Cool chart on the importance of china for certain markets
http://www.ritholtz.com/blog/2015/09/china-consumes-mind-boggling-amounts-of-raw-materials/
The question always is: how can there be net sellers in futures? But still, here you go
http://uk.businessinsider.com/funds-short-futures-long-volatility-record-levels-crash-hedge-2015-9
On the fences around the world
http://www.economist.com/blogs/graphicdetail/2015/09/daily-chart-10
Some sound advice: don’t trade in the morning! (or, adversely, as high frequency trading only trade in the morning!)
http://www.wsj.com/articles/early-birds-suffer-in-market-1442273794
Ah yes, Fed week…
https://www.bespokepremium.com/think-big-blog/rate-hike-odds-still-looking-unlikely/
Interesting observation here: as a momentum investor you should be short all asset classes…
http://www.capitalspectator.com/negative-momentum-weighs-on-all-the-major-asset-classes/
Interesting bit of perspective on the UK housing market
http://uk.businessinsider.com/paying-for-a-house-in-britain-has-never-been-cheaper-2015-9
Now there’s a shocker: insider trading is profitable!
http://www.wsj.com/articles/insiders-beat-market-before-event-disclosure-study-1442280193
Interesting chart, but if you leave the blue line out, there isn’t that much to see…
This one makes more sense…
http://ftalphaville.ft.com/2015/09/15/2140118/of-the-fed-and-asian-npls/
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 Do not quote unless specifically cleared beforehand!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.
