De comeback van Iran

And….. back is the recession again!

http://uk.businessinsider.com/rbs-the-chance-of-an-imminent-recession-is-75-2016-1

 

The comeback of Iran…

http://uk.businessinsider.com/iran-dialed-down-on-talk-of-flooding-the-oil-market-2016-1

 

A bit on positioning of hedgefunds. Whether we can still call it the smartest money, I am not sure, though

http://uk.businessinsider.com/hedge-funds-turning-bearish-2016-1

 

It’s all about location, location and location. Even with Islands…

http://www.economist.com/blogs/graphicdetail/2016/01/daily-chart-10

 

December was bad enough: let’s wait what January will look like….

http://uk.businessinsider.com/china-the-most-important-chart-in-the-world-now-shows-capital-outflows-2016-1

 

And here is some more negative (though old) news for China

http://ftalphaville.ft.com/2016/01/13/2150026/china-is-levering-up-almost-at-the-same-pace-as-it-was-5-years-back/

 

So much for stocks and the long run, according to the Economist

http://www.economist.com/blogs/buttonwood/2016/01/investing

 

US Presidential elections are heating up…

http://projects.fivethirtyeight.com/election-2016/primary-forecast/iowa-republican/

 

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 Do not quote unless specifically cleared beforehand!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.