Jonge Chinezen sparen veel, maar waarom?

US stocks are expensive. It appears that I am not the only one who is not impressed…

http://www.bespokeinvest.com/thinkbig/2014/5/21/some-high-multiple-stocks-on-the-rebound.html

Solar is going mainstream. Well in California, it is.

http://www.thedailybeast.com/articles/2014/05/20/solar-panels-now-being-offered-as-a-prebuilt-feature-in-california.html

China PMI is out. Better than expected but still below 50

http://www.zerohedge.com/news/2014-05-21/pmis-confirm-china-and-japan-economies-contraction

Saving in China: why is it so high? The traditional arguments seem to fail…

http://www.voxeu.org/article/why-are-savings-so-high-among-young-urban-china

An article on value investing and why it might have done less good in recent years

http://greenbackd.com/2014/05/19/value-versus-the-market-since-2008-spy-iwv-iwm-iwb-the-magic-formula-effect/

Just so you know.

http://www.businessinsider.com/is-bernanke-secretly-still-conducting-monetary-policy-2014-5

Ah yes, Financial centres in the world… What would have been the green line rising sharply in 2011 though?

http://www.washingtonpost.com/blogs/wonkblog/wp/2014/05/21/d-c-is-a-bigger-financial-powerhouse-than-shanghai/

The deadliest animal in the world?

http://www.ritholtz.com/blog/2014/05/behavioral-test-what-are-the-worlds-deadliest-animals/

Useless information on the happiness of various countries. Luxembourg is the odd one out: richest country of the world, but happy…?

http://www.businessinsider.com/happiest-countries-2014-5

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.