Look at the huge wage divergence between North Dakota and Minnesota!
http://www.ritholtz.com/blog/2014/12/10-monday-pm-reads-110/
An animation of over thirty years of US yieldcurve development!
http://uk.businessinsider.com/us-treasury-yield-curve-evolution-1982-2014-2014-12
Ah, another ebook by Vox: this time on Macroprudentialism…
http://www.voxeu.org/sites/default/files/file/macroprudentialism_VoxEU_0.pdf
And the worst investment in 2014… Bitcoin!
http://qz.com/312598/bitcoin-is-the-worst-investment-of-2014
Some thoughts on that weak Empire Manufacturing report published yesterday
http://www.bespokeinvest.com/thinkbig/2014/12/15/empire-manufacturing-comes-up-short-again.html
Ah, the first calls of SU bond yields below 2% have come in…
http://uk.businessinsider.com/deutsche-bank-on-10-year-yield-2014-12
…and here the question is raised if interest rates can ever been raised again
http://uk.businessinsider.com/ray-dalio-on-market-cycle-2014-12
‘The oddly subdued optimism about falling oil prices’
http://ftalphaville.ft.com/2014/12/15/2070431/the-oddly-subdued-optimism-about-falling-oil-prices/
Best of last week.
http://lukasdaalder.com/2014/12/12/best-in-economics-this-week-december-12/
Apparently, this has been a pretty dismal year for mutual funds trying to beat the S&P500
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 Do not quote unless specifically cleared beforehand!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.
