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Sorted Weekly Tweets

Market Impact

  • Gold Buyers Throng Indian Stores for Second Week on Rally Physical gold is receiving much attention, futures not $$ Apr 26, 2013
  • Renaissance Funds Take a Tumble Hedge Funds in aggregate r2 large &2 similar. They r an inferior way 2 invest. $$ Apr 26, 2013
  • Investors Say No to Sallie Mae Bond Deal Another sign of bad credit building up $$ Apr 26, 2013
  • Silver — The Poor Man’s Gold Crossing Wall Street @eddyelfenbein retells the attempted corner on silver story $$ Apr 25, 2013
  • Cleveland Fed leads in measuring stress Aggregate financial stress gauge measures current risks daily $$ #kicksthevix Apr 24, 2013
  • Emerging-Market Returns Unhinge From Developed Perhaps a sign that the risk trade is getting past the peak $$ Apr 24, 2013
  • TradeBots, Social Media Form Volatile Combination U mean u can’t trust everything u read on Twitter? $$ #scandal Apr 24, 2013
  • Watchdog: Banks R Still Too Intertwined TBTF not solved, mortgage assistance may have harmed more ppl than helped $$ Apr 24, 2013
  • Pimco’s Rising Stars Pull in Money for Future After Gross Pimco is a quant bond shop; not reliant on 1 person $$ Apr 24, 2013
  • Hulbert on Investing: How to Time the Market Value Line’s Median Appreciation Potential is 50%; yellow/red light $$ Apr 22, 2013
  • Hedge funds: Launch bad Breaking into the hedge-fund world is harder than before, fees coming down, game 2 tough $$ Apr 22, 2013
  • Apollo-to-Goldman Embracing Insurers Spurs State Concerns Newcomers to life insurance invest more aggressively $$ Apr 22, 2013
  • Reminds me of bad old days of life insurance investing, thinking the old rules don’t apply, using novel capital structures & investments $$ Apr 22, 2013
  • BTW, the bad old days were 1982-2002. Other similarities r the use of too much leverage & scrimping on actuarial/other specialty talent $$ Apr 22, 2013
  • Why Does Financial Innovation Sometimes Make System Riskier? something new to wager on, can amplify bets elsewhere $$ Apr 22, 2013
  • Other reasons — regulatory arbitrage, relief frm accounting rules, tax advantages, agency problems (heads I win, tails the company loses) $$ Apr 22, 2013
  • JPMorgan Said to Plan CMBS Deal With Sales at Post-Crisis Peak If u could borrow @ ~4%, u might buy commercial RE2 $$ Apr 22, 2013
  • Lurching Gold ETF Veers From Metal Most in Year Amid Selloff Less of a factor now, as $GLD is trading near NAV $$ Apr 21, 2013
  • Gold slide flashes warning signs for global economy Significant but just one sign, Long US Tsys have also rallied $$ Apr 21, 2013


Rest of the World

  • Japan’s Investment Banks Once Ugly Sisters Turn Into Cinderellas When finance is expanding, it is not prosperity $$ Apr 26, 2013
  • The Poverty Lie: How Europe’s Crisis Countries Hide their Wealth Germany getting restive over requests 4 bailouts $$ Apr 24, 2013
  • After the Flash Crash Andy Xie bullish on Agriculture & Gold, bearish on Japanese monetary policy $$ Apr 24, 2013
  • Xinhua: Overcapacity troubles Chinese economy, reform needed 2 much investment in heavy industries 4 export $$ #Japan Apr 24, 2013
  • Bernanke Peer Quits in Sweden as Inflation Targeting Tested Apostle of salvation via inflation finally quits $$ Apr 24, 2013
  • Spain’s population falls as immigrants flee crisis Foreigners came in good times, now leave in hard times $$ #byebye Apr 24, 2013
  • China alert to debt risk fears Local governments keep borrowing $$ & selling land; how will it get paid back? Apr 24, 2013
  • Greece’s great fire sale Selling pristine beaches to palaces, entire islands & its London embassy $$ #regretitlater Apr 24, 2013
  • Inside Merkel’s Bet Merkel pushes dirty work to the Troika, stays popular in Germany resisting bailouts 4 fringe $$ Apr 24, 2013
  • Japan’s population suffers biggest fall in history Japan, Germany, China, Russia lose vitality as populations drop $$ Apr 24, 2013
  • Why the US is looking to Germany With their labor market, the US is suffering from a rising case of ‘German envy’ $$ Apr 22, 2013
  • China’s cooldown: Charting a new path for commodities Feels like the global economy is slowing, debt-heavy $$ #soggy Apr 22, 2013



  • Jim Grant on the Most Undervalued Stocks Someone must have given him a double-shot of espresso b4 this lively chat $$ Apr 25, 2013
  • Few $1-Salary CEOs Make a Buck as Ellison Gets $96MM Avg comp 4 S&P500 CEO is $1.1MM, which sounds low $$ #avoidenvy Apr 25, 2013
  • Verizon-Vodafone Chatter Picks Up Again – Corporate Intelligence $VZ should buy $VOD , &sell off what it doesn’t want Apr 25, 2013
  • Last tweet full disclosure: long $VOD Apr 25, 2013
  • Apple, the Fed and the financial fallacy @jamessaft compares the Fed’s & $AAPL ‘s willingness2dabble in fin’l mkts $$ Apr 24, 2013
  • Illinois Tool Works’ Plan Faces Major Test Probably being done 2 meet management ROE incentives $$ $ITW #wouldnotdoit Apr 24, 2013
  • Netflix Shows It Pays to Buy Index Flotsam – Focus on Funds Index departees often rally hard after forced selling $$ Apr 24, 2013
  • He’s Not Short: Dude Likely Cheered On IBM Plunge Warren the wonderful has $$ 2 reinvest, likely buying more $IBM Apr 24, 2013
  • U.S. Aid Drove Fisker to Overreach It would b cheaper 4 the Govt 2 finance alt energy research, no companies $$ #duds Apr 24, 2013
  • Hewlett-Packard and Its Obstinate Director Easier 2 toss out a sitting congressman than a public company director $$ Apr 22, 2013
  • More than 90 pct of NY, NJ Sandy claims settled -trade group 3rd largest loss event in real $$ terms v Katrina,Andrew Apr 22, 2013



  • Wrong: Health Insurance Actuaries In the Hot Seat On ‘Rate Shock’ Actuaries r generally honest, unlike politicians $$ Apr 25, 2013
  • Wrong: Boston and the Un-Bush Obama is Bush-plus. That doesn’t make it right. Free societies take losses $$ Apr 25, 2013


US Politics & Economics

  • It’s A Bit Early To Declare A Winner In The Economic Debate High debt levels do slow growth; they create uncertainty Apr 26, 2013
  • Bombing Victims Get Millions as Internet Redefines Giving It works 4 now, b/c it’s new. Donor fatigue will set in $$ Apr 25, 2013
  • Americans Paying Up Wherever They Reside Beseech Congress Congress forgets expatriates, IRS remembers $$ #youlose Apr 24, 2013
  • Rand Paul Tries to Transform a Moment Into a Movement Libertarianism rarely wins in the US; here goes another try $$ Apr 24, 2013
  • Deflation – A Three Act Play Fed’s lengthy battle w/deflation 2 weaken the $$ & rejuvenate inflation expectations Apr 24, 2013




  • If u want 2learn best tonality 4 your voice, sing the highest note u can clearly, then the lowest note, best tone is 25% from low 2 high $$ Apr 24, 2013
  • Changing the Sound of Your Voice The quality of your voice affects how people perceive u; retraining can help $$ Apr 24, 2013
  • Chili Peppers Seen Helping 36 Million Migraine Sufferers This is the next hot idea in pharmaceuticals $$ #sorryihadto Apr 22, 2013


Replies, Retweets & Comments

  • Thx 4 realspeak $$ RT @jckhewitt: but you don’t understand man. They made a spreadsheet error. Infinite debt is infinity plusgood now. Apr 26, 2013
  • Not surprising, almost all fail for lack of volume $$ $MKTX RT @Alea_: BlackRock Crossing Bond Platform KAPUT Apr 25, 2013
  • @AppFlyer Capital needed to escape one’s country during times of panic to obtain a safe life in the US Apr 25, 2013
  • @VCEO_Vision I am a life actuary by training. Living benefits r not adequately reserved, & r improperly priced; regulators should ban them Apr 25, 2013
  • “Not only was it short, it was small.” — David_Merkel Regarding the twitter “Flash crash” Apr 25, 2013
  • ‘ @timmelvin @TimABRussell MD searches 4 $$ , then 4 a justification; more imperial overreach in the People’s Republic of MD #raintax Apr 24, 2013
  • ‘@dpinsen @EddyElfenbein Here’s my article on the topic: At the end I conclude that 1.5x growth is the outer limit $$ Apr 23, 2013
  • Owners of bank common stocks RT @MattGoldstein26: This CSFI, Cleveland financial stress index, is fascinating stuff. So who is shorting it? Apr 23, 2013
  • @kyith I would never buy a dread disease policy; typically the claim pmt/premiums ratio is low. People overestimate incidence Apr 22, 2013
  • @fundmyfund My wife says @theEconomist always tries to save money on pictures by using funny captions $$ “Plan B for finding seed capital” Apr 22, 2013
  • RT @Galrahn: One terrorist had over 1,000,000+ Americans across 100+ square miles hiding in houses for safety. Boston is how not to do Home… Apr 22, 2013



  • My week on twitter: 22 retweets received, 4 new listings, 67 new followers, 25 mentions. Via: Apr 25, 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.

Also, though David runs Aleph Investments, LLC, this blog is not a part of that business. This blog exists to educate investors, and give something back. It is not intended as advertisement for Aleph Investments; David is not soliciting business through it. When David, or a client of David's has an interest in a security mentioned, full disclosure will be given, as has been past practice for all that David does on the web. Disclosure is the breakfast of champions.

Additionally, David may occasionally write about accounting, actuarial, insurance, and tax topics, but nothing written here, at RealMoney, or anywhere else is meant to be formal "advice" in those areas. Consult a reputable professional in those areas to get personal, tailored advice that meets the specialized needs that David can have no knowledge of.

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