Recent Tweets

  • This applies more to private equity than hedge funds.  Adjust the headline. http://t.co/Zy4kRVlg Jan 21, 2012
  • Economists: A Profession at Sea http://t.co/86wZognH Too much math, & not enough knowledge of how people, business & finance really work $$ Jan 21, 2012
  • Clever article $$ RT @srussolillo: A Standard, and Poor, Way of Investing http://t.co/mRr6rlve via @WSJ Jan 21, 2012
  • Collateral squeeze as strong as ever, Icap says http://t.co/v4QZvndP The big Draghi LTRO reduces repo rates & reduces repo volumes $$ Jan 21, 2012
  • Deutsche Analyst Sounded Alarm When Asked to Alter Numbers http://t.co/kPBGzk3o The pressure to get AAA ratings may have led to cheating $$ Jan 21, 2012
  • Investors plowing money into farmland — but could come a cropper http://t.co/129i3pbR With all of the debt being applied, likely a bubble $$ Jan 21, 2012
  • I would not be quick to criticize all hedge funds off of this.  Most investors are trend-followers, and this affects … http://t.co/50fK1lG8 Jan 21, 2012
  • point counterpoint http://t.co/VerP28OY @researchpuzzler explains why many investment organizations need a process for challenging theses $$ Jan 21, 2012
  • More myths around Greek CDS trigger risk http://t.co/PH8s3iwB @soberlook sets the record straight; risks are lower than most think $$ Jan 21, 2012
  • Your Inner Beardstown Lady http://t.co/QKPIopWf We all need to feel good about our investing, so we systemically overestimate our returns $$ Jan 21, 2012
  • How the Fed defeated President Truman to win its independence http://t.co/srUcFrKq Independence squandered by Greenspan & Bernanke $$ Jan 21, 2012
  • RT @maoxian: For every ~5000 followers you should be on ~350 lists. Easy to calculate number of fake followers on Twitter with the follo … Jan 20, 2012
  • About Rising Inflation, Please Remain Worried http://t.co/u8tIk0RA Maybe someone should suggest 2Krugman the fiscal multiplier is negative Jan 20, 2012
  • Global Deleveraging – You Are (Not) Here http://t.co/J4rCGvGL US only 1/3 of the way to Swedish levels of deleveraging $$ ht @historysquared Jan 20, 2012
  • RT @historysquared: Japan’s turn, or another false start. $USDJPY http://t.co/0ncucYLE $$ Which straw will break the camel’s back? #crunch Jan 20, 2012
  • Japan, Spain & France go up $$ RT @historysquared: Debt & deleveraging: Uneven progress on the path to growth http://t.co/sj3cljZU #ouch Jan 20, 2012
  • Portugal to need “debt haircut” as economy tips into Grecian downward spiral http://t.co/F40Huo5a Just when you thought Greece was all $$ Jan 20, 2012
  • Shilling says new global recession is here http://t.co/hWEMiSkg Europe leads downturn, US poised for milder decline; he suggests long Tsys Jan 20, 2012
  • RT @herbgreenberg: JP Morgan today: “We are currently witnessing THE LARGEST DROP IN REALIZED CORRELATION IN THE HISTORY OF THE US MARKE … Jan 20, 2012
  • Governments in a Hole as Land Sales Plummet http://t.co/pJA2dZN7 Local govts in China rely on land sales 2 fund budgets, slowdown bites $$ Jan 20, 2012
  • Further Thoughts on Real Estate’s Impact on GDP http://t.co/86NwJQ6S 0% growth in property investment could push China into “hard landing” Jan 20, 2012
  • Retiree Imbalance Underlies Filing http://t.co/thdWL5sw Re $EK, always easier 2 offer more benefits, play w/assumptions, pay no $$ cost Jan 20, 2012
  • Three of a Kind http://t.co/YV57WRl5 Debt ceiling issues; Corporations lobby, get subsidies & pay no taxes; cost savings in Medicare, not $$ Jan 20, 2012
  • Corporate Debt to Surge in Sweden as Bank Credit Dries Up http://t.co/11mDdeYP Rising bank capital requirements reduce lending, +bonds $$ Jan 20, 2012
  • Students Shift to Computer Science http://t.co/cYPCTqwO Computing now penetrates into most lines of business and academic discipline $$ Jan 20, 2012
  • ITU Global Market Data http://t.co/VsUK6MEE Cool graphic showing the global growth of wireless & broadband over the last 10 years $$ #cool Jan 20, 2012
  • Army Foresees Expanded Use of Drones in US Airspace http://t.co/atcbzCmW Aren’t there some civil liberties issues here? Posse comitatus? $$ Jan 20, 2012
  • Housing Inventory Ends Year Down 22% http://t.co/xNbdrJkq There is a lot of dark supply out there, waiting to sell when prices rise $$ Jan 20, 2012
  • RE: @bloombergview It also perpetuates malinvestment.  We overinvest in housing and banking in the US, to the detrime… http://t.co/2yLTBqH5 Jan 20, 2012
  • @D_T_A_F In 1988, I read The Media Lab: Inventing the Future at M. I. T. http://t.co/orSrsFsa Xerox lost a lot, I learned a lot, great book Jan 20, 2012
  • New from Aleph Blog The Rules, Part XXIX: Risk premiums should never be capitalized, they should only be taken i… http://t.co/rrhWkItf Jan 20, 2012
  • New from Aleph Blog On Predicting the Future, Redux: From a reader, ptuomov:If you run a regression of the magen… http://t.co/MGBbnUAq Jan 20, 2012