According to this research, we should be invested in cash right now
Then again….
“Blockchain for Banks Probably Can’t Hurt”
http://www.bloombergview.com/articles/2015-09-01/blockchain-for-banks-probably-can-t-hurt
Cool chart. The red bts are the bear markets. They do not look all that impressive, but that is thanks to the three big bull runs stretching the axes
http://www.ritholtz.com/blog/2015/09/long-term-market-recoveries/
Well, just so you know…
http://uk.businessinsider.com/equity-correlation-during-global-sell-off-2015-9
Some perspective on the development of industrial production
http://andolfatto.blogspot.nl/2015/09/on-chinese-fiscal-stimulus-memory-hole.html
A bit of perspective on that ‘strong’ growth recovery in the Eurozone
http://www.economist.com/blogs/freeexchange/2015/09/euro-zone-recovery
M&A not heading for a record in 2015 after all?
http://uneasymoney.com/2015/09/01/more-economic-prejudice-and-high-minded-sloganeering/
Not sure whether this is useful, but here you go: ownership of UK stocks
http://www.businessinsider.com/ons-statistics-on-uk-share-ownership-2015-9
Betting is big in…. Australia
http://www.economist.com/blogs/graphicdetail/2015/09/daily-chart-0
Interesting chart: the difference a month can make…
http://www.bloombergview.com/articles/2015-09-02/ritholtz-s-reads-maybe-it-s-time-to-be-in-cash
Energy is having a hard time
https://www.bespokepremium.com/think-big-blog/energy-continues-to-lose-weight/
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.p
