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overview.opinion
Opinion
March 11, 2025
When the bubble bursts
On 10 March 2000, the Nasdaq peaked at 5048.6 points – a moment that no one recognised as such at…
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Opinion
March 10, 2025
Chart of the week: stagflation stress
The markets were already on edge, and there seems to be little sign of that changing any time soon…
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Opinion
March 3, 2025
Chart of the week: Mixed feelings
The German elections have resulted in a victory for the CDU/CSU. That was not entirely unexpected…
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Opinion
February 28, 2025
The path the ECB has chosen leads to disaster
The monetary forest through which Christine Lagarde and the rest of the ECB are wandering appears to…
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Opinion
February 25, 2025
"Make Russia Great Again"
For more than eighty years, Europe has been protected under the security umbrella of the United…
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Opinion
February 19, 2025
‘Animal spirits’
The Bund in Shanghai is a one-and-a-half-kilometre waterfront promenade along the Yellow River. With…
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Opinion
February 17, 2025
Chart of the week: Powell vs Trump, interest versus rhetoric
A beneficial side effect of President Trump is that we can trash all incoming macro figures without…
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Opinion
February 12, 2025
MacGyver becomes a chief compliance officer – and regrets it
Even MacGyver, master of improvisation, meets his match in Luxembourg’s compliance world. Gregory…
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Opinion
February 11, 2025
The wisdom of the collective
Passive investing can be seen as a disruptive innovation that has also reduced costs for active…
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Opinion
February 10, 2025
Chart of the week: call that dumb!
Investing is rarely straightforward. And with an unpredictable individual at the helm of the world’s…
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