Rig count defies oil production (for now)
http://uk.businessinsider.com/oil-rig-count-is-not-important-2015-3
Beautiful short documentary on the decline of Kodak
http://www.nytimes.com/2015/03/22/business/at-kodak-clinging-to-a-future-beyond-film.html?_r=0
A bit of a confusing chart to read, but the message is clear± ageing is not just a Japanese phenomenon
http://www.bloombergview.com/articles/2015-03-27/ritholtz-s-reads-hedge-funds-want-a-new-name
The Chief Economist is restraining supply
http://gregmankiw.blogspot.nl/2015/03/getting-promoted.html
The classic, once again
http://www.ritholtz.com/blog/2015/03/interest-rates-arent-going-anywhere-2/
Cool visualization of immigration to the US.
https://twitter.com/NL_MFA_strategy/status/581399032670617600
And while we are talking about migration: here is an up to date document on migration corridors
http://www.dallasfed.org/assets/documents/research/eclett/2015/el1502.pdf
And here is how the languages in Europe evolved
Retail sales mismatch job growth (but watch out: the retail sales number is a nominal number)
http://uk.businessinsider.com/us-economic-growth-is-tumbling-2015-3
This one comes under the heading of ‘the misallocation of water’
http://marginalrevolution.com/marginalrevolution/2015/03/the-misallocation-of-water.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 Do not quote unless specifically cleared beforehand!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.
