Merrill over Matter
Attempting to make sense of the financial world
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Thursday, September 28, 2023
So when will the Chinese debt bubble burst?
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So when will the Chinese debt bubble burst? I've yammered on about this for a long long time. Highlighting empty cities to nowhere, exce...
Wednesday, April 26, 2023
Recession is Coming
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Recession is coming. No one likes to hear it but a storm is brewing. The ...
Wednesday, September 28, 2022
I'm buying TIPS again
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In my last post lamenting the paucity of options available to low risk investors I highlighted the guaranteed negative return one would rec...
Tuesday, February 8, 2022
The Lament of a low risk investor
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The Lament of a low risk investor 10 year TIPS rate source: Federal Reserve One of the challenges in managing a portfolio during the distr...
3 comments:
Thursday, September 10, 2020
Get ready to refinance. Again.
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Get ready to refinance. Again. At least there is one positive aspect to the COVID-19 crisis, the drop in interest rates. And notice I said...
1 comment:
Tuesday, July 7, 2020
Predictions are hard, especially about the Future
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One of my favorite books ever is the book Dune by Frank Herbert. He built a universe with a complex religious, economic and political frame...
Wednesday, November 27, 2019
Keeping your packages and mail safe
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The holiday season bring much cheer, and shopping. In today's modern economy much of that shopping ends up being online with packages ...
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