Sorted Weekly Tweets

Market Dynamics

 

  • Gold Volatility Beats US Stocks and May Last: Chart of the Day http://t.co/7Bo9dvOKaN Bodes ill 4 gold in short-run, good in the long-run $$ Apr 19, 2013
  • S&P500, & their friends: Market Fatigue? Confirmation Signs?http://t.co/OCmnASBP4b Momentum failing in small cap stocks, not a good sign $$ Apr 18, 2013
  • Some (more) crushing news for goldbugs http://t.co/PQOeK0IRxp Depletion is the bane of gold producers, pushing up the cost of ore $$ Apr 18, 2013
  • Just Before the Crash http://t.co/8t7EYWI5mP Institutions create their own crises by herding into risky asset classes & fleeing en masse $$ Apr 18, 2013
  • End of the supercycle looms: commodities, stocks sell off http://t.co/PvQzo907SZ Calling end of cycle is gutsy when resource demands r up $$ Apr 17, 2013
  • Commodities Crushing Stocks http://t.co/nh08C1eAIJ One day does not make a market; that said, increased volatility is a negative $$ Apr 17, 2013
  • Gold’s fair value is $800 an ounce http://t.co/w3AYvPu1Qn Way too low, unless inflation will remain negative 4 some time $$ Apr 17, 2013
  • 4 Signs That The Housing Recovery Is Stalling http://t.co/R0Q8VoGbgX Interesting set of charts; feels like a dead cat bounce in Res RE $$ Apr 16, 2013
  • Busting Sell in May and Go Away Myth http://t.co/QrNPXFLLYo Buy&Hold best in LR, then buy November, sell April $$ C: http://t.co/eoV7EtmcSv Apr 16, 2013

 

Companies & Industries

 

  • Caterpillar and Federal Express: Two Global Bellweathers, Two Worries  http://t.co/GKzv0om5Ia Where did all the ppl go talking of growth $$ Apr 19, 2013
  • Chevron Defies California On Carbon Emissions http://t.co/edOiu38VaJ California’s policies r2 strict, another reason y CA state is failing $$ Apr 19, 2013
  • $VZ Says Tax Hurdle 2 $VOD Wireless Buyout Fixable http://t.co/9loiR5KxCl $VZ should buy $VOD, spin off what it doesn’t want | FD: + $VOD $$ Apr 19, 2013
  • More Cracks Undermine the Citadel of TV Profits http://t.co/3ilOm7dN19 How 2 keep information bundles together, good subsidizing mediocre $$ Apr 16, 2013

 

United States

 

  • Boston Bombings Bring Americans Closer to Living on Edge http://t.co/zpkw58VB4v Free societies have to live w/risk or we destroy freedom $$ Apr 18, 2013
  • Clinging to Guns—and Abortion http://t.co/2W3Dvh9WyR Hadn’t heard story about Kermit Gosnell; really surprised it isn’t a bigger story $$ Apr 18, 2013
  • Route Change Forces Keystone Foes to Shift Focus http://t.co/pbrXMdWBYt Environmentalism is intellectually bankrupt, a prime example here $$ Apr 18, 2013
  • Is making US banks foresee trouble more trouble than it’s worth? http://t.co/b6IBN7AA5v Done fairly, no. If abused, yes. Analysts needed $$ Apr 17, 2013
  • Retirement Account Cap With Obama Budget Buoys Insurance http://t.co/wsK7ZSj8cQ A positive for life insurance among the most wealthy $$ Apr 17, 2013

 

China

 

  • Chinese Go Nuts After a Bumper Crop http://t.co/CGbhVKwYe1 knew Chinese liked peanuts so much; thought their favorite nut was cashews $$ Apr 19, 2013
  • China’s Potential growth may slow later in decade: Older population shrinks labor force http://t.co/Okz3WtKwnD Pop growth -> Econ growth $$ Apr 19, 2013
  • Study Finds Massive Europe Investment by Chinese State Companies http://t.co/e33I5YwjVJ Does China get how difficult it will b2 get out $$ Apr 18, 2013
  • China Local Authority Debt ‘Out of Control’ http://t.co/wpO6dmaJ7H Yet another sign of debt disarray in China; Govt will take losses $$ Apr 18, 2013
  • Has China’s Economy Hit a ‘Dead End’? http://t.co/Cbb4dMdNcj You bet. it is similar to Japan in 1989, and the USSR in 1965: Stagnation $$ Apr 18, 2013
  • Slower China Growth Signals Days of Miracles Are Waning http://t.co/Bp1zuogXWO Capital productivity declining in China; hard landing $$ Apr 16, 2013

 

Rest of the World

 

  • Risky Economic Plan for Japan Inspires Hope and Fear http://t.co/airp5vkGJL Gambler Abe presumes that inflation can help Japan $$ #FTL Apr 19, 2013
  • Chavez Heir to Be Sworn in as Vote Dispute Roils Investors http://t.co/ZxI0disbOc Somehow this doesn’t feel stable. Electronic vote audit? $$ Apr 19, 2013
  • Spanish Squatters Invoking Robin Hood Deter Investment http://t.co/sKuX9C6S87 What is not paid 4 is not valued, Spain is dying slowly $$ Apr 18, 2013
  • Spanish Pension Reserve Fund:All In For Spanish Debt! http://t.co/wYG9HBLR7L Not all that different from Social Security; backed by taxes $$ Apr 18, 2013
  • The ECB Fragmented Monetary Policy http://t.co/w9lFbXbJSf DIfficult 4 the EZ 2b anything other than a 2-tier capital mkt: feast & famine $$ Apr 16, 2013
  • The riddle of Europe’s single currency with many values http://t.co/W8n5p7YOXL A euro isn’t equal everywhere in EZ, time 2 end the euro $$ Apr 16, 2013

 

Other

 

  • 10 things Coke, Pepsi and soda industry won’t say http://t.co/IRvqvnqvTm Avoid sweetened fizzy drinks; they aren’t good 4u $$ #simple Apr 17, 2013
  • The spreadsheet error in Reinhart and Rogoff’s famous paper on debt sustainability http://t.co/hPdw3VPh4Q Oops, even professors goof $$ Apr 16, 2013
  • Inside Bloomberg’s Twitter A-List (Well, At Least a Fraction of It) http://t.co/zCeVLZM2nB Brings best tweets of the moment to BB users $$ Apr 16, 2013

 

Wrong or Late

 

  • Wrong: To Boost Retirement Savings, Stop Giving Tax Breaks on 401(k)s http://t.co/JnZPEDvn7W “Nudges” eventually fail, tax breaks don’t $$ Apr 19, 2013
  • Late: Efforts to Revive the Economy Lead 2 Worries of a Bubble http://t.co/RpfWgT2v9w Bubble will b revealed when Fed 1st hints 2 tighten $$ Apr 18, 2013
  • Wrong: Economic Data Galore, but No Certainty http://t.co/My3ixW60y9 1 thing is certain, the ability of economists 2 forecast is abysmal $$ Apr 17, 2013

 

Replies, Retweets & Comments

  • W/all the white flower petals falling off trees, it looked like a blizzard 4a while. I said 2 my youngest, “Look, Snow.” She just smiled $$ Apr 19, 2013
  • @Tubulus In the short-run, no. In the long-run, yes. Those who need more spending $$ will eventually undo the enrollment & move 2 cash Apr 19, 2013
  • @finemrespice No, not sure, but to me slowly is a number of years, which we are well into. Cyprus was fast. Apr 18, 2013
  • “You didn’t ask him about the purchase of Scottish Re, which lost a lot of $$ . Y the free pass?” — David_Merkel http://t.co/esyopPA0U4 Apr 18, 2013
  • “Sadly, neither really succeeded. The debt started growing uncontrollably in their terms, leading…” — David_Merkel http://t.co/0YFxMOUJGM Apr 18, 2013
  • ‘ @StockGravity It is not certain that money will b printed, though I believe that will happen. I do think gold is cheap here. $$ Apr 17, 2013
  • RT @LauricellaTom: Pimco’s El-Erian: Easy money policies mean stocks, bonds “trading at very artificial levels” @MoneyBeat @Pimco #WSJ … Apr 16, 2013
  • @edwindearborn How do you define viral? I get that level almost every day when you add in everything… and I am not that big. Apr 16, 2013
  • @portfolio14 @Greenbackd I said no in my piece, but here is the advice for market bottoms: http://t.co/d13GQgp7TI $$ Apr 16, 2013

FWIW

  • My week on twitter: 42 retweets received, 2 new listings, 53 new followers, 25 mentions. Via: http://t.co/cPSEMLXpb8 Apr 18, 2013