Merrill over Matter
Attempting to make sense of the financial world
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Wednesday, February 8, 2012
This post (and employment data) will be revised
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The recent employment report has been a great point of contention between the bulls, bears, and the black helicopter crowd. I won't reha...
1 comment:
Monday, February 6, 2012
A housing update -- at best a flat market
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Over the last few years during conversations with clients I've frequently been asked my opinion about the housing market and whether no...
Monday, January 23, 2012
Observation of the day: Greeks are not Germans
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It may appear an obvious observation but to the euro and (for a while at least) the bonds markets Greeks and Germans were the almost exactly...
Thursday, January 19, 2012
Baltic Dry Index falls off a cliff
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The Baltic Dry Index (spot shipping rate for bulk commodities like iron ore, grain, coal, etc) recently fell off a cliff and has not seen th...
Wednesday, January 18, 2012
Obama shuts down Keystone pipeline. The oil must flow!
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It appears the Obama administration will block approval of the Keystone pipeline. Your political leanings aside, this will not stop ...
1 comment:
Tuesday, January 17, 2012
Hugh Hendry as the Plasticine Trader
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Late last year I highlighted a 5 part video series on Hugh Hendry in one of his steadily declining public appearances. In it he used a key ...
Thursday, January 12, 2012
Seasonality and initial unemployment claims
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Weekly initial unemployment claims were released today and they showed an increase to 399,000, countering the recent downward trend. Detai...
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