Merrill over Matter
Attempting to make sense of the financial world
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Friday, May 31, 2013
Divergence in employment growth numbers
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A few months ago I highlighted how looking at the employment data on a year over year basis provides a different perspective on the numbers...
2 comments:
Wednesday, May 22, 2013
Hugh Hendry watch - Turning Japanese
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I'm a bit late in this, but here's the most recent report from Hugh Hendry's Eclectica fund. It's a quick read so I won...
Thursday, May 16, 2013
Addition by subtraction -- Not all dividends are created equal
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The current low bond yield, low growth environment has fostered a growing interest in high dividend yield paying stock. I myself have a sep...
Monday, April 1, 2013
Copper inventories swelling
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I have discussed copper before and something recently caught my eye which deserves a followup post. Copper inventories are rising rather dr...
1 comment:
Thursday, March 14, 2013
Jim Chanos is still short China - video
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The video I previously posted has incited a new round of Chinese Empty City Watching. Jim Chanos, the famous short seller, was recently on ...
1 comment:
Monday, March 4, 2013
60 Minutes discovers the Chinese Housing Bubble
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Last night 60 Minutes ran a piece on the housing bubble of China: Link to video I have written about the Chinese Housing Bubble at le...
3 comments:
Thursday, February 21, 2013
A warning from the unemployment line
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The weekly initial claims for unemployment data was released today and it is getting close to being a concern of mine. Year over year ch...
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