Sorted Weekly Tweets

Rest of the World


  • Cyprus’s now-certain default Cyprus is not substantial to the EU, but it does raise issues as to precedence $$ Jan 26, 2013
  • Jobs At Al Jazeera Hiring in the USA! Join the Wahabist Ministry of Propaganda; certainly more talented than most! $$ Jan 24, 2013
  • Mali Exposes Flaws in West’s Security Plans Lack of proper gear, or American assistance, hinder Mali efforts $$ Jan 24, 2013
  • Manpower Sees French Labor-Deal Boon Matching Skills to Jobs $MAN helps sclerotic French labor find flexibility $$ Jan 24, 2013
  • Peso Beating Rupee Threatens Call Center Growth Phillipines will continue w/loose $$; everyone being forced2 loose $$ Jan 24, 2013
  • Cairo Slum-Dwellers Despair of Mursi on Uprising Anniversary What did u expect? Muslim Brotherhood best organized $$ Jan 24, 2013
  • Chavez Ally’s Once-in-Century Debt Exposes Neglect Dumb2lend @ 5% 4 10yrs 2a nation has expropriated 15 companies $$ Jan 24, 2013
  • Merkel hints at European deal for Cameron Ever-closer union gives way 2Europe a la carte $$ UK has better deal w/US? $$ Jan 24, 2013
  • Yahoo, Dell Swell Netherlands’ $13 Trillion Tax Haven Corporations scour the globe 4 tax advantages. Wouldn’t you? $$ Jan 24, 2013
  • Spain’s Lost Generation Spends Salad Days Toiling in UK High bad debts & unemployment, yes Mario the worst is past $$ Jan 24, 2013
  • Suicide of Minister Turns Focus on Crash Taking Toll in Ireland The more severe the recession, the more suicides $$ Jan 24, 2013
  • Draghi Says ‘Darkest Clouds’ Over Europe Have Subsided Tell that2 Slovenia! $$ #debtdeflation Jan 24, 2013
  • Spanish Bank Bad Loans: still tending upward Calling Mario Draghi! Another fire to douse w/your unlimited liquidity $$ Jan 24, 2013




  • Feeding the Dragon: Why China’s Credit System Looks Vulnerable GMO analyzes the mess that is credit in China $$ #danger Jan 25, 2013
  • China Overheating Risk Resurfaces, Ex-PBOC Adviser Says Total debt levels comparable to dev nations prior 2 crisis $$ Jan 24, 2013
  • China’s Potential growth may slow later in decade- Older population shrinks its labor force China demographic articles Jan 24, 2013
  • In China, Widening Discontent Among Communist Party Faithful Small cracks emerge in Party loyalty #interestingtimes $$ Jan 21, 2013
  • EU remains a big external challenge to China’s economy 5-yr plan 2 dom consumption will fail: based on transfer pmts $$ Jan 21, 2013
  • “Gehnen said most crucial for a lasting strengthening of China’s domestic demand…further development of basic systems of social security” Jan 21, 2013


Market Dynamics


  • “Don’t work on financial crises, don’t work on contagion,” they said, according to Forbes. “There’re not going to be anymore crises.” $$ Jan 26, 2013
  • The last tweet reflected the views of Kristin Forbes’ tenure advisors 10+ years ago Economists were complacent $$ Jan 26, 2013
  • The Temptation of Risk Buying any risk asset @ this juncture feels like succumbing 2 the peer pressure of the market $$ Jan 25, 2013
  • “The fundamental law is we can’t raise debt faster than income from now on,” Dalio said. Dalio Sees ‘Game Changer’ $$ Jan 25, 2013
  • “The worst investment decisions have generally been made when dumb money is chasing yield.” Edward Chancellor and Mike Monnelly at GMO $$ Jan 25, 2013
  • Investors See a Way Forward: Buybacks Organic growth is best, but companies w/cheap stock should buyback shares $$ Jan 24, 2013
  • Visual History Of The S&P 500 20th birthday for $SPY — Watch how the top 10 companies have varied over last 33 yrs $$ Jan 22, 2013
  • Egan-Jones Faces 18-Month Ban on Sovereign, Asset-Backed Ratings Should have stuck w/their expertise in corporates $$ Jan 22, 2013
  • Calpers Buy-Hold Rule Recoups $95B Recession Loss Still short $87B, only 74% funded, asks CA & struggling cities 4 $$ Jan 22, 2013
  • Investors Get a ‘Perpetual’ Headache It is usually dumb to give away your principal 4a fixed rate w/no upside $$ Jan 22, 2013
  • Wrong: Money Magic: Bonds Act Like Stocks This is little different than buying the equity of CDOs & diversifying $$ Jan 22, 2013
  • More on having technical analysis taught in financial classes in academic circles @reformedbroker @ppearlman $$ Jan 21, 2013
  • We must fix the broken Western state model Liabs, deficits & policy uncertainty lead2 economic gridlock as DC wastes $$ Jan 21, 2013




  • It Pays to Own an Energy Pipeline. Thanks, Tax Code Almost all are set up as MLPs, which pass income to partners $$ Jan 25, 2013
  • Financial Crisis Suit Suggests Bad Behavior @ Morgan Stanley The buyers did not do due diligence, & were yield hogs $$ Jan 24, 2013
  • Explosive Charge: Morgan Stanley Peddled Security Its Own Employee Called ‘Nuclear Holocaust’ Untold story: yield hogs Jan 24, 2013
  • Microsoft Risks Strain to PC Partnerships With Dell Investment All of $MSFT ‘s relationship’s r strained somewhat $$ Jan 24, 2013
  • Firms Keep Stockpiles of ‘Foreign’ Cash in US You want they should keep it elsewhere? At least it is safe here $$ Jan 24, 2013
  • #SYMC offers capital allocation program, plans to initiate company’s first cash dividend FD: + $SYMC 2.5% div, nice $$ Jan 23, 2013
  • Western Digital Hits 15-Yr Peak on Talk of Buyout FD: + $WDC | $WDC more cyclical than $DELL, harder 2take private $$ Jan 22, 2013
  • Loan start-up Prosper raises $20 million, led by Sequoia Peer-2-peer lending comes of age, Prosper attracts $$ Jan 22, 2013
  • Microsoft in Talks to Help Finance Dell Buyout Odd, indicates that $MSFT has more $$ than they know what to do with Jan 22, 2013
  • Schools Hit by Morality of Wal-Mart Guns Funding Charity $WMT makes <1% of its profits from guns; >1% from tobacco $$ Jan 22, 2013
  • Inside H-P’s Missed Chance to Avoid a Disastrous Deal Could have walked away after firing Apotheker for ~$100M $$ Jan 22, 2013




  • Senate Changes Rule on Filibusters, Keeps Supermajority Modest good changes made, but the filibuster stands as is $$ Jan 25, 2013
  • Facebook Friends Fronting Debt Collectors Draw US Regulation Debt collection harassment goes social, for now $$ Jan 24, 2013
  • Fast-changing social media makes advisers scramble Note to RIAs w/LinkedIn: u may need 2turn off recommendations $$ Jan 24, 2013
  • Who Can Outgrow or Recover From Autism Autism is an overused word. Some males take longer to develop $$ Jan 22, 2013


Benefits now, Payment with Interest Later


  • Backs to the Future by @agnestcrane | But as interest rates rise, asset values should fall; the gap should remain $$ Jan 24, 2013
  • Big Ben’s Big Bite Out of Corporate Pensions QE-infinity raises the costs of defined benefit pensions & other liabs $$ Jan 24, 2013
  • The RomneyCare Bill Comes Due Coming soon to a nation (US) near you: pay more for health care or get less of it $$ Jan 24, 2013


Comments & Retweets

  • “I’ve always been skeptical of Bremmer & Roubini — too promotional.” — David_Merkel $$ Also too bearish on the US. Jan 25, 2013
  • @JackHBarnes @finemrespice I would be surprised if a bunch of Hungarians have better insight than most. Jan 26, 2013
  • @finemrespice @The_Analyst I am proud to know the both of you virtually. To all my followers, please follow. #FF Jan 26, 2013
  • @finemrespice Many apologies, I get what u r going for. Clever. Jan 26, 2013
  • ‘ @finemrespice Personally, I would like 2b more perverse — they have 2 invest their wealth in companies which they have refused 2 favor $$ Jan 26, 2013
  • @jckhewitt as you will note from my last tweet, the economics profession believed in the early 2000s that we had banished financial crises Jan 26, 2013
  • An example of an ETF that buys companies that buy back stock on net $$ $TTFS RT @jvnash1: @AlephBlog $ttfs float shrink Jan 24, 2013
  • Another good example of shrinking shares outstanding $$ RT @dwk24: @AlephBlog $COH Jan 24, 2013
  • RT @DavidBCollum: @AlephBlog Indeed. They also forget the highly complex systems improve by evolution, not human fiat. FOMC suffers “Fat … Jan 24, 2013
  • @BarbarianCap I agree, though I think developed nations should try to co-ordinate tax policy, & suggest 2 tax havens NATO has other uses 😉 Jan 24, 2013
  • ‘ @DavidBCollum I think the Fed forgets that every liability is someone else’s asset, but that every asset isn’t someone else’s liability $$ Jan 24, 2013
  • @Skrisiloff You’re welcome, Scott. Keep up the good work! Jan 24, 2013
  • @flounder_MA @smartfootball It’s a valuation question. Price below 1.3x tangible book, buy back stock. Otherwise, special dividends $$ Jan 24, 2013
  • @JMucken @DanSWright I think that’s the only utility I let auto-tweet; nice utility that sums up what I did publicly on Twitter wed-to-wed Jan 24, 2013

·  @djoalpha11 This Dan Dorfman ? Or another one, because the famous one is dead… Jan 22, 2013

  • @GaelicTorus @danielckoontz They serve different needs. Main point: Use your specialized knowledge 2 choose ins 2 best serve yr likely needs Jan 21, 2013
  • @danielckoontz But no, I don’t have anything in the archives on LTC, except don’t buy the stock of those whose liabilities r a hi % LTC Jan 21, 2013
  • @GaelicTorus @danielckoontz LTC is for people of in-between health; likely to live but not be so healthy, eases the unpleasantness of aging Jan 21, 2013
  • @danielckoontz also look & compare all of the terms & conditions & compare different specimen policies. Get quotes from a wide # of writers Jan 21, 2013
  • @danielckoontz LTC is useful for someone who thinks they will need lots of care, but is likely to live a long time. Best bought when younger Jan 21, 2013
  • RT @ToddSullivan: RT @Convertbond: RT “@finansakrobat: Milton Friedman (via Morgan Stanley): “nothing is so permanent as a temporary go … Jan 21, 2013
  • “Difficulty: few people, even professionals, are good enough to go against the grain when the masses are panicking” $$ Jan 20, 2013




  • My week on twitter: 40 retweets received, 6 new listings, 81 new followers, 58 mentions. Via: Jan 24, 2013