Sorted Weekly Tweets

  • My week on twitter: 34 retweets received, 1 new listings, 33 new followers, 40 mentions. Via: Sep 27, 2012




  • Natural Gas Cars Are On The Road; Potholes Remain Optimistic that CNG & LNG will get enough distribution 2b viable $$ Sep 29, 2012
  • United Airlines will study Delta’s refinery bid This will not end well; fundamentally different businesses $$ $UA $DAL Sep 29, 2012


Rest of the World


  • Japan Data Show Recession Risk Growing “Find someone who is optimistic about the economy & ask them how they can b” Sep 29, 2012
  • Shanghai Bonded Copper Stocks May at Record, Survey Shows Glut of gluts, what will China do with a flat economy? $$ Sep 28, 2012
  • Toyota Unplugs Electric Car Hype Indeed it is hype, better 2 run cars on Natgas or gasoline $$ less waste 4 now Sep 28, 2012
  • China Bankrolling Chavez’s Re-Election Bid With Oil Loans China wants oil, Chavez wants $$ , a match made in… Sep 28, 2012
  • SNB Disputes S&P Estimate of Bond Purchases Well of course they would dispute it, harms their policy credibility $$ Sep 28, 2012
  • Spanish Bonds Slump as Marchers Plan Further Protests Eurozone is a political construct, will agreement persist? $$ Sep 28, 2012
  • Why Asian Airlines Reign Supreme It is amazing how great service drives the rankings $$ Sep 28, 2012
  • The real extent of China’s economic hard landing By one measure, China’s real GDP growth rate is 1.6% $$ Sep 24, 2012
  • Is China Burning? China stirs up anti-Japanese hatred to divert attention away from the weakening economy $$ Sep 24, 2012
  • India Bids for ConocoPhillips Assets in Canada Spidey sense says India will get the worse of it $$ FD: + $COP Sep 24, 2012
  • Aussie Debacle Flags China Hard Landing as Iron Market Melts China sneezes, the Australians catch a cold $$ Sep 24, 2012
  • How weak must the Danish economy be, for them to do this? Are their banks in that bad of a shape? $$ Sep 24, 2012


Credit Markets


  • Junk Bonds in US Poised for Biggest Retreat in 4 Months 2 early 4 a washout; no significant defaults on the radar $$ Sep 29, 2012
  • U.S. 30-Year Mortgage Rates Fall to Record Low of 3.4% Those that r not inverted can refinance; tough 4 rest $$ Sep 28, 2012
  • Mortgage-Bond Spreads Cap Biggest Weekly Drop Since December ’08 Anticipates Future Fed buying, doesn’t help much $$ Sep 22, 2012

Central Banking


  • Money For Nothing: Inside the Federal Reserve Independent, non-partisan, non-conspiracy-theorist documentary comingsoon Sep 29, 2012
  • Bernanke Put: Beware of Easy Money The lure of free money brings out the worst in all of us. $$ Sep 28, 2012
  • Plosser Says QE3 Risks Fed Credibility, Won’t Boost Jobs Right; once we r @ the zero bound the Fed is impotent $$ Sep 28, 2012
  • Fed Helps Lenders’ Profit More Than Homebuyers Offering 2buy RMBS benefits existing holders more than anyone else $$ Sep 28, 2012
  • Sean Fieler: Easy Money Is Punishing the Middle Class Who gets benefits of productivity improvement? Ppl or Govt $$ Sep 28, 2012
  • A time of hoarding and inflation fears, 1930s edition @izakaminska tells us about inflation worries in the 1930s $$ Sep 25, 2012
  • Signs Of The Gold Standard Are Emerging From Germany Not likely; would be interesting 2c Germany go Euro -> Gold $$ Sep 24, 2012
  • ‘Free’ Checking Costs More Another casualty of Fed policy, which disproportionately hurts those less-well off $$ Sep 24, 2012


US Politics


  • U.S. Unease Over Drone Strikes This is yet another reason y much of the Muslim world hates the US $$ Sep 28, 2012
  • US Ties Libya Attack to ‘Powder Keg’ in Mali When did the Obama administration know this, y wasn’t it disclosed? $$ Sep 28, 2012
  • Ryan at the AARP He didn’t trim his ideas and still won applause. AARP leaders more liberal than members $$ Sep 24, 2012


Market Dynamics


  • Where stock market will be in fall of 2016 Seiver’s model indicates a flat market for the next four years $$ Sep 29, 2012
  • Wrong: An Easy Strategy For Bulking Up On Yield Better to buy companies w/strong dividend capacity than high divs $$ Sep 28, 2012
  • New Wave of Workers Tries Novel Approach: Save More Everything old is new again; save $$, do not rely on returns Sep 28, 2012
  • Ken Fisher: Bull Market Is Halfway Done I am a moderate bull now, but I find that large cap leadership could fail. $$ Sep 28, 2012
  • Are financial advisers worth their fee? Gamma: value of protecting an individual from buying high & selling low $$ Sep 28, 2012
  • Prospects for Stock and Bond Returns Are Dim The performance difference will depend on inflation vs deflation $$ Sep 24, 2012
  • Pension Crisis Looms Despite Cuts Eventually state constitutions will be amended 2 roll back existing benefits $$ Sep 22, 2012
  • Borrowing Against Yourself Debt against investments is usually a bad idea unless ur a specialist in the business $$ Sep 22, 2012




  • Auto-Insurance Cost to Rise 2.8% to $839, Group Says Insurance companies pass costs & reduced interest through $$ Sep 28, 2012
  • Scientific Reproducibility: Begley’s Six Rules Following the 6 rules would reduce the # of articles published $$ Sep 28, 2012
  • Gordon Moore’s journey Long Q&A w/a founder of Intel; An accidental entrepreneur who knew his weaknesses $$ FD: + $INTC Sep 24, 2012
  • Bronte Capital’s short waves Do not underestimate John Hempton; bright guy. Very good @ spotting bad ideas/frauds $$ Sep 22, 2012
  • Yale Versus Norway Worth a read. My sympathies r w/Norway here, but I fear they r tooting their horn @ a bad time $$ Sep 22, 2012
  • Cheating Upwards Children r less ethical now than 35 years ago, who were less ethical than 35 years ago, who were… $$ Sep 22, 2012
  • Push to Let College Students Carry Guns Picks Up Steam Who is responsible for my protection? Me or the Govt? Me $$ Sep 22, 2012
  • How to Stop Hospitals From Killing Us Should b known: going 2a hospital can kill you. 6th leading cause of death $$ Sep 22, 2012




  • @AOverheard Could b a good move, would have to review the Stat statements. I sold my shares at a split-adjusted $290. Buying debt:no-brainer Sep 29, 2012
  • @historysquared In the process of raising 8 children (5 adopted) I have seen 1) those w/limited abilities expand them 2) those w/great + Sep 29, 2012
  • @historysquared abilities waste them. 3) those w/great abilities improve them, & 4) those w/limited abilities improve only a little Sep 29, 2012
  • @groditi Of all the companies that I own $SPLS worries me the most. Stronger than bricks & mortar competitors, but can they beat $AMZN? $$ Sep 28, 2012
  • @munilass I think both of those insights r correct; algorithms r only as good as the problems they r applied 2; most people don’t like logic Sep 28, 2012
  • RE: @bloombergview Well reasoned.  No arguments here. $$ Sep 26, 2012
  • RE: @bloombergview “Luck” happens when preparation meets opportunity, There are exceptions like Sixto in South Africa… Sep 26, 2012
  • @volatilitysmile All financials, or just depositary financials… would agree if it is the latter. Sep 25, 2012
  • @pjackson @LaurenLaCapra @_tpr @japhychron As an example, consider the tax reform act of 1986; almost all tax preferences lost. $$ Sep 25, 2012
  • @pjackson @LaurenLaCapra @_tpr @japhychron Or prepare for the day of the “grand bargain” where everyone’s ox is gored 4 the good of all $$ Sep 25, 2012
  • @pjackson @LaurenLaCapra @_tpr @japhychron I think you have to plan for the day of crisis, so that you can be ready to say, “Do this.” $$ Sep 25, 2012
  • @MerrittJennifer @LaurenLaCapra It would not be immediate, but housing prices would fall, & so would refinancing $$ Sep 25, 2012
  • @pjackson @LaurenLaCapra @_tpr @japhychron Lauren asked what we would do, not what was possible. Only a crisis will see actions taken $$ Sep 25, 2012
  • @japhychron @LaurenLaCapra @_tpr so that Medicare covers less: cheap fixes & palliative care; state rtees: deal to reduce all benefits $$ Sep 25, 2012
  • @LaurenLaCapra @_tpr @japhychron Hard to fit into a tweet; phase out GSEs & Int ded, shrink FHA, ag lending, scale back SS, redo Medicare + Sep 25, 2012
  • @LaurenLaCapra @_TPR @japhychron Ultimate Q is how many things we *can/should* subsidize, particularly w/GSEs, entitlements, state rtee bens Sep 25, 2012
  • RE: @bloombergview When the government or Fed buys the securities of companies, it plays favorites. We should make th… Sep 24, 2012
  • @GregorMacdonald Re: gold, have u seen this? Re: solar, have u seen this? Wonder what it costs? Sep 22, 2012
  • @abnormalreturns Stocks r correlated w/inflation expectations. Gold is negatively correlated w/real rate of interest. Facts. $$ Sep 22, 2012
  • @etpxp Hard to do a real test. Sep 22, 2012




  • In praise of all-cash compensation. RT @EpicureanDeal: Defending the Indefensible featuring @LaurenLaCapra Obvious $$ Sep 22, 2012
  • RT @volatilitysmile: “a failed president is running slightly ahead in the polls of a challenger who has a real CV but is so politically … Sep 24, 2012
  • At low OASs?! No $$ RT @PIMCO: Gross: How many Treasuries you own is not the question. How many 3 and 3.5% 30 year mtges is. Own mortgages Sep 24, 2012