Het antwoord: “No!”

And the final outcome of the Scoxit vote is (and I have no clue whether this is a fake)

http://www.zerohedge.com/news/2014-09-18/what-happens-when-scottish-voters-give-it-their-110-according-cnn

And with that comes one final chart on independence

http://www.zerohedge.com/news/2014-09-18/238-years-disunited-kingdom

The yen is continuing to slide… (second link explains why)

http://www.businessinsider.com/the-yen-just-fell-out-of-bed-2014-9

http://www.businessinsider.com/r-japan-government-cuts-economic-view-warns-of-stalling-consumption-2014-9

The slow death of the Italian economy. Brought to you by the IMF…

http://www.imf.org/external/pubs/ft/scr/2014/cr14283.pdf

The IMF on China shadow banking

http://blog-imfdirect.imf.org/2014/09/15/whats-lurking-in-the-shadows-of-chinas-banks/

What stocks did during your retirement years

http://www.fool.com/investing/general/2014/09/16/why-finance-breeds-so-many-arguments.aspx

On stock buybacks and dividends

http://ftalphaville.ft.com/2014/09/18/1975102/buybacks-dividends-modigliani-and-miller/

Interesting: the steady outperformance of hundred dollar bills over GDP

http://www.economist.com/news/finance-and-economics/21618886-abolishing-notes-and-coins-would-bring-huge-economic-benefits-leaving-dead

A model capturing QE and how to exit…

http://www.ritholtz.com/blog/2014/09/when-and-how-to-exit-quantitative-easing/

No less then 27 maps that show the problems with Iraq…

http://www.vox.com/a/maps-explain-crisis-iraq

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.