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Recent Tweets

  • Turkey Said to Tell India Help on Iran Oil Payments May End Lot of second order effects from the Iran embargo. $$ Jan 10, 2012
  • EU Is Said to Consider Iran Oil-Embargo Exemptions Rather Than Blanket Ban Mainly to help Greece, Italy & ENI $E $$ Jan 10, 2012
  • @D_T_A_F Well, they’ve been doing it consistently since the beginning of QE, at which point they changed their OMO methods. U might b right. Jan 10, 2012
  • Italy Is Biggest Risk to Euro, Says Fitch E-Zone cannot survive if 3rd largest member can’t maintain financing $$ Jan 10, 2012
  • U.S. Inquiry of MF Global Gains Speed The key might be the actions of the Treasurer prior to the bankruptcy $$ Jan 10, 2012
  • @groditi FM Global is still around MF Global is not. My inner insurance nerd is showing. FMG is a great company. $$ Jan 10, 2012
  • THE WORLD’S MOST PROSPEROUS BANK Remember, that the national creditworthiness that the Fed is using to generate the $$ Jan 10, 2012
  • Geithner Presses China on Iran Tough sell; 11% of oil used from Iran & $$ Jan 10, 2012
  • @D_T_A_F Mmmm…. so they want people to think long-run inflation will be higher than otherwise? That’s not what they usually want. $$ Jan 10, 2012
  • Avoiding Innovation’s Terrible Toll Set up a new unit to creatively destroy your old one, before anyone else $$ Jan 10, 2012
  • Why does the Fed buy the longest TIPS? Scarcity -> Higher price -> lower real yield -> higher inflation expectations $$ Jan 10, 2012
  • RE: @iheartWallSt Desk commentary.  Escapes the strictures one must follow for “research.”  Can say what you want the… Jan 10, 2012
  • Even Ron Paul Can’t Save America From Fiscal Disaster Americans ask 4 the impossible; problem not politicians but us Jan 10, 2012
  • Buffett’s Apprentice Books Gains on First Buys Purchases of 7 stox by Combs in the 9 mos ended 9/30 advanced ~14% $$ Jan 10, 2012
  • SEC Seeks Full Disclosure of Banks’ Sovereign Debt Holdings Note: the banks only have to do this if they want to $$ Jan 10, 2012
  • An Exit Strategy From the Euro It would benefit Europe in the long run to have macro flexibility back. $$ Jan 10, 2012
  • A Boom in Starter Capital for Hedge Funds Excess cash seeks: diversification, flexibility, special ideas, returns $$ Jan 10, 2012
  • Gina Raimondo Math Convinces Rhode Island of America’s Prospects With Debt Nixon: China :: Dems : pub pension cuts $$ Jan 10, 2012
  • The Danger Debt Poses to the Western World A German take on the global mess of extend & pretend. Long, but gets it $$ Jan 10, 2012
  • Where to look for ideas in Distressed Investing? Hunter covers the bases; shows us the areas where he looks 4 value $$ Jan 10, 2012
  • The Global Impact of a China Hard Landing Could be significant, to some degree China drives the world economically. $$ Jan 10, 2012
  • Why Europe stocks are too cheap to ignore It’s difficult to lose money on cheap companies w/low debt. $$ Jan 10, 2012
  • Speculators Raise Wagers on Price Gains by Most in 17 Months The risk-on trade proceeds; whether it succeeds?… $$ Jan 10, 2012
  • More U.S. Part-Timers Find Full-Time Jobs Reluctantly, I am getting less pessimistic. $$ Jan 10, 2012
  • Survival of the unfittest: why the worst infrastructure gets built—and what we can do about it ht: Michael Pettis Jan 09, 2012
  • But this buttresses my contention that hedge funds, aside from global macro and CTAs, hate volatility.  Anyone that w… Jan 09, 2012
  • @groditi That’s fine, thanks for the effort. Jan 09, 2012
  • @groditi I can see how you can get the $VXX historical prices, but not those of the VXX options. Jan 09, 2012
  • @The_Analyst That’s the reason why I think unionized jobs don’t get destroyed by foreign competition, but by technology $$ Jan 09, 2012
  • The Great Leading Indicator Smackdown ECRI is a black box, but they usually do better at forecasting than the LEI $$ Jan 09, 2012
  • Corporate Profit Growth Slows as Europe Drags Profit margins meeting the force of gravity, from punk demand $$ Jan 09, 2012
  • Correlation Nation (lets go to the charts) Bifurcated market boils down to liquidity/certainty vs not $$ #riskonriskoff Jan 09, 2012
  • China December Loans, Money Supply Signal Easing Conditions Please reflate the real estate market, please, please $$ Jan 09, 2012
  • China loan growth quickens With asset prices falling, China attempts to reflate through monetary policy $$ Jan 09, 2012
  • Pension reform welcome, but bankrupt Illinois needs more Retroactive repeal of ill-gotten benefits ->test constitution Jan 09, 2012
  • State finance officials should face the truth on pension promises CA pension liabs > reported, reliant on hi inv return Jan 09, 2012
  • Merkozy On the Verge of Losing Sarkozy For that matter, Merkel is not that secure politically either $$ Jan 09, 2012
  • It’s a Man vs. Machine Recovery Companies have been buying technology instead of hiring, and Okun’s Law is broken $$ Jan 09, 2012
  • On Trading Central Tendency @brucekrasting has too much fun showing how more transparency by the Fed could backfire $$ Jan 09, 2012
  • Top business leaders including Pimco’s Bill Gross support Ron Paul I find this surprising & I’m not sure I believe it. Jan 09, 2012
  • Shale Bubble Inflates on Near-Record Prices Current land prices rely on fracking not being curtailed by regulation $$ Jan 09, 2012
  • Germany Auctions Bills With Negative Yield Never a good sign with too much demand for liquidity & certainty $$ Jan 09, 2012
  • Paulson After Worst Year Takes Cue From Griffin Climbing Back Very difficult to achieve, even for Griffin. $$ Jan 09, 2012
  • It’s not that machines are destroying jobs; they are making some jobs obsolete as productivity rises.  There is a nee… Jan 09, 2012
  • Hedge Fund Returns In 2011 Dismal year, what else? Make me feel better about my returns… $$ Jan 07, 2012
  • Eastman Kodak Shares, Bonds Hammered on Bankruptcy-Prep Report Bonds trading at $30; what if the patents r worth $$ Jan 07, 2012
  • David Rubin Pleads Guilty in Muni-Bond Trial I knew this guy back in my GIC-selling days. Couldn’t get his bizmodel Jan 07, 2012
  • I really appreciated this paper because it clarified a number of issues for me regarding repo. One thing they missed… Jan 07, 2012
  • Fed’s New Wordplay to Yield Negligible Results @cabaum Transparency is good. Talk is cheap. It won’t do much harm. $$ Jan 06, 2012
  • New Markets Movement: Bring Back the IPOs Will take a lot more than changing the tick size to create more entrepreneurs Jan 06, 2012
  • Alcoa to Cut Smelting Capacity by 12% Given startup/shutdown costs, implies lower extimated level of global growth $$ Jan 06, 2012
  • How Art History Majors Power the US Economy Disagree. Best thinkers r all-arounds, who can write, calc, code, etc $$ Jan 06, 2012
  • US Universities Feast on Federal Student Aid Most of the subsidies for College r captured by colleges not students $$ Jan 06, 2012
  • Dementia’s First Signs May Appear by Age 45 Starts slow & picks up speed. Can’t remember the rest $$ Jan 06, 2012
  • Australia’s Strength Questioned by Philip Bowring Commodity producers vulnerable to a global slowdown. Also leverage $$ Jan 06, 2012
  • Italy Last Among Libya’s ‘Friends’ for New Oil Concessions Libya’s “friends” in order: France, US, Britain & Italy $$ Jan 06, 2012
  • Death-Defying Metal Thieves Tap Soaring Prices as U.K. Tightens Sales Law Many don’t defy death successfully $$ #RIP Jan 06, 2012

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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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