Wereldopinie over klimaatverandering in beeld

Good morning.  Stocks meet bonds. About a third of S&P stocks have higher dividends than the 10 year Treasury yield 

http://www.bespokeinvest.com/thinkbig/2014/5/7/stock-yields-vs-treasury-yields.html

For those interested in a bit of chemicals: these BBC podcasts on the various elements comes highly recommended

http://www.bbc.com/news/business-26017783

It can be that I have shown this one before, but hey, it is such a cool chart!

http://johnhcochrane.blogspot.in/2014/05/stuff-cheap-people-expensive.html

Interesting (though old) study by McKinsey on who is on the receiving end (in the negative sense) with respect to cheap money…

http://www.ft.com/intl/cms/s/0/d442112e-d161-11e3-bdbb-00144feabdc0.html

Small caps in bear market territory?

http://www.zerohedge.com/news/2014-05-07/almost-half-russell-2000-members-are-bear-market

Interesting chart (part I)

http://www.bloombergview.com/articles/2014-05-07/ritholtz-s-10-wednesday-reads-climate-change-maps-and-facts

Interesting chart (part II). Spot the difference…

http://www.nytimes.com/2014/05/08/upshot/on-climate-republicans-and-democrats-are-from-different-continents.html

Technical analysts! Rejoice!!

 http://www.businessinsider.com/nasdaq-head-and-shoulders-2014-5

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 Do not quote unless specifically cleared beforehand!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.