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Sorted Weekly Tweets



  • ECB Collateral Moves Reopen ‘Soup Kitchen’ for Struggling Banks Euros available in exchange 4 marginal collateral $$ Sep 07, 2012
  • Jobless Greeks Resolved to Work Clean Toilets in Sweden Really a sad tale; another way of saying EZone has failed $$ Sep 07, 2012
  • Euro: Looks like a duck, quacks like a duck Axel Merk argues that current Eurozone troubles will create US Europe $$ Sep 07, 2012
  • Draghi Says Officials Agree on ECB Unlimited Bond-Buying The conditionality will eventually render it ineffective $$ Sep 06, 2012
  • Fears Rising, Spaniards Pull Out Their Cash and Get Out of Spain When times get tough, people leave. More in Spain $$ Sep 07, 2012
  • Perhaps the Irish economy is rebounding.  Maybe the banks are next? $$ Sep 05, 2012
  • Two Tears for Two-Tiers Will Mario Draghi really create an expensive market for <3yr Spanish & Italian debt? $$ Sep 05, 2012
  • ECB bond-buying would not breach rules-Draghi Of course not pooky. Buying the short debt will draw u2 long debt l8r $$ Sep 04, 2012




  • California Treasurer Backs Law to Ban Costly Long-Term Bo [sic] Capital Appreciation Bonds are expensive 2 issuers $$ Sep 07, 2012
  • We’re Not Out Of Money There may not be an economic limit on printing $$ but a political limit when inflation arrives Sep 05, 2012
  • Top Bank Lawyer’s EMails Show Washington’s Inside Game Former SEC Commissioner Annette Nazareth uses her influence $$ Sep 05, 2012
  • Suits Challenge Classrooms That Segregate Boys, Girls My brother ran a school for boys; much better than co-ed $$ Sep 05, 2012
  • Fed’s unemployment target is unrealistic Global labor competition will keep unemployment high, until exports get big $$ Sep 05, 2012
  • The Clinton Administration did not offer as much public debt, Social Security was running its largest… Sep 05, 2012
  • As I said with the Republican Convention, I am very glad that I don’t own a TV. I would rather consider the merits than emotional appeals $$ Sep 05, 2012
  • They grow so fast, treasure them while you can $$ RT @TheStalwart: The Obama daughters have aged a lot. Sep 05, 2012
  • A radical tax plan the left and right can agree on Cut corporate tax rates & eliminate all special preferences $$ Sep 04, 2012
  • If You Think Obama’s First Term Was Bad, Imagine a Second Same applies to Romney; we will have gridlock either way $$ Sep 04, 2012
  • Why Bernanke has become irrelevant Inflating financial assets also inflates financial liabilities &so it does little $$ Sep 04, 2012
  • Putin to Raise Government Retirement Age to 70 We should also. Y should young ppl subsidize oldsters who could work Sep 04, 2012
  • The Democrats’ Version of Mediscare Agreement btw Reps & Dems: cut medicare. The Q is how to do it? $$ Sep 04, 2012
  • Long term real rates in the US hit record lows Can you say “financial Repression,” boys & girls? I thought you could $$ Sep 04, 2012
  • Gloria Romero: Trials of a Democratic Reformer Unions (SEIU, CTA, the CA school employees) dominate $$ in Sacto $$ Sep 01, 2012
  • California Lawmakers Send Public-Pension Cutback to Brown First, prospective change, next retrospective on actives $$ Sep 01, 2012
  • The duopoly doesn’t like interlopers playing on their turf $$ RT @LaurenLaCapra: Why Is Gary Johnson Being Ignored? Sep 01, 2012

The Markets


  • Asset Allocation & Portfolio Management: Is the Industry Shifting to a New Paradigm? 2 complex; parameters unstable $$ Sep 08, 2012
  • Student Loans: Debt for Life With student loans not dischargable in bankruptcy many students end up debt-slaves $$ Sep 07, 2012
  • Commodities Beat Stocks, Bonds for Second Month in August Anticipated inflation (via TIPS) rising over last 2 months $$ Sep 03, 2012
  • Should You Wade In With a Windfall? A perpetual debate; best to decide on your asset allocation and invest $$ Sep 03, 2012
  • Are You Making Too Much Money? Cramer points out that when a strategy is working too well -> greater prob of blowup $$ Sep 01, 2012


Lenders, Insurers, and Housing


  • Hedge funds face autumn uncertainty Hard not to be uncertain when deficits are high, monetary policy loose, & EZone $$ Sep 05, 2012
  • With Lax Regulation, a Risky Industry Flourishes Offshore Bermuda reinsurers r better managed than largest US banks $$ Sep 05, 2012
  • Assessing Fannie’s Past and Future Sadly, ending the role of the US Govt in lending $$ is not a listed option. Sep 04, 2012
  • Home Prices Are Not Rebounding as Fast as You Think Market will have to digest a lot of dark supply, post-bottom $$ Sep 04, 2012
  • Breaking Up Banks Is Hard With Traders Hooked on Deposits WIll b made up reducing diseconomies of scale $$ #breakthem Sep 04, 2012
  • Bad headline: Nine Insurers Boast Gains On Facebook Positions Read the story: most insurers owning $FB lost $$ Sep 04, 2012
  • Big Banks Are Hazardous to U.S. Financial Health Implicit promise of US rescue allows large banks to finance cheap $$ Sep 03, 2012
  • Fighting financial complexity with simple rules? Limit leverage, interconnectedness, analyze risk-based liquidity $$ Sep 03, 2012
  • Ranking the Largest U.S. Banks: M&T No. 17 With a Bullet Look at how large the top 4 r relative to everyone else $$ Sep 03, 2012
  • Index points to new dawn for US housing There is a lot of dark supply to clear, but bottom has passed on low end $$ Sep 03, 2012
  • Melbourne Hasn’t Seen Worst of Housing Drop as Glut Builds I’m sure glut is temporary, “Contained” & banks r fine ;) Sep 01, 2012




  • Shale Boom Cuts Gulf Oil Premium to 24-Year Low Whouda thunk oil production would increase in the US? $$ Sep 07, 2012
  • “Green energy ‘is a big area of unfulfilled promise,’” aka “crazy inefficient dreaming.” Send them to study physics $$ Sep 04, 2012
  • RE: Natural gas prices have fallen; that is most of the new energy produced. Little oil so gasoline prices stay high. Sep 03, 2012




  • Stanford researchers’ cooling glove ‘better than steroids’ & helps solve physiological mystery, too Muscles overheat $$ Sep 07, 2012
  • FBI vs. Google: The Legal Fight to Unlock Phones Interesting that $GOOG resists requests 4 smartphone passwords $$ Sep 07, 2012
  • Malware attacks on the rise Now coming to a handheld device near you. Try to decide on a ransom strategy early $$ Sep 04, 2012
  • Awkward Belly Dance for Groupon As if $GRPN doesn’t have enough troubles, two large founders back a competitor $$ Sep 04, 2012
  • China, Germany plan to settle more trade in yuan, euros Settling $$ doesn’t matter, where proceeds r invested matters Sep 03, 2012
  • The Federal Reserve: From Central Bank to Central Planner The more tasks we give to the Fed, the worse they do $$ Sep 03, 2012
  • You Can’t Trust Airport Security Security systems must balance risks of false positives vs missing positives $$ Sep 03, 2012


BloombergView Hypocrisy

  • You Pick: a Strong Recovery or an Accountable Fed? The Fed could b genuinely transparent & the economy prosperous $$ Sep 05, 2012
  • Republicans Must Choose: Less Debt or More Jobs? The 2r not related. Proceeds of debt do not lead2 hiring necessarily Sep 05, 2012
  • @bloombergview , master of the false dichotomy headline: Republicans Must Choose: Less Debt or More Jobs? $$ Sep 05, 2012
  • @bloombergview , master of the false dichotomy headline: “You Pick: a Strong Recovery or an Accountable Fed?” Sep 05, 2012




  • Big Firms a Drag on Pension Funds Returns at larger private equity funds have lagged their smaller brethren $$ Sep 07, 2012
  • Retirement security is a big problem — especially for the young The developed world lives in a fantasy re: retirement Sep 05, 2012
  • San Jose Cops Rush Disability Retirement Bids as Rules Tighten & I’ll bet the actuary never priced 100% disability $$ Sep 05, 2012



  • #FF @cabaum1 @HousingWire @journalistjosh @LizRappaport @CardiffGarcia @simonconstable @agnestcrane @WSJTheSource @maoxian @jsphctrl $$ Sep 07, 2012
  • #FF @footnoted @LSPollack @MattGoldstein26 @munilass @williamalden @JeffreyMatthews @PragCapitalist @neilbarofsky @MKTWBurton @petereavis $$ Sep 07, 2012
  • @lv_1 I’m doing 1 of these per day listing my favorite tweeps, some of which are lesser known; last group is mostly economics Sep 06, 2012
  • It’s not Friday, but please follow: @GonzaloLiraSPG @rajivatbarnard @John_Hempton @SoberLook @groditi @unstructuredfin @historysquared $$ Sep 06, 2012
  • It’s not Friday but please follow: @finemrespice @prchovanec @vshih2 @BoydRoddy @dpinsen @niubi @manualofideas @wesbury @merrillmatter $$ Sep 03, 2012



  • A permanent problem in a dynamic language $$ RT @BloombergView: These are sad times for grammatical purists | Sep 07, 2012
  • RT @DennisDMZ: Obama thanked Biden for being “the best VP I could have hoped for.” Proof that America really has become the land of dimi … Sep 07, 2012
  • Their headlines mislead more than most RT @LaurenLaCapra: This Bloomberg headline is not only weird, but questionable. Sep 05, 2012
  • Worth a read $$ RT @TheStalwart: This strikes me as an interesting contribution to the profit margins debate. Sep 05, 2012
  • RT @PlanMaestro: Very good takedown of Taibbi’s Bain Capital piece. There is a story in there just not this one @da … Sep 05, 2012
  • Oops $$ RT @SecurityTube: [News] BitCoin Exchange Loses $250,0000 [sic] After Unencrypted Keys Stolen Sep 05, 2012
  • How many divisions does Draghi have? MT @TheStalwart: The Most Powerful Man In The World Is Going To Speak Tomorrow. So Is Barack Obama $$ Sep 05, 2012
  • Also worth a look $$ RT @_TPR: One of my favorite tables: Shadow Banking Depositors. The plumbing. Sep 05, 2012
  • Worth a look $$ RT @_TPR: Another: Credit-Maturity Transformation Spectrum Sep 05, 2012
  • RT @NickTimiraos: CoreLogic index shows that home prices are now 1.3% above Jan 2009 level. Down 0.7% from June 2010 (tax credit induced … Sep 04, 2012
  • RT @TheStalwart: RT @conorsen: @TheStalwart @diana_olick You should probably have

an auto-RT app for Diana’s stuff. Sep 04, 2012

  • RT @ReformedBroker: As the politicians descend on Charlotte, Carolinians come face to face with more pork than they’ve ever pulled. #DNC2012 Sep 04, 2012
  • Good one, made me smile. $$ RT @pdacosta: This euro crisis thing is really Draghing out. Sep 03, 2012
  • My but Congress was farsighted to recognize a banking benchmark & celebrate! $$ RT @ReformedBroker: HAPPY LIBOR DAY EVERYONE!!!!!!!!!!!!! Sep 03, 2012
  • RT @mbusigin: You know what’s going to happen? People going to pile into Risk Parity strategies just in time for yield volatility modera … Sep 01, 2012
  • RT @simonconstable: “@Mctaguej: Connaughton is a loyal Democrat–but he pulls no punches in his expose of Obama’s failure to pursue Wall … Sep 01, 2012
  • RT @Convertbond: Thought we had an aging population Ben Bernanke? How many jobs have been lost because 150 mln baby boomers are earning … Sep 01, 2012



  • @BradErvin1 Fair point; we have skills mismatch here as well, & income differences among regions; not as pronounced though, adjusts better Sep 08, 2012
  • @crampell My son thanks you for that article. He runs and the trainers ice him down after practice; going to show it to his coach Sep 07, 2012
  • @ToshibaEric Thanks 4 replying. Talked to 10 people @ Toshiba before I got someone to send me a free mailing box for repairs ~ 2 hours $$ Sep 07, 2012
  • @toshiba also aggravating sitting on hold, getting dropped three times, and representatives hiding behind the legalese Sep 07, 2012
  • @toshiba Really aggravating dealing with your phone support for a new computer that fails on day one, and you do not offer replacement $$ Sep 07, 2012
  • ‘ @Fullcarry It’s kind of like the “pop” that happens when a distressed credit does an equity offering in order to survive. $$ Sep 07, 2012
  • @niubi Perhaps because that would be blocked. China does not want people 2know how much diverse information 2which they do not have access Sep 07, 2012
  • @credittrader The cash he receives will be used to collateralize an account invested in stock index futures $$ ;) #nevercashonsidelines Sep 05, 2012
  • @moorehn Could we pass a law that all politicians have to write their own speeches, so that they say is more likely what they really think? Sep 05, 2012
  • @_TPR Okay, so I have missed something. I trust Bermuda; I do not trust Ireland as a regulator. Who has moved? $$ Sep 05, 2012
  • @finemrespice Some technological breakthroughs e.g., but no 1 mentions costs. Technical efficiency <> Econ progress $$ Sep 04, 2012
  • I just left a comment in “How Pimco’s Gross beats the average bond fund – Mutual Understanding – MarketWatch” Sep 04, 2012
  • We need a new misery index that includes the future pain of present borrowing. At least Carter kept… Sep 04, 2012
  • 2, 4, and 6 are not myths. The others are. There are limits to what the government can do. They must tax or… Sep 04, 2012
  • Alas, modern worship, odious to God. Bring back a cappella singing of Psalms, like the ancient church.  Also, giving … Sep 04, 2012
  • It is rational for lower-level German politicians to say Greece must leave the Euro. It is what an average German be… Sep 04, 2012


Asset Allocation, Bonds, Fed Policy, Insurance, Macroeconomics, Portfolio Management, public policy, Real Estate and Mortgages, Stocks, Tweets | RSS 2.0 |

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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.

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