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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 Patrick Chovanec, professor in China gives his perspectives on a tough year $$


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


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


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


Heterodox economics: Marginal revolutionaries The Economist on the effect economics bloggers have on the mainstream $$


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


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


Borrowing From ECB Jumps If banks wont lend 2 each other then CBs must lend 2 banks $$ #liquiditytrap


SSgA Files For Short-Term Junk Bond ETF 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”


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 Short-term lending getting tight, banks don’t trust each other; CBs 2 the rescue? $$


A Margin for Error in Hedge-Fund Filings Might some hedge funds b mismarking their less liquid stocks? bonds? X? $$


BIS Describes the Exposure of Emerging Markets to Europe Credit slowing down from EZone 2 emerging markets, GDP slowing


Deepening Crisis Over Euro Pits Leader Against Leader Tale of how Angela Merkel undercut Berlusconi. Clever lady $$


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


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


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


Hospice Turns Months-to-Live Patient Into Addict Misdiagnosis of time to live can create addicted elderly folks $$


Contra: Republicans, Lost in Moderation Did the Republicans win more elections b4 or after conservatives took over?


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


Tough Markets: Punishing Hedge Funds Since 2003 Hedge funds in aggregate r yield hogs & abhor volatility $$


End of Corn Ethanol? 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 The Party is still in control & directs the use of resources $$


What Deleveraging? 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 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 Financials 9.68, Energy 10.26, Materials 11.37, Healthcare 11.46, Technology 11.67 $$


Forecasting Asset Price Booms 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 Volatility flows through banks 2 economy $$


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


Investment Advisers Likely To Bear Cost Of More Oversight Could put small advisers like me out of business $$


Lure of Chinese Tuition Squeezes Out Asian-Americans at California Schools State schools becoming more like private


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


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


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

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David Merkel is an investment professional, and like every investment professional, he makes mistakes. David encourages you to do your own independent "due diligence" on any idea that he talks about, because he could be wrong. Nothing written here, at RealMoney, Wall Street All-Stars, or anywhere else David may write is an invitation to buy or sell any particular security; at most, David is handing out educated guesses as to what the markets may do. David is fond of saying, "The markets always find a new way to make a fool out of you," and so he encourages caution in investing. Risk control wins the game in the long run, not bold moves. Even the best strategies of the past fail, sometimes spectacularly, when you least expect it. David is not immune to that, so please understand that any past success of his will be probably be followed by failures.

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