Aging. It’s going to be big in Japan, Germany and France…
http://www.ritholtz.com/blog/2015/03/important-for-investors-to-separate-the-trend-from-the-cycle/
Best of last week. Just as a reminder.
http://lukasdaalder.com/2015/03/06/best-in-economics-this-week-march-6/
I am a firm disbeliever of the usability of consumer confidence, so this is something I should be reading
http://www.voxeu.org/article/confidence-aggregate-demand-and-business-cycle-new-framework
Something to keep in mind at tonight’s FOMC fest
http://uk.businessinsider.com/fed-unemployment-rate-forecast-chart-2015-3
“Bonds Hit Boiling Point Thanks to ECB”
http://www.wsj.com/articles/ecb-brings-eurozone-bonds-to-boiling-point-1426506237
PE is not a very good measure to use for short term valuation purposes…
http://uk.businessinsider.com/r2-of-sp-500-pe-and-returns-2015-3
The unbelievable rise in US earnings parked overseas…
http://uk.businessinsider.com/us-corporate-cash-stashed-overseas-2015-3?r=US
I like this chart. Not exactly sure what I am looking at though.
http://www.bruegel.org/nc/blog/detail/article/1591-negative-rates-and-financial-intermediation/
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 Do not quote unless specifically cleared beforehand!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.
