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 $$
Spain says deficit bigger than expected, hikes taxes reut.rs/vF8gLj Spain goes for austerity amid large budget deficits. Surprise! $$
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.
SSgA Files For Short-Term Junk Bond ETF bit.ly/tZFizH A promising idea that will get overdone, leading to losses. Nonrated CP anyone?
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 $$
European Bank Worry: Collateral on.wsj.com/sbkgGT In the private sphere, loans can only gotten by pledges of hi-quality collateral $$
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