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Herve van Caloen

 
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  • Deleveraging? What Deleveraging?
    Fri, Jun. 27 19 Comments

    Summary

    • Deleveraging is painful, think 1930s.
    • We avoided a depression by refusing to deleverage the global economy.
    • The hard adjustments are still ahead.
  • Every Stock Gets A Participation Trophy In The ETF World
    Editors' Pick • Thu, May. 29 21 Comments

    Summary

    • Central banks create wealth, not economic polices. Or do they?.
    • Bernanke's wealth effect is behind index ETFs' huge success.
    • ETFs are distorting valuations.
  • The Cold Economic War
    Sun, Mar. 23 DANOY, DDAIY, EADSY 23 Comments

    Summary

    • A new economic war is already in full swing.
    • Germany' Merkel is the new leader of the free world.
    • A new investment paradigm with new winners and losers.
  • A Wealth Effect That Did Not Trickle Down
    Fri, Feb. 14 167 Comments
  • History Did Not End, The Emerging Markets Story Did
    Fri, Jan. 3 AAPL, CHL, GTOMY 29 Comments
  • MercadoLibre And The Value Of Moats
    Editors' Pick • Sep. 3, 2013 BIDU, EBAY, MELI 5 Comments
  • Nokia: From Survivor To Challenger
    Jul. 22, 2013 AAPL, NOK, SIEGY 109 Comments
  • Abe's Three Arrows Or Japan's Hail Mary Pass?
    Jun. 11, 2013 TM, KMTUY 10 Comments
  • Time To Fight The Fed
    Apr. 11, 2013 15 Comments
  • Mexico's Trust Buster
    Mar. 26, 2013 AMX, TV 3 Comments
  • Japan Rings In The End Of Globalization
    Mar. 12, 2013 TM, SNE, PCRFY 29 Comments
  • We Are All Contrarians Now
    Feb. 1, 2013 DIA, SPY 18 Comments
  • Volkswagen Steps Up To The Plate
    Jan. 8, 2013 GM, TM, VLKAY 3 Comments
  • The Viagra Economy Is Not Dead Yet
    Nov. 29, 2012 DIA, SPY 4 Comments
  • The Euro Crisis Is Over
    Sep. 17, 2012 FXE 14 Comments
  • From The Great Moderation To The Great Manipulation
    Sep. 11, 2012 2 Comments
  • Nokia And The Wow Factor
    Sep. 10, 2012 AAPL, NOK 63 Comments
  • Great Opportunities Tend To Emerge Where People Aren't Looking
    Apr. 9, 2012 TEVA, ORPEF 1 Comment