Merrill over Matter
Attempting to make sense of the financial world
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Thursday, September 12, 2013
Peak Hurricane?
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Atlantic hurricane frequency - source: NOAA So far this year we have been blessed by a lack of hurricanes on the East Coast. As the acc...
Wednesday, September 11, 2013
The rising oil choke collar
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Oil prices are on the upper end of the post 2008 financial crisis range. So far each time prices rose to the 110+ region they have backe...
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 ...
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