Cool overview of very simple charts showing what has changed since the last time Janet Yellen spoke
http://uk.businessinsider.com/janet-yellen-press-conference-change-2014-12
Some perspective on the current sell-off based on a portfolio of 60% bonds and 40% in stock…
http://mebfaber.com/2014/12/12/be-a-good-loser/
Apparently, oil is heading for a strong recovery…
http://uk.businessinsider.com/oil-price-is-headed-for-recovery-2014-12
…which may be just the news Russia is waiting for….
http://ftalphaville.ft.com/2014/12/16/2074181/russian-foreign-liabilities-in-perspective/
The world conflicts all mapped together…
https://www.bbvaresearch.com/wp-content/uploads/2014/12/Geo-World-Report-2H-2014.pdf
The change in composition of the male US labour force…
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http://www.ritholtz.com/blog/2014/12/the-rise-of-men-who-dont-work-and-what-they-do-instead/
Active fund managers in the US stock market are having a difficult time…
http://www.wsj.com/articles/retreat-from-u-s-stock-fund-managers-accelerates-1415048462
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 Do not quote unless specifically cleared beforehand!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.
