OpinionOwner Yield · Premium
Why European dividend payers deserve a second look
Falling rates change the arithmetic for income investors. Insurers and regulated utilities look better placed than banks.
Sofia Brandt · 12 Oct 2026 · 5 min read
Opinion
Arguments on markets, valuation and long-term ownership. Always signed, always disclosed.
2 articles
Opinion
The case against owning the index at 22 times earnings
Passive ownership of the S&P 500 is now a concentrated bet on a handful of companies. Investors should know what they own.
Sofia Brandt · 11 Oct 2026 · 4 min read