Recent Tweets

  • 222 Years Of Long-Term Interest Rates http://t.co/o0qYWoTf It’s always the same; it’s never the same. When long rates will rise is a mystery Jan 19, 2012
  • Don’t become the next Kodak http://t.co/XCJAUb3s $EK actually developed the 1st digital camera, and dismissed it. Ignored Fuji too $$ #dumb Jan 19, 2012
  • Kodak Says Tech Firms Pushed It Into Chapter 11 http://t.co/que2uw63 $EK relies on the kindness of strangers; blames them 4 demise $$ Jan 19, 2012
  • Cat bond market bounces back in January http://t.co/TIvZpNMe Insurers looking 4 shelter from what could b another tough year 4 claims $$ Jan 19, 2012
  • Congress’s Benefits Add to $674B Pension Gap http://t.co/dD58E6NA & http://t.co/Zvpch4Gi Congress’ Pension Math Doesn’t Add Up $$ #debt Jan 19, 2012
  • China No Match for Dutch Plants as Philips Shavers Come Home http://t.co/LrkcOj04 Product engineer in Shanghai same cost as in Drachten $$ Jan 19, 2012
  • Soros Proves Nothing Rotten in Denmark as Home Financing Excels http://t.co/ShMY4LWN Did not calm me; reasons 4 past success r past $$ Jan 19, 2012
  • 13 Signs of a Bull Market http://t.co/Tn7FAY2A The market reacts positively to bad news. Defensive sectors underperform. And more $$ Jan 19, 2012
  • Chinese foreign exchange reserves shrink http://t.co/S2sMHb9V Shrank in 4Q2011 for the first time in more than a decade. $$ Jan 19, 2012
  • After half a century of trade surpluses, Japan is now in deficit http://t.co/H4T4ZqNb Still a current account surplus because of invt earns Jan 19, 2012
  • Apple expected to delve into textbooks http://t.co/BKtLcm0Z Can $AAPL can cut the costs in this anti-competitive area? $$ #overpriced Jan 19, 2012
  • In France, vintners erase a notorious past http://t.co/89sa3Dva Renaming French wine region rescues them from undue nuclear waste taint $$ Jan 19, 2012
  • Bet the house: why the FHA is going (for) broke http://t.co/80FO8wXg FHA repeating the loose lending standards of Fannie & Freddie in 2000s Jan 19, 2012
  • New from Aleph Blog Should I Invest or Save?: “Should I Invest or Save?”An easy question, not.  First, I need to… http://t.co/mBI62tYx Jan 19, 2012
  • New from Aleph Blog What’s Up? What’s Down?: I can’t remember who gave me this idea, but sometimes I troll throu… http://t.co/JAdXbKQT Jan 19, 2012
  • @real_taxloss No surprise. They have been clueless for the last 25 years. Even as a grad student, I wondered at them milking their monopoly Jan 19, 2012
  • Long and Variable Lags Between Money Supply and Inflation Dupes Economists http://t.co/5vrJUzE9 Monetary base drives inflation over 5-10 yrs Jan 19, 2012
  • What’s Going Down “Down Under”? The Case for Shorting Australian Dollars http://t.co/b5lvUUIk Central Bank lowering rates, asset bubble $$ Jan 19, 2012
  • The Hidden Cost of Free Money http://t.co/hdw3gqxO Yield cv favors Borrow short, lend long on MBS. Arb will flip if/when short rates rise $$ Jan 19, 2012
  • @groditi I own HMC for clients. What do you think is most attractive here? Jan 18, 2012
  • @groditi I kinda knew that, but fewer cars r dying from rust than in the past. Large variety of car ages on the road. Jan 18, 2012
  • Greece, China and the USA http://t.co/48nSUg6G Greek Diaspora is in full swing. China cement capacity half of world capacity. & more, wow $$ Jan 18, 2012
  • It’s Early But S&P 500 Earnings Beats Are Less Common; Nobody Seems To Care http://t.co/ZP3JtxWF We got our rally hats on! Who cares! 😉 Jan 18, 2012
  • The great Australian bond run http://t.co/MePO8FK1 Decided not to let AUD appreciate -> low rates -> asset bubble. Import loose $$ policy Jan 18, 2012
  • The Book On Mitt Romney: Here Is John McCain’s Entire Opposition Research File http://t.co/i3WAsOYo I guess MR could b a chameleon on plaid Jan 18, 2012
  • Is Egypt Running Out of Money? Ask Cairo Drivers http://t.co/Y3TBSu9D Enormous lines @ Egyptian gas stations due2 fuel delivery cutbacks $$ Jan 18, 2012
  • MIT Economists Running Central Banks http://t.co/5AbMGuDn Didn’t c the great recession coming, why should we expect them to c inflation? $$ Jan 18, 2012
  • Auto Plants at Capacity, Buoying U.S. Economy http://t.co/5ZwJhKfX Pretty optimistic on autos. Wonder how sustainable it is. $$ #vroom Jan 18, 2012
  • European Hedge Funds Line Up Bets on China Downturn http://t.co/OSkAoRxq Bets getting a little thick here, could there b a shakeout coming? Jan 18, 2012
  • New fund flows and limited supply provide support to the muni market http://t.co/3wuD5WRF Muni finances slowly improving except retiree bfts Jan 18, 2012
  • Canada’s Housing Bubble About to Burst? http://t.co/OaCYVzeX & http://t.co/dzBX9KEY Keeping currency cheap induces low rates &asset bubble Jan 18, 2012
  • http://t.co/QQyG3IkE A prospectus, please, with risk factors… touting the good bits is not appreciated. Jan 18, 2012