Not very convincing, if you ask me, but if you want a proof that the US economy is not heading for a recession, here you go.
http://www.ritholtz.com/blog/2015/12/weekend-reads-201/
The matter of causation is not tackled with this chart
Interesting chart. PE does not appear a very good predictor of return
If you like a bit of a presentation on bitcoin/blockchain, than this is a nice starting point
http://uk.businessinsider.com/magister-advisors-report-on-bitcoin-and-blockchain-ecosystems-2015-12
Bank loans are also having a hard time…
http://uk.businessinsider.com/bank-of-america-bond-fund-flows-2015-12
…
The schedule for the short week to come….
http://www.calculatedriskblog.com/2015/12/schedule-for-week-of-december-20th.html
And some light entertainment to top it all off…
http://www.ritholtz.com/blog/2015/12/disney-timeline/
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 Do not quote unless specifically cleared beforehand!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.
