Good morning. It is clear what has been the main news item these past two weeks…
http://www.zerohedge.com/news/2014-07-31/wests-reckless-rush-towards-war-russia
Chinese economy seems to be gathering strength…
Cool overview of the defaults over the past two centuries from The Economist
http://www.economist.com/blogs/graphicdetail/2014/07/daily-chart-23
“The bull market without bulls” I also see a lot of bulls without accompanying bull markets, though…
http://www.bespokeinvest.com/thinkbig/2014/7/31/the-no-bull-bull-market.html
“Successful Investing Involves a Lot of Luck“ Comes without a comment.
http://www.fool.com/investing/general/2014/07/29/investing-luck.aspx
Nice overview! The lack of Europe is painful…..
http://www.ritholtz.com/blog/2014/07/the-billion-dollar-startup-club/
I didn’t check up on this but it comes with the title “ Fitch Warns High-Yield Default Rate Set To Jump”
http://www.zerohedge.com/news/2014-07-31/fitch-warns-high-yield-default-rate-set-jump
Very strong image…
http://www.ritholtz.com/blog/2014/07/each-dot-on-this-map-represents-an-act-of-terrorism-since-1970/
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 Do not quote unless specifically cleared beforehand!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.
