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Never waste a good crisis: it is time for Belgium to lock-in the tumbling electricity-to-gas price ratio

In our country, the primary method of heating our buildings is through the combustions of oil or gas. Unfortunately, this reliance on fossil fuels leads to a significant contribution of nearly 20% to our national emissions each year. As such we are faced with the formidable challenge of transitioning to greener heating methods, which involves comprehensive building renovations, ...

Discovering the Mining Equipment Industry's Potential amidst the Surging Demand for Metals and Minerals

Mining May Be a Dirty Business …. Mining, often rightfully so, is associated with a multitude of concerns encompassed by the ESG (Environmental, Social, and Governance) acronym. Activities such as drilling, boring, burrowing, quarrying, and blasting have profound impacts on the Environment. Improperly conducted mining operations can lead to environmental issues such deforestat ...

China Implements Rate Cuts and Considers Stimulus Measures to Bolster Economic Recovery.

China’s Surprise Rates Cut, A Silver Lining for Bulls? The People's Bank of China (PBoC) unexpectedly cut its seven-day reverse repo rate by 10 basis points to 1.9% from 2.0% on Tuesday, utilizing a $280 million short-term bond instrument. This reduction marks the bank's first rate cut since August 2022. The reverse repo rate is the interest rate charged by the central bank wh ...

IPG Photonics Shines Bright with 21% Jump: Anticipated Surge in Laser Demand for Electric Vehicles Drives Investor Optimism

A "Fiery flash" is a descriptive term that we use to describe a sudden, intense burst of flame or light – or strongly rising stock price –, while we also consider the opposite, a sudden, intense absence of light or warmth – or strongly declining stock price. The shares of Nasdaq listed company, IPG Photonics jumped up 21% this week, resulting in a solid 42% increase since the ...

From Calm Waters to Economic Ripples: El Niño and the Pacific Ocean as Inflationary Forces

The Pacific Ocean, a vast body of water, covers nearly 30% of the Earth's surface. At first glance, it may seem unremarkable - its name originates from the tranquility experienced by Portuguese explorer Magellan in 1520 - but the temperature of its surface plays a crucial role in determining the success or failure of rice harvests in Southern Asia, and so much more. Recently, ...

The Yin and Yang of Finance: A Closer Look at the Stock-Bond Relationship

As both stocks and bonds are two major asset classes playing an important role in asset allocation, their relationship has garnered considerable interest among portfolio managers. The tendency on how the return of one asset moves in tandem with the other, also called correlation, provides strategic information for dynamic asset allocation, resulting in better hedging choices, r ...

Books, Books, Books... the Magic of Summer Reading

A Triggering Thoughts encompasses a specific idea, experience, or event that initiates a thought process within the human mind. These thoughts can have both short-term and long-term effects on a person's behavior and overall well-being. As a firm believer in the power of knowledge and continuous learning, I am delighted to share with you my carefully selected collection of book ...

A Green Beach for a Greener Planet?

In the fight against climate change, every action matters. That's why extensive research is being conducted to explore "mitigation strategies" that aim to reduce the harmful impact of carbon emissions on global warming. As we firmly believe that there is no one-size-fits-all solution, we advocate for keeping all technological options open on the path to achieving net-zero emiss ...

The Belgian Discount

Belgian Blues: Unraveling the Discount in the Belgian Stock Market Gone are the days of the mythical Belgian Dentist, taking the train to Luxemburg, cutting some coupons and enjoying the good life. First, central banks drove rates into negative territory. Desperate for yield, the Dentist could find yield consolation with a few high dividend yield stocks. Alas, the Latter Day D ...

The Delicate Dance of Interest Rates: Real Estate Wrecking Ball and Banking Squeeze

Real Estate's Dual Challenges: Interest Rate Surge and the Remote Work Revolution Interest rates might not be historically high, however the rise over the last 18 months has been brutal. As a consequence, the process of deleveraging is unfolding with a lag but is impacting sectors, companies and the financial system like a wrecking ball. The real estate sector is, of course, a ...