Dit is de waardevolste sneaker

This is what the markets looked like yesterday. Sort of…

https://www.bespokepremium.com/archives/the-closer-2316-did-anyone-get-the-number-on-that-usd/

Interesting charts on the sectoral breakdown of recessions…

…and recoveries of the US economy

http://ftalphaville.ft.com/2016/02/03/2151687/more-real-and-inflation-adjusted-fun-with-the-nipa-tables/

Show me a bit more history and I might be convinced…

http://uk.businessinsider.com/us-job-growth-set-to-slow-2016-2

Facebook beats China, easily

http://uk.businessinsider.com/social-media-users-and-country-populations-2016-2

The negative impact of oil on… Russia

http://uk.businessinsider.com/bernstein-research-note-on-russian-oil-production-and-government-finances-2016-2

Interesting: bank stocks (the index) did not go up over a twenty year timespan

http://www.crossingwallstreet.com/archives/2016/02/bank-stocks-flat-for-20-years.html

Something changed…

https://www.washingtonpost.com/news/wonk/wp/2016/02/03/the-importance-of-obamas-mosque-visit-in-an-era-of-hate-crimes-against-muslims/

Something fishy with Japanese banks… Negative interest rates, perhaps?

http://ftalphaville.ft.com/2016/02/03/2152108/japanese-banks-dont-like-something/

Blasphemy! “Even God Would Get Fired as an Active Investor”

http://blog.alphaarchitect.com/2016/02/02/even-god-would-get-fired-as-an-active-investor/

For all you sneakerheads out there!

http://uk.businessinsider.com/this-was-the-most-valuable-sneaker-of-2015-2016-2

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.