Merrill over Matter
Attempting to make sense of the financial world
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Tuesday, September 8, 2009
Hugh Hendry and Eclectica fund August 2009 commentary
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I ran across Hugh Hendry a several weeks ago and enjoy his irreverant style. The Great Debate right now is inflation versus deflation and Mr...
Tuesday, September 1, 2009
Looking for that inventory bounce
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I drive though the Port of Tacoma, which is a major import hub for several Asian car manufacturers, on my way to work every day. From the fr...
Home foreclosures and delinquencies accelerating
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In my previous postings I may have appeared a bit negative on future home prices and suspicious of the optimistic feelings exuded in the pop...
Friday, August 14, 2009
First time home buyers skewing sales data
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Just like the Cash for Clunkers program, the first time home buyer tax credit is stimulating home purchases. Calculated Risk blog is all ove...
Home price seasonality
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I have brought up the seasonality effect with respect to the quantity of homes sold but Rich Toscano has a great blog entry with some great...
Thursday, August 13, 2009
Inflation - Numbers to live by
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Not since the 1950's have we had deflation in America. Right now 'headline' inflation is running greater than negative 1% (thats...
Weather and Oil
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It is fascinating how the financial markets and real world are so intertwined. Take for example, the weather. Recently reading about the hur...
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