Morgen allen. Na al die positieve links van gisteren, nu weer even back to basics

This time it will be the same. Or different. Or neither.

• http://www.businessinsider.com/michael-panzner-time-for-the-bulls-to-reconsider-2010-3

Chinees producentenvertrouwen herstelt weer (link stelt niet veel voor verder)

• http://www.businessinsider.com/chinese-manufacturing-accelerates-even-further-2010-4

Hedge funds en commodities

• http://www.businessinsider.com/now-hedge-funds-are-more-bullish-on-platinum-than-gold-or-any-other-metal-2010-3

Een heel verhaal in the Financial Times over de risico's voor aandelen

• http://www.ft.com/cms/s/0/a852af00-3cec-11df-bbcf-00144feabdc0.html

Krugman over de yield curve

• http://krugman.blogs.nytimes.com/2010/03/31/a-note-on-the-term-spread/

En Goldman over Emerging Markets

• http://www.businessinsider.com/and-now-emerging-markets-will-start-devouring-imports-2010-4