Much ado about not all that much, really
http://uk.businessinsider.com/sp-500-peaks-and-troughs-in-2015-2015-4
Despite the low interest rates, 15% of US tax dollars went to interest on federal debt in 2014
http://www.ritholtz.com/blog/2015/04/where-your-2014-taxes-went/
This is about the time bonds are starting to price in the first rate hike. Well, if rates get hiked in september, that is
http://ftalphaville.ft.com/2015/04/21/2127111/countdown-to-lift-off/
The first indications for US earnings season so far
https://www.bespokepremium.com/think-big-blog/earnings-and-revenue-beat-rates/
Productivity gains in the Euro area between 1990 and 2013 have been pretty mixed…
http://www.moneyandbanking.com/commentary/2015/4/20/the-euro-areas-debt-hangover
The Greece Endgames. Almost sounds like a sporting event…
www.nakedcapitalism.com/2015/04/greece-endgame-nears.html
You can trust The Economist to come up with a cool chart on Moore’s law…
http://www.economist.com/blogs/economist-explains/2015/04/economist-explains-17
But this interactive one isn’t bad either: who remembers Motorola…?
http://www.economist.com/blogs/graphicdetail/2015/04/daily-chart-8
Putting things into perspective: what the US would look like on Jupiter (and a couple more of these images one click away)
http://www.vox.com/2015/4/17/8432733/space-maps
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 Do not quote unless specifically cleared beforehand!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.