Hoe ziet onafhankelijkheid in Europa er uit?

All the separatist movements in Europe, but again, Lega Nord is absent. And Fryslan can hardly be called separatist (for now)

http://www.businessinsider.com/map-of-separatist-movements-in-europe-2014-9

…and talk about separatist: we haven’t seen a red bar in a long time…

http://qz.com/266522/all-of-the-declarations-of-independence-from-the-uk-in-the-last-century-mapped-and-charted/

…and this is the list of all former referenda held on the subject

http://www.zerohedge.com/news/2014-09-16/scottish-referendum-preview-170-years-voters-chose-independence-88-time

These things probably act as a good contra-indicator…

http://www.businessinsider.com/barclays-investors-concerns-2014-9

Probably not the best article on the subject, but still worth reading: “Why Some Anomalies Persist”

http://www.etf.com/sections/index-investor-corner/23269-swedroe-why-some-anomalies-persist.html

What happened to financial markets the last three times the Fed hiked rates

http://www.bloombergview.com/articles/2014-09-16/ritholtz-s-reads-eyes-on-the-fed

France may be heading for a Moody’s downgrade this Friday

http://www.zerohedge.com/news/2014-09-16/citi-warns-moodys-may-put-france-downgrade-review-friday

Ah, yea: rare earth metals. They used to be pretty big in 2011….

http://www.businessinsider.com/this-bubble-popped-three-years-ago-2014-9

Looks like an interesting report from Citi, on how to make 10% return, using leverage

http://www.zerohedge.com/news/2014-09-16/whats-best-way-make-10-return

Comes without comment

http://www.businessinsider.com/census-race-income-gap-2014-9

Some more on buybacks by the Wall Street Journal

http://online.wsj.com/articles/companies-stock-buybacks-help-buoy-the-market-1410823441

Think of this. Someone must have gone through all the trouble to check on this (via andries hoekema)

http://slate.me/1qYWJzA

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.