Must read: From tulip mania to bitcoin madness

#read #tulip #mania #bitcoin #madness

SFDR may be overhauled, but is that justified?
According to Dennis van der Putten, Chief Sustainability Officer at Cardano, it is time to say goodbye to the sustainable reporting system SFDR. It does not prevent greenwashing. “In addition, the regulation works with open standards. For example, there is no concrete definition of sustainability.”

Blackrock remains overweight US tech
The Blackrock Investment Institute is positive on US equities and maintains its overweight rating even after the rally in recent months. “The turnaround will come as soon as people realize that inflation will rise again in 2025.”

Nvidia lives up to the hype
Nvidia’s share price has already risen by 60% this year after an even more spectacular rise last year. Can that continue? Morningstar shows in 5 graphs how Nvidia can live up to the hype surrounding the company.

Which central bank will cut first?
That’s the big discussion on Wall Street. The consensus is that Switzerland’s central bank will be the first to cut interest rates. The ECB and Fed will probably follow in June. The Bank of Japan is doing things differently and will probably finally raise interest rates in the short term. CNBC has the story.

The markets appear to be slowly becoming concerned about the next American president. The priced-in inflation expectations for the next 2 years are rising rapidly.
That could also become an issue for the Fed. pic.twitter.com/8dH1btwL39

— Corné van Zeijl (@stock analyst) February 28, 2024

Trade organizations want shorter housing objection procedures Objection procedures against housing plans must be shortened. Current legislation must be amended to give greater weight to the interests of home seekers from now on. This should also help reduce the housing shortage. RTL Z report.

Significant increase in turnover in the car and motorcycle sector
The car and motorcycle industry recorded a turnover increase of no less than 16% in 2023. This is evident from the latest figures from Statistics Netherlands.

American Magnificent 7 x European GRANOLAS
Yes, top European shares are extremely profitable and cheaper than the American Magnificent 7, but American Big Tech still has the edge. “The Granolas are more favourably priced, and some argue the Magnificent Seven’s hot run must come to an end at some stage. Nevertheless, the forward estimates for the Magnificant Seven look to be considerably more favourable.” Extensive analysis.

Stop oil subsidies now
Günther Thallinger and Ludovic Subran for Project Syndicate: “While energy subsidies may seem like an effective way to address social inequality, they tend to have the opposite effect. By disproportionately benefiting wealthier households, these subsidies entrench energy inequities, divert public funds from more effective investments, and impede countries’ ability to meet emissions targets.”

Nuclear energy is a must

Robeco’s nuclear power policy update makes some companies investable. #susty #NetZero #robeco pic.twitter.com/6xTvhDrToC

— Robeco Asset Management (@Robeco) February 29, 2024

5 tools in uncertain times
The US economy has proven remarkably resilient over the past year. 2024 has also already started positively, especially for equity investors. But what should happen next? Feike Goudsmit of Capital Group offers investors five important tools. “With interest rate cuts, bonds could make a comeback in 2024.”

Regulate cryptos!

In my speech for the ASIFMA Annual Conference I stressed again that we need to regulate crypto-assets globally and consistently. Read my speech:

— Klaas Knot (@KlaasKnot) February 29, 2024

No, bitcoin does not make gold obsolete

With #Bitcoin’s massive bull run, claims that Bitcoin makes #gold redundant are popping up. First, I don’t think this is true, given gold’s diversification benefits. Second, the better perspective is how scarce assets, including gold, will eat bonds. ?? pic.twitter.com/eiWgFKSQ2s

— jeroen blokland (@jsblokland) February 28, 2024

Jeroen Blokland about bitcoin

When it comes to Bitcoin, there is rarely room for nuance. This applies to both supporters and opponents. I don’t understand that, since investing is by definition an activity in which nothing is ever black or white. A good investment framework uses available…

— jeroen blokland (@jsblokland) February 29, 2024

Everyone wants tulip bulbs, sorry bitcion

Retail investors coming to invest in bitcoin right now pic.twitter.com/DxmBkQUFr2

— Not Jerome Powell (@alifarhat79) February 28, 2024

Bitcoin price development
It’s going fast.

Of Editorial staff of IEXProfs consists of several journalists. The information in this article is not intended as professional investment advice or as a recommendation to make certain investments. .