Merrill over Matter
Attempting to make sense of the financial world
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Tuesday, September 27, 2011
Ordos -- Time to double down
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Nearly two years ago I highlighted the city of Ordos, China and how it appeared local municipalities and investors were building an empty c...
Wednesday, September 21, 2011
Money Money + Money -- Money supply update
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The broadest money supply figures available (M2 + institutional money market funds) continues to trend higher. A note to all of you who...
4 comments:
Tuesday, September 20, 2011
Verleger on high oil prices and demand destruction
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I don't quite agree with the prediction towards a hydrogen economy but it is interesting to hear about the demand destruction of gasolin...
Monday, September 19, 2011
End Date Bond ETF's followup -- More options on the menu
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More than a year ago I highlighted a new twist on bond etfs called the end date bond etf. Since then Ishare's end date muni etfs have ...
Wednesday, September 7, 2011
The Swiss choose inflation, but the Chinese do not?
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The Swiss central bank recently announced it would print any amount of francs required to maintain a peg of 1.20 Swiss francs to one euro. ...
Thursday, September 1, 2011
Time to refinance your home (again?)
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One year ago I stated it would be a good time to refinance your home. Once again the opportunity presents itself. The 30 year conventional...
3 comments:
Tuesday, August 16, 2011
Long term treasury rates in a bubble? Maybe not?
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Talk of a bubble in long term treasury rates has been careening around the financial markets for a while now and considering the rate on the...
3 comments:
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