Recent Tweets

I’m going to try as an experiment publishing my tweets at my blog.  They highlight significant articles that I have read.  Let me know if you want me to do this regularly.  Alternatively, you can get my tweets via RSS or email, as I described here.

Anyway, here are the tweets:

China’s Top 10 Business Stories in 2011 http://bit.ly/rRN3S0 Patrick Chovanec, professor in China gives his perspectives on a tough year $$

 

Job Creation Is Price for US Health Law bloom.bg/rK5s7R Inflexible mandates on business tend to decrease jobs in the economy $$ #yup

 

Spain says deficit bigger than expected, hikes taxes reut.rs/vF8gLj Spain goes for austerity amid large budget deficits. Surprise! $$

 

Fear Recoupling in ’12, Not the End of the World bloom.bg/unlphk Pesek on dangers from Asian economic 2nd-order effects in 2012 $$

 

Heterodox economics: Marginal revolutionaries econ.st/tGlNai The Economist on the effect economics bloggers have on the mainstream $$

 

Bonds Prove Best Financial Asset in 2011 bloom.bg/tvL3z5 Leave aside Shilling, Hoisington & a few others. Who called this? I didn’t.

 

Major Dubai companies ‘may need bail-outs’ tgr.ph/v00OEW It is usually not wise to lend money on projects that are grandiose. $$ #duh

 

Borrowing From ECB Jumps on.wsj.com/vFlbpR If banks wont lend 2 each other bit.ly/v42Tw7 then CBs must lend 2 banks $$ #liquiditytrap

 

SSgA Files For Short-Term Junk Bond ETF bit.ly/tZFizH A promising idea that will get overdone, leading to losses. Nonrated CP anyone?

 

The Germans have many conflicting goals $$ RT @calculatedrisk: Merkel: “Will do everything to strengthen the euro” goo.gl/fb/vxa3h

 

Maybe 2 cents in dividends? RT @BCAppelbaum: If you put $1 in the S&P 500 at the beginning of the year, you would end the year with… $1 $$

 

TED Spread on Watch for Breakout bit.ly/v42Tw7 Short-term lending getting tight, banks don’t trust each other; CBs 2 the rescue? $$

 

A Margin for Error in Hedge-Fund Filings on.wsj.com/sC7KAO Might some hedge funds b mismarking their less liquid stocks? bonds? X? $$

 

BIS Describes the Exposure of Emerging Markets to Europe bit.ly/vJ3w1a Credit slowing down from EZone 2 emerging markets, GDP slowing

 

Deepening Crisis Over Euro Pits Leader Against Leader on.wsj.com/v1pjlz Tale of how Angela Merkel undercut Berlusconi. Clever lady $$

 

Gloomy Picture for Banks in Europe’s Core on.wsj.com/vQftdv EZone Govt’s & banks depend on each other; 2 drunks holding each other up

 

The Q Ratio and Market Valuation bit.ly/tkbOnp Good article going over the Q ratio, what it means, how to calculate & forecast $$

 

California Barred by Judge From Cutting Medi-Cal Rates bloom.bg/uSFCCX Expect this pattern to repeat in a fight over priorities $$

 

Hospice Turns Months-to-Live Patient Into Addict bloom.bg/s0WCiH Misdiagnosis of time to live can create addicted elderly folks $$

 

Contra: Republicans, Lost in Moderation bloom.bg/vCrabB Did the Republicans win more elections b4 or after conservatives took over?

 

Banks Continue to Stockpile Agency MBS bit.ly/tOMvNz Nice credit-risk free asset to pair against cheap funds from the Fed. $$

 

Tough Markets: Punishing Hedge Funds Since 2003 on.wsj.com/vPf2UN Hedge funds in aggregate r yield hogs & abhor volatility $$

 

End of Corn Ethanol? bit.ly/v599bC US ended a 30Yr subsidy 4 corn-based ethanol that cost $6B/yr & ended tariff Brazilian ethanol $$

 

China is a Closed Communist Economy, concludes research bit.ly/ucMjsH The Party is still in control & directs the use of resources $$

 

What Deleveraging? bit.ly/vj9jmZ What is this deleveraging you continue to babble about . . . ? $$

 

ReformedBroker Downtown Josh Brown

Anytime I get nervous about the US economy, I just look over at how calm and stable China seems to be and I feel much better.

Retweeted by AlephBlog

The public sphere is different, where the ECB takes lower-quality collateral; that seems to be loosening things up a bit for now $$

 

European Bank Worry: Collateral on.wsj.com/sbkgGT In the private sphere, loans can only gotten by pledges of hi-quality collateral $$

 

The most stable, dividend paying sectors have the highest PEs, the most cyclical elements tand to have the lowest PEs now. $$ #fear #yield

 

S&P 500 PE 11.85, Industrials 12.37, Discretionary 13.71, Staples 14.59, Utilities 14.72, Telecom 16.84… do you see the pattern? $$

 

The S&P and Sector P/E Ratios bit.ly/rz4LKA Financials 9.68, Energy 10.26, Materials 11.37, Healthcare 11.46, Technology 11.67 $$

 

Forecasting Asset Price Booms bit.ly/tOwuNN The fool does at the end of the boom what the wise man does at the beginning $$

 

Spikes in Bank Stock Volatility Precede Economic Trouble, suggests research bit.ly/vhMdqz Volatility flows through banks 2 economy $$

 

Forecasting Oil Prices with Economic Data bit.ly/toKHW4 Real crude prices go up when global econ conditions r strong $$ surprise, not

 

Investment Advisers Likely To Bear Cost Of More Oversight on.wsj.com/s3REK0 Could put small advisers like me out of business $$

 

Lure of Chinese Tuition Squeezes Out Asian-Americans at California Schools bloom.bg/scxHZm State schools becoming more like private

 

India to Exceed Its Record Borrowing Target bloom.bg/tiMnMi Too many governments r caught on a borrowing treadmill; can’t get off $$

 

China needs new policy course as capital tide turns reut.rs/vmMWsx China will likely have to reduce the reserve ratio at its banks $$

 

Phantom firms bleed millions from Medicare reut.rs/uJOps5 Looong article on how fraud bleeds a lotta $$ out of Medicare->shell comps