Good morning. In Dutch, but certainly worth the read: the 80-year history of Robeco!
http://www.morningstar.nl/nl/news/106879/robeco-nederlands-oudste-beleggingsfonds-bestaat-80-jaar.aspx

 

And, as always, the best way to kick-start this week: recap what happened last week!

https://lukasdaalder.com/2013/03/29/best-in-economics-this-week-march-29/

 

Pretty good first quarter: what will the next one bring us…?

http://www.bespokeinvest.com/thinkbig/2013/4/1/best-first-quarters-for-the-sp-500.html

 

Japan’s Quarterly Tankan is still pretty weak…
http://www.ft.com/intl/cms/s/0/a385a8c8-9a64-11e2-9732-00144feabdc0.html

 

Did I already show this? Retail sales in the bigger economies in Europe…

http://www.creditwritedowns.com/2013/03/trouble-euro-area-economies-france.html

 

Chart that filters out the daily fluctuations in the foreign exchange markets and shows the trend…

http://www.zerohedge.com/news/2013-03-31/currency-wars-dummies

 

This one is pretty clear: Europe, the weakest link

http://www.businessinsider.com/growth-earnings-forecasts-are-falling-2013-3

 

I am not sure I have ever seen data going back to 1825, but that is what the title is telling us…

http://www.crossingwallstreet.com/archives/2013/04/the-stock-market-since-1925.html

 

Ah: lessons to be learned for economists. Given that it is Blanchard who is telling it, I will allow it…
http://blogs.wsj.com/economics/2013/04/01/olivier-blanchards-five-lessons-for-economists-from-the-financial-crisis/

 

Cool chart, basically showing the importance of the export sector of Germany…

http://www.businessinsider.com/importance-of-exports-to-big-economies-2013-4

 

I admit: I didn’t read it. But with the title ‘The hitchhikers guide to inflation in Libya’, it sounds promising…

http://www.imf.org/external/pubs/ft/wp/2013/wp1378.pdf

 

I am not sure what this tells me, so I hope you are happy with it… 🙂

http://www.businessinsider.com/chart-frequency-of-dips-and-corrections-2013-4

 

All-time high in the S&P? High time that buybacks and dividends do the same

http://www.businessinsider.com/chart-value-of-share-buybacks-2013-3

 

And the schedules for the week to come…
http://www.calculatedriskblog.com/2013/03/schedule-for-week-of-march-31st.html
http://blogs.ft.com/beyond-brics/2013/03/31/the-week-ahead-1-5-april/

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