Schaliegas in de Wereld

Spot the weak one’s in this chart…

http://blogs.ft.com/gavyndavies/2014/09/02/draghis-incursion-into-fiscal-policy/

So, who has been buying these bonds than?

http://www.ritholtz.com/blog/2014/09/household-rotation-from-fixed-income-to-equities/

Nice one, but don’t get fooled by this double axis…

http://www.ritholtz.com/blog/2014/09/peer-to-peer-lending-is-poised-to-grow/

Interesting: what will the upcoming inclusion of R&D spending do for the Chinese economy?

http://www.zerohedge.com/news/2014-09-02/china-will-revise-its-gdp-definition-until-its-hits-government-growth-targets-goldma

Ah yes, September. The way I look at it, is that it is become less negative over time… :-)

http://online.wsj.com/articles/some-stock-strategists-brace-for-september-swoon-abreast-of-the-market-1409592143

…but this is an even better way to look at it: bear markets seldom are much more likely to start in the first part of the year!

http://online.wsj.com/articles/theres-no-need-for-investors-to-fear-september-1409329116

Not sure whether these numbers are right, but here you go.

http://gestaltu.com/2014/08/global-passive-benchmark-etf-factor-tilt.html

Cool chart on shale gas and baseline water stress

http://qz.com/258776/china-has-more-shale-gas-than-any-other-country-but-getting-it-out-of-the-ground-could-be-disastrous/

And here is some more info on Shale, from the FT (paywall)

http://www.ft.com/intl/cms/s/0/e178031e-2cf4-11e4-8105-00144feabdc0.html

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.