Sorted Weekly Tweets

Monetary Policy

 

  • Central Banks Can’t Save the World http://t.co/SLzVcZ0r No duh, since printing $$ isn’t productive it can’t do anything to help us. $$ Aug 04, 2012
  • Another example of how loose monetary policy in the West inflates bubbles in the fringe economies. http://t.co/xA3cKNFh Aug 03, 2012
  • Central Banks Seek New Crisis Options http://t.co/z3pLZdbw Fed & ECB straining @ the political limits of what they can & should do $$ Aug 02, 2012
  • SNB-central bank or hedge fund? http://t.co/LFuad30w Policy makers err in thinking they can control markets: task beyond ability of mortals Aug 02, 2012
  • Ghost of 2008 Haunts Fed as Companies Take Short View on Risk http://t.co/Wl6KgzdS When policy is not sustainable, businessmen cautious $$ Aug 01, 2012
  • Ben Bernanke Could Lose for Same Reason as Olympic Sailor http://t.co/aPBZLuwN Strong growth resumes when bad debts are liquidated $$ Aug 01, 2012
  • Deflation Dismissed by Bond Measure Amid QE3 Anticipation http://t.co/pK0cLw5e Link2 5yr inflation 5yrs forward http://t.co/ZVA74EmF $$ Jul 30, 2012

 

Energy

 

  • Tesoro lifts volumes of Bakken rail project http://t.co/eKzsyOu2 Coastal v. central difference in oil prices incent rail delivery of oil $$ Aug 02, 2012
  • Buffett Railroad Beats Coal Slump With 75% Gain in Oil http://t.co/VK50miRq From coal to crude oil, frack sand, automobiles, pipes &c $$ Aug 02, 2012
  • Oil Can’t Go Down http://t.co/CV73DUqW Offers long term arguments that we aren’t finding cheaper-to-produce oil, short-run YMMV $$ Jul 30, 2012

 

Financials

 

  • Where Are the Move-up Home Buyers? http://t.co/MDlos0oL Low end of housing in good shape, will take a while for the high end 2 recover $$ Aug 01, 2012
  • Libor Punishment Could Be Worse Than the Crime http://t.co/jyRCvVtw There’s a lot to unscramble here, and first do no harm should apply $$ Aug 01, 2012
  • RE: @bloombergview First do no harm. LIBOR dampens volatility during a crisis vs market-derived measures, which are m… http://t.co/q7cLqTpI Aug 01, 2012
  • “Really doubt getting closer to zero will make banks lend. Fear >> Greed $$” — David_Merkel http://t.co/ajgZ7K60 http://t.co/M2DtNp4p #fedup Jul 30, 2012
  • Bank Breakups: Not So Fast http://t.co/CB4TYM4o Think most of TBTF came from allowing interstate branching, not investment banking $$ Jul 30, 2012
  • 10 Things Credit Scores Won’t Say http://t.co/3KIeIqH0 More powerful than most people imagine, & less uniform, customized 4 diff uses $$ Jul 30, 2012

 

Investing

 

  • If I use your framework, that gets me to a 2% real return assumption for stocks. Current dividend yield is… http://t.co/ssMBpc2L Aug 03, 2012
  • Wrong: Verizon, AT&T, Altria Among Top CDS-Adjusted Dividend Stocks http://t.co/fHEfo9jF This is another misuse of CDS spreads $$ Aug 02, 2012
  • Fair disclosure for last tweet: Long $HPQ common Aug 01, 2012
  • Wrong: Debt Markets Aren’t Only Worried About HP, but Dell and Others, Too http://t.co/ho8hqt8R CDS mkt spooked, bigger bond mkt calm $$ Aug 01, 2012
  • RT @KidDynamiteBlog: hearing NYSE is reviewing trades from this AM. Cancelling them would be the worst thing they could possibly do. @r … Aug 01, 2012
  • “You need to learn more about bonds & CDS before you write about them.” — David_Merkel http://t.co/zcTji7O6 $$ Aug 01, 2012
  • Seeing a weird inverted market in $PSX w/bid $1 > ask. Weird, why doesn’t it clear. FD: long $PSX for myself & clients Aug 01, 2012
  • Cult Figures http://t.co/7yDHHbqn Bill Gross explains why future equity returns won’t b as high as the past, unless it is due 2 inflation $$ Aug 01, 2012

 

International

 

  • The Crushing Burden of Old Debt http://t.co/SHXhIYbN True of many places; there are more debt claims than resources to pay them at par $$ Aug 04, 2012
  • Shock, Ore and Chinese Steel http://t.co/j7HBuIHI When you can no longer cover variable costs, time to shutter high cost capacity $$ Aug 02, 2012
  • RE: Europe hasn’t tried austerity yet. The debts are still growing as a % of GDP. $$ http://t.co/NbaAxKZN Aug 01, 2012
  • India’s Power Grid Collapses Again http://t.co/BmQKGyJZ “half of India’s population – reportedly impacted” $$ Jul 31, 2012
  • Merkel Allies Harden Opposition to Granting Bank License to ESM http://t.co/cgca4EW4 Right hand taking back what left hand gave $$ Jul 31, 2012

 

TheStreet.com

 

 

Politics

 

  • The Bad History Behind ’You Didn’t Build That’ http://t.co/Yd8vyYlA Obama was deliberately ambiguous; prime motive was 2 dis entrepreneurs Aug 04, 2012
  • Obama authorizes secret US support for Syrian rebels http://t.co/s0PJ8Hx1 US allies itself w/Turks & Saudis against Alawite dictatorship $$ Aug 02, 2012
  • California Says Tax Revenue ‘at Risk’ From Facebook Drop http://t.co/ZLzQuFHE Normal 4 bad surprises 2 happen 2 those w/liberal acctg $$ Aug 02, 2012
  • Protesters Break Into Nuclear Complex http://t.co/yhn1WRvV Gotta admire the tenacity of a bunch of aged Catholic old-style liberals $$ Aug 02, 2012
  • Republicans Buoyed by Freshmen Seek Rewrite of Tax System http://t.co/TE8HeV3s SImplify, flatten, elim deductions/credits 4 corp/indiv $$ Aug 02, 2012
  • Postal Service to Miss $5.5B Payment to US Treasury http://t.co/zcgaQDWa Raid Employee benefits, or raise stamp, $UPS & $FDX prices? $$ Jul 31, 2012
  • The Man Who Saved Capitalism http://t.co/6qBtGnXI Milton Friedman did many good things, but saying he saved Capitalism is hagiography $$ Jul 31, 2012
  • Indirectly, tax $$ would fund principal reductions RT @diana_olick: #Obama gets a big NO on slashing #mortgage debt: http://t.co/N1vHNnDj Jul 31, 2012
  • Punctuation Nerds Stopped by Obama Slogan, ‘Forward.’ http://t.co/uRjpoBdq An ! would have worked better. What state’s motto is Forward? Jul 31, 2012
  • Why Capitalism Has an Image Problem http://t.co/xQIwll6s We need to save capitalism from capitalists *&* the enemies of capitalism $$ 😉 Jul 30, 2012
  • US loves cops and firefighters – but not their pensions http://t.co/ioSglMne The pension cost is 2high, and politicians ignore the cost $$ Jul 29, 2012
  • @MikeImbery Then explain why we support anti-freedom governments that support our political aims. Israel, Egypt, Saudi Arabia, India, etc. Jul 29, 2012
  • That last tweet was meant to highlight the dual nature of US foreign policy, & while it is not lily white, it is better than alternatives $$ Jul 29, 2012
  • Charles Hill: The Empire Strikes Back http://t.co/9oY16P9A The US is an anti-empire providing freedom, so long as its aims endure $$ Jul 29, 2012

 

Other

 

  • I also don’t do #FF often but I ask my followers to follow @japhychron Aug 04, 2012
  • Just spent a fun 90 minutes discussing economics, banking, etc. w/ @japhychron in beautiful Ellicott City. It was a great time $$ Aug 03, 2012
  • WSJ home page is causing Firefox to lock up as it absorbs more and more memory until the system dies. Anyone else experiencing that? $$ Aug 03, 2012
  • This article reinforces the notion that the mainstream media does not understand conservative evangelicals. Chick-Fi… http://t.co/WoANS3bi Aug 03, 2012
  • Will Publishers Perish? http://t.co/2qveRV4I Arends: As self-publishing gets easier, the book business faces a major shake-out $$ #yup Aug 02, 2012
  • WSJ Olympic Medal Tracker http://t.co/P4kKLdcb #WSJLondon2012 Interesting graphical depiction of the Olympic Medal Standings $$ Aug 01, 2012
  • My Education in Home Schooling http://t.co/jXFF2BTT She makes more fuss than most homeschoolers do; it is easy to beat public schools $$ Jul 29, 2012

 

Comments

 

  • RE: @bloombergview Simplify: “Customer account segregation should never be compromised.” Fits in a tweet. $$ http://t.co/e6TnFVbT Aug 02, 2012
  • @kaylatausche Buffett doesn’t believe in the Sabbath, but likes high-margin focused entrepreneurs w/ethics. Many Christians buy there $$ Aug 01, 2012
  • @kaylatausche 1 logical buyer for those wanting 2 preserve corporate culture: Buffett. Has 1-2 retail businesses closed on the Sabbath $$ Aug 01, 2012
  • @izakaminska I though the same when I looked at the moon this evening over Ellicott City, MD. $$ Aug 01, 2012
  • @izakaminska I hear you, and think similarly. If nothing else, the “terms of Service” will become tighter. Love your work, Izabella. $$ Aug 01, 2012
  • @izakaminska Okay, it’s not a perfect solution, but it is good enough that 10% of the time, the account has been suspended when I try it $$ Aug 01, 2012
  • @izakaminska I regularly use the “block & report spam” feature of twitter to get rid of trolls and spammers, shouldn’t that solve it? $$ Aug 01, 2012
  • @sandbergadvisor Ding, you were the first to get Wisconsin’s motto, “Forward” $$ Jul 31, 2012
  • @felixsalmon On medals, original link: http://t.co/h8cEhIHo ultimately coming from story here: http://t.co/8C2vQR3P Jul 31, 2012
  • @felixsalmon “The value of the materials in the gold medal is about $644, silver about $330, and bronze about $4.71” http://t.co/6MWND6Mz $$ Jul 31, 2012
  • @felixsalmon The silver medal is 92.5% silver, the rest copper. Bronze medal is 97% copper, 2.5% zinc & 0.5% tin. S/b “Copper medal” $$ Jul 31, 2012
  • @felixsalmon oops, here’s the metallic composition: http://t.co/SP3zXzs9 The 2012 gold medal is 92.5% silver, 1.34% gold, rest copper. $$ Jul 31, 2012
  • @felixsalmon At the relative prices, that’s a gold medals table, assuming the medals are the same size and are purely that metal $$ Jul 31, 2012
  • “The solution is simple. Raise stamp prices, and the fees they charge UPS & Fedex for “going the…” — David_Merkel http://t.co/0zaUbegb $$ Jul 31, 2012
  • @munilass I’ve reviewed enough crisis books that I can’t read them anymore; I scan 2c what they observe & ignore $$ http://t.co/Zy8nfeZh Jul 31, 2012
  • @TFMkts I agree; I’ve written about the problems w/levered ETFs. Kass is big enough, he can short bonds directly if he wants. Not hard $$ Jul 30, 2012
  • I know and agree; I’ve written about it. Suspect he shorts bonds directly RT @tradingpoints: you can’t hold $TBT on that time-frame – wow – Jul 30, 2012
  • “Small cap Japan: low valuations, low leverage, low expectations.” — David_Merkel http://t.co/LfuLH8WD Jul 30, 2012
  • RE: @CharlesSizemore I think you gave a good summary.  Here’s my more bearish take: http://t.co/1gW2Js52http://t.co/LVwWQEJj Jul 30, 2012
  • I disagree w/Kass here, though he is generally a clever investor. He is also more of a trader than most… http://t.co/BpynxRQR Jul 30, 2012