The Morning Brief.

This brief exists to improve judgement: what changed, why it matters, where credible interpretations differ, and what would change our view.

A European and Dutch executive lens runs throughout—from monetary policy and geopolitical risk to BV Nederland, industry and technology.

Evidence before narrative

Primary evidence anchors consequential claims. Independent reporting tests the interpretation. Sources belong beside the claims they support; inaccessible sources are identified, never implied to have been read.

Continuity without complacency

The thesis ledger records confidence, evidence for and against, and what would invalidate each view. Yesterday’s interpretation receives no privileged status.

The morning rhythm

The briefing uses a 05:00 Europe/Amsterdam information cutoff. Weekday editions target a 30-minute read; weekend editions allow 45–60 minutes for deeper analysis.