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All right listen up everybody, this is the plan...

…and it’s all about plan B, AKA “The Great Escape”. There has been some speculation going on lately on how our monetary policy makers intend to normalize the unusual situation where we are in right now. Some – and probably helicopter Ben included – argue that it can become even more unusual in view of the fact that things…

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Screen shot 2012-12-07 at 5.40.58 PM.png

All right listen up everybody, this is the plan...

…and it’s all about plan B, AKA “The Great Escape”. There has been some speculation going on lately on how our monetary policy makers intend to normalize the unusual situation where we are in right now. Some – and probably helicopter Ben included – argue that it can become even more unusual in view of the fact that things…

Lees het volledige artikel

Screen shot 2012-12-07 at 5.40.58 PM.png

All right listen up everybody, this is the plan...

…and it’s all about plan B, AKA “The Great Escape”. There has been some speculation going on lately on how our monetary policy makers intend to normalize the unusual situation where we are in right now. Some – and probably helicopter Ben included – argue that it can become even more unusual in view of the fact that things…

Lees het volledige artikel

Yonder_Lies_Jackson_Hole.jpg

If it doesn't cause any harm,well,...

…let’s carry on then with the same treatment. This is usually a classic when you have tried everything to cure a patient with standard methods and everything fails. Or even more extreme in the House MD variation on this theme :”If it works, we were right, if he dies it was something else”. But all in all, this was the message delivered…

Lees het volledige artikel

Yonder_Lies_Jackson_Hole.jpg

If it doesn't cause any harm,well,...

…let’s carry on then with the same treatment. This is usually a classic when you have tried everything to cure a patient with standard methods and everything fails. Or even more extreme in the House MD variation on this theme :”If it works, we were right, if he dies it was something else”. But all in all, this was the message delivered…

Lees het volledige artikel

Yonder_Lies_Jackson_Hole.jpg

If it doesn't cause any harm,well,...

…let’s carry on then with the same treatment. This is usually a classic when you have tried everything to cure a patient with standard methods and everything fails. Or even more extreme in the House MD variation on this theme :”If it works, we were right, if he dies it was something else”. But all in all, this was the message delivered…

Lees het volledige artikel

the_usual_suspects.jpg

PPT and the Myth of Keyser Soze

In our series of conspiracy theories during the silly season, we would like to turn our eyes towards the equity market after last week’s adventures in Libor land. But before we do that, let’s just first reconsider the following conversation which took place some years ago in a San Pedro Police station : Verbal Kint : Who is Keyser Soze ? Nobody ever…

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the_usual_suspects.jpg

PPT and the Myth of Keyser Soze

In our series of conspiracy theories during the silly season, we would like to turn our eyes towards the equity market after last week’s adventures in Libor land. But before we do that, let’s just first reconsider the following conversation which took place some years ago in a San Pedro Police station : Verbal Kint : Who is Keyser Soze ? Nobody ever…

Lees het volledige artikel

the_usual_suspects.jpg

PPT and the Myth of Keyser Soze

In our series of conspiracy theories during the silly season, we would like to turn our eyes towards the equity market after last week’s adventures in Libor land. But before we do that, let’s just first reconsider the following conversation which took place some years ago in a San Pedro Police station : Verbal Kint : Who is Keyser Soze ? Nobody ever…

Lees het volledige artikel

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Central banking dilemma

The most recent FOMC statement was again an exercise in walking on eggs. Bernanke told the world things were brightening up and at the same time being extremely frustrated about the slow recovery of the labor market. On the latter, he is right : of the more than 8 million jobs lost since this crisis struck, 2 mio have been picked up but the structural problems of the…

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Twitter

  1. Geert NoelsGeert Noels said: @DenysJan @Gelerobbie Ik heb het meeste gezien Jan, maar ben geen fulltime JDN-spotter.a couple of hours ago
  2. Geert NoelsGeert Noels said: @DenysJan @Gelerobbie ‘Leading by example’ is belangrijk. Argument: doe dan zelf die job is naast de kwestie. Will… https://t.co/oDOudP2qUva couple of hours ago
  3. Geert NoelsGeert Noels said: @PhRoose @JoVandeurzen Het is een premie om om te schakelen naar een andere sector, geen bonus. Ook pensioen is rui… https://t.co/fVcPoKCYuwa couple of hours ago
  4. Geert NoelsGeert Noels said: RT @melanie_korach: Something good often comes from something bad. When something bad happens to u, instead of focusing on the negative, tr…about 19 hours ago
  5. Geert NoelsGeert Noels said: @Stijn_Baert Maar die vergelijking met werklozen klopt niet: politici hebben dit systeem voor zichzelf uitgedacht.about 20 hours ago