Merrill over Matter
Attempting to make sense of the financial world
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Friday, October 12, 2012
Inflation expectations and QE(infinity)
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I have posted before regarding inflation expectations in the US treasury market and I need to give you an update, especially so considering ...
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Friday, August 3, 2012
Media: Stop being stupid with your Olympic headlines and tweets
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I thought this would die down rather quickly once the Olympic games got under way but unfortunately it appears I was wrong. Evidently most m...
Thursday, July 19, 2012
Negotiating with the Chinese
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I recently stumbled across this video given at the Google campus regarding negotiating with the Chinese. While much has changed since this ...
Tuesday, July 17, 2012
Hugh Hendry - 'Bad things are going to happen'
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Hugh Hendry has spoken to the media again, this time in a little more subdued manner. Well known for his video antics over the past few ye...
Friday, June 29, 2012
My natural gas & LNG presentation at 2012 Vail ValueX Conference
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Embedded below is my presentation at Vail ValueX on some aspects of the North American natural gas market and how LNG (liquefied natural gas...
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Monday, June 25, 2012
Jim Chanos' notes from 2012 Vail ValueX Conference
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I had the pleasure of attending the 2012 Vail ValueX conference hosted by Vitaliy Katsenelson http://contrarianedge.com/valuex-vail/ While...
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Wednesday, May 23, 2012
Chinese slowdown hits iron ore prices
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Getting accurate data regarding economic activity in the Middle Kingdom is always difficult. I've blogged about it before and have grown...
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