In the long run, bonds are the weakest. Well, in the US, that is…
http://www.businessinsider.com/range-of-annualized-stock-bond-returns-2014-11
Cool website by ING about connected Europe and its future
Why didn’t I hear anybody about this boom in European R&D spending…?
Remarkable chart on Japanese private sector deleveraging during the 90s and 00s…
http://ftalphaville.ft.com/2014/11/17/2045622/japans-debt-problem-in-perspective/
Yesterday I showed Chinese stocks relative to US stocks. Today it is Europe’s turn..
http://www.zerohedge.com/news/2014-11-17/jpmorgans-5-reasons-sell-usa-buy-europe
Indications for the US holiday season looks good, apparently…
http://www.businessinsider.com/2014-holiday-season-spending-outlook-2014-11
Huh? The Dutch only have four weeks of paid leave and no public holidays? Am I living in a different Netherlands?
http://www.nytimes.com/2014/11/17/opinion/inequality-unbelievably-gets-worse.html
There is safety in numbers…
http://www.zerohedge.com/news/2014-11-17/here-your-global-recovery-24-charts
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 Do not quote unless specifically cleared beforehand!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.
