Good morning. Cool chart on the longer term growth rates around the world
www.bespokeinvest.com/thinkbig/2014/9/10/long-term-economic-growth.html
Which closely related to this chart as well…
http://www.businessinsider.com/chart-rise-and-fall-of-modern-empires-2014-9
And this one is probably from the same report. Back in ‘01 (0001, that is), when the Roman Empire sneezed, everyone got a cold…
http://www.businessinsider.com/world-economy-year-1-2014-9
A bit of perspective on stock markets: not all have gone up like the US’s
http://awealthofcommonsense.com/markets-recovered-financial-crisis/
On bullish analysts… (with my take on it in the Dutch financial daily Financieele Dagblad)
http://www.ritholtz.com/blog/2014/09/dilbert-beat-estimates/
http://fd.nl/beurs/columns/lukas-daalder/573389-1409/roze-brillen
A bit of reading on Emerging Asia
http://www.bis.org/publ/work463.pdf
Nice overview of the size of Facebook
http://www.ritholtz.com/blog/2014/09/facebook-valuation-tops-200-billion/
Info and charts on Iron by Goldman
http://www.zerohedge.com/news/2014-09-10/goldman-declares-end-iron-age
For the record…
http://www.zerohedge.com/news/2014-09-10/meet-new-leadership-europe-presenting-juncker-commission
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 Do not quote unless specifically cleared beforehand!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.
