De waarde van goud

Cool. So now that the Fed is tapering, will this relationship hold…?

http://www.zerohedge.com/news/2014-08-19/charting-diminishing-effects-qe

Nice one!

http://www.businessinsider.com/sp-500-return-decomposition-2014-8

The power of internet: yet another thought on the Secular Stagnation eBook

http://esoltas.blogspot.in/2014/08/secular-stagnation-meet-data.html?m=1

And talking about secular stagnation…

http://www.bloomberg.com/news/2014-08-19/only-rich-know-wage-gains-with-no-raises-for-u-s-workers.html

Some not so useful factoids on Emerging Markets

http://theirrelevantinvestor.tumblr.com/post/95126619558/all-you-need-to-know-about-emerging-markets-the

So, has gold lost its geo-political sensitivity?

http://www.zerohedge.com/news/2014-08-19/things-make-you-go-hmmmlike-golds-sudden-ignorance-geopolitical-risk

How did the largest actively managed funds perform over the last 15 years?

http://www.wallstreetrant.com/2014/08/how-largest-actively-managed-mutual.html

Nice colours, but usually that is a giveaway for faulty statistics…

http://conversableeconomist.blogspot.nl/2014/08/international-minimum-wage-comparisons.html

Nice bit on debt issuance in foreign or local currencies

http://www.frbsf.org/economic-research/publications/economic-letter/2014/august/global-debt-markets-home-currency-issuance-original-sin/

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 Do not quote unless specifically cleared beforehand!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.