Duitsland is gedoemd… zegt men

Girl powerrrrrrr. (or is there a Europe/Japan tilt in this sample, somehow?)

http://www.businessinsider.com/stocks-with-female-directors-outperform-2014-9

“Why Germany is doomed” Interesting: why is that?

http://www.ozy.com/c-notes/why-germany-wont-be-a-dominant-power-in-western-europe/33781.article

Interesting historical perspective on CO2 emissions. China and the US may be the current big emitors, but Europe used to be dominant

http://www.vox.com/2014/9/22/6805513/un-climate-talks-in-seven-charts

This is the PE of various bull markets by looking at peak earnings. What happened in 1956-1974 though?

http://www.businessinsider.com/price-to-peak-earnings-of-bull-markets-2014-9

Some more depressing charts on the US midle class

http://fivethirtyeight.com/features/the-american-middle-class-hasnt-gotten-a-raise-in-15-years/

Flooding risk per country. Doesn’t look good for the Netherlands… (via @erikjonker)

http://www.nytimes.com/2014/09/24/upshot/flooding-risk-from-climate-change-country-by-country.html

No hard landing in China, according to fulcrum

http://blogs.ft.com/gavyndavies/2014/09/23/no-hard-landing-yet-in-china/

Ah! The separatists are back!!

http://www.zerohedge.com/news/2014-09-24/nation-dividing-mapping-worlds-significant-separatist-movements

Big business. And where it is most disliked…

http://www.nytimes.com/2014/09/24/upshot/americans-are-ok-with-big-business-its-business-lobbying-power-they-hate.html

“Productivity Pessimism from Productivity Optimists”

http://growthecon.wordpress.com/2014/09/23/productivity-pessimism-from-productivity-optimists/

And while we are on the subject of technology, here’s a nice chart!

http://www.zerohedge.com/news/2014-09-24/risky-business-most-least-uncertain-industries-america

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.