Economie

Democraten en Republikeinen eens over trucs met belasting

07-05-2014 11:14

Good morning. Nice one on Bull markets. (via Michel van Bremen)

https://twitter.com/jerrykerns/status/463712783054696449

 

Nice one on bear markets. But what about bitcoin…? :-)

http://www.zerohedge.com/news/2014-05-06/six-most-important-asset-bubbles-modern-times

 

Very cool way to show what the tax rate for the average worker in the EU is: how long do you have to work for the tax man (via @went1955)

http://t.co/VzDmFLyzod

 

In honour of Garry Becker: Education as an investment. Despite the higher college fees, it is still worth it to go to college. It takes 20 years to make good on ‘the investment’ though…

http://www.frbsf.org/economic-research/publications/economic-letter/2014/may/is-college-worth-it-education-tuition-wages/

 

And talking about taxes: it looks like they can agree on one thing after all…

http://www.washingtonpost.com/news/rampage/wp/2014/04/29/americans-not-sold-on-pikettys-big-idea-yet/

 

Well, there’s a line that is definitely rising…

http://youtu.be/UatUDnFmNTY

 

Ouch… Not exactly a stock pickers market. Oh no, let me rephrase that…

http://www.bespokeinvest.com/thinkbig/2014/5/6/not-a-good-year-for-analysts-either.html

 

And talking about active asset management, this is an interesting piece (plus clip)

http://www.ft.com/intl/cms/s/0/5e0bda82-d2f9-11e3-9b72-00144feabdc0.html

 

Dark(er) clouds are gathering over the Chinese property market…

http://ftalphaville.ft.com/2014/05/06/1843272/chinas-leaning-towers/

 

So much for an capex rebound…

http://www.economist.com/blogs/graphicdetail/2014/05/daily-chart-3

 

And the OECD economic outlook cannot be missed. Looooots of information!

http://oecdinsights.org/2014/05/06/oecd-economic-outlook-global-economy-strengthening-but-significant-risks-remain/

 

Search for yield continues!

http://www.zerohedge.com/news/2014-05-06/steve-wynn-slams-feds-ominous-artificial-nirvana

 

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.