Tattoo’s en clusterbommen

Good morning. For the optimists out there

http://www.businessinsider.com/dow-jones-industrial-average-super-cycles-2014-9

Very nice: almost 150 years of Japanese GDP growth and inflation!

http://www.zerohedge.com/news/2014-09-03/145-years-japanese-growth-and-inflation

Blog by Bruegel on the ‘bond market conundrum’

http://www.bruegel.org/nc/blog/detail/article/1424-blogs-review-the-bond-market-conundrum-redux/

And here is James Saft’s take on it: ageing….

http://www.reuters.com/article/2014/09/03/us-saft-on-wealth-idUSKBN0GY2HY20140903 

Look! Just by talking Draghi has already solved the inflation expectations problem!

http://www.businessinsider.com/ecb-september-meeting-preview-2014-9

A number of charts on the weird health spending anomaly that the US really is…

http://www.vox.com/2014/9/2/6089693/health-care-facts-whats-wrong-american-insurance

Is sovereign risk too low again in Europe?

http://ftalphaville.ft.com/2014/09/03/1954871/a-european-savings-glut-or-just-mis-priced-risk/

Another nice one for a pub-quiz: internet penetration levels in Emerging Markets

http://theirrelevantinvestor.tumblr.com/post/96471683563/wild-emerging-market-statistics

If ever you get jailed in the US, let’s hope you don’t have a tattoo… :-)

http://www.economist.com/blogs/freeexchange/2014/08/tattoos-jobs-and-recidivism

This one is pretty shocking and clearly before the time cluster bombs were considered not-done… (via Tjeerd Borrie) 

http://www.youtube.com/watch?v=4UM2eYLbzXg#t=61

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.