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China opkomend scheepvaartland

Interesting chart showing the shift in income gains through time… 

http://www.zerohedge.com/news/2014-08-07/record-numbers-americans-recounce-citizenship-under-obama

 

 

And the rich are even richer than reported, according to this research…

 

http://www.bloomberg.com/news/2014-08-06/the-1-may-be-richer-than-you-think-research-shows.html

 

 

By sheer coincidence, I got three nice contributions from three different Robeco colleagues yesterday. This one is from @jackneele: plot your own energy chart…

 

https://www.youtube.com/user/shellletsgo/letsgo?x=content~shell-content-87

 

…this one is from Mark Glazener, via barclays. Looks like there is a boom going on there…

 

 

…and this is the one from @pvanderwelle on the sunni-shia divide. Clips, information and background

http://www.cfr.org/peace-conflict-and-human-rights/sunni-shia-divide/p33176?cid=ppc-FA_com-sunni_shia_divide_infoguide-072914#!/

 

 

The harsh reality of retirement (and some disturbing statistics on US savings)

http://ftalphaville.ft.com/2014/08/07/1921822/federal-reserve-finds-us-households-are-unwell/

 

 

I can’t say they have been randomly chosen, but ‘pretty arbitrarily’ fits the bill

http://www.ritholtz.com/blog/2014/08/structural-secular-markets/

 

 

Do not expect Japanese consumers to be the big driver behind the economy

http://www.economist.com/news/asia/21611152-even-jobs-grow-scarce-real-wages-continue-fall-feeling-pinch

 

 

This knife cuts both ways though…

http://www.businessinsider.com/worlds-leading-food-importers-2014-8

 

 

Those US spikes during the wars are impressive…

http://www.economist.com/news/finance-and-economics/21611109-new-techniques-show-damage-done-subsidies-heart-global

 

 

I forgot to mention this one, yesterday! @went1955’s weekly twitter-overview!

http://www.oneworld.nl/bloggen/blogs/de-week-tweets/de-week-van-went-tweets-20

 

 

Ouch.

http://www.washingtonpost.com/blogs/wonkblog/wp/2014/08/07/italys-triple-dip-recession-has-wiped-out-all-its-growth-since-2000/

 

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.

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