Hi readers, 👋 The earnings season from the hyperscalers (Amazon Web Services (AWS), Microsoft Azure, and Google Cloud) has been exceptionally strong, indicating an accelerating pace of Cloud growth fueled …
Hi readers, 👋 Welcome to this little September wrap-up. I have never been this late with a monthly update before. Usually, I publish them on the first day of the …
Not much has happened. I was on holiday in August and didn’t really follow world events very closely. My monthly income with dividends in August: My investment approach is simple …
Things are moving in the right direction right now. Once again, I’m seeing certain stocks take the lead, basically the standard long-term performers in my portfolio and across the markets. …
Hi readers, 👋 General sentiment June was a calm month for the stock markets. What stood out was the strong rally of the euro (€) against the US dollar ($). …
Hi readers, 👋 General sentiment Not much was going on in the markets this May. Well, maybe the usual tariff drama. But at this point, it feels like many investors …
Hi readers, 👋 Welcome to this little April wrap-up. As usual, I will give you a brief update on the last few weeks, especially regarding my retirement depot. So let’s …
In recent weeks, global markets have been through a ride that felt more like political theatre than sound economic strategy. Universal baseline tariff: As of April 5, 2025, the US administration …
In March 2021… In March 2021, I reflected on the nervousness pervading international stock markets. Tech giants like Amazon had begun to lose ground, and even stalwart consumer goods manufacturers …
Let’s travel back to … December 30, 2019 It was my first year working as a lawyer at a firm that sometimes felt like something straight out of a John …
US President Donald Trump has now announced the widely anticipated, far-reaching tariff increases, which have been awaited with concern, fear, and perhaps a little hope that it may be less …
With the Dividend Diary, I document how a cash-flow investment approach can be part of a well-balanced wealth management. To keep things simple, I have built three pillars: Active income. …
My quick take on Nike (my personal notes): Nike is facing major challenges. High inventory levels, declining demand for once-iconic sneaker models, tight competition and difficult market conditions in China …
How to use the company sheets The company sheet provides a quick, clear overview of key financial metrics, past performance, analyst estimates, and my personal insights for investors looking to …
With the Dividend Diary, I document how a cash-flow investment approach can be part of well-balanced wealth management. To keep things simple, I have built three pillars: Active income. …