Past weeks my time has been very limited due to business travel and family activities. It’s time for another update of our own portfolio and a quick look at the markets while sharing my opinion. This update is written in New Orleans, USA. The past weeks have been dominated by the central banks. Mario Draghi […]

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Time is moving fast as we are already heading into the last 3 weeks of the summer vacation here in Belgium. Sunday morning is always the time to start the day with a Market Update from Garry Davis in Australia. Past week was a volatile week due the currency devaluation of the Chinese yuan within […]

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In the past years I have written several blog posts about the savings account behavior of the majority of Belgian people. Below blog posts date from january and april 2017. Read about collective (stupid) behavior of the Belgian population Saving Belgian has no appetite for risk …Our reflection Has anything changed since that time ? […]

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Vacation is starting tomorrow on the 1st of July and people have now  more time to relax, read and enjoy some quality time with family and/or friends. At the end of June, I noticed an interesting article of Fredrik Arnold on Seekingalpha.com. Fredrik Arnold gives an insight on Warren Buffett’s Portfolio. If you see the chart […]

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Good morning everyone. We are at a historic moment where the stock markets in the US reach all time highs. It’s amazing how central banks are manipulating the monetary system and want to intervene with interest rate cuts. Junk bonds surge to new high. Long term yield curve steepens means the growth is accelerating. The […]

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Good morning from the sky above the Atlantic Ocean. Sunday morning and we listen to Garry Davis “Global and Australian Stock Market Update 28/4/19” with a review of the US Market All Time Highs. We are still in Bull Market but markets can change quickly. Tactics are critical in the coming months. Be prepared to […]

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Life is getting back to normal after the house move. Time to pick up our investment focus for the different portfolios and read more financial news… In this weekend edition, the financial newspaper De Tijd headlined “Plan of the Belgian government to make stocks popular again fails !” The Belgian government has failed to activate […]

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