Good morning. The 12 months before a rate hike…
http://www.ritholtz.com/blog/2014/11/the-easy-moneys-been-made-fed-policy-and-stock-outlook/
…which is at odds with expectations of the bigger banks
http://online.wsj.com/articles/sign-of-health-for-stocks-weak-2015-forecasts-1416790418
Cool chart. Not sure about the message of the blog though.
http://www.zerohedge.com/news/2014-11-24/brent-plunge-60-if-opec-fails-cut-junk-bond-rout-default-cycle-follow
Military spending in Africa
http://www.economist.com/blogs/graphicdetail/2014/11/daily-chart-13
Pretty serious, if you think about this
http://www.washingtonpost.com/world/russia-unnerves-its-neighbors/2014/11/23/ef79e1d0-738a-11e4-9c9f-a37e29e80cd5_graphic.html
Job creation in the US has been pretty red, so far
http://www.businessinsider.com/us-economy-is-close-to-being-back-on-track-2014-11
I have no clue why these cicles are grouped like they are, but I do know it is about robotics
https://www.bcgperspectives.com/content/interactive/business_unit_strategy_growth_evolution_of_robotics/
The state of the Brazilian economy…
http://blogs.ft.com/beyond-brics/2014/11/24/brazils-consumers-gloomier-than-before/
What has gone right and what has gone wrong
http://online.wsj.com/articles/what-big-economies-got-right-or-wrong-after-crisis-1416786759
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Geachte heer Daalder,
in de denk-exercitie over rendement van aandelen versus obligaties mag het meenemen van de inflatie (die nu even afwezig is) niet ontbreken.
Normale obligaties volgen de inflatie niet terwijl aandelen dat, met vertraging, wel doen.
Met vriendelijke groet, Jurrian