IN TIMES OF FEAR? WATCH SECTOR STRENGTH

These days, it's a big ask for a few normal weeks without some crazy headlines plaguing the front page of the news. And we're feeling it in the markets for sure. The question on everyone's mind is whether we're in a new bear mark…

THE BEL 20 BREAKOUT IS A POSITIVE SIGN

I am going to start with honesty: the Belgian stock market has been quite disappointing over the last couple of years. It hasn't really been able to keep up with its peers in Europe, and today, it is still lagging behind by quite a margin. …

LOOKING FOR VALUE STOCKS? CHECK MORTGAGE RATES

Who even thinks about mortgage rates when you think about the financial markets? These days, it's about tech, crypto, meme stocks. Yet, mortgage rates could be where the action will be in 2025. It'll be an interesting year for sure, though. A new U.…

THE REAL ESTATE COMEBACK

Earlier this year, I wrote a post suggesting that a rate cut might not happen anytime soon , possibly not even in 2024. However, as we approach September, it seems the Fed might not have much choice anymore. The market is now betting on a rate cut during the September meeting, an…

A RECESSION OR A RETURN TO THE MEAN?

What a week in the markets, huh? The VIX had us thinking the world was about to end, only for the market to close with one of its best weeks since October '23. We've even heard whispers of emergency rate cuts—imagine that! Are speculators exaggerating? Is the excessive y…

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