Independent wealth manager active in global financial markets. Dubai Singapore Amsterdam
Singapore
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Germany's demise
All German stocks market cap way below one company, Nvidia. Granted Germany should be compared to old economy, but compared with the Dow it is equally deplorable. German political elite still claim all is fine and nothing to worry about
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Is 5% too much for comfort?
The 10 year Treasury touched 5.01% this month, the 20 year 5.4%. The FED raising the short end lifts all boats, making Treasury's Secretary Bessent job harder for its capital needs. Does the market settle at 5% or does it keep pushing higher?
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Tesla Closes Texas Airspace for Roadster Launch Event
A new FAA flight restriction over SpaceX’s McGregor test site hints at a rocket-thruster demo for the Tesla Roadster reveal on October 1.Airspace shutdowns are generally reserved for rocket launches. It will be spectacular
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China's dual tech story
China as the world's 2nd ranked tech power where the STAR 50 rallied in 2025 and 2026 until valuations came down. Big tech captured in CQQQ down 11.5% YTD and -/-10.7% annualised over 5 years. The old guard suffers from slow retail sales and deflation
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EU credit ratings
Below charted yield curves versus credit rating are quite revealing. France the highest 10 year yield, higher than Greece and Italy. Nearly 4.5%. US 10 year almost 5% is even more telling. The market does not believe credit ratings and prices likewise!
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Stocks versus Bonds cycle
If you believe that returns for stocks and bonds go in cycles, then the time to be wary of downside on stocks is when they are at their best, and the time to be watching for upside in bonds is when they are at their worst. Not yet but close
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Worried about stagflation?
If reflation meets slowing growth and supply shocks, stagflation is a serious risk. Schroders and T Row Price outlined how different equity sectors faired during stagflationary times in the past. Sectors to avoid seem obvious but watch the dispersion!
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Macro risk factors
US Debt worries, higher long term refunding costs, high speculative leverage, Yen carry unwind, AI capex financing all accumulate simultaneously. Equity markets held up by solid earnings, but when will debt and cash flow pressure lower risk appetite?
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Godfried Meindertsma retweeted
₿TC long term view
Long term cycle trough seems to be behind us. Exact peak was never realised but the curvature cycle remains in tact. From here ₿ trajectory expected to be climbing upwards. 2030 peaking after acceleration and excuberance. Risk/reward looks attractive now
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Bulls & Bears
Duration and amplitude of bulls & bears of S&P 500. The current Bull well advanced but not at the 2000 cycle highs yet
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Godfried Meindertsma retweeted
Our Quantamental strategy
Today's top leaderboard. Five factors drive the composition:
Valuation
Growth
Profitability
Momentum
Sentiment
A 30 day gate to filter out recency, signals need to be persistent as evidence. Ten candidates are building their streaks right now
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Solar Eclipse in the Netherlands
Still experiencing this while the Sun slowly shifts away from the moon.
Side by side two photo's, the sun at the right image completely behind the moon with the edge shining over the top
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Dutch pension performance
Dutch pension funds belong to the worst performing in Europe. The CFA Institute Global Pension Index by Mercer puts the Netherlands as best system for 2025. Maybe if you put the below table of investment returns by the OECD upside down, we could agree
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Expat survey best Countries
And the worst as well, compiled by InterNations. Bureacracy weighs on Germany and the economy on Türkiye. Panama on top, Mexico is a surprise to me but Thailand and UAE not at all though completely different from another. Spain tops Singapore.
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This year's concentration trade
linkedin.com/posts/godfriedm…
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Messi post-match interview
For Argentina football is family, they never give up till the last referee whistle, sometimes even beyond that. Saludos Messi!
youtube.com/shorts/QALir9EpQ…
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Dutch gov't considering scrapping parent-to-child tax-free gifting scheme
The scheme allows parents to give a tax-free amount to their child, foster child, or stepchild every year. This year, the tax-free amount is up to €6,908. Another blow to NL tax benefits in the making.
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Godfried Meindertsma retweeted
From growth darlings to value plays
2026's strangest trade: Accenture, Adobe, Novo Nordisk - down 30/40% YTD and now trading like value stocks (11-12x earnings). Meanwhile ServiceNow and Oracle fell just as hard..but still growth-stock prices. Not every selloff is a discount.
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