Merrill over Matter

It has been over a year since I last highlighted the slow decline in official  lending statistics out of China. Since then not much has hap...

My current mega huge conglomerate bank finally pissed me for the last time. I just got back from setting up my own personal checking account...

It's been a few months since I last highlighted total bank lending but not much has changed since late October. Just to make sure you d...

The data initially looks good but a change in accounting rules is the reason and not more lending by the banks. In Chart #1 you can see t...

An odd way to start a post but as mentioned in my previous entry  it is hard to know how much lending is truly going on in China these days....

Barry Ritholtz clearly explains why this foreclosure mess is so important and how all the cutting of corners by the loan servicing organizat...

I have not commented on the foreclosure mess but considering how it may impact you, gentle reader, I thought it worthwhile to repeat. In s...

It has been a while since I have updated you on the bank lending situation in China.   This is not due to me slacking off (I'll admit to...

It has been a while since I last discussed the decline in bank lending.  Total loans and leases continues to decline while bank's holdi...

I recently posted an article about the concern HELOC's may have on bank capital positions. Here's a contrary opinion from another b...

It's been a while since I last updated you on Chinese loan growth.  Some of that was due to the problems of getting the data out of Chi...

Ouch... I read this several days ago and after turning it over in my head it jived with my previous tinfoil allegation the banks are managi...

Trader Mark from fundmymutualfund.com  had a great post about the apparent disconnect between income and spending -- it's not adding up....

Bank lending continues to fall on a year over year basis.  Compared to the previous two recessions in which bank lending stabilized and then...

Here's the update on total bank lending and it is not good.  Total loans and leases at US banks continue to drop and is picking up spee...

Like a worldwide version of Where's Waldo,  a lot of people want to know who is buying all the US Treasury debt being produced by a yaw...