Nice couple of charts on the evolution of billionaires through time
http://www.bradford-delong.com/2016/02/robber-barons-honest-brokerhoisted-from-1998.html
The regular update on the strength of the world economy: weaker
http://blogs.ft.com/gavyndavies/2016/02/07/global-growth-now-fraying-at-the-edges/
Someone is calling the bottom bell for Value stocks
Oil-megadon. I really think we are reaching the end of the x-megadon variations
http://www.bloomberg.com/news/articles/2016-02-05/citi-we-should-all-fear-oilmageddon
Still a pretty valid question: “Why Isn’t the Whole World Developed?”
https://growthecon.com/blog/Clark-Cotton/
Migrants, part XVII
http://www.economist.com/blogs/graphicdetail/2016/02/daily-chart-5
Cool: world trade since 1800
http://www.voxeu.org/article/world-trade-1800-2015
And here is some more on trade
http://www.voxeu.org/article/job-characteristics-and-offshoring-evidence-germany
Not sure if this is helpful for anyone…
http://uk.businessinsider.com/barclays-report-on-assets-in-hedge-fund-strategies-2016-2
Interesting chart that raises numerous questions
https://www.stlouisfed.org/on-the-economy/2016/february/gdp-jobs-schism-asserted-again-2015
“Onwards and upwards: American productivity growth during the Great Depression”
http://www.voxeu.org/article/american-productivity-growth-during-great-depression
And a bit of possible drawdowns in stock markets
http://uk.businessinsider.com/charts-that-explain-stock-market-2016-2
And the schedule for the week again. Is that Yellen, speaking?
http://www.calculatedriskblog.com/2016/02/schedule-for-week-of-february-7-2016.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.
