Good morning. Ha! An update from my favourite technology chart. Say bye bye to the internet of things (for now)
http://qz.com/247501/our-lovehate-relationship-with-technology-charted/
Sounds like an interesting read: “Public Investment as an Engine of Growth” From the IMF.
http://www.imf.org/external/pubs/ft/wp/2014/wp14148.pdf
Students versus non-students. Let’s hope that studying still leads to higher earnings
Meanwhile. in a different part of the forest: “Corporate 1% in U.S. Gets Wealthier While Cash Piles Up”
Apparently, Hussman is crying victory because of the High Yield sell-off…
http://www.businessinsider.com/hussman-on-new-bubble-2014-8
…and speaking of the High Yield market: apparently there IS a strong link between performance and outflows (although I am not sure what way the causation runs)
http://ftalphaville.ft.com/2014/08/11/1923802/that-high-yield-question/
In case you are a believer (in US demographics), this is a buy signal, or so I am told…
http://www.advisorperspectives.com/dshort/guest/Chris-Puplava-130202-Secular-Bear-is-Over.php
And here is why you should buy US bonds…
http://www.zerohedge.com/news/2014-08-11/six-reasons-buy-us-treasuries-1-chart
And this is a bit of an off-topic (from a well respected source though)…
http://www.economist.com/blogs/graphicdetail/2014/08/daily-chart-5
I am going to try this one at work!
http://rpseawright.wordpress.com/2014/08/10/proof-negative/
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.
