This one shouldn’t come as too big a surprise, right?
http://www.ritholtz.com/blog/2015/02/weekend-reads-159/
On those high market valuations…
http://ftalphaville.ft.com/2015/02/20/2119665/28-years-hard-capital/
Despite lowered guidance, the stock markets have reacted positively to earnings
http://www.bespokeinvest.com/thinkbig/2015/2/20/earnings-season-a-success.html
Sounds interesting: a brief history of middle class economics. This chart shows the women part.
http://www.voxeu.org/article/brief-history-middle-class-economics
And here is even more on the development of the disposable income in the US
http://glineq.blogspot.nl/2015/02/how-us-income-distribution-changed.html
So close, but now the women participation rate is also in decline…
On a completely different subject. Death sentences in the US. What would the ‘other’ be though…
http://qz.com/346332/all-the-ways-america-has-chosen-to-execute-people-since-1776/
And, as ever, the schedules for the week to come
http://www.calculatedriskblog.com/2015/02/schedule-for-week-of-february-22-2015.html
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 Do not quote unless specifically cleared beforehand!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.
