Vroeger toen Energie in Amerika nog van hout was

Cool: How the energy consumption in the US has changed…

http://uk.businessinsider.com/evolution-of-american-energy-consumption-since-1776-2015-8

Remind me to read this one later: “The Market Impact of Passive Trading”

http://www.researchaffiliates.com/Our%20Ideas/Insights/Papers/Pages/218_The_Market_Impact_of_Passive_Trading.aspx

So is there some guidance from the past? Statistically the odds appear to be somewhat in favour of a rebound  

https://www.bespokepremium.com/think-big-blog/sp-500-weekly-drops-of-5/

An obvious victim from this market’s turmoil: the timing of the first rate hike

https://www.bespokepremium.com/think-big-blog/equity-volatility-and-em-nervousness-hit-fed-expectations/

Mmmm. A pretty disturbing picture, if you ask me…

http://discussions.ft.com/longroom/tables/equity-strategy/the-next-crisis-will-be-caused-by-private-debt/

The rise of the activists…

http://uk.businessinsider.com/wall-street-couldnt-be-happier-about-activist-investing-2015-8

Chinese exports and the yuan…

http://www.wsj.com/articles/china-poised-to-boost-banks-liquidity-to-counter-weaker-yuan-1440325663

Emerging market debt is being hit by strong outflows…

http://uk.businessinsider.com/emerging-markets-are-getting-absolutely-hammered-2015-8

Cool overview: what are central banks supposed to do according to the general public

http://www.voxeu.org/article/what-general-public-know-about-monetary-policy

Interesting bit of reading on a classic game theory puzzle

http://www.nytimes.com/2015/08/21/upshot/how-readers-fared-in-upshots-number-puzzle.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.