Merrill over Matter

Some reading material for you from my twitter stream: RT @zerohedge : "It was grim. The worst mood I have ever seen, a complete me...

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...

Some reading material for you from my twitter stream: RT @pdacosta : World's first malaria vaccine works in major trial http://t.co/...

I don't usually comment on the price of the equity markets but considering what I'm seeing I thought I'd bend one of my self im...

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...