Interesting chart. How will we fare without QE…
http://www.ritholtz.com/blog/2015/02/weekend-reads-160/
In case you missed it…
http://soberlook.com/2015/03/chinas-rate-cut-insufficient-investors.html
The Global Risk report of the World Economic Forum has been published again!
http://www.ritholtz.com/blog/2015/02/global-risks-2015/
“The Disconnect Between Corporate Borrowing and Investment”
http://rooseveltinstitute.org/sites/all/files/Mason_Disgorge_the_Cash.pdf
Cool chart on cash in circulation
http://jpkoning.blogspot.nl/2015/02/sweden-and-peak-cash.html
Computers don’t kill jobs…
http://www.imf.org/external/pubs/ft/fandd/2015/03/bessen.htm
This one must be wrong, no? All are winners…?
http://blogs.wsj.com/economics/2015/02/26/racial-wealth-gaps-what-a-difference-25-years-doesnt-make/
Why the current Nasdaq high is not comparable to 2000
http://uk.businessinsider.com/what-makes-this-nasdaq-5000-different-2015-2?r=US
Not something to be proud of, but we are number two…
http://ftalphaville.ft.com/2015/02/27/2120504/firstft-the-new-6am-cut-53/
The great recession was not so great, apparently
http://www.voxeu.org/article/great-recession-was-not-so-great
And the schedule for the week to come…
http://www.calculatedriskblog.com/2015/02/schedule-for-week-of-march-1-2015.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 Do not quote unless specifically cleared beforehand!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.
