The Aleph Blog » Blog Archive » Sorted Weekly Tweets

Sorted Weekly Tweets

Before I give you the Tweets, I just want to tell you that I will be blogging  this fine accounting conference on IFRS/ US GAAP.  Those that want to attend at a discount can use this code Aleph10 to save 10%.  CFAs get a code that saves 20%.  I think the conference will be valuable, so I will be heading up to NYC on January 10th.  See you at NYSSA’s conference center near Times Square.

Now for the Tweets:

THE FISCAL CLIFF!!! AUGH!!!

 

  • The Fiscal Cliff Could Last Forever http://t.co/ay6gKOrc The upward curve in entitlement expenditures could make “fiscal cliff” normal $$ Dec 28, 2012
  • Fed Helps US Dance on Ceiling http://t.co/g2X0UijU Seiniorage revenue (stealth tax on savers) keeps the deficit lower than otherwise $$ Dec 27, 2012
  • Grand Bargain Shrinks as Congress Nears US Budget Deadline http://t.co/Dr2GCk6l No incentive 4 either side 2 do a deal $$ #shiftblame Dec 26, 2012
  • No Fiscal Cliff Deal Could Cause Jails To Release Inmates http://t.co/07gm3Drm We need less costly alternatives 2 incarceration $$ Dec 25, 2012
  • Campaign on US Debt Gains Steam http://t.co/CwdnN21X “4 the longest time, nobody cared, nobody listened-it was 15 years of irrelevancy.” $$ Dec 24, 2012
  • Cliff Would Strike Low Incomes Hard http://t.co/aEENGola Difficult 2 say who would b most affected if we went over the fiscal cliff $$ Dec 24, 2012

 

China

 

  • China Tightens Rules for Internet Users http://t.co/HRACEhue Problem: very difficult to enforce when u have so many users $$ Dec 28, 2012
  • Chinese Scholars Demand Communist Leaders Relax Their Grip http://t.co/1bdCHHDL They think another Cultural Revolution can’t happen?… $$ Dec 28, 2012
  • Billionaire Princelings Ruin a Chinese Vision http://t.co/mTHFPt8R Crony capitalism w/Chinese “Communist” characteristics ->princelings $$ Dec 28, 2012
  • 3rd&last long article on Chinese political succession: Xi Jinping Relations Reveal Fortunes of Some Elite in China http://t.co/iFz7e6dg $$ Dec 27, 2012
  • Heirs of Mao’s Comrades Rise as New Capitalist Nobility http://t.co/ALYa5e7V It’s becoming an aristocracy in China & will that last? $$ Dec 27, 2012
  • Defying Mao, Rich Chinese Crash the Communist Party http://t.co/UTcNO2oj Looong article on wealthy in China gaining political power $$ Dec 27, 2012
  • Too big to fail? China’s wealth management products stir debate http://t.co/UM5Z5vxr China gets its turn to decide: bailout or failure? $$ Dec 26, 2012
  • Bell tolls for Beijing’s Drum Tower homes http://t.co/SJrkVhXO Forced evictions from old homes to enhance a touristy area in Beijing $$ Dec 24, 2012

 

Michael Pettis

 

  • Pettis: …illicit money out of China totaled US$420 billion in 2010… 94% of the illicit $$ flows occur through mis-invoiced trade Dec 22, 2012
  • Wow. Pettis: Trade misinvoicing is the preferred method of transferring illicit capital from all regions except the MENA region Dec 22, 2012
  • Pettis: problem is the inexorable tendency of the current development model 2generate debt faster than it generates debt-servicing capacity. Dec 22, 2012

 

Rest of the World

 

  • Euro Zone Set to Continue Contraction http://t.co/rFOZlSjy Successful austerity eliminates much debt for small GDP losses; but this? $$ Dec 28, 2012
  • Cinnabon Finds Sweet Success in Russia, Mideast http://t.co/IFewJw5p Interesting print&video interview; they customize 2 local tastes $$ Dec 28, 2012
  • Putin Set to Sign Russian Adoption Ban http://t.co/ODMcwtTP The kindness of the wicked is cruel, Pr 12:10b $$ Dec 27, 2012
  • Betting on Yen to Fall Further in 2013? Think Again http://t.co/38zvTYmk Depends on how much expectations change in the race 2 the bottom $$ Dec 27, 2012
  • Iran Says ‘Irresponsible’ GCC Raises Regional Tensions http://t.co/Xqut7V9z Iran cries “foul” when the Sunnis take them seriously $$ Dec 26, 2012
  • GCC to Form Unified Military Command Amid Iran ‘Threats’ http://t.co/EBO0aaaW Great, not. The Sunnis join forces to fight the Shia $$ Dec 25, 2012
  • Norway Looks to Spread Wealth to US http://t.co/qsDYlE3o Norway’s SWF likes 2 buy irreplaceable real estate; lotsa kronor 2put 2work $$ Dec 25, 2012
  • Deciphering the Decline in Spanish Mobile Accounts http://t.co/ckXo2TT7 Mobile subscriptions usually 1 of last things to go when $$ tight Dec 24, 2012
  • Yen Weakens to 20-Month Low on Abe’s BOJ Pledge; Euro Up http://t.co/aEENGola The race to the bottom continues, w/Japan running hard $$ Dec 24, 2012
  • Looting Tests Leader in Argentina http://t.co/mhwSo7AG Yes, cry 4 Argentina. What should b a wealthy place suffers from bad leaders $$ Dec 24, 2012

 

Fixed Income & Real Estate

 

  • Housing Wealth and Wage Bargaining http://t.co/etoJ7w7A When people think they r going to lose their houses they get desparate $$ Dec 28, 2012
  • Gross Doubles New York Bet as California Loses Lead http://t.co/l0w0wBJr NY is less of a dirty shirt than CA $$ Keeps adding to Munis Dec 27, 2012
  • Mortgage-Bond Sales Soar on Fed’s Refinance Push http://t.co/xX7Do3TY “Sales of U.S.-

backed mortgage bonds soared to a three-year high” $$ Dec 27, 2012

  • A Banner Year for Riskiest Debt http://t.co/zdb83zAa End of Affair With Corporate Bonds http://t.co/rkb2jdtZ 2013 should b ok $$ Dec 27, 2012
  • Home Prices Hit a Milestone http://t.co/cwpVuhfn Nice Graphic: http://t.co/sQggRNj8 Portrait of a dead cat bounce $$ Dec 27, 2012
  • Home-Price Gains Pick Up as US Real Estate Market Rebounds http://t.co/8ZHWeMkU Too early to say much about this dead cat bounce $$ #mew Dec 26, 2012
  • ‘Hope Note’ Strategy Is @ Times Hopeless http://t.co/5TDgdL6z 0% certificate that if everything works perfectly, might get a recovery $$ Dec 24, 2012

 

Stocks, Industries, and Market Dynamics

 

  • Refiners Beating Exxon Join Pipeline Boom for Lost Margin http://t.co/VdzNxkn4 Oil Boom Spurs New Investment http://t.co/4pGXup4P $$ Dec 28, 2012
  • Look at this graph of Barrick Gold Corporation $ABX http://t.co/T4DD2JYU Is the main reason 4 underperforming $GLD rising mining costs? $$ Dec 27, 2012
  • ICE Chief Challenges Stock Views of Trading http://t.co/9OvrtlSF Now watch $CME buy out $NDAQ & we can transform mkts, but2 what end? $$ Dec 27, 2012
  • Garbage Time http://t.co/deDDfsmp @reformedbroker on the lack of liquidity/activity @ year-end. Every real player is looking forward $$ Dec 27, 2012
  • Gus Sauter is at the Vanguard of Roping In Trading Costs http://t.co/OtLi9XBk Sauter likes HFT, uses algorithms 2 lower Vanguard’s costs $$ Dec 27, 2012
  • SEC going high-tech with real-time trade data http://t.co/AWpNNDjd The SEC can get some really fancy tools, but can they use them well? $$ Dec 27, 2012
  • It’s Time for Cramer 2 Short His Show http://t.co/QZ4UUqFF Cramer invests differently than his show; show on how he invests would b dull $$ Dec 26, 2012
  • How to Tell When a Stock Buyback Is Good for Investors http://t.co/SnnQeDoV If price rises on the announcement, it is usually LT good $$ Dec 24, 2012
  • Retiring Vanguard CIO Gus Sauter Looks Back http://t.co/q9rUbE0L A true titan of mutual funds as Vanguard served clients, not Vanguard $$ Dec 22, 2012

 

Macroeconomics And the Fed

 

  • The Mythology of Chained CPI http://t.co/UbtRkVAF Better to cut benefits directly, & not b sneaky by making a technical adjustment $$ Dec 27, 2012
  • Puzzle of weak investment jeopardizes growth rebound http://t.co/7ya8nkks People & firms will not invest 4 the future if present is weak $$ Dec 27, 2012
  • Push for Cheaper Credit Hits Wall http://t.co/48PKxWSf Watch the Fed push on a string; my aren’t they diligent? $$ #untestedtheories Dec 24, 2012
  • Evans Won New Fed Consensus Linking Rates to Unemployment http://t.co/NOelrxXm One day we will call bad economic ideas “Evans.” $$ Dec 24, 2012
  • Usage: “Where did you ever come up with an Evans like that?” “I was so embarrassed for him. At the meeting, he uncorked a real Evans.” $$ Dec 24, 2012

 

Other

 

  • Curbs on Smokers Continue to Grow http://t.co/8APeHuzz I’m allergic 2 cigarette smoke, but we r disadvantaging smokers 2 much $$ Dec 28, 2012
  • Perfect 10? Never Mind That. Ask Her for Her Credit Score. http://t.co/LWb4B7lE Even true love can be thwarted by a lousy credit score $$ Dec 27, 2012
  • 2013 Threats Predictions from McAfee, 16 pages PDF http://t.co/atec8Hpm Introduction article here: http://t.co/LTcjeTxR Surf carefully $$ Dec 27, 2012
  • Anatomy of an Air Attack Gone Wrong http://t.co/EBt24vfj A botched attack on a terror suspect kills 12 civilians & destroys a community $$ Dec 26, 2012
  • Do Unmarried Poor Have Bad Values or Bad Jobs? http://t.co/ukj2Mg99 Only 57% of couples in the program were still together after 3 yrs $$ Dec 26, 2012
  • The Great Chicago Christmas Credit Card Fiasco of 1966 http://t.co/zKR9oFjr Figures it would happen in Chicago, a sandbox 4 corruption $$ Dec 25, 2012
  • NY, Unlike Most States, Treats Education Achievements & Even Talents as Property to Be Divided Between Spouses http://t.co/totejhuX $$ Dec 25, 2012

 

Comments & Replies & Retweets

 

  • Just had a great time w/ @japhychron & @Daily_Pinch $$ RT @japhychron: Getting ready to meet @AlephBlog @ Starbucks http://t.co/f7k3gCTY Dec 28, 2012
  • Gas. Large family only buys 7 gals milk/wk max $$ RT @fundmyfund: what would cause more distress for american households? $6 gas or $6 milk. Dec 28, 2012
  • @mattrixDOTinfo @fundmyfund We had eight (5 adopted) — we briefly maxed out @ 8 gals/week, only 5 @ home now but bigger, so 7 gals/wk 4 us Dec 28, 2012
  • Fiscal Cliff: Boo! Dec 28, 2012
  • RT @randomroger: Fiscal Cliff: Boo! Dec 28, 2012
  • @DavidSchawel Mostly a fair observation, the only exception is that if u think the economy will shift & u r right, the returns can b big $$ Dec 28, 2012
  • @tarhinitrade @ReformedBroker Sound money allows businessmen to be more rational & enterprising. Also, macroeconomists r pretend 2 know $$ Dec 28, 2012
  • @XacAngXiangYin You’re welcome. China is fascinating to me. Dec 28, 2012
  • Just bought: ‘Financial Fine Print: Uncovering a Company’s True Value’ by Michelle Leder via @amazon cc: @footnoted $$ http://t.co/VKc1jdRp Dec 28, 2012
  • ‘ @TheStalwart Yeah, watching $LLL run higher over the last few months. Glad I didn’t sell. FD: + $LLL $$ Dec 27, 2012
  • So far people don’t seem 2b panicking. $$ RT @Alea_: We’ve Already Gone Over the Fiscal Cliff http://t.co/LyzU2bqo from: @cabaum1 Dec 27, 2012
  • @jucojames Thanks, that helps. Dec 27, 2012

·  @dpinsen @footnoted The price of helium is ballooning ;) Dec 26, 2012

  • @TheStalwart Not much, man. Stocks are likely to sell of a little on the open. Bonds will rally a little. Dec 26, 2012
  • @BUDDIEE18 You have clever phrasing but you don’t have proof. Dec 26, 2012
  • ‘ @Jesse_Livermore @scott_matagrano I know one or two guys that do it professionally; I just don’t know how they get the borrow Dec 26, 2012
  • ‘ @BUDDIEE18 You may find this difficult to believe, but $TSM has a really strict policy against market manipulation for its writers Dec 26, 2012
  • ‘ @scott_matagrano Promoted penny stocks are better: -93%/yr if you can get a borrow. http://t.co/jJ79L4Ac Dec 26, 2012
  • “Given the predominance of S-T $$ in professional $$ mgmt, I think most smart $$ is slow $$. But if…” — David_Merkel http://t.co/04qie15E Dec 26, 2012
  • Excitement @ the Merkel house today: a water main breaks, brings 5 trucks & 10 men paid triple 2 avoid annoying relatives & icky food $$ Dec 25, 2012
  • Make that 6 trucks. De bossman jus showed up, so the fine art of sitting around ceases, & swing around in2 what is loosely called action $$ Dec 25, 2012
  • @rudibest Reminds my of an article I wrote in 2009 called, “Voted for Change, Got Bush-Plus” & it has only been more so since then $$ Dec 24, 2012
  • Well said. The law was against them from the start $$ RT @munilass: Congratulations @CalPERS on your new status as Just Another Creditor Dec 22, 2012

 

 

Wrong

 

  • Wrong: High-Frequency Trading Prospers at Expense of Everyone http://t.co/jG4mgsRt This just looks like intelligent arbs doing business $$ Dec 27, 2012
  • Wrong: People Hate Losses & That Affects US Budget Talks http://t.co/uDNqcQeE Not good logic. More like envy 2 deny other side a win $$ Dec 25, 2012
  • Americans Miss $200 Billion Abandoning Stocks http://t.co/vO4s2t4S Better H/L: Open end Mutual Fundholders Miss $200B Abandoning Stocks $$ Dec 24, 2012
  • Wrong: India’s Unfinished Journey to Economic Success http://t.co/CnJ7I69y Gary Schilling’s musings on India in need of cultural reform $$ Dec 22, 2012

 

FWIW

 

  • My week on twitter: 53 retweets received, 57 new followers, 33 mentions. Via: http://t.co/SPrAWil0 Dec 27, 2012

 

 






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Accounting, Bonds, Fed Policy, Macroeconomics, 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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