Good morning. On the debt refinancing cycle: 2018 seems to be the tough year…
http://www.zerohedge.com/news/2014-07-28/chart-has-high-yield-investors-running-hills
Stocks may be expensive, but nowhere as expensive as 15 years ago.
http://www.businessinsider.com/biotech-internet-stock-valuations-1999-2014-7
A bit of history on the first world war…
http://www.economist.com/blogs/graphicdetail/2014/07/daily-chart-21
Nice one. Analyst are always positive. On average.
http://www.bloombergview.com/articles/2014-07-28/ritholtz-s-reads-the-way-of-the-drone
Some interesting comments on the UK productivity puzzle…
http://www.pieria.co.uk/articles/uk_productivity__an_enigma_but_not_quite_a_mystery
I get the feeling I have already shown this one at some point in time, but I might be wrong
This should be interesting reading: the IMF’s assessment on the UK economy. The last time they missed target by a wide margin…
http://www.imf.org/external/pubs/ft/scr/2014/cr14234.pdf
Don’t believe the chart. Crap works better…
http://ftalphaville.ft.com/2014/07/28/1911182/another-two-weeks-and-well-take-out-the-1929-instance/
Interesting….
http://qz.com/241428/one-third-of-people-in-europe-say-they-dont-feel-european/
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 Do not quote unless specifically cleared beforehand!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.
