Sorted Weekly Tweets

Politics

 

  • Bernanke Letter Defends Fed Actions http://t.co/COYtCtzg Hope the election brings enough change that we end up w/a fresh Fed Chairman $$ Aug 25, 2012
  • Private equity tax questions for Mitt Romney http://t.co/hXaAu0sR 1) Carried interest 2) Corporate interest deductions 3)Mgmt fee waivers $$ Aug 24, 2012
  • Sorry, Henry Blodget, You’re Wrong About Election 2012 http://t.co/5DghXuzI Religious Conservatives r viewed as suckers 2 support the GOP $$ Aug 24, 2012
  • Obama Supporter Suggests Anti-Mormon Whisper Campaign http://t.co/ism2YbbR Too obvious. Democrats pay Evangelicals to describe Mormonism $$ Aug 24, 2012
  • The Treasury’s Oversimplified View of Its Mortgage Relief Effort http://t.co/cwm1rrX8 The program did wonderful things… for the banks $$ Aug 23, 2012
  • Top six myths about Medicare http://t.co/qKYGtsLT Mostly correct but #3 brings lower quality & #6 is wrong, see: http://t.co/WvPr4giZ $$ Aug 23, 2012
  • White House Worked With Buyout Firm to Save Plant http://t.co/KPKHvZC5 Government help to get deals done begets more of the same $$ Aug 22, 2012
  • Consider keeping Bernanke, top Romney adviser says http://t.co/3Kp575gA This is rhetoric, if Romney is elected, Hubbard will chair Fed $$ Aug 22, 2012
  • Is BUBB (breaking up the big banks) now a ‘conservative imperative’ ? http://t.co/exRI726x I like $BAC so much; there should b 50 of them $$ Aug 21, 2012
  • Why Democrats think taxes will need to rise by more than 50% http://t.co/VUlfCM6K Entitlements will drive change in America but what change? Aug 21, 2012
  • How the tea party beat Occupy Wall Street http://t.co/SAUzzNog No contest. The t-party organized politically, & #OWS didn’t $$ Aug 21, 2012
  • Lanai owner Larry Ellison used tax loopholes for payouts http://t.co/la7HJMh6 The problem isn’t Larry, it’s the politicians’ bad tax code $$ Aug 21, 2012
  • The Real Conservative Opportunity This November http://t.co/m5nXtCUH Urges Republicans 2 champion banking reform. $$ #nixonwent2china Aug 20, 2012
  • Effective protest requires wide organization and general respect for the property rights of others, which these three women did not have $$ Aug 20, 2012
  • Fannie and Freddie: The Walking Dead http://t.co/u0Y4CgAt Fannie & Freddie may be dead, but the US Govt’s role in housing is not dead $$ Aug 19, 2012

 

Companies

 

  • There’s Warren Buffett — and then there’s the rest of us http://t.co/rgMH0kjX The new paper on Buffett’s investing has gotten attention $$ Aug 24, 2012
  • Take that Square! eBay still a leader in mobile payments http://t.co/CxHkNQkG Am I wrong, or is most of the value of $EBAY in Paypal? $$ Aug 23, 2012
  • Yellow Pages’ Last Lifeline: Clinging to Each Other http://t.co/X347LfLD $DEXO $SPMD hit sell button, internet destroys yellow pages $$ Aug 22, 2012
  • The Beginning of the End of Print: The Lessons of an Amazingly Prescient 1992 WaPo Memo http://t.co/hVa62p0A No one listened 2 Cassandra $$ Aug 22, 2012
  • Last tweet FD: long $PSX . Frankly I’m surprised that an oil refiner, transporter, marketer would help come up w/an advance on solar $$ Aug 22, 2012
  • Phillips 66, South China U of Technology, & Solarmer Energy Set a World Record in Solar Power Conversion Efficiency http://t.co/95ND020R $$ Aug 22, 2012
  • Zynga Spurning Sale Strands Owners @ Worst Web Value http://t.co/zrKw0fjv Remember u r a outside minority investor. Choose mgmts w/care $$ Aug 22, 2012

http://t.co/xW9zcuWY $AMZN does amazing things as nonprofit $$ Aug 21, 2012

  • Monsanto Genetic ‘X-Ray Glasses’ Speed Tastier Tomatoes http://t.co/AJQZDJY9 Interesting comment thread, no one defending $MON $$ Aug 21, 2012
  • Facebook Shares: Still Too Pricey http://t.co/z38X4OsZ The lack of a reliable revenue model makes $FB a buy at prices ~$9-15 $$ Aug 21, 2012
  • Barnes & Noble Falls After Second Straight Nook Sales Drop http://t.co/nWNxr3Pw $BKS losing to $AMZN . Slow-motion train wreck $$ Aug 21, 2012
  • Up Against Retail Giant Amazon, BufferBox Aims to Jump-Start Parcel Delivery http://t.co/MhW35CeB Any of these should team up w/USPS $$ Aug 21, 2012
  • Amazon Wins Race to the Bottom With Radical Pricing on Long-Term Data Storage
  • Facebook Investors Brace for More Shares Coming to Market http://t.co/GE7usIDt Test of how much insiders truly believe in Facebook $FB $$ Aug 20, 2012
  • Aetna to Acquire Coventry Health Care http://t.co/sFRdRDv3 The People’s Republic of Maryland loses another large company $$ #BDK #USFG Aug 20, 2012
  • Stocks: The ‘Lockup’ Effect http://t.co/SG5sZIXL A lesson learned during the dot-com bubble is forgotten & must b re-learned. $$ #lockup Aug 18, 2012

 

Financial Markets

 

  • Stock Market Indicators http://t.co/sf0D3BDY Interesting take from the normally bullish Ed Yardeni $$ Aug 23, 2012
  • Hedge funds are betting on disaster http://t.co/dDtO6Cd3 Maybe some hedge funds r putting on “big shorts” through CDS, but most avoid vol $$ Aug 23, 2012
  • ‘Insider Trucking’ Drives Strategy at J.P. Morgan Fund http://t.co/JZyRVZ5P This brings “bottoms up” analysis to a much lower bottom $$ Aug 23, 2012
  • The bond bubble still has room to grow http://t.co/DNM9teW1 High yield bond defaults typically peak 2-3 years after issuance peaks $$ Aug 22, 2012
  • FDIC files lawsuit tied to failed bank RMBS investments http://t.co/63GYJ7Zn I know many investors that did due diligence & avoided the prob Aug 22, 2012
  • The Profession’s Faulty Assumptions: A Top Ten List http://t.co/lAeCIRzq A worthy article displaying common errors for financial planners $$ Aug 22, 2012
  • Wrong: Why hedge funds may not be right for you http://t.co/SdPmZeRN Only global macro benefits from volatility, other HFs like calm $$ Aug 21, 2012
  • Is Your Credit-Card Company Secretly Screwing You Over? http://t.co/7ptHex0g Excellent advice from @eddyelfenbein . Follow it & prosper $$ Aug 21, 2012
  • Goodbye, Growth. Hello, Dividends. http://t.co/AO2STJhx Companies pay divs get more efficient w/capital. Doesn’t slow growth much $$ Aug 20, 2012
  • When Wall Street Watchdogs Hunt Whistle-Blowers http://t.co/YyY6UREt Really a sad article. Try to do the right thing & many fight u $$ Aug 20, 2012
  • A Flock of Black Swans http://t.co/ClDRJYho Study history & other cultures &u may find possible some things considered impossible by many $$ Aug 20, 2012
  • Russell To Close All But One Of Its ETFs http://t.co/wjKsHrEp A trend that I think will come to most marginal ETF providers $$ Aug 20, 2012
  • Calpers Defends Pension Benefits While Risking Losses http://t.co/1nnyYD7t CALPERS relishes its importance, but not its performance $$ Aug 20, 2012
  • Five Myths about Glass-Steagall http://t.co/hgzzPkgM What’s the other side of the argument here? The Fed was hollowing out G-S b4 GLB $$ Aug 20, 2012
  • Revisiting Stocks For The Long Run http://t.co/b1Dz4mOk DIfficulty of using & rolling the 30-yr Tsy… it’s a very special bond $$ Aug 20, 2012
  • Wrong: Six Investment Moves to Make Now http://t.co/kkoarfR8 Reads like this: missed the rally, so take more risk now to make up 4 it $$ Aug 18, 2012

 

China

 

  • China Confronts Mounting Piles of Unsold Goods http://t.co/qXaOoX0h As w/any command & control economy, eventually get gluts & shortages $$ Aug 24, 2012
  • How China Sees America http://t.co/Cv0d61KI Believe US a revisionist power, seeks2curtail China’s political influence & harm its interests Aug 24, 2012
  • Caterpillar Cuts China Production as Digger Slump Reaches Mining http://t.co/Rprs0FS2 China’s coming slump has ripple effects $$ $CAT Aug 24, 2012
  • China Has Become One Big “Stuffed Channel” http://t.co/aAFwHUyj Strategies of promoting exports & forced industrialization have failed $$ Aug 24, 2012
  • Weak Demand Drags on Chinese Carmakers, Earnings Growth Stalls http://t.co/dvIrhc0D China slowing rapidly, also c http://t.co/po7PVA3a $$ Aug 22, 2012
  • For China, Too Much Steel Isn’t Enough http://t.co/af9MjbWT Economic growth happens when actions expand options 4 society as a whole $$ Aug 22, 2012
  • China’s Brewing Pension Crisis http://t.co/pHq4Ijgg Still at $3T, it’s a lot smaller than what the developed nations r facing $$ Aug 22, 2012
  • China Reluctance on Reserve Cut Signals Inflation Concern http://t.co/WcH0kKkM If inflation starts running in China, the game changes $$ Aug 20, 2012
  • China’s Yuan Decades From Challenging Dollar http://t.co/J3hmRaID It takes a long time to create deep/transparent capital markets $$ Aug 20, 2012
  • China Said to Order Action by Banks as Developer Loans Sour http://t.co/EUj63rb3 This is a liquidity crisis, not a solvency crisis, NOT $$ Aug 18, 2012

 

Money Market Funds

 

  • Statement Regarding Money Market Funds by Commissioner Luis A. Aguilar http://t.co/6RNScb0L Well-thought out dissent on MMFs. Good job $$ Aug 24, 2012
  • Wrong: The lurking dangers in money market funds http://t.co/q2X3gSe8 Another scare piece. MMFs are more stable than banks $$ Aug 23, 2012
  • Just sent Mary Shapiro my compromise proposal on money market funds. Hope she grabs it and runs with it http://t.co/vuNGATPK $$ Aug 23, 2012
  • Big Blow for Money-Fund Overhaul http://t.co/jnRnfA97 Yay! No changes for MMFs, which are better managed than banks. $$ Aug 23, 2012

 

Municipal Bonds

 

  • The 5 Biggest Muni Defaults Ever http://t.co/BlqI96wY Instructive. CA & OH tobacco bonds, Jefferson County, AL, American Air & WPPSS $$ Aug 23, 2012
  • Should Muni Investors Follow Buffett to the Exits? http://t.co/6w7wgnzg Sound advice: B selective, only buy what funds necessity $$ Aug 23, 2012
  • U.S. muni market riled by Fed report on defaults http://t.co/6XC0OmS8 Corrects many false impressions generated by the NY Fed muni piece $$ Aug 23, 2012
  • School district debt, representing lgst % of California net par insured (35.5%), is ineligible for Chapter 9 BK http://t.co/TU0uG87h $$ $AGO Aug 22, 2012
  • Buffett’s Exit From Muni-Bonds Signals Trouble Ahead 4 Local Govts http://t.co/Ay9eG3uj Don’t think so; Buffett still owns lotsa munis $$ Aug 21, 2012
  • Meredith Whitney’s Muni Prediction Gets No Boost From Fed http://t.co/hVWiQBrx Fed study focused on risky areas, non-rated & IDBs $$ Aug 21, 2012

 

Other

 

  • College Tuition’s 1120% Increase http://t.co/632ueDsX Outstrips even the rising cost medical services $$ Graph: http://t.co/bvYQljFC Aug 24, 2012
  • The closing of American academia http://t.co/MTQjCPQv Adjunct professors earn little&teach a lot. But getting a PhD in Anthropology: Fail $$ Aug 24, 2012
  • Lawyer separates variable annuity investor & annuitant, allowing him 2 benefit from the deaths of sick people http://t.co/C2xwCtRc $$ Aug 24, 2012
  • My Last Post – Arnold Kling http://t.co/YvJPt3RH One of the best hangs up his blogging. It’s the way of the internet, ephemeral $$ Aug 24, 2012
  • Blind Mice Given Sight After Device Cracks Retinal Code http://t.co/pIaxnTtH Looks like a huge advance $$ #goodnews Aug 23, 2012
  • Wrong: How algorithms will help us spend, spend, spend http://t.co/of3Bhyll People will start blocking it, like telemarketers $$ #FTL #fail Aug 21, 2012
  • Hopes for Chestnut Revival Growing http://t.co/Y58WfC9n Efforts to restore the chestnut tree seem to be succeeding $$ Aug 21, 2012
  • Historians, rather than mathematicians usually make better economic predictions, but that’s not saying much… http://t.co/db7NDOKf Aug 20, 2012

 

Eurozone

 

  • Greek Crisis Evasion to Fore as Merkel Hosts Hollande http://t.co/wlXKlz8h Not sure how this will lead to a long-term solution $$ Aug 23, 2012
  • Last Man Standing Means Europe Investment Banks Resist Cuts http://t.co/eIauqQj1 Total capacity must fall, the survivors get better biz $$ Aug 22, 2012
  • Wrong: Spain and Italy Are (Probably) Fine http://t.co/5jiC6zRQ Add in the social welfare obligations & dysfunctional politics $$ Aug 20, 2012
  • Finnish Euro Doubts Hide Business Plea to Commit to Currency http://t.co/rDbf5isL Euro weak 4 core EZ countries, & 2 strong 4 EZ-fringe $$ Aug 20, 2012

 

Around the World

 

  • First Solar to Build India Farms as Outages Propel Sun Power http://t.co/MJGiIrhj Sunshine is more reliable than India’s electric grid $$ Aug 23, 2012
  • The ECB: Europe’s Conditional Bank http://t.co/6abGujtg “these ideas fail to take account of a key ECB requirement: conditionality.” $$ Aug 21, 2012
  • A Tax Revolt in Japan, and a Bond Bubble Too http://t.co/CoL7Ticw Unrealistic view; financial claims exceed Japanese resources $$ Aug 22, 2012
  • What a Tangled Financial Web Terrorist Networks Weave http://t.co/84eBN6Mc In a networked era, difficult2avoid leaving digital breadcrumbs Aug 22, 2012
  • “The FSA warned that its [risk] survey results were based on self-assessments by individual [hedge fund] managers” http://t.co/KWb6ktQy $$ Aug 21, 2012

 

Energy

 

  • Think Gas Prices Are Bad Now? http://t.co/l4srlshm Between Iran & refinery outages, gas prices are rising particularly on the coasts $$ Aug 21, 2012
  • The Exquisite Symmetry of the Natural Gas Revolution http://t.co/QSit1HWT 10 points on how cheap natural gas is an aid 2 the economy $$ Aug 21, 2012
  • Methanol Wins http://t.co/yYP0Z1Qp Interesting experiment fueling a car w/methanol did not take much effort, cheaper & cleaner $$ Aug 20, 2012

 

Comments

 

  • “None of the things you mentioned are markets. The article above is about manipulating markets, not…” — David_Merkel http://t.co/OcU9gn4O Aug 25, 2012
  • Tropical storm Isaac is likely to miss Tampa anyway, storm is consistently moving west of the forecast track of NOAA $$ Aug 24, 2012
  • Haiti has trouble w/rain & 40 mph winds, much less 60 mph $$ RT @AnnieLowrey: Forget Tampa. Pray for Haiti. http://t.co/eJBxmukv Aug 24, 2012
  • @PlanMaestro Thanks 4 passing the article along; some of those benefit designs are astounding $$ Aug 24, 2012
  • @BubblesandBusts I don’t think so Aug 24, 2012
  • @AnaCapMgmt Very good points. There are others trying to do things his way, but difficult 2 manage an insurance investing conglomerate $$ Aug 24, 2012
  • @ToddSullivan Yes, and here it is: http://t.co/SqXcFiqI Aug 24, 2012
  • RE: @bloombergview The only way medical costs will decline is to move to a first-party payer system. When its your ow… http://t.co/Dzjy8j6b Aug 24, 2012
  • “Impossible to manipulate markets without leaving accounting trial. Conspiracies r bunk.” http://t.co/WaXMpySm http://t.co/TPnCsHiB $$ Aug 24, 2012
  • RT @fundmyfund: again why is Japan stock market not up 100% of %,they did many QEs and CB can buy equity assets there.Its mostly psychol … Aug 24, 2012
  • plus ça change, plus c’est la même chose $$ RT @munilass: So Glenn Hubbard has started blogging and Arnold Kling is giving it up. Egads. Aug 24, 2012
  • @rajivatbarnard Nice piece. Did not know you had written it, because my RSS reader broke 2 months ago & I have not rebuilt it yet $$ Aug 24, 2012
  • @ShawnMcFarlane My proposal makes MMF holders take losses in bites, and avoids “runs of funds.” U can read it here: http://t.co/vuNGATPK Aug 24, 2012
  • RT @merrillmatter: @ShawnMcFarlane @alephblog I disagree. They should not be FDIC insured and should be allowed to ‘break buck’ on occasion. Aug 24, 2012
  • @politicoroger Isaac may hit the gulf coast on FL panhandle or further west. God is not man or woman, but he represents himself as a man Aug 24, 2012
  • RE: @bloombergview Hasn’t worked so far. Doing the same thing repeatedly and expecting different results $$ http://ww… http://t.co/tIOtLhYh Aug 23, 2012
  • @nereidadin Yes, no response yet Aug 23, 2012
  • @foxjust Just sent it off to her. Commented on her article, but Reuters is having issues w/blogs and comments these days Aug 23, 2012
  • @SallieKrawcheck @Reuters Would you be willing to review my compromise proposal on money market funds? http://t.co/6vrVXVGS Thanks. Aug 23, 2012
  • @foxjust Been pushing this idea for 3 years, have sent it to the SEC, but I’m a disinterested nobody. Felix Salmon liked it, as have others Aug 23, 2012
  • @eisingerj Would you be willing to look at my compromise proposal on MMFs, & tell me what you think? http://t.co/vuNGATPK $$ Aug 23, 2012
  • @foxjust Would you be willing to look at my compromise proposal on MMFs, & tell me what you think? http://t.co/vuNGATPK $$ Aug 23, 2012
  • @merrillmatter I’ve even heard that Dihydrogen Monoxide is making is way into the water supplies! $$ #help #thereisalwaysenoughtimetopanic Aug 23, 2012
  • @TFMkts @The_Analyst Good points, seems to be more mkt timing than disaster, though I know of some putting on CDS trades. Pay prem & hope $$ Aug 23, 2012
  • @munilass Yes, that’s correct, but I could not fit that in. Aug 23, 2012
  • @TheStalwart Really seems like Romney was on the aggressive side of legal on taxes, but his investments aren’t unusual for a rich guy $$ Aug 23, 2012
  • @TheStalwart Do I have this right then: a company that Romney invested in was 1 of the lenders through CLOs to American Media Operations? $$ Aug 23, 2012
  • @BarbarianCap Thanks for the praise. I just try to write about what is most motivating to me on any given night Aug 23, 2012
  • @moorehn Read some of the comment letters at the SEC, a non-stable public NAV 4 MMFs would cause significant harm to users. $$ Aug 23, 2012
  • @Dvolatility Yes, I heard, that was a decade or so in the making. Actuaries sometimes joke that we keep GASB around 2 make FASB look good $$ Aug 23, 2012
  • @Dvolatility does that affect Poway School district’s ability to service their debt? Yes, data quality varies more with munis than corps Aug 22, 2012
  • @Dvolatility don’t knowhow to bring their thinking up a level of complexity, and say, if CA is in trouble, and San Diego County, then how + Aug 22, 2012
  • @Dvolatility Just read a few articles on overlapping debt. Interesting; love to learn. I think some investors don’t look at it b/c they + Aug 22, 2012
  • @Dvolatility Yes, but I am not an expert on it; as investors go, I am a generalist Aug 22, 2012
  • @Dvolatility What do you mean by overlapping? I just found it interesting that CA schools can’t use BK Ch 9… Aug 22, 2012
  • RT @TheStalwart: In the old days, the idea that None Of The Above could actually ‘win’ (thus making an office go unfilled) was promoted … Aug 22, 2012
  • RT @historysquared: The $Fed is like the frustrated driver who keeps pumping gas into a car that won’t start, eventually flooding the en … Aug 22, 2012
  • @GaelicTorus I might be inclined to the bank debt of $ZNGA or $GRPN. No way $FB goes broke; it has a franchise $$ Aug 22, 2012
  • @joshuademasi I’m saying that Japanese society has not yet come to grips with its inability to fund future promises, that’s all $$ Aug 22, 2012
  • Clever and not what I expected $$ RT @AnnieLowrey: “But at least now we know.” http://t.co/mh5Ldk62 Aug 22, 2012
  • Just finished complex stock screening: 28 candidates, auto parts, airlines, insurers, regional banks, infotech, retail, etc. $$ #bizarre Aug 22, 2012
  • “At that price, bondholders will scour the Globe 4 external assets of Belize, and place liens on them” $$ David_Merkel http://t.co/rZGmkSgQ Aug 21, 2012
  • “Maybe they should team up with the US Postal Service. Lotsa locations, and they need $$” — David_Merkel http://t.co/lKe9ShxQ Aug 21, 2012
  • @LarryThompson5 Historically, successful political movements do 1 of 2 things: form a 3rd party, or gain influence over1 of the parties $$ Aug 21, 2012
  • @LarryThompson5 I would agree w/u that #OWS is not Dem-driven. Some tried to use it, couldn’t figure out how, vs repubs co-opting t-party $$ Aug 21, 2012
  • Catch my comment http://t.co/FHwMSyLX Yes, 4 2 reasons RT @ritholtz: Is Pension-Plan Shift Into Bonds Permanent? http://t.co/OWjdqPjH $$ Aug 21, 2012
  • @WatersLogan Good, keep it up. 12% of my readers are Canadian. Aug 21, 2012
  • @TheStalwart Here it is: http://t.co/fBvKxQXq Aug 21, 2012
  • @TheStalwart I wrote a data-intensive post on the Poway School Distirict, and you didn’t post it to BI, but lesser posts did make it to BI. Aug 21, 2012
  • @ETFProfessor1 I understand and that is fine. Aug 21, 2012
  • @e_d_sanders I’m interested in stopping the next crisis; I would like to end interstate branching, and hand regulation back to the states $$ Aug 21, 2012
  • @milktrader Thanks, nice to know it is not just me. Aug 20, 2012
  • Anyone else finding Yahoo Finance to be squirrelly now? $$ Aug 20, 2012
  • @ritholtz I live near Baltimore. B4 my father-in-law died, wud visit in-laws in La Jolla every few years. Wife’s favorite beach near Romney Aug 20, 2012
  • I know I have walked past it; didn’t know Romney owned it $$ RT @ritholtz: Mitt Romneys water front LaJolla shack http://t.co/ee8AwnEN Aug 20, 2012
  • @asymmetricinfo Most homeschoolers in Howard County, MD r secular, many r liberal; the schools r not performing well; HS kids get peer time2 Aug 20, 2012
  • RT @asymmetricinfo: Why worry homeschool kids won’t get socialized? It’s spending most of your time around a mob of your own age that is … Aug 20, 2012
  • As a class yes, some won’t gain critical mass $$ RT @GaelicTorus: but bond etf doing ok, right? low costs, asset growth – as a class Aug 20, 2012
  • Too much honesty there $$ RT @RNPJHP: @The_Analyst @AlephBlog RBC Dominion told me they can’t make 5% returns on client’s money! Aug 20, 2012
  • @wesbury @ 1st Tsy-blogger summit, I encouraged the high-level people there to do that, & what are they considering now — floaters! $$ Aug 20, 2012
  • @ETFProfessor1 You would probably know better than me. It seems economics of running a bunch small funds is poor. Open to your thoughts $$ Aug 20, 2012
  • @abnormalreturns I would consider $FB @ around $8, a touch over book value and a PEEG ratio of 50%, mainly b/c revenue model is unclear $$ Aug 20, 2012
  • @ToddSullivan I knew you were being sarcastic, just wanted to flesh out my thoughts further Aug 20, 2012
  • @ToddSullivan Of course that’s easier; I use a technique like that to try to deal w/high growth situations that r uncertain $$ Aug 20, 2012
  • Hard to compete against $AMZN, which doesn’t have an immediate profit motive. $BKS http://t.co/SC5gA1Ps Aug 20, 2012
  • “Corporate spread tightening is highly correlated w/VIX, another reason $$” — David_Merkel http://t.co/R9vTpa7s $$ http://t.co/M7X60pC5 Aug 20, 2012
  • @ToddSullivan I would try this 4 $AAPL — est mkt size @ maturity, time 2 maturity, value of biz then & discount @ 12% 2 get NPV/sh $$ #swag Aug 20, 2012
  • “Almost no one arrives early to a fad/motif, so investing of this sort is likely to lose.” — David_Merkel http://t.co/yCJ0K9SY $$ Aug 20, 2012
  • Much wisdom from Mr. Berra $$ RT @JATranfo: @AlephBlog As Yogi said, “Making predictions is hard, especially about the future.” Aug 20, 2012
  • “I get surprised by what gets attention when I write. To have two pieces on the top 10 list is…” — David_Merkel http://t.co/UpaKEY0I $$ Aug 20, 2012
  • RE: @bloombergview Pray tell, what interest does Putin have in liberalizing? Current system favors his retention of p… http://t.co/RjR8WI0C Aug 20, 2012
  • @geronimo2003 It means that mortgage bonds will lose net demand, but F&F will still gtee conforming MBS. Pvt sector can absorb supply $$ Aug 20, 2012
  • +1 Well done $$ RT @AmityShlaes: Lobsters as metaphor for everything, including Obama trade policy: http://t.co/qDn83Fqs Aug 19, 2012
  • @StockTwits got the ticker wrong. Mosaic is $MOS , Monsanto is $MON . Both in agriculture… $$ Aug 18, 2012
  • @prchovanec They should listen to Pettis, Walter, & Shih also Aug 18, 2012
  • @prchovanec If they are listening to you, that is good for all of us. $$ Aug 18, 2012