Cool chart on US stocks: how you should have ignored them when you were born in 1930, but loved them when you were born in 1910…
On factor investing “How Can a Strategy Still Work If Everyone Knows About It?”
https://www.aqr.com/cliffs-perspective/how-can-a-strategy-still-work-if-everyone-knows-about-it
The fight against deflation
http://macroblog.typepad.com/macroblog/2015/09/5-year-deflation-probability-moves-off-zero.html
China and the Solow model: heading lower
http://twentycentparadigms.blogspot.nl/2015/09/china-and-solow-model.html
Oil and oil reserves
http://uk.businessinsider.com/andy-hall-on-oil-market-oversupply-2015-9?r=US&IR=T
Cool chart. Something to do with inflation
http://www.nakedcapitalism.com/2015/09/deflation-and-money.html
This one comes without a comment.
http://www.nytimes.com/interactive/2015/09/03/magazine/migrants.html
A bit of reading on the US housing sector
http://graphics.wsj.com/us-housing-market/
A bit of reading on podcasts
https://medium.com/@slowerdawn/how-podcasts-have-changed-in-ten-years-by-the-numbers-720a6e984e4e
And the US schedule for the week to come
http://www.calculatedriskblog.com/2015/09/schedule-for-week-of-september-6-2015.html
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 Do not quote unless specifically cleared beforehand!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.
