What has been the best performing asset class this year?
http://www.ritholtz.com/blog/wp-content/uploads/2014/08/annual-asset-return.png
And then there are still people claiming there is no inflation! (and 39 more charts on election spending)
…and in case you wondered whether all that money works…?
http://www.vox.com/2014/7/30/5949581/money-in-politics-charts-explain
Look at all that cash… I sure hope that we are not moving to a Japan-like scenario…
http://www.voxeu.org/article/corporate-governance-reform-japan
This looks pretty weird and alphaville explains why
A study by the IMF on Emerging Markets and portfolio flows
http://www.imf.org/external/pubs/ft/wp/2014/wp14156.pdf
I guess US small caps are not on the buy list for GMO…
http://www.zerohedge.com/news/2014-08-20/gmo-there-no-safe-place-hide
Another critique of Shiller’s PE as a market timing tool: earnings are pretty volatile…
http://statisticalideas.blogspot.nl/2014/08/cape-and-math.html
…and here are two more, one from Keltsky (via @leonmwc)
http://blogs.reuters.com/anatole-kaletsky/2014/07/25/markets-exuberance-is-not-always-irrational/
And here is one for the techno-optimists… Comes from @went1955 weekly’s tweet-overview
http://www.oneworld.nl/bloggen/blogs/de-week-tweets/de-week-van-went-tweets-22
In case you are looking for some info on the Roman Empire: 40 maps…
http://www.vox.com/2014/8/19/5942585/40-maps-that-explain-the-roman-empire
There must be something about the fresh air of Heidelberg…
http://www.businessinsider.com/the-cities-where-the-most-billionaires-were-born-2014-8
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.
