Blokland Smart Multi-Asset Fund E
Jeroen BloklandBlokland Smart Multi-Asset Fund (English)
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 90 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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bloklandfunde.substack.comLatest Issues
AI: The Price Tag Everyone Is Missing
For months, the debate around AI stocks has been dominated by questions about valuations. But while most valuation metrics have actually started to look somewhat better recently, there are other numbers, largely hidden from investors, that...
Why is there so much Chinese money?
It continues to amaze me how few investors, economists, and financial journalists are able to connect simple pieces of the finance puzzle. So let me do it one more time. This time using China’s enormous money supply.
Growth Requirement...
Risk bubble
AI stocks have dominated the headlines for years. Over the past several months, however, that dominance has become so extreme that virtually every other asset class has suffered as a result. Capital is being pulled away, liquidity is drying...
From Taylor Swift and classic Ferraris to lab-grown diamonds and gold.
This year marked the first time that the Blokland Smart Multi-Asset Fund participated in the IEX Investors’ Day, one of the biggest retail investor events in the Netherlands. I can honestly say it was an enormous success. At the same time,...
Investing 2.0: The Great Rebalancing
Every year, I look forward to the reports that reveal the strategic decisions of institutional investors. One of my favorites is UBS’s Global Family Office Report, which focuses on the asset allocation of family offices. They are, after all...
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| Subscribers | Engagement | 69 | Monthly Web Visits | ||
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The writers behind this newsletter.
Founder and Manager of the Blokland Smart Multi-Asset Fund
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