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Jeroen Blokland

Jeroen Blokland
Global Multi-Asset Investment Strategist
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23 Feb 2024 14:11

The Weekly Market Monitor – The 34-Year Wait Is Over!

Investments highlighted: Nikkei 225 Index, Japan 10-year yield, DAX Index, Chinese Equities, Walmart, Nvidia, Bitcoin, Gold, Treasuries.

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bullishNVIDIA Corp
22 Feb 2024 19:04

Nvidia: A Quality Stock that Shows Human Investors Are Unable to Discount Exponential Growth

It's a myth that media-hyped stocks like Nvidia are unable to add to a quality stock-selection strategy. The latest blowout earnings numbers...

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bearishMacroeconomics
19 Feb 2024 20:42

A Sick Man by Choice!

Germany is not malfunctioning so much because of structural issues but because of poor management. Can Germany reclaim its status as an industrial...

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16 Feb 2024 23:02

The Weekly Market Monitor – Recession Strikes the Most Accommodative Economy, Bitcoin Shines!

The likelihood that the Bank of Japan will not tighten has risen sharply. So has the price of bitcoin, now worth over USD 1 billion, which is still...

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bearishMacroeconomics
14 Feb 2024 03:38

Ugly CPI Report Leaves Powell Less Room to Sound Dovish

The latest CPI report, revealing a nearly 7% inflation rate of Core Services ex Housing, will complicate Powell's mission to realize a soft...

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