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 ...

Never bet against The Chanos That may sound like an odd commandment, but it's a good one. I speak of Jim Chanos, the well known short ...

It's been a while since I've mentioned Hugh Hendry but he's popped back up on YouTube recently.  After his positively raucous re...

Stumbled across another empty Chinese city, this one thanks to   @ TheCreditBubble  and his blog post He so kindly provided a video link s...

I have discussed copper before and something recently caught my eye which deserves a followup post.  Copper inventories are rising rather dr...

The video I previously posted has incited a new round of Chinese Empty City Watching.  Jim Chanos, the famous short seller, was recently on ...

Last night 60 Minutes ran a piece on the housing bubble of China: Link to video I have written about the Chinese Housing Bubble at le...

I recently stumbled across this video given at the Google campus regarding negotiating with the Chinese.  While much has changed since this ...

I had the pleasure of attending the 2012 Vail ValueX conference hosted by Vitaliy Katsenelson  http://contrarianedge.com/valuex-vail/ While...

Getting accurate data regarding economic activity in the Middle Kingdom is always difficult. I've blogged about it before and have grown...

Mr. Hugh Hendry of Eclectica appears to have come out of his self imposed social hibernation. Below is a video from the Milken Institute con...

Hugh Hendry (Hedge fund manager of Eclectica fund) recently released his April commentary which you will find below. (Thanks ValueWalk ) M...

Getting accurate information on China is a challenge. While its hard to prove  they are making their numbers up I don't put much credenc...

The Baltic Dry Index (spot shipping rate for bulk commodities like iron ore, grain, coal, etc) recently fell off a cliff and has not seen th...

Earlier this month I highlighted the continued deceleration in Chinese lending growth from it's peak in late 2009.  Just how massive th...

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...

Some reading material for you from my twitter stream: RT @edwardnh : Why the latest eurozone bail-out is destined to fail within weeks ...

Some links I found interesting today: Gillem Tulloch video on Chinese money supply, lending, and housing problems.  As I mentioned previou...

A little more than six months ago I laid out a bearish case for the red metal, also known as Dr. Copper by those in the markets for its abi...