Good morning. Complementary 1000th edition. Please read it and thanks to everyone!
http://lukasdaalder.com/2014/05/22/best-of-the-web-complementary-edition-2/
Credit Suisse read Piketty and takes a crack at r>g: “we are not (traceably) oligarched by the offspring of Roman emperors”
http://ftalphaville.ft.com/2014/05/22/1859552/credit-suisse-reads-piketty/
The Target2 annual report! That used to be quite an interesting publication once…
http://www.ecb.europa.eu/pub/pdf/other/targetar2013en.pdf
Cool chart on the Indian elections….
http://www.economist.com/blogs/graphicdetail/2014/05/daily-chart-14
Volatility has died. Whether that is good or bad, is a matter of tast
http://www.economist.com/blogs/freeexchange/2014/05/volatility-crash
I have shown these one before, but still
http://www.businessinsider.com/dudley-on-the-changing-labor-force-2014-5
How to lie with graphics.
http://www.bloomberg.com/news/2014-05-19/the-retirement-apocalypse-that-isn-t-coming.html
Interesting question: will the green line go down or will the red line go up?
http://www.bespokeinvest.com/thinkbig/2014/5/22/nasdaq-and-smallcaps-diverge.html
Tall buildings. Always interesting.
http://www.ritholtz.com/blog/2014/05/tallest-deepest-longest-manmade-structures/
And some statistics on how big the stock market in the world currently is
http://www.thereformedbroker.com/2014/05/22/how-big-is-the-global-stock-market/
The deep value-screen. Apparently it goes up in Japan.
http://www.ritholtz.com/blog/2014/05/expensive-world-value-japanese-equities/
Ok. So the Dutch have managed to make it Quartz
http://qz.com/212392/the-dutch-are-perfecting-the-controversial-art-of-the-voting-booth-selfie/
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.