Ogenschijnlijk lijkt de vervangingsvraag vrij simpel: je “koopt” gewoon iets nieuws. Bij huizen is tegenwoordig duidelijk dat de vervangingsvraag uitermate lastig is geworden. Continue prijsverhogingen geven bovendien ook nog eens tijdsdruk. Wachten betekent een duurder huis. In de liefde speelt de vervangingsvraag (uiteindelijk) ook. Ook daar speelt de tijdsdruk....
In een recent AD artikel, over de dollar daling, staat deze vraag: "Moeten we ons nu zorgen maken, of is dit juist goed nieuws?" In 1971 sprak de Amerikaanse Minister van Financiën John Connally reeds deze woorden: "De dollar is onze munt maar jullie probleem". Een US$ daling maakt Amerikaanse export (o.a. gas, olie) goedkoper, en maakt de Amerikaanse import...
There’s an interesting trend happening: the sale of American treasuries by European countries, including their insurance companies and pension funds. The volume isn’t high yet but American media did notice this trend (eg, Bloomberg-2026). The above seems trivial but the devil is in the details: Any increase in sales will lower any market price, and/but a lower...
Intro LO: In a market economy, lower consumer demand is compensated by lower (eg, manufacturing) supply in order to maintain consumer prices. Lower demand without lower supply, will cause high inventories, and the need for price reductions in retail and wholesale. Latter is called (price) deflation. Clearly, China does not quality as a market economy given the very...
On 12 June 2023, I published my blog Artificial Intelligence, a SWOT analysis. I still like its perspective but it lacks focus. Today, I publish my update on the key ingredients in my SWOT analysis, being Technology (Strength), Energy (Weakness), Health (Opportunity), and Beliefs (Threat). Source: my 2023 blog Artificial Intelligence, a SWOT analysis Source: my 2025...
Intro LO: Last Friday, I published a Dutch blog on this topic: USA: Europe must choose between America and China !? The underlying Dutch article referred to a recent Irish Times article as its source. Subsequently, an Axios Macro article (see below) arrived the next day: The U.S.-China decoupling arrives. In my view, such a decoupling makes no logical and/or...
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