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Operation Mars Bar

All eyes are again focused on central banks and whether or not to push the throttle further. In Europe, one possible scenario which was circulating – and hinted by Mario Draghi during the last rate setting session – involved a potential “negative rate”. The current ECB corridor is 0% (bank deposit rate excess reserves) – 50%…

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Screen shot 2013-06-05 at 10.04.11 AM.png

Operation Mars Bar

  All eyes are again focused on central banks and whether or not to push the throttle further. In Europe, one possible scenario which was circulating – and hinted by Mario Draghi during the last rate setting session – involved a potential “negative rate”. The current ECB corridor is 0% (bank deposit rate excess reserves) –…

Lees het volledige artikel

Screen shot 2013-06-05 at 10.04.11 AM.png

Operation Mars Bar

All eyes are again focused on central banks and whether or not to push the throttle further. In Europe, one possible scenario which was circulating – and hinted by Mario Draghi during the last rate setting session – involved a potential “negative rate”. The current ECB corridor is 0% (bank deposit rate excess reserves) – 50%…

Lees het volledige artikel

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2012 - Straight cold players - 2013

“Life without music would be a mistake” – Friedrich Nietzsche. So before turning over to the 2012 review and 2013 outlook, let’s just have a quick playful stop first by way of introduction : most likely the best ouverture of all ouvertures ever made, 18th century purest form of Rock & Roll avant la lettre : Figaro, a controversial…

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Screen shot 2012-12-26 at 10.17.21 AM.png

2012 - Straight cold players - 2013

“Life without music would be a mistake” – Friedrich Nietzsche. So before turning over to the 2012 review and 2013 outlook, let’s just have a quick playful stop first by way of introduction : most likely the best ouverture of all ouvertures ever made, 18th century purest form of Rock & Roll avant la lettre : Figaro, a controversial…

Lees het volledige artikel

Screen shot 2012-12-26 at 10.17.21 AM.png

2012 - Straight cold players - 2013

“Life without music would be a mistake” – Friedrich Nietzsche. So before turning over to the 2012 review and 2013 outlook, let’s just have a quick playful stop first by way of introduction : most likely the best ouverture of all ouvertures ever made, 18th century purest form of Rock & Roll avant la lettre : Figaro, a controversial…

Lees het volledige artikel

Screen shot 2012-12-11 at 2.57.36 PM.png

Bubble complacency revisited

Complacency is usually a recipe for disaster and financial markets are no exception. Most common bubbles we have experienced throughout history mainly focus on overpricing risk and risk assets, usually stocks or high yield bonds. But when it comes to bonds these days, we have been going into bubble territory deeper and deeper by the day. Most people would argue…

Lees het volledige artikel

Screen shot 2012-12-11 at 2.57.36 PM.png

Bubble complacency revisited

Complacency is usually a recipe for disaster and financial markets are no exception. Most common bubbles we have experienced throughout history mainly focus on overpricing risk and risk assets, usually stocks or high yield bonds. But when it comes to bonds these days, we have been going into bubble territory deeper and deeper by the day. Most people would argue…

Lees het volledige artikel

Screen shot 2012-12-11 at 2.57.36 PM.png

Bubble complacency revisited

Complacency is usually a recipe for disaster and financial markets are no exception. Most common bubbles we have experienced throughout history mainly focus on overpricing risk and risk assets, usually stocks or high yield bonds. But when it comes to bonds these days, we have been going into bubble territory deeper and deeper by the day. Most people would argue…

Lees het volledige artikel

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Market update : Not a single gun shot fired...

“Never underestimate the power of denial” – Ricky Fitts, American Beauty. It has been a while we reported on the European sovereign debt crisis so we thought it being appropriate to give a quick update. Greece finally has secured a new deal with the Troika but no new haircuts are involved. So no new debt relief. We had an interesting interview…

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  1. Gino DelaereGino Delaere said: Good meeting in Noida, India on Friday with a company which has been using Artificial Intelligence & Machine Learni… https://t.co/iu28FIkPO7about 9 hours ago
  2. Gino DelaereGino Delaere said: @Fostijn https://t.co/TeyCR3XNidabout 18 hours ago
  3. Gino DelaereGino Delaere said: Had a great meeting with the owner of the iconic Royal Enfield motorcycle business (>90% market share in the mid-si… https://t.co/WP6y6gKnFkabout 19 hours ago
  4. Geert NoelsGeert Noels said: @Koen46604139 Op wat jij betaalt wel ;-)about 19 hours ago
  5. Gino DelaereGino Delaere said: Indians are consuming 10GB of data per month. The total monthly data consumption jumped 4 times from 2016 to 2018.… https://t.co/v3P6GuivwRabout 22 hours ago