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Blokland Smart Multi-Asset Fund E

Jeroen Blokland

Blokland Smart Multi-Asset Fund (English)

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues80SubscribersRead bloklandfunde.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Active Investment Policy or Herd behavior?

Dutch pension provider APG has published its 2025 returns, and they were not impressive, to say the least. Of course, every investor faces headwinds from time to time. What stands out, however, is that the Netherlands’ largest pension asset...

4 days ago
1
0

Gold Falls, But Where Is the Panic?

In recent weeks, one dominant explanation has circulated for gold’s decline: investors need liquidity. Margin calls, forced selling, and the familiar phrase, “sell what you can, not what you want.” It sounds logical, especially if investors...

13 days ago
7
2

The Limit Has Been Reached

The signals that citizens and businesses are willing to leave their country when the tax burden becomes too high are growing rapidly. At the same time, the governments, including mine, appear eager to raise taxes at every setback, even when...

16 days ago
4
0

The Month of Blokland Newsletter #18 Middle East in Flames, Oil Surges, Gold plunges

The Month of Blokland is my monthly reality check for investors. In this issue:

20 days ago
2
0

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Authors

The writers behind this newsletter.

  • Jeroen Blokland

    Founder and Manager of the Blokland Smart Multi-Asset Fund

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