Economie

The new kid on the block

12-09-2014 17:47

Cool chart for all inflationistas and deflationistas alike!

http://www.zerohedge.com/news/2014-09-11/death-deflation-central-bank-era

 

 

THE big news for the bitcoin community yesterday: the Bank of England takes a serious look at cryptocoins

http://www.bankofengland.co.uk/publications/Documents/quarterlybulletin/2014/qb14q3digitalcurrenciesbitcoin1.pdf

http://www.bankofengland.co.uk/publications/Documents/quarterlybulletin/2014/qb14q3digitalcurrenciesbitcoin2.pdf

http://ftalphaville.ft.com/2014/09/11/1967752/boe-on-the-bitcoin-tech-arms-race/

 

 

And in case you have missed this one: China is building an airbase in the disputed South Chine Sea…

http://qz.com/263651/china-says-it-is-being-bullied-into-building-an-airbase-in-the-south-china-sea/

 

 

Well, this chart made me think, that if you just smooth long enough, all lines will turn out flat

http://www.businessinsider.com/european-productivity-growth-2014-9

 

 

The ECB monthly. Only a 100 pages long

http://www.ecb.europa.eu/pub/pdf/mobu/mb201409en.pdf

 

 

In case you somehow missed it, the new kid on the block…

www.ritholtz.com/blog/2014/09/alibaba-biggest-ipo-by-market-value-of-all-time/

 

 

I am not sure that Scoxit is such a good plan….

http://www.businessinsider.com/banks-planning-to-leave-scotland-if-it-goes-independent-2014-9

 

 

And here is what The Economist makes of it

http://www.economist.com/news/finance-and-economics/21617015-if-scotland-gains-independence-it-will-need-new-currency-and-new-central

 

 

This is certainly an interesting read, although the report itself is not public

http://www.businessinsider.com/deutsche-bank-on-the-bond-bubble-2014-9

 

 

Something from Fidelity on ‘international’ stocks. Might be interesting.

https://www.fidelity.com/viewpoints/investing-ideas/more-international-stock

 

 

Some very cool photo’s of kids going to school (and what trouble they have to go to, to get there)

http://www.boredpanda.com/dangerous-journey-to-school/

 

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.