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Sorted Weekly Tweets

Companies

 

  • Cargill joins Wall Street banks as swap dealer http://t.co/vvamqbSPM0 Could b a good idea 4 any firm that does much commodities hedging $$ Feb 22, 2013
  • Office Depot To Buy OfficeMax? And Then There Were Two. http://t.co/VzkCs2aDWl 0 + 0 = -1 Combined company faces $AMZN undercutting them $$ Feb 21, 2013
  • U.S. Insurers Resist Push to Make Gun Owners Get Coverage http://t.co/8DvviX2jRU It hasn’t worked that way with cars; this is a good idea $$ Feb 21, 2013
  • $OMX & $ODP merge — market doesn’t like it, combined companies worth less than before the merger rumor emerged $$ http://t.co/sy41UOiY Feb 20, 2013
  • Buffett brand has more beans than Heinz http://t.co/9xdLHvic The investor has won every advantage in the deal, writes Alice Schroeder $$ Feb 19, 2013
  • Bondholders Dislike Uncertainty in Berkshire-Heinz Deal http://t.co/vRylO1uj Bondholders, Buffett *never* assumes acquired debt $$ #patsies Feb 19, 2013
  • Annaly Reversing Slump as Denahan Tries to Dodge Fed http://t.co/eFkOQMtc $NLY changes its character as Fed crowds them out of RMBS $$ Feb 19, 2013
  • The Pitfalls of Dividend Yield in the Oil Patch http://t.co/CsUPn6T3 The higher the dividend yield the less $$ 2 pour in2 exploration/growth Feb 19, 2013
  • Reader’s Digest Is Bankrupt; Iconic Magazine Falters http://t.co/NYzgyqSQ 2 much debt & competition from internet; private equity failure $$ Feb 18, 2013
  • Danone Stake Poses a Challenge for Heinz Investor Peltz http://t.co/P492n9ic Much harder 2 get changes in France than the US. Won’t work $$ Feb 18, 2013
  • US Airways Wins AMR as Horton Said to Wage Last CEO Push http://t.co/aqTIj0cD CEO job went 2 visionary who saw a way 2 create value $$ Feb 17, 2013
  • Amazon Sells Out Predator Drone Toy After Mocking Reviews http://t.co/14FOo6H1 Don’t like it keep quiet; mocking draws more attn & sales $$ Feb 17, 2013
  • What? Carl Icahn Just Thinks Selling Diet Shakes And Herbal Tea Is A Really Good Business http://t.co/tZAYwLRZ nuances of synthetic long $$ Feb 16, 2013
  • McGraw-Hill Credit Rating Cut by Moody’s After U.S. Sues S&P http://t.co/yV4DMich Less 2 this than some say; it’s just business, baby $$ Feb 16, 2013

 

Rest of the World

 

  • Waiting for a Crisis http://t.co/acZOK6tG Wishful thinking on this side of the Pacific, but China needs to reduce the size of government $$ Feb 20, 2013
  • Cyberwar With China Is Here, Like It or Not http://t.co/d0GYgZ5z Most systems can be compromised from inside by inviting someone 2 err $$ Feb 19, 2013
  • Spanish Debt Grows by Euro146 Billion, Largest Ever Recorded; Debt-to-GDP Highest Since 1910 http://t.co/gvPQntX6 Spain will leave EZone $$ Feb 19, 2013
  • G20 currency truce shortlived as Japan mulls foreign bond buys http://t.co/nMpGhREw Japan decided G20 meeting gave a free pass to devalue $$ Feb 19, 2013
  • China’s New Leader Needs Grip on Wacko Next Door http://t.co/lEMu4aqM Instead, trade Taiwan for North Korea. Interests become aligned $$ Feb 19, 2013
  • Saxo Bank CEO Says Euro Is Doomed as Currency Woes Resurface http://t.co/z3TekaAD CEO: “Right now we’re in one of those fake solutions” $$ Feb 18, 2013
  • Billionaire Miner Fights Rivals to Halt Digs on His Ranch http://t.co/GwwtJW78 Interesting Aussie mining claims law; u only own top meter $$ Feb 18, 2013
  • Mrs. Watanabe Dumping Australia Debt Signals Turn for Yen http://t.co/jzoAdZi7 JPY Retail FX speculators try to pick a top for the AUD $$ Feb 18, 2013
  • How China’s President Is Earning A Nobel Peace Prize http://t.co/ETDm3nU1 If true, many unlawfully detained in China may be freed $$ Feb 18, 2013
  • Ugliest Danish Banks Find No Buyers in Toxic Asset Trap http://t.co/r9pJyJbA 2 much leverage in system makes resolutions hard. Who can buy? Feb 18, 2013
  • BlackRock Sounds Covered Bond Collateral Alarm http://t.co/2x8TUlAd Weaker collateral & larger haircut did not work well 4 securitization $$ Feb 18, 2013
  • CDS Uncertainty Adds to Fear on Europe Bank Bonds http://t.co/iwe0OzAu Y don’t the protection buyers get paid by sellers? No auction poss $$ Feb 18, 2013
  • Hugo Chávez Returns to Venezuela http://t.co/7zjjeqPZ I wouldn’t get 2 excited; rare that he would fully recover after so many operations $$ Feb 18, 2013
  • Japan flirts with equity targets to drive a stake in the zombie economy http://t.co/nUqJzPXQ Targeting yields& equity prices doesn’t work $$ Feb 18, 2013
  • EU Economy and Horse Meat Scandal: Both Finishing last at the Gate – Germany to follow? http://t.co/bC79NXaW EZone Core falters, what2do? $$ Feb 18, 2013
  • Celebrating the end of the eurozone affair ignores the heart of the matter http://t.co/qH8dbJcl Problems reappear after victory declared $$ Feb 18, 2013
  • Group of 20 chiefs take stand on exchange-rate policies http://t.co/sCCweMmW Basically, nothing happened, everyone hopes it goes away $$ Feb 18, 2013
  • Hollande Tiptoes Toward Raid on Pensions With EU Pressure http://t.co/i8MZZnCS No way to make the budget balance; needs many, too little $$ Feb 17, 2013
  • Walking-Pace Trains Spur $17 Billion India Rail Revamp http://t.co/75U6s3Ch I don’t believe in the BRIC nations; all have huge problems $$ Feb 16, 2013
  • Auto Keiretsu Wracked by Antitrust Probes http://t.co/slQiOR5d Friendly collusion 4 the purpose of quality, or profit? Not allowed in US $$ Feb 16, 2013

 

Other

 

  • Cardinal Dolan Preps for Conclave Vote on New Pope http://t.co/R0ffQ9Q76J “Bring Peanut Butter” & other tips for traveling Cardinals. ;) $$ Feb 21, 2013
  • Sewage Status Grows as Resource for Utilities to Skiers http://t.co/MCKboprN2P Amazing what we can do2 convert waste to power $$ Feb 21, 2013
  • Gasoline Pump Prices Soaring on Refinery Repairs, Oil Rally http://t.co/98E0NlHy Rising crude prices & refinery outages raise gas prices $$ Feb 20, 2013
  • Ironing Out the Wrinkles—The Complexities of Madeleine L’Engle http://t.co/ZeU5HKNn As a kid, I loved ML, opinion has always fallen since $$ Feb 19, 2013
  • Rotten Egg Gas Seen Offering Promise of Extending Life http://t.co/3GZYNK0f Hydrogen Sulfide – up to a limit we could all use more of it $$ Feb 19, 2013
  • What Doesn’t Kill Us Makes Us Stronger http://t.co/zB4cwRkY Small problems lead to product & service improvement & more robustness $$ Feb 18, 2013
  • Close Encounter by Asteroids Makes Case for Scrutiny http://t.co/LA5dyO7k We humans always fight the last war; remember the avian flu? $$ Feb 16, 2013

 

Credit Conditions

 

  • Junk Bond Froth Seeps into Emerging Markets http://t.co/mIq7e1qt I prefer emerging market gov’ts to corporate junk, they are run better $$ Feb 20, 2013
  • Bubbles and fraud: A smoking gun? http://t.co/BBbEsqGn Easy profits always brings out the worst in people; no wonder fraud increases then $$ Feb 20, 2013
  • The Indianapolis 500 of Corporate Bonds Yields http://t.co/EpblxrM0 The trend chaser are blowing out of credit; avoid 4 now, b cautious $$ Feb 19, 2013
  • Finra bond warning a real worrier http://t.co/E0Y5rI0x Dog bites man. Many have predicted long rates would rise & they haven’t (so far) $$ Feb 18, 2013
  • Debt Bubble Born of Easy Cash Prompts Swedish Rule Review http://t.co/BAuPbVVc $$ policy should not be used 2 stimulate; 2 much debt kills Feb 18, 2013
  • Super-prime’s invisible driver http://t.co/lrHsHjya Would u rather hold govt bonds or prime property? Which will lose less? @izakaminska $$ Feb 18, 2013

 

US Politics

 

  • Obama’s Deficit Commission Leaders Offer New Debt Plan http://t.co/SPlLstx0 50% cuts, 25% adjustments 2 Medicare, 25% close tax loopholes $$ Feb 19, 2013
  • How to Fix Too Big to Fail Without Taxpayer Bailouts: Rep. Campbell’s Plan http://t.co/7YGLejaK Plan is reasonable; receivership4BK banks $$ Feb 19, 2013
  • Pentagon Budget Stuck in Last Century as Warfare Changes http://t.co/1Qqn5sGP More smaller weapons, lower tech, fewer ppl, more skill&mobile Feb 19, 2013
  • All-the-Right-Skills Immigrants Ride US Hiring Wave: Economy http://t.co/YQ5wMqxB Note many in US have those skills & get screened out $$ Feb 19, 2013
  • Obama Golf With Woods in Florida Risks Muddling Message http://t.co/DPX5du27 Give Obama a break; he deserves a little fun too $$ Feb 19, 2013
  • Fiscal trouble ahead for most future retirees http://t.co/tEMoFpdy I predicted 20 yrs ago: Many Baby Boomers won’t b able 2 retire $$ Feb 18, 2013

 

Market Impact

 

  • Paulson Leads Funds to Bermuda Tax Dodge Aiding Billionaires http://t.co/KZINU1G9 After all that Paulson lost $$ rendering no tax savings Feb 19, 2013
  • Performance Tops Pedigree in Money Managers’ Fortunes http://t.co/LUMTpchB Story of two $$ mgrs & how performance drove their stock prices. Feb 17, 2013
  • Upside: Why Most Value Investors Will Burn Out http://t.co/BMicKXex You have to be willing to look like an idiot & be patient 2b rewarded $$ Feb 16, 2013
  • Confidence on Upswing, Mergers Make Comeback http://t.co/lzg5cJ7y 2 early 2 say. Profit margins r2 high & interest rates 2 low; unstable $$ Feb 16, 2013

Wrong

  • Wrong: Let’s Downgrade S&P, Moody’s Ratings Oligopoly http://t.co/tbh1eBIH Writer does not understand the needs of regulators or bond buyers Feb 19, 2013
  • Wrong: Swelling US Labor Force Keeps Fed at Ease http://t.co/V6vKs01q Every statistic I c on labor force participation says otherwise $$ Feb 19, 2013

 

Replies & Retweets

  • @TheStalwart Hey Joseph, thou hardest working guy on Wall Street, Congrats on your promotion at BI — it is well-deserved Feb 21, 2013
  • If I were long $HNZ now, I would sell; likely there is no better deal coming along, & upside is only 0.5% $$ http://t.co/TiCHLQm7GK Feb 20, 2013
  • “Johnson will report to 3G; they have all of the incentives to cut costs and recognize synergies…” — David_Merkel http://t.co/38KbUtiq $$ Feb 19, 2013
  • SEC EDGAR seems to be down, at least the search function isn’t working… Feb 19, 2013
  • @TheStalwart pick a medium-nice suburb of Rome. I grew up in the county of Waukesha, WI, FWIW. Feb 19, 2013
  • “These aren’t bargains; buying them @ these prices assumes they grow rapidly for the next 5 years.” — David_Merkel http://t.co/nq2fSMXe $$ Feb 19, 2013
  • ‘ @groditi Yes, reviewing it tonight. Agree about conviction; book’s only drawback is that if you get his emails, not much new $$ Feb 19, 2013
  • “When I analyze mutual funds, I look at active share and process — are they doing it right? Do…” — David_Merkel http://t.co/uZ8g1Exi $$ Feb 19, 2013
  • Illegal, you used “US postal service” & “innovate” in the same sentence $$ RT @ReformedBroker: CAN THE US POSTAL SERVICE STILL INNOVATE? Feb 18, 2013

 

FWIW

 

  • My week on twitter: 34 retweets received, 3 new listings, 49 new followers, 39 mentions. Via: http://t.co/cPSEMLXpb8 Feb 21, 2013

 






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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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