Good morning. We should take into account that the mix of the average work has changed as well, but still…
http://climateerinvest.blogspot.in/2014/06/sometimes-picture-really-is-worth.html
Inequality, even in consumer confidence….
http://www.bespokeinvest.com/thinkbig/2014/6/24/consumer-confidence-hits-best-levels-since-2008.html
Why Argentina’s debt troubles will not create a mess in Emerging Markets Debt
http://www.economist.com/blogs/freeexchange/2014/06/argentina-and-holdouts
Nice title: “Torturing CPI Data until They Confess: Observations on Alternative Measures of Inflation”
Old one, but still nice. The shift in the mean center population point for the US
http://www.zerohedge.com/news/2014-06-24/220-years-population-dispersion-america
A checklist of whether there will be a market correction. The answer: no.
http://www.ft.com/intl/cms/s/0/0e101e34-f7cb-11e3-baf5-00144feabdc0.html
Cool overview of global M&A deals since the start of this year…
http://ftalphaville.ft.com/2014/06/24/1885562/deals-deals-deals/
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 Do not quote unless specifically cleared beforehand!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.
