from 4.25–4.50 percent to 4.00–4.25 percent and…
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Han Dieperink
Opinion
August 26, 2025

The vision of Masayoshi Son

In 1996 I came across Cisco’s annual report, which included a CD-ROM presentation by CEO John…
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Han Dieperink
Opinion
August 19, 2025

The robot central banker

Jerome Powell is facing what may well be the most important speech of his career. This week, at the…
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