How big the biggest ship in the world really is…
http://www.spiegel.de/wirtschaft/cscl-globe-grafikvergleich-mit-titanic-und-blauwal-a-1012731.html
Can this be the real cause and effect? (via @pvkleef)
https://twitter.com/MebFaber/status/553980284320759809/photo/1
“Oil kings: The House of Saud’s uncertain future”
http://blogs.reuters.com/great-debate/2015/01/12/oil-kings-the-house-of-sauds-uncertain-future/
In case you think it is just oil that is plunging… ‘Dr’ copper is not doing so well either
http://uk.businessinsider.com/copper-drops-january-13-2015-1
This one is for the bears out there: since 1871 US stocks have never risen 7 years in a row. This has a pretty high how-to-lie-with-statistics ring to it though…
http://uk.businessinsider.com/gundlach-bear-case-for-stocks-2015-1
Not sure whether this is just a re-run, but hey, let’s just show it again. Eichengreen on Secular stagnation, including the relative price of investment goods!
http://www.nber.org/papers/w20836.pdf
Is it true? Are wage pressures indeed building up in the US? So far, it looks more like whishful thinking
http://uk.businessinsider.com/wage-growth-and-inflation-2015-1
For all you bond nerds out there!
https://www.bondvigilantes.com/blog/2015/01/13/now-time-buy-long-dated-usd-ig-corporate-bonds/
Perfectly useless information.
http://www.economist.com/blogs/graphicdetail/2015/01/daily-chart-5
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 Do not quote unless specifically cleared beforehand!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.
