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Sorted Weekly Tweets



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


Rest of the World


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




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


Credit Conditions


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


US Politics


  • Obama’s Deficit Commission Leaders Offer New Debt Plan 50% cuts, 25% adjustments 2 Medicare, 25% close tax loopholes $$ Feb 19, 2013
  • How to Fix Too Big to Fail Without Taxpayer Bailouts: Rep. Campbell’s Plan Plan is reasonable; receivership4BK banks $$ Feb 19, 2013
  • Pentagon Budget Stuck in Last Century as Warfare Changes More smaller weapons, lower tech, fewer ppl, more skill&mobile Feb 19, 2013
  • All-the-Right-Skills Immigrants Ride US Hiring Wave: Economy Note many in US have those skills & get screened out $$ Feb 19, 2013
  • Obama Golf With Woods in Florida Risks Muddling Message Give Obama a break; he deserves a little fun too $$ Feb 19, 2013
  • Fiscal trouble ahead for most future retirees 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 After all that Paulson lost $$ rendering no tax savings Feb 19, 2013
  • Performance Tops Pedigree in Money Managers’ Fortunes Story of two $$ mgrs & how performance drove their stock prices. Feb 17, 2013
  • Upside: Why Most Value Investors Will Burn Out You have to be willing to look like an idiot & be patient 2b rewarded $$ Feb 16, 2013
  • Confidence on Upswing, Mergers Make Comeback 2 early 2 say. Profit margins r2 high & interest rates 2 low; unstable $$ Feb 16, 2013


  • Wrong: Let’s Downgrade S&P, Moody’s Ratings Oligopoly Writer does not understand the needs of regulators or bond buyers Feb 19, 2013
  • Wrong: Swelling US Labor Force Keeps Fed at Ease 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% $$ Feb 20, 2013
  • “Johnson will report to 3G; they have all of the incentives to cut costs and recognize synergies…” — David_Merkel $$ 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 $$ Feb 19, 2013
  • ‘ @groditi Yes, reviewing it tonight. Agree about conviction; book’s only drawback is that if you get his emails, not much new $$ Feb 19, 2013
  • “When I analyze mutual funds, I look at active share and process — are they doing it right? Do…” — David_Merkel $$ Feb 19, 2013
  • Illegal, you used “US postal service” & “innovate” in the same sentence $$ RT @ReformedBroker: CAN THE US POSTAL SERVICE STILL INNOVATE? Feb 18, 2013




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


Bonds, Fed Policy, Macroeconomics, public policy, Stocks, Tweets, Value Investing | 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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