De dodelijkste tijd van het jaar

Average is pretty rare in financial markets

http://uk.businessinsider.com/average-returns-almost-never-happen-in-markets-2015-12

Glad we have passed the peak….

https://www.washingtonpost.com/news/wonk/wp/2015/12/30/the-deadliest-day-of-the-year-is-almost-upon-us/

2015 in review: numerous charts on the returns of various assets in 2015

http://www.bloomberg.com/news/articles/2015-12-31/here-are-the-best-and-worst-performing-assets-of-2015

And here is quite a different 2015 overview…

https://www.washingtonpost.com/news/wonk/wp/2015/12/29/the-four-topics-that-dominated-twitter-this-year/

And dividend stocks were not the flavour of the month, apparently

https://www.bespokepremium.com/think-big-blog/no-dividend-no-problem/

Defaults, two ways of presenting it…

https://www.project-syndicate.org/commentary/sovereign-default-wave-emerging-markets-by-carmen-reinhart-2015-12

Cool chart (and some background reading) on the oil price decline seen in 2015

http://www.wsj.com/articles/not-even-opec-can-fix-oil-glut-1451413072

The richer the country the less hours are worked. Makes sense…

http://www.voxeu.org/article/geographical-differences-working-hours

Not sure if this is correct data, but the passive part is probably true

http://www.ritholtz.com/blog/2016/01/weekend-reads-203/

About the length and strength of the current rally in stocks

https://www.bespokepremium.com/think-big-blog/has-the-bull-market-already-ended/

Some interesting and pretty weird (and pretty useless) charts can be found here

http://fivethirtyeight.com/features/our-47-weirdest-charts-from-2015/

And talk about not all that useful factoids: the white pawn on H2 is the safest piece on the chessboard

https://www.washingtonpost.com/news/wonk/wp/2015/12/30/the-winning-strategy-for-14-of-the-most-popular-games/

And the schedule for the week to come

http://www.calculatedriskblog.com/2016/01/schedule-for-week-of-january-3-2016.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.