Merrill over Matter

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 ...

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...

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...

Nearly two years ago I highlighted the city of Ordos, China and how it appeared local municipalities and investors were building an empty c...

One problem with satellite photos is you don't know what has happened since taken. One may legitimately posit an apartment complex that ...

To follow up on my previous copper post here is some additional articles: One trader (suspected to be JP Morgan) held nearly 90% of the ou...

Edit: A followup to my bearish copper case was posted on 09/27/11 Copper has had quite a run, but is it legit?  Numerous experts are calli...

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...

From Chinadaily : BEIJING - More property developers have began to cut prices and adjust their business portfolios to cope with sluggish tr...

Some links of stuff I've been reading recently: http://alephblog.com/2010/07/05/watch-the-state-of-the-states/ Canadian home sales f...

Patrick Chovanec has a good post on several topics but one passage really jumped out at me: Even before my plane landed in Changchun, I co...

Reuters reports today that Mexican federal police broke up the cordon around the Cananea mine. Grupo Mexico retook control of Mexico's...

The Chinese government continues clamping down on housing rules and regulations.  If the final new article in this post is accurate the resu...

Some more base metal background information: New Aluminum capacity coming online in the gulf, which makes sense. Considering electricity c...

I've been building up some copper related links.  Here it is: Majority of Chile's export currency comes from copper http://www.bu...

Been busy with tax day but here's some links and comments . . . Greece 10 year bond yields keep rising and are very close to piercing ...

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...

My bearish opinion of copper has been met with (polite) derision by some people.  It is nice to see I'm not the only one who is very bea...