Sorted Weekly Tweets

US Fiscal & Monetary Policy


  • Obama’s Budget Would Cap Romney-Sized Retirement Accounts Might indirectly harm smaller accounts, article states Apr 05, 2013
  • Obama Budget Plan Would Curb Social Security Growth Small curbs; reinforces idea: can’t trust Govt on inflation Apr 05, 2013
  • Obamacare Sticker Shock: Are You Ready to Pay Double? Getting bad enough that the Democrats might undo Obamacare… Apr 04, 2013
  • ‘Greatest bond bubble in history’ will burst in economic chaos, says Stockman Collins & Aikman makes him Cassandra Apr 04, 2013
  • How the Fed fueled an explosion in subprime auto loans Cheap AAA financing + personal stories of aggressive lending Apr 04, 2013
  • Who will be the next Fed chair? Here are Wonkblog’s odds. Every one of these is a horrible idea, especially Yellen $$ Apr 03, 2013
  • Krugman should be careful tossing out the phrase “cranky old man stuff.” It tosses like a verbal Boomerang. #livesinaglassshouse $$ #stones Apr 01, 2013
  • Stockman Warns of Crash of Fed-Fueled Bubble Economy Krugman called Stockman’s piece “cranky old man stuff” $$ Apr 01, 2013
  • Fannie Mae and Freddie Mac Face New Problem: Profitability Some in Govt plan on keeping F&F under govt control $$ Apr 01, 2013


North Korea


  • Understanding Kim Jong Un’s Tantrums Has 2 prove tough guy bona fides to generals, while pushing modest reform agenda Apr 05, 2013
  • North Korean Nukes: How Worried Should We Be, and What Is Kim Jong Un Thinking? Mutual deterrence of first move Apr 04, 2013
  • Scooping Up North Korean Coins Jimmy Rogers picks up some unusual numismatic coins from North Korea. $$ Apr 01, 2013




  • Merkel Losing Allies in $700 Billion Shift to Renewables For a science PhD, she certainly tends 2 magical ideas Apr 05, 2013
  • Draghi Considers Plan B as Sentiment Dims Post Cyprus Fumble Unwinding the Euro would be appropriate #unforcederror Apr 05, 2013
  • Le Fracking for Geothermal Heat Drawing Ire of French Oil The French tie themselves in knots: irrational policies Apr 05, 2013
  • EU Unemployment: Titanic in Perspective Summary of the EZone unemployment problem, culled from many websites Apr 04, 2013
  • A weakening Germany in a weaker EU But can Germany rescue itself; whole EZone slowing down; time 4 action Mario! 😉 Apr 04, 2013
  • World from Berlin: ‘Germany Isn’t Living Up to EU Responsibility’ But what will Germany do when it has2rescue France? Apr 04, 2013
  • Audi Wants to Change a 45-Year-Old U.S. Headlight Rule Only high & low-beams r allowed; Audi wants more variety Apr 04, 2013
  • Cyprus Turks Share Pain as Banking Crisis Revives Talk of Unity Serious talks will come through younger politicians Apr 04, 2013
  • The ECB Fragmented Monetary Policy Eurozone no longer has single monetary policy; euros not worth same everywhere $$ Apr 03, 2013
  • Euro Zone Unemployment Hits Record High Fringe Europe suffers from the political dreamers post-WWII $$ #breakup Apr 03, 2013
  • Money Funds Meet Zero Yields by Breaking Buck Taboo: Euro Credit Short-term finance hits the wall in Eurozone $$ Apr 03, 2013
  • Slovenia’s Jazbec Inherits Bank System to Avert Bailout Don’t care how smart u r; pain involved in deleveraging $$ Apr 03, 2013
  • Texas wants its gold back! Wait, what? This is a rational response to kleptocracy a la Cyprus. $$ Apr 02, 2013
  • Developing Nations Retreating from Euro as Reserve Currency Predictable; can reserve currency allow confiscation? $$ Apr 02, 2013
  • President Hollande Failing to Control Unemployment Crisis It would require considerable deregulation 2fix France $$ Apr 02, 2013
  • Sundown in America Much as I have not liked Stockman, the logic is decent; he is arguing for the free markets. $$ Apr 02, 2013
  • Mitch McConnell Prepares To Give Barack Obama The Political Shellacking Of A Lifetime Worth a read, PPACA is a dog $$ Apr 02, 2013
  • Wrong: Confessions of a Keynesian heretic Another believer in monetary alchemy, but not fiscal alchemy $$ #endthefed Apr 01, 2013




  • Wrong: Japan’s Brave New Monetary Era Doing the same thing over & over & expecting a different result. Won’t work Apr 05, 2013
  • Japan’s Yen UnCompetitveness – Fukushima and the Yen – Hara-Kiri Export > Import favors yen fall; now is vice-versa Apr 05, 2013
  • Kuroda to Bernanke: My Bazooka Is Bigger Than Your Bazooka “I can destroy my nation faster than u can. Nyaah! Nyaah!” Apr 05, 2013
  • Bank of Japan in Bold Bid for Revival We must devalue & inflate our way to prosperity! Apr 04, 2013


Church v State


  • Next few tweets will b controversial: Founder’s thoughts on “No establishment of religion” applied to the National govt, not the states Apr 04, 2013
  • Laws favoring certain churches persisted in various states until 1850s, & some had religious test oaths for officeholders into 20th Century Apr 04, 2013
  • The “test oaths” died for lack of use, clean up in the 1900s, was largely perfunctory. The next tweet contains today’s story Apr 04, 2013
  • Proposal would allow state religion in North Carolina Won’t pass modern constitution muster, but would in early 1800s Apr 04, 2013


Other US Politics


  • Seven Dumb Things Bankers Say Among them that the big banks aren’t too big, & that the economy is not 2 financialized Apr 06, 2013
  • Deep in the Red of Texas, Republicans Fight the Blues Texas, future blue state, must motivate voters to care Apr 05, 2013
  • ‘Dear Airline, Here’s the Problem…’ Customized surveys home in on problems so airlines can fix complaints fast Apr 04, 2013
  • Pro-Gun Laws Gain Ground Since Newtown Massacre, More States Ease Regulations Than Bolster Them Apr 04, 2013
  • Tough Calls on Prenatal Tests Beware false positives; If u get a positive, do a 2nd invasive test 2 check Apr 04, 2013
  • 5 big Dodd-Frank battles Volcker Rule, consumer bureau battle, random ratings, derivatives fight all on agenda Apr 04, 2013
  • Health Insurers Prevail in Medicare Fight With Washington Another example of the perversity of the PPACA $$ #abolish Apr 03, 2013
  • Court says Stockton, California may proceed with bankruptcy Largest muni bankruptcy will challenge guarantors $$ $AGO Apr 02, 2013
  • Banks Win Dismissal of Substantial Portion of Libor Suits Difficult 2 prove particular damage 2 claimants. $$ #toobad Mar 31, 2013
  • Frats Worse Than Animal House Fail to Pay for Casualties Very long article: national fraternities avoid liability $$ Mar 31, 2013




  • Wrong: Beware of those who cry ‘bubble’ about bonds Article argues about wrong classes of bonds; Tsys not bubble Apr 05, 2013
  • As Business Lending Rises, Concerns Emerge About Profit May b no defaults now, but loan pricing tighter than exp loss Apr 04, 2013
  • The Lurkers of Wall Street @reformedbroker Of “desk analysts” that turn to Stocktwits when they can’t find news Apr 04, 2013
  • Freeh Says Corzine’s Risky Strategy Helped Fell MF Global B wary when companies pursue biz askew from main biz Apr 04, 2013
  • HSBC Converts Loan Clients to Enter Junk Top 10 Pay more in yield, but gain flexibility from fewer covenants Apr 04, 2013
  • Bond Traders Club Loses Cachet in Most Important Market It’s just not worth it 2b a primary UST dealer w/direct bids Apr 04, 2013
  • Financial ETF Falters Amid Bearish Bets as Bank Earnings Loom Ratio of $SPY to $XLF is rising Apr 04, 2013
  • I miss working in a life ins investment dept. You get to see all of the prospectuses for bizarre credit deals; u *feel* the credit cycle $$ Apr 04, 2013
  • Bitcoin’s largest market crashes after wild price swing Smile when u say Bitcoin & “crash course” in same sentence $$ Apr 03, 2013
  • Gross Says Buffett, Soros Careers Fueled by Expansion Honest Gross; Taking 2much credit risk briefly looked good $$ Apr 03, 2013
  • Mortgage Gamble Pays Off for Wells Doing balance sheet lending w/an option to sell if conditions r good $$ FD: + $WFC Apr 03, 2013
  • Willow Fund as a Cautionary Tale for Investors Large strategy changes r always red flag; invalidates track record $$ Mar 30, 2013
  • Does Blame Predict Performance? “Blame cultures” can improve investing by identifying &fixing problems w/foresight $$ Mar 30, 2013
  • Carl Icahn Unleashed: Wall Street’s Richest Man Is On The Attack — Just Ask Michael Dell Was interviewed 4 this $$ Mar 30, 2013




  • Is Jeffrey Loria the Worst Owner in Sports? & Rent-seeking in professional sports  cc @munilass Apr 04, 2013
  • Gold Slumps Toward Bear Market as Investors Cut Holdings Positive self-reinforcing liquidation of ETF units, mebbe Apr 04, 2013
  • A Man in the Mirror Bill Gross says great investors have had a huge tailwind from growth of credit. What comes next? Apr 04, 2013
  • Firefox 20 is giving me fits w/a Javascript bug keeps popping up boxes that say “Error: missing ( after for” Also no posting 2 stocktwits Apr 04, 2013
  • Visa Demand Jumps Employers Set to Quickly Reach Cap on Skilled Foreign Workers $$ Companies race to get ltd # visas Apr 02, 2013
  • Republican Born Roosevelt Digs Deep for Texas Oil Found With CO2 CO2 injection liberates tight oil in West Texas $$ Apr 02, 2013
  • Buffett’s Missed Airlines Bet Remember Buffett invests like baseball w/”no called strikes.” No fat pitch 2 swing @ $$ Apr 01, 2013
  • Suzy Weiss: To (All) the Colleges That Rejected Me Satirical article:useless things colleges look 4 in applicants $$ Apr 01, 2013
  • Airline Returns Refute Buffett Aversion 2 US Carriers Dead cat bounce & that qualifies2undo the history of losses? $$ Apr 01, 2013


Overly Large Nonbank Financials


  • $NLY $GLD $SPY $VWO ticker list 4 publicly traded Miscellaneous Financial Services companies w/ > $50B in assets $$ Apr 04, 2013
  • $AMP $BLK $BAM $SCHW $MS $UBS list of tickers 4 publicly traded Investment Services companies w/ > $50B in assets $$ Apr 03, 2013
  • $AIG $BRK/A $CB $CNA $HIG $L $TRV list of tickers 4 publicly traded P&C Insurance companies w/ > $50B in assets $$ Apr 03, 2013
  • $GNW $LNC $MET $PL $PRU $UNM list of tickers 4 publicly traded Life Insurers companies w/ > $50B in assets $$ Apr 03, 2013
  • $AFL $CI $PFG $UNH $WLP list of tickers 4 publicly traded Acc & Health Insurance companies w/ > $50B in assets $$ Apr 03, 2013
  • $DFS $GE $SLM list of tickers 4 publicly traded Consumer Financial Services companies w/ > $50B in assets $$ Apr 03, 2013


Replies & Retweets


  • @probability_wtd Many things concern me, including this. Really difficult 2c the government keeping their hands of pension monies. Apr 06, 2013
  • Buffett isn’t simple RT @researchpuzzler: my latest #wsjexperts comment, on lessons from Buffett HT @alephblog Apr 05, 2013
  • @LaMonicaBuzz They have both assets & liabilities in the yen; they try 2 keep it even, effect should b small | FD: + $AFL Apr 05, 2013
  • All significant energy use improvements have been more efficient use of oil, gas&coal RT @finemrespice: <- Insanity. Apr 05, 2013
  • I would be fine w/that RT @Nonrelatedsense: @AlephBlog strikes me as better to eliminate dividend taxes for C corps Apr 05, 2013
  • “Just a market for speculators, because nothing physical is traded that producers want to hedge…” — David_Merkel $$ Apr 05, 2013
  • @neilbarofsky Really glad for you. I rarely get to meet any heroes. She was prescient. Apr 04, 2013
  • RT @DavidSchawel: MOAR mREITS: Blackstone backed Ellington Mortgage $EARN files for $100mil IPO. Let no yield hog be left without a 12% … Apr 02, 2013
  • @The_Analyst 15-20 years ago Apr 01, 2013
  • ‘ @The_Analyst Real-time, this is 18-20 years ago, but it illustrates modern problems. It will get closer to the present as I move along $$ Mar 31, 2013
  • RT @DavidSchawel: CS lessons from Cyprus: sr. bank debt no longer safe, uninsured bank deposits have been nailed in, and capital control … Mar 30, 2013




  • My week on twitter: 44 retweets received, 3 new listings, 58 new followers, 45 mentions. Via: Apr 04, 2013