Is this a predictable pattern, or what?
http://jlfmi.tumblr.com/post/104259000970/just-your-average-v-bottom-for-the-past-year-or
The totally subjective top 85 of most disruptive ideas of our time!
http://www.businessweek.com/features/85ideas/
Talk about deleveraging! Taken from the IMF’s country report of the Netherlands
http://www.imf.org/external/pubs/ft/scr/2014/cr14328.pdf
The BIS takes a stab at the october sell-off
http://www.bis.org/publ/qtrpdf/r_qt1412.pdf
Is this true? Is the US current account a reliable leading indicator for rekative performance of US stocks?
http://www.businessinsider.com/kleintop-watching-dec-17-current-account-report-2014-12
Very cool website with various interactive valuation tools for all the important stock markets in the world
http://www.starcapital.de/research/stockmarketvaluation?SortBy=Shiller_PE
On the current recovery in the US labour market: the longest since WWII!
http://www.ritholtz.com/blog/2014/12/10-sunday-am-reads-20/
How much further can this Chinese rally run?
http://www.economist.com/blogs/freeexchange/2014/12/chinas-stockmarket
Turkey’s country report by the IMF
http://www.imf.org/external/pubs/ft/scr/2014/cr14330.pdf
James bond and his much younger co-stars (until now)
Well known fact: the ageing of the Japanese country
http://ftalphaville.ft.com/2014/12/05/2061771/some-striking-facts-about-japans-demography/
And here is another way to look at Japan…
Never been a worse time to be a 30 year old (compared to them old folks)
http://www.businessinsider.com/young-adult-vs-all-adult-weekly-earnings-2014-12
And here we get the same idea…
The Los Angeles sea…
http://qz.com/307224/your-city-underwater-heres-what-life-will-look-like-after-global-warming/
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.
