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Sorted Weekly Tweets

Rest of the World


  • West Australia Set to Stay Liberal Highlighting Gillard’s Plight Some Labor policies r perceived 2b anti-mining $$ Mar 07, 2013
  • Top Stock Kroton’s School-Loans Growth Decelerates Brazil goes down the student loan path US has. Better results? $$ Mar 07, 2013
  • Merkel Looks East for Austerity Allies in Hollande Talks Austerity is getting 2b a tougher sell; when does it end? $$ Mar 07, 2013
  • Saudi Next Generation Has US Imprint as King Picks Leaders Wahabiism won’t accept cultural reforms; 2 optimistic $$ Mar 07, 2013
  • Impotent Mursi Losing Grip on Egypt as Unrest Prompts Reversals Anarchy rules as Mursi putters; no 1 2 replace him $$ Mar 07, 2013
  • EU Unemployment: Titanic in Perspective ~12% unemployment across the EU & still rising. Sound like a success 2u? $$ Mar 06, 2013
  • Pound’s World-Worst Drop Seen Growing in Pimco Math Everyone wants a cheaper currency in the race 2 the bottom $$ Mar 06, 2013
  • China ‘fully prepared’ for currency war Brave words from a country w/an immature financial system $$ Mar 06, 2013
  • Japan’s Economic Bad Mix : Yen, Oil and China Not a question of Japan getting into trouble, only what catalyzes it $$ Mar 05, 2013
  • Reforms Stall in Athens as Troika Considers Next Aid Tranche for Greece Still don’t c how Greece avoids leaving EZone Mar 03, 2013




  • Chevron Shale Bet Down Under Makes Senex Target That’s why gas found in Australasia is so valuable FD: long $CVX $$ Mar 07, 2013
  • Ethanol Outpaces Gasoline on Longest Supply Drop Since 2010 Margins r wide enough shut capacity reopens $$ FD: + $VLO Mar 07, 2013
  • Conoco Says US Should Consider Allowing Oil Exports Now that we make more than we consume, y not sell excess? $$ Mar 07, 2013




  • When ‘Jazz’ Was a Dirty Word Fascinating 2c how jazz musicians rejected the label, but played w/great enthusiasm $$ Mar 09, 2013
  • Making a Liberal-Arts Education Pay Trouble w/liberal arts: not enough science & math; written by an English prof $$ Mar 07, 2013
  • Stress at Work: Why Women Feel It More Than Men Women tend 2 ‘Tend and Befriend.’ Men tend 2 fight/act or leave $$ Mar 07, 2013
  • Rice Glut Expands With Farms Poised for Record Crop I’ve heard there r animal feed shortages, can rice b used? $$ Mar 06, 2013
  • In Geology, Old-Timers Can Be Worth Their Weight in Gold They analyze plants, animals, not just computer analyses $$ Mar 05, 2013
  • Many Avoid Tough Path to Citizenship Costs time & $$, effort from studying, hiring a lawyer, etc. Mar 05, 2013
  • As Pirates Run Rampant, TV Studios Dial Up Pursuit Story of television trying to eliminate piracy and not winning $$ Mar 05, 2013
  • Glad that Venezuela does not have to suffer through more of Chavez, but sad 4 him. Now, what will the election result be? $$ Mar 05, 2013




  • Icahn Unbound Takes Activism to New Peak in Deal Fights He’s having a lot of fun going after poorly planned deals $$ Mar 09, 2013
  • Why Vodafone Should Head for a Verizon Exit $VOD should make $VZ pay up, they have less need 2 act | FD: + $VOD $$ Mar 07, 2013
  • Boeing Said to Boost 787 Battery Tests As Carmakers Aid 2 Many batteries passing “quality control” @ manufacturer $$ Mar 07, 2013


Market Impact


  • Wrong question. by @ReformedBroker Tie your hands w/asset allocation. Give yourself limited movement re fear/greed $$ Mar 07, 2013
  • Proof the Fed is Juicing the Markets Correlation is not proof, but the monetary base is highly correlated w/DJIA $$ Mar 07, 2013
  • Welcoming, and Worrying About, a Record Market Last inflation adjusted DJIA high was not Oct-2007, but Jan-2000 $$ Mar 06, 2013
  • Young Adults Retreat From Piling Up Debt Saving is the secret to getting the big ticket items 2 make life pleasant $$ Mar 06, 2013
  • Qualified Private Activity Bonds Come Under New Scrutiny Corporations have access to issuing tax-exempt bonds $$ Mar 06, 2013


US Government & Economic Policy


  • Yale Suing Former Students Shows Crisis in Loans to Poor Loan programs seem cheaper in the short run, deceptive $$ Mar 07, 2013
  • Tom Coburn’s Campaign Against Government Waste Coburn fights for what is right regardless of what the GOP thinks $$ Mar 07, 2013
  • Nurses Spar With Doctors as 30 Million Insured Seek Care These fights will be more common as Obamacare proceeds $$ Mar 06, 2013
  • S&P Credibility Seen Eroded by Complicity in Soured Deals Where r the complaints about regulators forcing ratings? $$ Mar 06, 2013
  • Warren Buffett Sees ‘Hair Trigger’ When Fed Shifts Stance Right. Now if he would spend time speaking truth 2 power $$ Mar 06, 2013
  • US Sequestration : Market Impact on financial assets Would nitially b deflationary, but lead to growth later IMO $$ Mar 05, 2013
  • Dr Copper and his funny friends dont agree with SP500 – Divergence ! Real economy not doing as well as S&P 500 $$ Mar 03, 2013
  • US Restaurant Index and US Consumer Confidence Restaurants r sensitive indicators of consumer behavior: weak now $$ Mar 03, 2013
  • Federal Reserve: What Happens When It Runs Out of Ammo? What happens when they need2tighten & reaction is violent $$ Mar 03, 2013
  • Two Scenarios for Future of ‘Big Finance’ Finance still needs 2 shrink, the economy needs total debt 2b < 2x GDP $$ Mar 03, 2013
  • US Incomes Fall, Spending Rises What do you expect when you add back the payroll tax? $WMT takes a hit also $$ Mar 03, 2013
  • Druckenmiller Sees Storm Worse Than ’08 as Seniors Steal It is very bad, but I don’t get the $211T number, too big $$ Mar 03, 2013
  • Obama Orders Cuts That Will Be ‘Slow Grind’ on Economy Next stop, 3/27 when the spending authorization expires $$ Mar 03, 2013
  • Obama Makes Cuts Personal in Strategy to Bend Congress May try to mismanage sequester to embarrass Republicans $$ Mar 03, 2013



  • Edge: Milevsky, Ritholtz, Zweig, Ferri & More This year’s Edge Q is What *should* we be worried about? I’m in it 2 $$ Mar 05, 2013
  • Kass Takes Buffett’s Challenge to Present Bearish Questions @DougKass gets fun of poking holes in Warren’s theses $$ Mar 05, 2013
  • Buffett’s Advice to Apple’s Tim Cook: Ignore Einhorn Warren tells him to manage for the long haul. Wise words $$ Mar 05, 2013
  • Investing methods that beat the market Momentum, small cap, value, yield — can all be mimicked through ETFs $$ Mar 05, 2013
  • Birinyi Says Buy Mining, Technology Shares as Bull Ages Yes 4 tech, but miners have over developed, poor profits $$ Mar 05, 2013
  • How much do stocks really return? Good article, but I think the advantage of stocks over inv grade bonds is ~1%/yr $$ Mar 05, 2013
  • Say Goodbye to the 4% Rule for Retirement Better rule: Ten-year Tsy yield +2% if bullish, +1% neutral, +0% bearish $$ Mar 05, 2013




  • In Florida, Sinkhole Risks Grow With Urban Expansion West Central Florida has a sinkholes, could lose 4 counties? $$ Mar 07, 2013
  • Imagining a Post-Bundle World for Cable TV Popular shows/networks would do better, less popular would suffer $$ Mar 03, 2013


Replies & Retweets

  • Why should the companies you listed pay 6%, when all of them could issue senior unsecured for less than that? Mar 07, 2013
  • @The_Analyst They would give up that much to avoid being sr unsec liability?? Mar 07, 2013
  • Bigtime MT @BarbarianCap: $PRU >Annuity Fees Would Make Bankers Dance >> CEO touting how expensive their products r Mar 07, 2013
  • You can say that again RT @munilass: This is beautiful. The use of drones is finally getting the attention it deserves. Mar 07, 2013
  • Good one! RT @JMucken: @AlephBlog It would be metaphorical to give the winner a “gold” medal. Mar 06, 2013
  • I agree w/that, as it says in Romans 3:8 RT @cogent_rambling: Bad doesn’t erase good. Mar 06, 2013
  • RT @agnestcrane: I’d say credit markets feel pretty good about banks ahead of stress tests. BofA, GS, MS CDS spreads have more than halv … Mar 06, 2013
  • I use that when I worry about retailer spam RT @cullenroche: On a more serious note, why in the world do I still use my Yahoo email account? Mar 06, 2013
  • Maybe we could turn competitive devaluation into an Olympic sport. Send all finance ministers & central bankers 2 Sochi w/a 1-way ticket $$ Mar 06, 2013
  • @Fullcarry Thanks for the info, helps Mar 05, 2013
  • Jesus will surprise him RT @mattrixDOTinfo: re: Chavez and being sad. It’s a shame Chavez will now have 2b held accountable to our Maker. Mar 05, 2013



  • My week on twitter: 39 retweets received, 2 new listings, 90 new followers, 36 mentions. Via: Mar 07, 2013

Banks, Bonds, Fed Policy, Macroeconomics, Pensions, 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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