‘The weakest earnings cycle in 55 years’. Sure. But if you had drawn this from the trough it probably has been the best earnings cycle…
http://www.businessinsider.com/historical-earnings-cycles-2014-4
It’s them snakes!! I always knew it…
http://www.ritholtz.com/blog/2014/04/wall-street-animals/
Somehow, this red line does not match my idea of ‘financial sector fluctuations’. 1997-2000 was a negative?
http://www.spiegel.de/international/business/bild-964757-684700.html
Interesting chart showing that, so far, the sell-off in bonds has not materialized this year (red=positive for bonds)
I am not sure whether this data is correct, but with an expected negative earnings outlook, there might even be room for a positive surprise…
http://www.thereformedbroker.com/2014/04/15/the-first-down-quarter-for-earnings-since-2012/
Interesting chart (and some more information) on dividends in Emerging Markets
http://blogs.ft.com/beyond-brics/2014/04/16/em-share-dividends-come-of-age/
Arm sales. Comes with no comment.
http://www.vox.com/2014/4/15/5613870/the-global-arms-trade-in-four-charts
Brad Delong presents some economic background on the 2007-2009 crisis
Epic chart on the ups and downs of Russia since 1860. Take it with a grain of salt though…
http://www.zerohedge.com/news/2014-04-16/annotated-history-russian-empire
And this must be the chart of the week: statistics on Bob Ross paintings!
http://fivethirtyeight.com/features/a-statistical-analysis-of-the-work-of-bob-ross/
Lukas Daalder is in het verleden wel eens als ‘Nederlands best bewaarde geheim’ op het gebied van economie genoemd. Hij publiceert dagelijks een collectie met grafieken, nieuws en informatie over internationale economie en financiële markten. Het aardige is dat je zijn updates in minder dan een minuut gelezen kan hebben, maar dat er tegelijkertijd voldoende stof tot nadenken tussen staat. Lukas is het hoofd van de afdeling Global Allocations en is tevens portfolio manager bij Robeco. Alle meningen in zijn updates zijn op persoonlijke titel.
Disclaimer: All links provided are collected from public websites, unless otherwise specified. I have not checked the data or information for accuracy used, and therefore do not guarantee that all data provided will be 100% correct. The links provided do not necessarily reflect my personal opinion and should be seen as general interest: oftentimes I do not agree with arguments presented, but nevertheless think it is worthwhile to read them. It is up to the reader to make up their own mind. Suggestions or discussions are more than welcome. Do not quote unless specifically cleared beforehand!
Alle edities? Hier.
