Recent Tweets

  • Turkey Said to Tell India Help on Iran Oil Payments May End http://t.co/smdFrxQK Lot of second order effects from the Iran embargo. $$ Jan 10, 2012
  • EU Is Said to Consider Iran Oil-Embargo Exemptions Rather Than Blanket Ban http://t.co/12qgDjBD Mainly to help Greece, Italy & ENI $E $$ 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 http://t.co/hNct22ZO E-Zone cannot survive if 3rd largest member can’t maintain financing $$ Jan 10, 2012
  • U.S. Inquiry of MF Global Gains Speed http://t.co/SVxElxzI The key might be the actions of the Treasurer prior to the bankruptcy $$ Jan 10, 2012
  • @groditi FM Global is still around http://t.co/7JE2tl9D MF Global is not. My inner insurance nerd is showing. FMG is a great company. $$ Jan 10, 2012
  • THE WORLD’S MOST PROSPEROUS BANK http://t.co/2jOeSujR Remember, that the national creditworthiness that the Fed is using to generate the $$ Jan 10, 2012
  • Geithner Presses China on Iran http://t.co/cL7KcKZp Tough sell; 11% of oil used from Iran http://t.co/FWLf6mXC & http://t.co/3tNMilGQ $$ Jan 10, 2012
  • @D_T_A_F Mmmm…. so they want people to think long-run inflation will be higher than otherwise? That’s not what they usually want. $$ Jan 10, 2012
  • Avoiding Innovation’s Terrible Toll http://t.co/Y20HSLrk Set up a new unit to creatively destroy your old one, before anyone else $$ Jan 10, 2012
  • Why does the Fed buy the longest TIPS? Scarcity -> Higher price -> lower real yield -> higher inflation expectations http://t.co/VOIG2gUk $$ Jan 10, 2012
  • RE: @iheartWallSt Desk commentary.  Escapes the strictures one must follow for “research.”  Can say what you want the… http://t.co/mUVhA0JQ Jan 10, 2012
  • Even Ron Paul Can’t Save America From Fiscal Disaster http://t.co/l6ldUddF Americans ask 4 the impossible; problem not politicians but us Jan 10, 2012
  • Buffett’s Apprentice Books Gains on First Buys http://t.co/j7R3j4Lg Purchases of 7 stox by Combs in the 9 mos ended 9/30 advanced ~14% $$ Jan 10, 2012
  • SEC Seeks Full Disclosure of Banks’ Sovereign Debt Holdings http://t.co/B5sYTqCs Note: the banks only have to do this if they want to $$ Jan 10, 2012
  • An Exit Strategy From the Euro http://t.co/4K6DI0ZE It would benefit Europe in the long run to have macro flexibility back. $$ Jan 10, 2012
  • A Boom in Starter Capital for Hedge Funds http://t.co/uTvaIJ1c Excess cash seeks: diversification, flexibility, special ideas, returns $$ Jan 10, 2012
  • Gina Raimondo Math Convinces Rhode Island of America’s Prospects With Debt http://t.co/ZMjbs2IW Nixon: China :: Dems : pub pension cuts $$ Jan 10, 2012
  • The Danger Debt Poses to the Western World http://t.co/Wfnf1d1E A German take on the global mess of extend & pretend. Long, but gets it $$ Jan 10, 2012
  • Where to look for ideas in Distressed Investing? http://t.co/eDnCO7QA Hunter covers the bases; shows us the areas where he looks 4 value $$ Jan 10, 2012
  • The Global Impact of a China Hard Landing http://t.co/CQcfMH8Y Could be significant, to some degree China drives the world economically. $$ Jan 10, 2012
  • Why Europe stocks are too cheap to ignore http://t.co/6cGcyuKd It’s difficult to lose money on cheap companies w/low debt. $$ Jan 10, 2012
  • Speculators Raise Wagers on Price Gains by Most in 17 Months http://t.co/7Qosgt0H The risk-on trade proceeds; whether it succeeds?… $$ Jan 10, 2012
  • More U.S. Part-Timers Find Full-Time Jobs http://t.co/9CtmJbX6 Reluctantly, I am getting less pessimistic. $$ Jan 10, 2012
  • Survival of the unfittest: why the worst infrastructure gets built—and what we can do about it http://t.co/Ko5Eri0b ht: Michael Pettis Jan 09, 2012
  • But this buttresses my contention that hedge funds, aside from global macro and CTAs, hate volatility.  Anyone that w… http://t.co/snQjCYh7 Jan 09, 2012
  • @groditi That’s fine, thanks for the effort. Jan 09, 2012
  • @groditi I can see how you can get the $VXX historical prices, but not those of the VXX options. Jan 09, 2012
  • @The_Analyst That’s the reason why I think unionized jobs don’t get destroyed by foreign competition, but by technology $$ Jan 09, 2012
  • The Great Leading Indicator Smackdown http://t.co/EwNbt7NJ ECRI is a black box, but they usually do better at forecasting than the LEI $$ Jan 09, 2012
  • Corporate Profit Growth Slows as Europe Drags http://t.co/KyieZhsW Profit margins meeting the force of gravity, from punk demand $$ Jan 09, 2012
  • Correlation Nation (lets go to the charts) http://t.co/egTJ4iOb Bifurcated market boils down to liquidity/certainty vs not $$ #riskonriskoff Jan 09, 2012
  • China December Loans, Money Supply Signal Easing Conditions http://t.co/pT2WqTbR Please reflate the real estate market, please, please $$ Jan 09, 2012
  • China loan growth quickens http://t.co/FbKZVW4l With asset prices falling, China attempts to reflate through monetary policy $$ Jan 09, 2012
  • Pension reform welcome, but bankrupt Illinois needs more http://t.co/sp6xAzGF Retroactive repeal of ill-gotten benefits ->test constitution Jan 09, 2012
  • State finance officials should face the truth on pension promises http://t.co/CYYQ73Ad CA pension liabs > reported, reliant on hi inv return Jan 09, 2012
  • Merkozy On the Verge of Losing Sarkozy http://t.co/tu1j68Fu For that matter, Merkel is not that secure politically either $$ Jan 09, 2012
  • It’s a Man vs. Machine Recovery http://t.co/dt2uJnn2 Companies have been buying technology instead of hiring, and Okun’s Law is broken $$ Jan 09, 2012
  • On Trading Central Tendency http://t.co/x92jkx2Z @brucekrasting has too much fun showing how more transparency by the Fed could backfire $$ Jan 09, 2012
  • Top business leaders including Pimco’s Bill Gross support Ron Paul http://t.co/AFxAuF3t I find this surprising & I’m not sure I believe it. Jan 09, 2012
  • Shale Bubble Inflates on Near-Record Prices http://t.co/derIaWa0 Current land prices rely on fracking not being curtailed by regulation $$ Jan 09, 2012
  • Germany Auctions Bills With Negative Yield http://t.co/pUXUcGaU Never a good sign with too much demand for liquidity & certainty $$ Jan 09, 2012
  • Paulson After Worst Year Takes Cue From Griffin Climbing Back http://t.co/a324XoAj Very difficult to achieve, even for Griffin. $$ Jan 09, 2012
  • It’s not that machines are destroying jobs; they are making some jobs obsolete as productivity rises.  There is a nee… http://t.co/03IYCHhH Jan 09, 2012
  • Hedge Fund Returns In 2011 http://t.co/O89qAtlY Dismal year, what else? Make me feel better about my returns… $$ http://t.co/AxznD8LD Jan 07, 2012
  • Eastman Kodak Shares, Bonds Hammered on Bankruptcy-Prep Report http://t.co/5Ct7mA9I Bonds trading at $30; what if the patents r worth $$ Jan 07, 2012
  • David Rubin Pleads Guilty in Muni-Bond Trial http://t.co/wNZUGsgY I knew this guy back in my GIC-selling days. Couldn’t get his bizmodel Jan 07, 2012
  • I really appreciated this paper because it clarified a number of issues for me regarding repo. One thing they missed… http://t.co/zYq0U5ow Jan 07, 2012
  • Fed’s New Wordplay to Yield Negligible Results http://t.co/QprfJ6e1 @cabaum Transparency is good. Talk is cheap. It won’t do much harm. $$ Jan 06, 2012
  • New Markets Movement: Bring Back the IPOs http://t.co/Q7G8SazO Will take a lot more than changing the tick size to create more entrepreneurs Jan 06, 2012
  • Alcoa to Cut Smelting Capacity by 12% http://t.co/HTmIN0iY Given startup/shutdown costs, implies lower extimated level of global growth $$ Jan 06, 2012
  • How Art History Majors Power the US Economy http://t.co/6bNzBvyg Disagree. Best thinkers r all-arounds, who can write, calc, code, etc $$ Jan 06, 2012
  • US Universities Feast on Federal Student Aid http://t.co/1QYSJ6Hs Most of the subsidies for College r captured by colleges not students $$ Jan 06, 2012
  • Dementia’s First Signs May Appear by Age 45 http://t.co/ECLv3Jte Starts slow & picks up speed. Can’t remember the rest $$ Jan 06, 2012
  • Australia’s Strength Questioned by Philip Bowring http://t.co/diETnNpY Commodity producers vulnerable to a global slowdown. Also leverage $$ Jan 06, 2012
  • Italy Last Among Libya’s ‘Friends’ for New Oil Concessions http://t.co/4r5yKJol Libya’s “friends” in order: France, US, Britain & Italy $$ Jan 06, 2012
  • Death-Defying Metal Thieves Tap Soaring Prices as U.K. Tightens Sales Law http://t.co/03octIHD Many don’t defy death successfully $$ #RIP Jan 06, 2012