The worst blizzard, effah…?
Who needs Bloomberg? “Over 500 free databases from the OECD”
http://oecdinsights.org/2015/01/26/over-500-free-databases-from-the-oecd/
Obvious point. A bursting bubble is not a one day event, but can take months…
www.businessinsider.com/stocks-zig-zag-when-bubbles-peak-2015-1
Who likes puzzles? Here is one: on the lack of wage growth…
http://www.ft.com/intl/cms/s/0/f95d24d4-a31c-11e4-9c06-00144feab7de.html
3%! The US can now join the euro!
http://uk.businessinsider.com/cbo-deficit-debt-outlook-2015-1
US banking sector looks better all the time…
http://uk.businessinsider.com/fed-weekly-bank-lending-up-2015-1
Finnish government debt. Hard to get by, thanks to the ECB
https://medium.com/bull-market/an-ecb-qesplainer-9c87146052c1
Even if you do not like the Shiller PE, 12 months forward PE also is getting less cheap
http://uk.businessinsider.com/sp-500-price-to-expected-earnings-ratio-2015-1
Cool website by Bloomberg on the Global innovation index (via www.ritholtz.com)
http://www.bloomberg.com/graphics/2015-innovative-countries/
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 Do not quote unless specifically cleared beforehand!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.
