Merrill over Matter
Attempting to make sense of the financial world
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Thursday, January 3, 2013
Employment, seasonality, and noise
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The monthly employment report can be a high volatility day for the markets. The ADP report (BusinessInsider.com) came in above expectatio...
Monday, December 31, 2012
The fiscal cliff of 1937
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With all the current noise regarding the 'fiscal cliff' I thought a look back at when we had a real fiscal cliff would be interesti...
Thursday, November 15, 2012
Social media and... war
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Last night I saw something rather peculiar come up on my twitter stream, retweeted by someone I follow: Errr. What is this? Turns out ...
Tuesday, November 13, 2012
Hugh Hendry watch, belatedly -- Buttonwood conference
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Here's the latest from Hugh Hendry at the Buttonwood conference a few weeks back. Sorry for the delay in posting this and frequency of p...
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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 ...
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