Good morning. Interesting chart, showing that although the market as a whole is going higher, the rally is carried by less and less stocks…
The lost growth of the 2007-2013 period per country (via @Johan3704)
https://twitter.com/YiannisMouzakis/status/471536552728739840/photo/1
A bit of longer term perspective: “ Central Bank balance sheets: Expansion and Reduction since 1900”
Lack of volatility, shown in a different way…
http://climateerinvest.blogspot.in/2014/05/its-quiet-out-there-600-days-without-3.html
The Week in tweets! And I feature in this one, with a ‘Lukas-ie’!!
http://www.oneworld.nl/bloggen/blogs/de-week-tweets/de-week-van-went-tweets-10
In Dutch, but interesting for those active in the Dutch pension sector: “Meningen over
pensioenkwesties”
http://www.cbs.nl/NR/rdonlyres/776A3821-792C-444C-ABC9-5B099B53B0D0/0/20140502v4art.pdf
Emerging markets equities are trying to shake the downtrend
http://www.bespokeinvest.com/thinkbig/2014/5/28/emerging-market-rally-in-perspective.html
http://online.wsj.com/articles/emerging-markets-bounce-back-1401301448
Now, this is what I call a dubious chart. Adding the last two years together to make it look like a boom. #tssss
http://qz.com/208379/why-africas-debt-downgrades-are-good-news-for-africans/
This one on the other hand (same source: quartz) is a nice one though
Interesting shift in US immigration patterns over the past 100 years
http://www.businessinsider.com/pew-immigration-maps-2014-5
How to build the tallest building: by just adding a spike to the building…
http://www.ritholtz.com/blog/2014/05/vanity-height/
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.
