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Recent Tweets

  • Probable RT @moorehn: Because I’m pretty sure John Reed was super-excited to bust Glass-Steagall until Sandy Weill outsmarted him. Jan 31, 2012
  • RE: @finadd I think the US has two possible ways out with $AIG. Take control, break it up, and auction off the piece… http://t.co/RjjxqMpG Jan 31, 2012
  • Modern version of the Roman Empire: the Greeks resume their role as slaves; sadly, they don’t regain their position as intellectuals $$ ;) Jan 30, 2012
  • Germany Wants Veto Power Over Greek Budgets http://t.co/7PmugGmy “odds would favor Greek politicians rebuffing Merkel’s power move” $$ Jan 30, 2012
  • Corporate cash hoard screams ‘buy’ for investors http://t.co/mVtjHeey Not so. Large amounts of excess cash rarely get used well $$ #paydivs Jan 30, 2012
  • Why Tech Stocks Look Better—Even 4 the Risk Averse http://t.co/HOA9QqIX Valuation, Volatility, Financial strength & Low expectations $$ Jan 30, 2012
  • Spanair Collapse Puts Europe’s State Airlines on Alert http://t.co/XGrgHnbt Too much capacity & govts strapped, can’t bail them out $$ Jan 30, 2012
  • Greek Debt Talks Risk Derailing EU Summit Plan http://t.co/7B83ydbn Any relief will b temp; how much sovereignty r they willing to lose $$ Jan 30, 2012
  • Are Pension Forecasts Way Too Sunny? http://t.co/J9NLBgl9 They assume the weather of Hawaii while their clients live in Alaska. $$ Jan 30, 2012
  • Weaning Off ‘Alternative’ Investments http://t.co/kbViW06T Alternative became faddish & overused, now SC pensions reduces exposure $$ Jan 30, 2012
  • The Coming Tech-led Boom http://t.co/upoH7PoK Overly optimistic in my opinion, but does give a decent feel for where growth may come $$ Jan 30, 2012
  • Just Too Much Money http://t.co/QBltc7em Tough for companies to use a lot excess cash wisely, so valuation suffers. $$ #paydividends Jan 30, 2012
  • Money From MF Global Feared Gone http://t.co/iflSoXDJ Saying the money is gone isn’t news; acctg is double entry, this can be tracked $$ Jan 30, 2012
  • The fundamentals behind strong HY fund flows http://t.co/MUMwnX7J There seems to be a lot of retail money chasing yield at present $$ Jan 30, 2012
  • Thanks, James, I’ll give it serious thought, as I have been approached to write a book on Value Investing. http://t.co/D0J7puh3 Jan 30, 2012
  • Time to ride the commodity bull http://t.co/Awnruk2F I’m less certain here, this looks like a rally by specs, not from end-user demand $$ Jan 30, 2012
  • Hedge Funds Lift Bets to Two-Month High as Rally Accelerates: Commodities http://t.co/HuPyLVV7 Interest coming from specs, not hedgers $$ Jan 30, 2012
  • Living In A QE World http://t.co/HIqfrZp5 The degree to which central banks around the world are printing money is unprecedented. $$ Jan 29, 2012
  • I get a special enjoyment out of cutting up an AARP card after they mail one to me or my wife. I do not agree with the intergenerational war Jan 29, 2012
  • Yes! RT @Convertbond: There’s only one @rcwhalen must follow Jan 29, 2012
  • Francis Fukuyama on the Financial Crisis http://t.co/3WaRPv66 Five good books on the crisis; I’ve read 3 of them. Well-done Q&A. $$ Jan 29, 2012
  • Amazon’s Hit Man http://t.co/mBzIFjGb Larry Kirshbaum was the ultimate book industry insider—until $AMZN called. Industry disruption here. Jan 29, 2012
  • Taking Your Pension Private http://t.co/1lwRZSHG Consistent cash flow & want to shelter a lot of $$ from taxes? Set up your own DB plan. Jan 29, 2012
  • Inflation and the central banks’ new paradigm http://t.co/C6kM8rTG Base money eventually turns into price inflation after 5-10 years $$ Jan 29, 2012
  • Two articles from the Economist on Private Equity http://t.co/sOCGpsB2 & http://t.co/4ldGEIbT Returns r not high 4 current vintages $$ Jan 29, 2012
  • What You Can Learn From Mitt’s Tax Return http://t.co/0ODXKrLX Clever tax planning, plus playing it conservative to avoid audits $$ Jan 29, 2012
  • Sumup Yr Inv Philosophy 10 Words? http://t.co/EOntUSQT Margin of Safety. Understand Industries. Analyze Cashflow. Buy Quality. Rebalance Jan 27, 2012
  • A Wave of Sovereign Debt Defaults and High Inflation Would be Normal, suggest research from Rogoff and Reinhart http://t.co/2Ot0ExaA Wow $$ Jan 27, 2012
  • A less opaque Fed will become boring http://t.co/Ul8sA3Jn Reads like the author wants to do Bernanke’s authorized biography $$ Jan 27, 2012
  • The End of Japanese Mercantilism http://t.co/KKpGsCHR Ends not with a bang but a whimper. But will it be the same for China? $$ Jan 27, 2012
  • Investors Abandoning Copper, Cotton, Crude http://t.co/gFXJ6LeG Often after price peaks, volumes reduce, specs don’t have one-way bet $$ Jan 27, 2012
  • Greek Debt Wrangle May Pull Default Trigger http://t.co/XwNISUaH Collective Action Clause may allow CDS 2 trigger, avoids outright default Jan 27, 2012
  • New York Times Co. Faces Leadership Vacuum http://t.co/WT2c6m5y $NYT core business has continued margin pressure from loss of ad revenues Jan 27, 2012
  • Maybe the trading robots hit a feedback loop. http://t.co/tFCcFi6l Jan 27, 2012
  • Words Not Spoken in Obama State of Union Address Speak Volumes, Too http://t.co/Tghox7qE Education, Public Pensions, Entitlements, Fgn pol Jan 27, 2012
  • Smurfs Get Caught Short as $JAKK Toy Takeover Seen 4 20% Less http://t.co/3aladAYA @reformedbroker: Smurf Alert & profitability stinks $$ Jan 27, 2012
  • Innovate Without Mercy Is Lesson of RIM http://t.co/tcF4AL0a Engage in creative destruction of your own company, or someone else will $$ Jan 27, 2012





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Disclaimer


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.


Also, though David runs Aleph Investments, LLC, this blog is not a part of that business. This blog exists to educate investors, and give something back. It is not intended as advertisement for Aleph Investments; David is not soliciting business through it. When David, or a client of David's has an interest in a security mentioned, full disclosure will be given, as has been past practice for all that David does on the web. Disclosure is the breakfast of champions.


Additionally, David may occasionally write about accounting, actuarial, insurance, and tax topics, but nothing written here, at RealMoney, or anywhere else is meant to be formal "advice" in those areas. Consult a reputable professional in those areas to get personal, tailored advice that meets the specialized needs that David can have no knowledge of.

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