Economen niet overtuigd van het gelijk van Piketty

Being long energy stocks. Not the best thing to do.

http://www.bespokeinvest.com/thinkbig/2014/10/15/52-week-lows-in-the-energy-sector-exceed-40.html

In case you have missed it: the Saudis on oil prices

http://www.reuters.com/article/2014/10/13/us-oil-saudi-policy-idUSKCN0I201Y20141013

And here is the US side of things: will U.S. oil producers frack their way into bankruptcy?

http://www.businessweek.com/articles/2014-10-13/u-dot-s-dot-oil-prices-are-dropping-but-drilling-is-more-expensive

Well, here is one expert panel of Economists that disagrees with the main premises of Piketty.

http://www.nytimes.com/2014/10/15/upshot/fellow-economists-express-skepticism-about-thomas-piketty.html

The German growth engine…

https://www.creditwritedowns.com/2014/10/eurocrisis-round-two-blame-the-germans-edition.html

De week in tweets by @went1955. In Dutch.

http://www.oneworld.nl/blog/de-week-tweets/de-week-van-went-tweets-28

For the multi-asset investment geeks out there

http://ftalphaville.ft.com/2014/10/15/2007132/drawdown-to-what/

And even more info on inequality: general opinion  

http://qz.com/281323/the-worlds-biggest-supporters-of-capitalism-are-asian-and-mostly-communist/

A bit of info on Nobel prize winners

http://mic.com/articles/100750/the-u-s-leads-the-world-in-nobel-laureates-thanks-to-one-surprising-factor

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 Do not quote unless specifically cleared beforehand!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.