Sadness. Stupidity
Stock buybacks and how they have been funded
http://uk.businessinsider.com/how-companies-fund-share-buybacks-2015-11
A couple of weird things happening in financial markets…
One week too late, but still interesting: the spectacular rise of singles day
http://uk.businessinsider.com/how-alibaba-made-143-billion-on-singles-day-2015-11?r=US&IR=T
A speech by the Chief Economist of the Bank of England on the future of jobs and wages
http://www.bankofengland.co.uk/publications/Documents/speeches/2015/speech864.pdf
The impact of Amazon
Right. Equilibrium real interest rates. Good luck with that.
http://www.voxeu.org/article/estimating-equilibrium-real-interest-rate
Remarkable differences between immigrants
http://noahpinionblog.blogspot.nl/2015/11/black-immigrant-mobility.html
I have probably shown this a couple of times already
http://www.ritholtz.com/blog/2015/11/the-long-behavioral-history-of-long-yields/
A wee bit of reading on shadow banking
Inflation per decade
Good for them
http://www.economist.com/blogs/graphicdetail/2015/11/daily-chart-9?fsrc=rss
The schedule for the week to come
http://www.calculatedriskblog.com/2015/11/schedule-for-week-of-november-15th.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 Do not quote unless specifically cleared beforehand!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.