Merrill over Matter

So when will the Chinese debt bubble burst? I've yammered on about this for a long long time. Highlighting empty cities to nowhere, exce...

A recent tweet by Kevin Smith of Crescat Capital    (someone I've had the pleasure of meeting in person)   reminded me of just how far ...

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...

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....

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'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...

One item which is becoming a pet peeve of mine is the practice of writing articles making predictions with no underlying factual data to bu...

Ran across this on my daily blog troll.  I posted a while ago  video by Hugh Hendry showing an empty skyscraper in China.  This video compl...