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Snookered

March 29, 2021by jsblokland Leave a comment

Did Jerome Powell, Chairman of the Federal Reserve, get himself into a pickle? With bond yields still on the rise, it´s starting to look that way. The markets seem to […]

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BONDS, FINANCIAL MARKETS

Revenge of the old economy

February 13, 2021by jsblokland Leave a comment

Prices in the real economy are lagging far behind prices on the financial markets. But with a historic amount of stimulus, focused increasingly on an ‘old school’ recovery, a catchup […]

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FINANCIAL MARKETS

The average return doesn’t exist (2021 edition)

January 4, 2021by jsblokland Leave a comment

Welcome to this year’s update of the ‘average return doesn’t exist’ blog, revealing that the average return on equities is mostly a statistic, and is rarely seen in reality. However, […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

2020 in tweeted charts!

December 24, 2020by jsblokland 1 Comment

Welcome to the 2020 edition of ‘the year in tweeted charts’: a reasonably concise overview of the year, with some eye-popping graphs. But, also, a useful exercise to improve my […]

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FINANCIAL MARKETS

Bond issues

October 5, 2020by jsblokland Leave a comment

What to do about government bonds? The yield on government bonds is historically low, while the risk is high. In the event of rising inflation, they offer little or no buffer. Nevertheless, we shouldn’t ban them completely from multi-asset portfolios just yet.

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BONDS, MACRO, TACTICAL ASSET ALLOCATION

Valuation puzzle

August 21, 2020by jsblokland Leave a comment

Equities are expensive. It’s difficult to argue against this. But does this also mean that markets will fall sharply? Assuming that there are plenty of other factors that could drag […]

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EQUITIES, TACTICAL ASSET ALLOCATION

The Great Lockdown Recession

April 20, 2020by jsblokland Leave a comment

The IMF published new estimates for the global economy, which weren’t great – to put it mildly. The coming quarters will be historically poor and the risks will remain thereafter. […]

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FINANCIAL MARKETS, MACRO

The momentum for fiscal stimulus is building

March 11, 2020by jsblokland Leave a comment

US President Trump is calling for a payroll tax relief until after the US elections. Australia just announced a EUR 11 billion package to counter the adverse impact of the […]

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FINANCIAL MARKETS, MACRO

It’s too early to get too gloomy about stocks

February 10, 2020by jsblokland Leave a comment

An unexpected and unfortunate outbreak of the coronavirus puts pressure on the sustainability of the increase in global growth momentum. The fact that the uptick in momentum had only just […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

The average return doesn’t exist (2020 edition)

January 9, 2020by jsblokland Leave a comment

Here’s this year’s update of the ‘average return doesn’t exist’ blog showing that the average return on equities is mostly a statistic, and is seldomly seen in reality. And last […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

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