Good morning. Mmmm. The US retail sales numbers keep on surprising on the downside…
http://www.zerohedge.com/news/2014-08-13/retail-sales-miss-third-month-row-worst-print-january
http://www.calculatedriskblog.com/2014/08/retail-sales-unchanged-in-july.html
Cisco results, the short version
The population divide in China
https://twitter.com/Amazing_Maps
This one is going for the Best Title of 2014 Award!
http://finance.yahoo.com/tumblr/blog-the-power-of-shareholder-yield-183625528.html
…but this one is also pretty sharp. The Economist on prostitution: “More bang for your buck!”
For those working in the mutual fund business: chasing the best performing fund does not work, according to Vanguard
http://www.scribd.com/doc/236535631/Vanguard-Quantifying-the-impact-of-chasing-fund-performance
Some thoughts on the US repo market
http://www.nakedcapitalism.com/2014/08/banks-withdrawing-repo-market.html
Interesting: did you know Nash Grier? No? Het is bigger than the Beatles!
http://www.huffingtonpost.com/2014/08/07/nash-grier-vine_n_5631144.html
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 Do not quote unless specifically cleared beforehand!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.
