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...

With all the current noise regarding the 'fiscal cliff' I thought a look back at when we had a real  fiscal cliff would be interesti...

Over the last few years during conversations with clients I've frequently been asked my opinion about the housing market and whether no...

Do I look impressed? Even before the Greek referendum  drama of the last 24 hours the bond market was not impressed with the latest Euro ...

Ray Dalio of Bridgewater Associates has recently appeared on the Charlie Rose show  as well as written a piece for the Financial Times . I t...

I previously mentioned an entertaining video regarding the competing economic theories of Keynes and Hayek.  Here is round two, and while i...

The year is wrapping up and the US stock market continues to grind higher in a Christmas rally. While the US is in a much calmer state as c...

One item I follow are aggregate debt levels as well as additional focus on the consumer as they are a large portion of GDP. A WSJ blog ent...

I have spoken before about how the supply of forced sale (foreclosed or short sale) inventory continues to increase but may be close to peak...

NPR (National Public Radio) has a great ongoing series about the mortgage mess.  As a centerpiece to the series they purchased a slice of on...

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...

Getting precise numbers out of China is always challenging but data is slowly coming out. . .  From the Telegraph Chinese provinces are, in...

US Treasury rates have dropped recently and it appears to me they may continue declining.   How low can they go?  I have no idea but I thoug...

The Greek Tragedy is not over, even with 'assurances' by the EU and IMF they stand ready to help.  If you'd like a front row sea...