Sorted Weekly Tweets

Eurozone

 

  • Spain Grazing Junk Status Fuels Contagion Risk http://t.co/bEvUbpcE Life is tough near the tipping point; EZone unstable by design $$ Jun 16, 2012
  • A Conversation on Europe’s Political Economy with George Friedman and John Mauldin http://t.co/HysUyF2N Can EZone politics work? $$ 9min vid Jun 15, 2012
  • ECB Tells Court Releasing Greek Swap Files Would Inflame Markets http://t.co/pASYdDNC All-wise ECB tells us we can’t handle the truth $$ Jun 15, 2012
  • Central Banks Warn Greek-Led Euro Stress Threatens World http://t.co/fwFSb7wr Central Bankers will dilute the curncys2pay bank ruptures $$ Jun 15, 2012
  • Draghi Hints ECB Is Ready to Act http://t.co/dG4QRLTE Nobody else is doing much, so Draghi takes the next step 2 $$ looseness #FTL Jun 15, 2012
  • Merkel?s options: Pay, inflate, or else? http://t.co/6iyl3f0H If the Germans want2keep EZone, must give up @ least 1 of their goals $$ Jun 15, 2012
  • Bond Parishioners Are Leaving The Euro Church http://t.co/szDlBJ5m “Liquidity never cures solvency problems which is exactly where we r now” Jun 14, 2012
  • David Rosenberg Channels Felix Zulauf http://t.co/7g7JN8e5 High debt levels combined w/inflexibility of Euro make solutions tough $$ Jun 14, 2012
  • Germany and Greece: a tale of estrangement http://t.co/2YFZ2xDY Greece was probably hopeless, but Germany raised/dashed expectations $$ Jun 14, 2012
  • Switzerland joining the Eurozone would have to join the EU; would not solve the currency problem but merely make the problem permanent $$ Jun 14, 2012
  • The Dangers of Switzerland’s Currency Strategy http://t.co/ryydgM5Q Switzerland should join the euro http://t.co/zdotnFSb $$ Jun 14, 2012
  • I would love to meet Angela Merkel & discuss the Eurozone w/her, but I know my limits, i am not important enough 4 that 2 happen $$ Jun 13, 2012
  • ?German history teaches us compellingly that isolation would spell disaster,” I don’t agree, and think dissolving the Euro would b best $$ Jun 13, 2012
  • Spanish, Italian Yields Leap Higher http://t.co/KkIgKyYJ How long, to the point of no return? $$ Jun 12, 2012
  • Whole world feels soggy $$ RT @agnestcrane: So much for the Spanish bank bailout bounce. Dow down 1.24%, 10-Yr Tsy back below 1.6%. Jun 11, 2012
  • RT @historysquared: ?We cannot push through a banking union when the French have just cut their retirement age to 60 and we have raised … Jun 11, 2012
  • Greek Blackouts Risked as Power Companies? Cash Runs Out http://t.co/qtOOodzG When does Greece finally realize their nation has failed? $$ Jun 11, 2012
  • Italy Moves Into Debt-Crisis Crosshairs After Spain http://t.co/SDEe8FQm That’s the nature of contagion; In the EU contagion is ragin’ $$ Jun 11, 2012
  • +1 $$ RT @Queen_Europe: Well, the Spanish might be too big to bail but at least they hold their press conferences on time. #BeingGerman Jun 09, 2012

 

Energy

 

  • Venezuela’s Massive Oil Reserves ‘Irrelevant’? http://t.co/rhEZlZXJ Highlights Chavez’s mismanagement of industry, especially crude oil $$ Jun 15, 2012
  • Nationalised oil can deliver output growth http://t.co/o0ssVqXb Overly laudatory piece praising the virtues of state-run oil companies $$ Jun 15, 2012
  • Unconventional oil to alter geopolitical balance http://t.co/RABAp9FT Balance may get tilted, but I would not expect self-sufficiency $$ Jun 14, 2012

 

Financial Sector

 

  • Duke, GE Tempt Savers With Higher Yield Than Money Funds http://t.co/3HJ3BKzK I would be careful; single creditor risk w/no gtees $$ Jun 16, 2012
  • Jamie Dimon Welcomes You to the Next Financial Crisis http://t.co/6oyULAic Could $JPM make $$ anticipating EZone finl crisis? from @moorehn Jun 15, 2012
  • Why it’s time for higher interest rates http://t.co/xjmZMNub Sheila Bair takes on Paul Krugman & Ben Bernanke’s overly loose $$ policy Jun 15, 2012
  • Americans See Biggest Home Equity Jump in 60 Years http://t.co/Yq5nHxtn Another bright spot, but still lotta mtges r inverted $$ Jun 14, 2012
  • Large Institutions Discuss New Marketplace for Bonds http://t.co/t9j4sEtk Few holders, large lot sizes, usually self-liquidating $$ Jun 14, 2012
  • Private Equity Has 2 Much Money to Spend on Homes http://t.co/VPToSU8I Don’t get how many residences can b managed @ reasonable expense $$ Jun 14, 2012
  • @mickwe Thanks, Mick, I get it. I have “traded” illiquid securities in my life and have a feel for when claims r invalid. $$ Jun 13, 2012
  • Mortgages Beating Junk Bonds as Homes Top Europe http://t.co/HTjhcz7T Mkt more accepting of nonconforming mtge risk than Eurozone or junk Jun 13, 2012
  • ‘ @GaelicTorus Cool, hexadecimal yields. There are only 10 types of people in the world, those that get binary, and those that don’t $$ Jun 12, 2012
  • Loophole at MF Global Is Headache for Regulators http://t.co/P1xUc1Y5 Except Corzine, senior execs weren’t registered w/regulators $$ Jun 12, 2012
  • Why do I get so many pump&dump scams in the mail? I’m getting tired of the liars that call themselves analysts who profit from promoting $$ Jun 12, 2012
  • In other words, the crisis hit people who thought they were well-off because of overpriced housing assets; this really isn’t news $$ Jun 12, 2012
  • Family Net Worth Fell Almost 40% Between 2007-2010 http://t.co/W4rfdy1o Effect largest on 2nd wealthiest quintile $$ Jun 12, 2012
  • Wrong: Hedges’ Assets: $5 Trillion http://t.co/1fcWfhWK Mkt habitat 4 HFs limited by relatively efficient mkts & volatility avoidance $$ Jun 12, 2012
  • Banks seek to offload risk on insurers http://t.co/6laka8hb Check my comment at the end; I am dubious that this would work. $$ Jun 12, 2012
  • Panel Finds U.S. and Europe Behind Schedule on Financial Rules http://t.co/zGlSjrG6 Not too surprising regulating financials is complex $$ Jun 11, 2012
  • Bond Bubble Dismissed as Low Yields Echo Pimco?s New Normal http://t.co/lRtwy360 How do you guarantee receiving value in the future? $$ Jun 11, 2012
  • Need Money? Just Ask Your Customers http://t.co/Ce6pj7QL Clever move by companies raising $$, but people who lend to them r patsies $$ Jun 11, 2012

Rest of the World

 

  • With Tax Deal, Japan Deals Initial Blow to Big Debt Problem http://t.co/U5srcgjK Japan still has to fight their population shrinking $$ Jun 16, 2012
  • Ex-Soros Adviser Fujimaki Says Japan May Default by 2017 http://t.co/n0G6TBAC Disagree that Japan will precede Eurozone $$ $FXY Jun 15, 2012
  • Rain, Pests Imperil India?s Wheat Crop as Warehouses Full http://t.co/Qib0xsck What 2do w/a bumper crop that came at the wrong time? $$ Jun 14, 2012

 

Political

 

  • Harvey Golub: A Simple Tax Code Is a Fair Tax Code http://t.co/hwUwbVfE Similar2my proposals: focuses on defn of income, not tax rates $$ Jun 15, 2012
  • Scalia represents the Constitution, which is against Obama and Bush’s Imperial Presidency views. He may be sarcastic? http://t.co/rEc5icLe Jun 15, 2012
  • Inequality: It?s Even Worse Than We Thought http://t.co/hMkbGXBp Highlights Warren Buffett’s ability to avoid capital gains taxation. $$ Jun 14, 2012
  • That said, inequality is unavoidable in a productive society, because some people work harder or smarter than others $$ Jun 14, 2012
  • @StockTwits It’s really difficult to get a muni bond to default. Ch 9 allowed in 48% of states, even then state approval sometimes needed $$ Jun 14, 2012
  • Medicaid Fraud Audits Cost Five Times Amount U.S. Found http://t.co/E3Z5d2zt Can’t win 4 losing here. How to fight Medicare fraud? $$ Jun 14, 2012
  • Romney Aide Oversees Fundraising That Makes Him Cash, Too http://t.co/mMQdDf7e Zwick definitely works hard, but he gets a lot for it. $$ Jun 13, 2012
  • ‘ @FrankButcherr If something similar happened in an SEC-regulated context, charges could b brought. But I am not an expert here. $$ #CFTC Jun 12, 2012
  • Obama to Revisit Economic Debate http://t.co/AVbVrgzV A Presidency of Excuses http://t.co/6gv8rkT1 Is fiscal multiplier positive? $$ Jun 12, 2012
  • Odd if there is no CFTC regulation that says if you acting in a regulated capacity but you aren’t registered to do so, that’s not a crime $$ Jun 12, 2012
  • States Remain Cautious Even as Finances Improve http://t.co/hAHCBq8F Things better but c this pensions article http://t.co/RQ4PMswj $$ Jun 12, 2012
  • Familiar w/author; good guy knows his stuff RT @jasonzweigwsj: who is to blame for the state & municipal budget crisis? http://t.co/YMkU2a9h Jun 12, 2012
  • Obama?s formula for more economic growth? More government http://t.co/eMw5UYiR Obama only has hammer; everything looks like a nail to him $$ Jun 11, 2012
  • @lorriebarkins My friend Cody Willard would say,”flip it,” so I say, “teach them to vote against Republicans and Democrats.” Both r fools $$ Jun 10, 2012

 

Company & Industry News

 

  • Truckers as Leading Indicator Show Stable U.S. Economic Growth http://t.co/irRAJpNm Bright spot amid punk economic conditions $$ Jun 14, 2012
  • GM’s Chief Labors to Get Rebuilt Car Maker Into Gear http://t.co/dFmKObdy New $GM was not in bankruptcy long enough 2 kill old GM $$ Jun 12, 2012
  • RT @ampressman: @AlephBlog They’re saying it now so justices can point to it in fantasy opinions, just like the majority in Citizens United Jun 12, 2012
  • Wrong: Insurers Stand Firm on Benefits http://t.co/aQ0NxDiu These changes will disappear due2 competitive pressure post-strikedown $$ Jun 12, 2012
  • Patents may not be as valuable post-Posner’s ruling in the $GOOG – $AAPL trial. Can’t patent basic things. http://t.co/L4rIhlkc $$ Jun 12, 2012
  • Companies Shape Curricula in New University Partnerships http://t.co/LhkAI3qi Good in some ways; wonder if this limits creativity? $$ Jun 11, 2012
  • Best Time for Best Buy Bid Now as Founder Exits http://t.co/41B34pdm Really doubt $BBY goes private; deteriorating erns, internet competes Jun 11, 2012
  • +1 RT @StockTwits: Love This! – Famous judge spikes $AAPL v $GOOG case, calls patent *system ?dysfunctional? http://t.co/WXOjNmmi via @gigaom Jun 09, 2012

 

China

?

  • China one-child policy leads to forced abortions, mothers’ deaths http://t.co/JiwypM8q Yes, forced abortions in China & don’t care 4 moms $$ Jun 16, 2012

 

Market Factors

 

  • Foreigners Snap Up Properties in the U.S. http://t.co/4oeyYAey Offers wealthy foreigners options in a crisis & for vacations/college $$ Jun 12, 2012
  • Junk Yields Fail to Deter Investors Seeing No Recession http://t.co/YPeNc1HP Remember, the junk bond mkt works on a yield not spread basis Jun 12, 2012
  • @fuzzyinvesticle @dpinsen I put more trust in the Q-ratio, CAPE, Price/Resources, & @eddyelfenbein ‘s view stock market as a bond measure $$ Jun 12, 2012
  • The Two Reasons Stocks Won’t Get as Cheap as They Did in 1982 http://t.co/QXXjdUCc Reasons: low int rates, high buybacks. Not convinced $$ Jun 11, 2012
  • Counting on an Inheritance? Count Again. http://t.co/1Z0cnjkl Far more likely that u will support your parents than receive a bequest $$ Jun 11, 2012
  • Impressed w/ @saraeisenFX Asks great questions of Marc Faber http://t.co/pgDzHIhf & George Papandreou http://t.co/hgn8K Buy #video $$ Jun 11, 2012
  • @newrulesinvest I also admire and voted for Terrance Odean & Jason Zweig; they are bright men who deserve attention by all. $$ Jun 11, 2012
  • @BoydRoddy Thank you Roddy, and I am honored to be mentioned in the same sentence as the estimable @John_Hempton. $$ Jun 11, 2012
  • . @lorriebarkins I teach people about money so that they will b wiser; wise people r less easily taken by hucksters & popular fads $$ Jun 10, 2012

 

Miscellaneous

 

  • Just felt weird, but I laughed $$ RT @ReformedBroker: We Are All Rajat Gupta Now. Not sure what that means, just felt right. Jun 15, 2012
  • ‘ @GaelicTorus It’s my opinion that markets don’t create liquidity; they reflect the native liquidity of the asset being traded $$ #testidea Jun 14, 2012
  • @Pfro That’s not my experience. We have come so far on racism in the US that my adopted black children haven’t experienced it. $$ Jun 12, 2012
  • RT @ToddSullivan: Keep hearing people tell High School Grads “these are the best years of your life” …what a terrible message to send … Jun 11, 2012
  • RE: @wstreetallstars Wow, Cody, very glad that you survived.? What an ordeal.? Praying for you, and those near you. http://t.co/HcuU6R89 Jun 11, 2012
  • @asymmetricinfo Brings meaning to the phrase “Lied like a finance minister on the eve of the devaluation.” Jun 11, 2012
Theme: Overlay by Kaira