AI: The Price Tag Everyone Is Missing
Sooner or later, the focus will shift to debt. When it does, quality companies that are reluctant to borrow heavily to fund investment should stand out again.
Blokland Smart Multi-Asset Fund E
Blokland Smart Multi-Asset Fund (English)
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Latest episodes
Why is there so much Chinese money?
Once you understand where it comes from, you'll understand why your investments need to change.
Risk bubble
AI investors are confronted with extreme volatility.
From Taylor Swift and classic Ferraris to lab-grown diamonds and gold.
The value of scarcity explained.
Investing 2.0: The Great Rebalancing
Even the largest investors are beginning to reposition their portfolios. But make no mistake: we are only at the beginning.
Why Politicians Are Becoming Less Durable While Taxes Keep Rising
Many Governments Are Running Into the Same Problem: Unsustainable Public Finances
Got gold?
Because if history repeats itself, this asset is the must have in your portfolio.
The Macro Investor is dead! Long Live the Geopolitical Investor!
Why Traditional Investors Are Falling Further Behind Reality
This Is Not the End of the Bull Market
These indicators point to extreme earnings growth that still lies ahead.
The Month of Blokland Newsletter #19 Calm Returning to Markets?
Tensions in Iran, weak pension fund performance, the silent destruction of purchasing power through inflation, and one central question: do traditional portfolios still work?
Active Investment Policy or Herd behavior?
How Private Equity Is Hurting Our Pensions
Gold Falls, But Where Is the Panic?
Why the liquidity explanation for gold’s decline is not that convincing
The Limit Has Been Reached
Remember the Laffer Curve: higher taxes eventually generate less revenue
The Month of Blokland Newsletter #18 Middle East in Flames, Oil Surges, Gold plunges
In this edition: the Middle East conflict, rising oil prices, and Blokland goes international.
The Hidden Cost of Trump’s War
When you look beyond oil, the true bill of the Iran conflict could be enormous
The Contours of a New Credit Bubble
Private investments are attracting enormous attention from investors. Not for a good reason.
The Month of Blokland Newsletter #17 - Don't let anything stop you from investing
Doing nothing is dangerous in a structurally changing world
The Elephant That Will Never Leave the Room
Why rising interest rates, exploding debt, and central banks are forcing an unavoidable choice
Inflation in the Eurozone: the numbers, the facts, the future
How debt, central banks, and complacency are eating your purchasing power
De Month of Blokland Newsletter #16: Gold Rises While the World Burns
This edition covers Trump, true inflation, Chinese growth miracles, Japan's bond crash, and the endless surge in the price of gold