Merrill over Matter

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...

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

Postings have been light due to some business related demands.  Here's some links to my recent reads from the last few days. Humor Vu...

It has been a while since I posted regarding inventory levels of oil and oil products.  Here's an update:  Inventory levels have falle...

Do you really trust the statistics coming out of China?   Watching the periphery and seeing what is going into and out of China mitigates ...