Interesting fact: Microsoft is back to its 1999 high, but guess what happened to its market cap?
https://www.bespokepremium.com/think-big-blog/microsoft-msft-set-to-close-as-new-all-time-high/
Good morning. As a point of warning: this guy is always bullish on stocks
http://uk.businessinsider.com/monday-scouting-report-oct-26-2015-2015-10?r=US&IR=T
Interesting topic from the IMF: “The Fiscal Consequences of Shrinking Populations”
http://www.imf.org/external/pubs/ft/sdn/2015/sdn1521.pdf
I fully admit that I show this one because of the glossy pictures used…
https://www.scribd.com/doc/285818154/The-Scary-Debate-Over-Secular-Stagnation
A number of charts that are worth to take a look at. Like this one.
http://uk.businessinsider.com/bi-most-important-charts-october-2015-10?r=US&IR=T
Spot the pattern.
http://blogs.ft.com/gavyndavies/2015/10/25/ecb-and-fed-reverse-their-traditional-roles/
Ah, yes, the Fed’s on later this week…
http://www.wsj.com/articles/betting-against-a-fed-rate-rise-1445790240?alg=y
ETFs have become bigger than hedge funds. Who’s next?
http://www.ai-cio.com/channel/ASSET-ALLOCATION/The-$3-Trillion-ETF–Boom-/
A bit of reading on the emerging markets outflow
http://uk.businessinsider.com/larry-summers-on-more-secular-stagnation-2015-10
This chart seems to contest the falling profit margins theses, or does it?
http://uk.businessinsider.com/profit-margins-increasing-for-most-companies-2015-10
And that big pro-eu report published by the Bank of England
http://www.bankofengland.co.uk/publications/Documents/speeches/2015/euboe211015.pdf
A number of beautiful old pictures of immigrants on Ellis Island
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.
