Merrill over Matter
Attempting to make sense of the financial world
Pages
(Move to ...)
Home
Managed Assets
▼
Monday, November 24, 2014
Yet another empty Chinese city - New York version
›
Stumbled across another empty Chinese city, this one thanks to @ TheCreditBubble and his blog post He so kindly provided a video link s...
Thursday, November 20, 2014
Weather and Energy - Hurricane free for another year
›
The continental US made it another year without a hurricane making landfall. (Winter snow storms are another matter!) How many more years ...
Tuesday, September 16, 2014
ValueX Vail - A most excellent adventure
›
How I felt at times during the conference: "Dude did he just tell us value guys to buy that expensive subscription based technology ...
Wednesday, June 4, 2014
Natural gas has a very big hole to fill this summer
›
The Polar Vortex winter dramatically drew down natural gas stocks as the numerous cold fronts worked their way through America. While a dec...
Thursday, September 12, 2013
Peak Hurricane?
›
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
›
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
›
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:
‹
›
Home
View web version