Merrill over Matter

Some links I found interesting today: Gillem Tulloch video on Chinese money supply, lending, and housing problems.  As I mentioned previou...

The recent drop in long term yields is impressive and historic.  While the 30 year treasury yield has backed up a bit it is still very low, ...

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...

The broadest money supply figures available (M2 + institutional money market funds) continues to trend higher.   A note to all of you who...

I don't quite agree with the prediction towards a hydrogen economy but it is interesting to hear about the demand destruction of gasolin...

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 ...