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October 6, 2022

Ill-timed

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October 5, 2022

A repost

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September 30, 2022

Disappearing bottlenecks

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September 29, 2022

No market timers

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September 28, 2022

Wealth destruction

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September 27, 2022

Déjà vu

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September 23, 2022

Sticky inflation

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September 22, 2022

Wannabe Volcker

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September 20, 2022

Something needs to give

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September 16, 2022

Contrarian opportunities

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September 14, 2022

CPI day

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August 25, 2022

Black Gold

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August 24, 2022

No easy decision

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August 22, 2022

The PPI challenge

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August 17, 2022

Pain trade

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August 11, 2022

No Wonderland

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August 10, 2022

ECB castling

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August 9, 2022

Cray-cray ?

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August 8, 2022

Zero lead time

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July 29, 2022

Summer rally ?

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July 28, 2022

Distorted views

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July 27, 2022

Moats at work

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July 25, 2022

Cooling off

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July 19, 2022

Still a premium

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July 13, 2022

Boliden

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July 12, 2022

Not Disneyland

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July 11, 2022

The gas problem

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July 7, 2022

Lehman moment

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July 6, 2022

Towards parity

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June 20, 2022

No bargain yet

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June 16, 2022

Stay defensive

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May 31, 2022

Sell in May …

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May 23, 2022

The R word

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May 19, 2022

Washed out

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May 16, 2022

Long duration stocks

Read our daily instagraph.

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May 13, 2022

Not throwing the towel

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May 12, 2022

Bargain hunting

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March 4, 2022

Financial Review 06: Inflation again and again

February marked another month of negative return for the markets

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February 7, 2022

Financial Review 05: The Tide is Turning

The tide is finally turning in favour of value stocks, as markets come to realize the importance of reliable cash flows rather than paying a significant premium for big promises in the future.

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January 27, 2022

Market Commentary – Q4 2021

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January 3, 2022

Financial Review 04: Happy New Year

2021 was a banner year for equities, where both S&P500 and Stoxx Europe 600 achieved a total return of 28.7% and 25.8%, respectively.

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December 6, 2021

Financial Review 03: A Black Friday to remember

November was on its way to becoming another strong month for equities before all that changed on the 26th of November 2021, Black Friday.

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November 15, 2021

Market Commentary – Q3 2021

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November 5, 2021

Financial Review 02: Inflation Debate

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October 8, 2021

Financial Review 01: September Effect

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August 10, 2021

Market Commentary – Q2 2021

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April 13, 2021

Market Commentary – Q1 2021

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