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