Recent Tweets

  • I don’t think changing the tick size will change the fact that there are games surrounding trading.  It will change w… http://t.co/XXnyKemI Jan 06, 2012
  • When Nurses Catch Compassion Fatigue, Patients Suffer http://t.co/54tvbIQV Programs being created/used to help nurses avoid burnout $$ Jan 06, 2012
  • ‘ @mbusigin Okay, so about 2% up, not bad. That’s usually pretty correlated with short rates, but not now. $$ Jan 06, 2012
  • @mbusigin @fundmyfund How strongly? There is a lot of single-family housing available for rent, which should hold rates down. Jan 06, 2012
  • The sinkhole http://t.co/DTW4vtDm DB plans 4 companies in the broadly-based S&P 1500, the deficit rose from $315 billion to $484 billion $$ Jan 06, 2012
  • Apartment Vacancy Rate falls to 5.2% in Q4, Lowest since 2001 http://t.co/6E2rL2CZ Will it eventually lead to increases in rental rates? $$ Jan 06, 2012
  • Flip This Economy http://t.co/0LBARLcQ A new study shows how short-term speculators made the housing bubble much, much worse. $$ Jan 06, 2012
  • Not Even Corp Mgmt Believe Their Own Equity Return Assumptions http://t.co/AdkRWujq With rates so low stocks must earn monster returns 2fund Jan 05, 2012
  • Sweden Shows Europe How to Cut Debt, Weather the Recession http://t.co/R9VBpkSL Monetary independence is the most important Swedish lesson Jan 05, 2012
  • The Public Deposit Option: An Alternative To “Regulate and Insure” Banking http://t.co/Fvo6q2TJ Turn banks into deposit utilities, maybe? $$ Jan 05, 2012
  • China: the vultures are coming http://t.co/uyn6U7OV Distressed investing in China not straightforward; Does not have a clear rule of law Jan 05, 2012
  • China No Country for Old Men as Government Battles ‘Demographic Tsunami’ http://t.co/7pU1JqCz The “one child policy” hammers at China $$ Jan 05, 2012
  • Federal Reserve Balance Sheet Risks http://t.co/zih7AS0e As the monetary base rises, so does the price of gold? Seems to. $$ Jan 05, 2012
  • No:EU lawmaker turns up heat on US over bank rules http://t.co/Gs5rvupn Banks should not use their own models 2 mark positions, set capital Jan 05, 2012
  • Gavekal on Japanese Debt Scenarios http://t.co/fsqvKx8A Likes Japanese equities combined with protection against the currency & bonds $$ Jan 05, 2012
  • Macro Imploding http://t.co/iokKGr6h It’s just a matter of time before we abandon concepts like the monetary and fiscal multipliers. $$ Jan 05, 2012
  • @groditi I think that might be driving some of the negative earnings guidance revisions, but no one connects the dots. Jan 04, 2012
  • RT @groditi: @AlephBlog I see very little mention of how high FCFs due to depressed capex /wc could translate to depressed/delayed earni … Jan 04, 2012
  • Bond Exotica Gains Favor in Era of Low Rates http://t.co/jBOGzNJt I would worry, but we’re probably nearer the beginning than the end $$ Jan 04, 2012
  • @TraderNewsFeed I respect your opinion; let’s see what happens, I very well could be wrong, and you right. Jan 04, 2012
  • Equity Risk Premium Near An Extreme http://t.co/R1cYReUa Relies on the idea that profit margins will not mean-revert. $$ Jan 04, 2012
  • @TraderNewsFeed in 2nd and 3rd tier city residential real estate markets. http://t.co/yVjV9Fa4 & http://t.co/mOq9JrjB 2/2 Jan 04, 2012
  • @TraderNewsFeed You don’t get large moves in asset prices w/o debt-finance. The LTVs may be lower, but px moves have inverted borrowers 1/2 Jan 04, 2012
  • Pawnbrokers of last resort: when a pound of flesh is not enough http://t.co/yA3I0eZ8 Secured lending heightens risk when collateral falls Jan 04, 2012
  • China’s Home Prices Slide Amid Speculation of Reserve Ratio Cut http://t.co/2NJHYrZx Leverage collapse cannot b solved in ordinary ways $$ Jan 04, 2012
  • Chinese President Hu Jintao warns of cultural warfare from West http://t.co/lyOVkowA Difficult 2 channel prosperity away from freer thinking Jan 04, 2012
  • Refinancing Race to Dominate Third Year of Crisis: Euro Credit http://t.co/OwRkKSCe Lots of room 4 slips&stumbles in the 1Q12 refinancing $$ Jan 04, 2012
  • I just keep buying value stocks; worked in the Great Depression; should work now. http://t.co/JLv5g3Re Jan 04, 2012
  • Who are the most central members of the China’s leadership as we enter 2012? http://t.co/wwt0VY6X Interesting analysis of connections $$ Jan 04, 2012
  • Fed Will Detail Rate Plans, Easing Market Guesswork http://t.co/RNWNk8Wn More transparency will bring more volatility, not less $$ #ppht Jan 04, 2012
  • Downward revision on home sales data? http://t.co/uDhRiBVE NAR large revision down sales numbers 4 past several yrs going back to 2007 $$ Jan 04, 2012
  • Bond Bulls May Yet Have Reason for Cheer http://t.co/Qk3EQDfA When I see this argument get more common, I worry about a reversal $$ Jan 04, 2012
  • Mary Schapiro’s skeletons in the closet http://t.co/TeGlvBqK Alleges proxy used by NASD soliciting member approval 4 the merger fraudulent Jan 04, 2012
  • @ReformedBroker Wait. You used “value” and “Eastman Kodak” in the same sentence. Not allowed. Did Bill Miller get the memo? $$ Jan 04, 2012
  • NYSE Liffe US Announces DTCC GCF Repo Index Futures http://t.co/9JpHjbu7 ht @izakaminska; may allow for hedging of future repo rates $$ Jan 04, 2012
  • @izakaminska I suppose the GCF Repo Index Futures settle for cash. My Q: What are the systemic implications of hedging future repo rates? $$ Jan 04, 2012
  • The collateral crunch gets monetary http://t.co/rGlB3N7z Monetary multiplier collapsing in Eurozone. Protect solvency, do not lend. $$ Jan 04, 2012
  • ‘Princeling’ General Attracts Notice with Criticism of Party http://t.co/4ZnfegKp Do children earn their own way or can parents help? $$ Jan 04, 2012
  • Buffett’s Defense Fails to Beat S&P 500 in ’11 http://t.co/BLynhyuo Buffett is doing fine. Just watch the growth in book value. $$ Jan 04, 2012
  • World’s Biggest Economies Face $7.6T Debt http://t.co/lVdUlLng Rollover risk in 2012. Who can see the tipping point 4 sustainability? $$ Jan 04, 2012
  • Bridgewater Takes Grim View of 2012 http://t.co/WeP3QYw7 Deleveraging bodes ill 4 most asset classes except long duration high quality Jan 04, 2012
  • Iranian currency slides under latest U.S. sanctions http://t.co/99wYHIGq The sanctions do have some bite, average people in Iran hurt more Jan 04, 2012
  • @PieFarmer No. Hedgies that try 2 arb r trying to collect a risky yield. As vol rises, that gets harder 2 do. $$ Jan 04, 2012
  • For Europe, Bad to Worse http://t.co/4DfbYeWl Likely Recession, Continuing Debt Woe May Make ’12 a Tougher Slog Than ’11 $$ Jan 04, 2012
  • Why Hedge Funds Tripped in a Volatile Year http://t.co/y0H4HqVw In aggregate, hedge funds r yield seekers & r hurt by volatility $$ Jan 04, 2012
  • Regulators Fleeing Ratings Dodd-Frank Banned Embrace No-Risk Greek Bonds http://t.co/6UGoNV2t Regulators go from one ditch into another $$ Jan 04, 2012
  • the haircut http://t.co/KfqiOplW @researchpuzzler on the need to have a margin of safety built into all investment assumptions $$ Jan 04, 2012
  • Tail Risk and Embalming Fluid, in 2012 http://t.co/BtBzo2Ey Argues that we will not be able to grow out of the debts incurred by gov’ts. $$ Jan 04, 2012
  • Brace Yourself For An Eventful 2012 http://t.co/hCcauPUR Makes the case that Germany could leave the euro in 2012 & hurt CHF in process Jan 04, 2012
  • @DonMartinCFP Thanks, Don — so you look at this? http://t.co/ErnQtMXd Jan 04, 2012
  • Muni Bonds http://t.co/y8fuhimH There are long term difficulties, but taxes will be raised and benefits cut. Muni bonds will do fine. $$ Jan 03, 2012
  • Auld Lang Syne: Remembering 2011 http://t.co/ctFUISOD Damodaran points out how high the equity premium is now. Makes me more bullish $$ Jan 03, 2012
  • @The_Analyst If you leave it all in the cash account, yes, if not, no. Which makes sames day liquidity a problem; three day lags… Jan 03, 2012
  • Political Calendar Hints at 2012 Volatility http://t.co/8kH5seL5 2012 likely to be a volatile year, much as 2011 was $$ Jan 03, 2012
  • Are Brokerage Accounts Safe? http://t.co/QBXChAvg We should press to eliminate the ability to rehypothecate using customer capital $$ Jan 03, 2012
  • @YooDman I agree w/you, but if the generals could get along w/o KJ Un, they would have done so already. This would try to pull KJU away… Jan 03, 2012
  • If I were Secretary of State, I would find out what Rock groups & basketball players Mr Un Kim likes & send several goodwill delegations. $$ Jan 03, 2012
  • Banker Who Fled Kim Jong Il Says New Leader to Open N. Korea http://t.co/cX4jHROu “Swiss education & his reported fondness 4 basketball” Jan 03, 2012
  • Paul Sees Top-Two Finish in Iowa While Wary of Backing Rivals http://t.co/4elw3fqP Has the least trouble with Romney, but can’t endorse $$ Jan 03, 2012
  • @DonMartinCFP What change in conditions would lead you to allocate money away from bonds? Jan 03, 2012