Economie

Mensen in beweging

19-03-2015 18:13

Dividend per share (blue line) just keeps on rising

http://uk.businessinsider.com/sp-500-dividends-2015-3

 

Cool chart on bear markets.

http://www.ritholtz.com/blog/2015/03/bear-markets-happen/

 

How do stocks perform during recessions?

http://awealthofcommonsense.com/stock-performance-before-during-after-recessions/

 

Some thoughts about the Fed. I see a sudden appearance of greater consensus, but maybe I am wrong

http://www.bradford-delong.com/2015/03/what-game-is-the-federal-reserve-playing.html

 

The BIS takes a look at the cost of deflation and finds that it is not as bad as some people claim

http://www.bis.org/publ/qtrpdf/r_qt1503e.pdf

 

The trouble with emerging currencies…

http://www.nytimes.com/2015/03/17/upshot/how-a-rising-dollar-is-creating-trouble-for-emerging-economies.html

 

I have shown something like this before. Especially the former Soviet Union stands out in the crowd

http://www.ritholtz.com/blog/2015/03/the-global-flow-of-people/

 

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 Do not quote unless specifically cleared beforehand!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.