Good morning. Looks impressive, but I would like to see this one relative to the total market before I believe the hype…
http://www.bespokeinvest.com/thinkbig/2014/6/23/energy-sector-goes-wild.html
And there goes France again…
http://www.businessinsider.com/french-pmi-2014-6
“Top 11 Funniest Papers in the History of Economics”
http://250words.com/2014/06/top-11-funniest-papers-in-the-history-of-economics/
In case you are scared about that that rise in inflation rates…
http://economistsview.typepad.com/timduy/2014/06/inflation-hysteria.html
It is not the VIX you should be watching, it is the SKEW/VIX! Or at least, it is this week
http://www.zerohedge.com/news/2014-06-23/market-has-never-been-more-fearful-extreme-event
Well, maybe this is useful for someone?
http://www.thereformedbroker.com/2014/06/22/late-90s-rock-revival/
This is getting painful…
Some more thoughts about the VIX
This is the chart-version of a long-read. A long-chart.
http://www.businessinsider.com/wage-chart-2014-6
Okay, one more soccer chart. Why it is good that Spain has been kicked out…
http://www.economist.com/blogs/graphicdetail/2014/06/daily-chart-15
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.
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Alle edities? Hier.