Merrill over Matter
Attempting to make sense of the financial world
Pages
(Move to ...)
Home
Managed Assets
▼
Friday, April 30, 2010
Some more China property news -- Speculation at a turning point?
›
I'm not talking about Greece for now as the situation is so fluid and even if they get IMF/Euroland funding it is going to still be a na...
Thursday, April 29, 2010
Chinese property prices already falling?
›
I've previously mentioned the new restrictions on property purchases in China. It appears they are already deflating prices. From Chin...
Monday, April 26, 2010
China getting smacked tonight
›
At the end of Shanghai's morning session the main index is down 2.1+% Shanghai 300 It appears the recent rules designed to curb prop...
Greece -- The government subprime bomb continues smoldering
›
Bond yields continuing blowing out in Greece. The question becomes what will trigger the explosion or defuse this situation??? Here's ...
Friday, April 23, 2010
More base metal linkage
›
Some more base metal background information: New Aluminum capacity coming online in the gulf, which makes sense. Considering electricity c...
Thursday, April 22, 2010
Some evening linkage
›
Glad to see Mr. Faber is coming around to my opinion on China's coming bubble popping. :) http://www.creditwritedowns.com/2010/04/marc...
Wednesday, April 21, 2010
Money Money + Money --> Money supply update
›
Money supply figures continue their decline on an abolute and/or relative basis depending upon how you measure it. M2 + Institutional Mone...
‹
›
Home
View web version