Sorted Weekly Tweets

Bond Markets


  • Pimco Sells Canadian Provinces After Worst Rout Since ‘94 Fascinating 2c everything hit after shift in Fed Lingo $$ Jul 05, 2013
  • Fund Manager Ducks Mortgage Trouble—at His Peril When Krsnich can’t find mtges worth investing in, he gives $$ back Jul 05, 2013
  • Wealthy Americans Benefit From Banks Hunting Jumbos Jumbo 5/1 ARMs 0.09% under prime, 30Y fixed 0.16% over prime $$ Jul 03, 2013
  • Gross Caught in TIPS Trap Gundlach Sidestepped in Tumble Until 2 months ago, TIPS had expectations 4a rising CPI $$ Jul 03, 2013
  • Bond Market’s Memo To The Fed: This Is Not A Misunderstanding, This Is A Blow-Up Expect short rates 2 rise: Boom! $$ Jul 02, 2013
  • Bernanke’s Misfired Shot Heard ‘Round The World The bond market understands the Fed; Fed doesn’t get the bond mkt $$ Jul 02, 2013
  • Who Goes to Cash Shows Extent Bonds Will Become Bear Market Worries over a self-reinforcing rout a la 1994 $$ Jul 01, 2013


Rest of the World


  • Obama Call for Muslim Brotherhood Role Overtaken in Egypt Democracy is only as good as marginal person who votes $$ Jul 05, 2013
  • Few Roads Leading to China Tell Tale of Mongolia Fears Long article on Mongolia/China frictions & opportunities $$ Jul 05, 2013
  • Mobius Weighs Private Equity as Way to Access African Growth The world has changed, if Africa is investable $$ Jul 05, 2013
  • Toronto’s soaring condo market ignites fears of a US-style crash That is what u r facing a US-style crash, sorry $$ Jul 05, 2013
  • Britain’s baby boom will affect our economy more than anything Mark Carney does Demography is destiny, no doubt $$ Jul 05, 2013
  • Lottery Raided as $115 Billion Hole Filled Appreciate the growing Argentine Kleptocracy 4 what it is, a failure $$ Jul 05, 2013
  • The US Should End the Cuban Embargo The ability 2 trade w/the US will increase demand 4 more freedom in Cuba $$ Jul 03, 2013
  • Emerald Thieves Brave Dogs to Sap Zambia’s Gem Revenue People will take many risks in order 2 take care of family $$ Jul 03, 2013
  • Mursi No Longer Egyptian President After Military Action Now 2c how much public & Brotherhood supports military $$ Jul 03, 2013
  • Loan Practices of China’s Banks Raising Concern Lure depositors into illiquid nonguaranteed products w/high yields $$ Jul 03, 2013
  • Portugal Resignation Rocks European Markets Foreign minister resigns, Yields Rise Sharply, Stocks Fall in Europe $$ Jul 03, 2013
  • Looking abroad for better investment Not only investment, but a better place to live. Well-off Chinese try2leave $$ Jul 02, 2013
  • Chinese Malls Waive Rents as Vacancies Loom How do the malls stay afloat in the long run? Banks will loan 2 them? $$ Jul 02, 2013
  • Unrest Roils Egypt as Army Deadline Moves Markets Stocks rally; in some nations, stability of army rule is prized $$ Jul 02, 2013
  • Give Us Your Real Dollars for Our Fake Dollars: Argentine govt attempts to soak up USDs held by citizens 4 itself $$ Jul 02, 2013
  • Syria’s Annual Inflation Hits 200% Wars, especially civil wars r ripe to create inflation, even Sun Tzu knew that $$ Jul 02, 2013
  • EU Leaders Set to Slow Support for Ailing Banks “Banking union is, to all intents and purposes, dead.” $$ Jul 01, 2013
  • Tempers fray in France as drastic cuts loom Eurozone will end with France withdrawing, it is too big to bail out $$ Jul 01, 2013
  • After the liquidity crunch Keeping inter-bank interest rates stable – a key to $$ policy – is not yet a policy target Jul 01, 2013


Companies & Industries


  • Why Are California’s Businesses Disappearing? The right Q is “Why Do Any Businesses in California Decide to Stay?” $$ Jul 05, 2013
  • Answer: Clumps of talented people & industries that would b difficult to relocate. Network effects that would b tough 2 duplicate $$ Jul 05, 2013
  • & a bunch of clever people built their biz there, & don’t want to leave their poorly-run home state, same as MD $$ Jul 05, 2013
  • Inland US refiners hit by collapse in Brent-WTI oil spread Adequate tankcars send gas prices down in CA up Midwest $$ Jul 05, 2013
  • Truckers Are Losing Sleep Over 70-Hour Workweek Limit It pushes trucking costs up, causes industry to complain $$ Jul 03, 2013
  • Samsung Slides Equivalent of Sony as S4 Sales Disappoint Smartphones become a commodity business; multiples drop $$ Jul 01, 2013


US Health Insurance


  • Health-Law Employer Mandate Delayed by US Until 2015 A small boon 2 employers who hire many unskilled workers $$ Jul 03, 2013
  • Long-Term-Care Insurance Gap Hits Seniors No surprise. Long-term care is not insurable. Companies lose $$ ;prems go ^ Jul 02, 2013
  • Health-Insurance Costs Set for a Jolt For the Healthy, Rates Will Soar Under New Law; Sicker Consumers 2c Relief $$ Jul 01, 2013
  • Obamacare 1.0: States brace for Web barrage when reform goes live Biggest unforced policy error inflates premiums $$ Jul 01, 2013


US Politics & Policy


  • Elizabeth Warren Tackles Wall Street Article begins about Warren, ends w/complaints about the unaccountable Fed $$ Jul 03, 2013
  • 10 things Social Security won’t tell you Small error: SS benefits will be cut in 2026, not 2033, but a good piece $$ Jul 03, 2013
  • Exclusive: Edward Snowden’s father suggests son’s leaks may be protected by Constitution Sad 2c a father lose son $$ Jul 02, 2013
  • How Not2Misunderstand Scalia Some ethics r not in Constitution; Congress makes sum unethical laws constitutionally $$ Jul 02, 2013
  • IOW, Scalia looks2 original intent of Constitution; where it is silent, that means Congress has power to act, & can lead 2 unethical laws $$ Jul 02, 2013
  • The Criminal NSA 4th Amendment obliges government 2demonstrate probable cause b4 conducting invasive surveillance $$ Jul 01, 2013
  • FBI’s Data Mining Needs Scrutiny, Too We need to move back 2 limited government & realize terror is a small threat $$ Jul 01, 2013
  • Simons Strategy to Shield Profit From Taxes Draws IRS Ire Another reason why investors should be taxed as traders $$ Jul 01, 2013
  • Last tweet: it also helps explain y all income should be taxed at the same rate, with no ability to defer income taxes $$ Jul 01, 2013
  • Uninsurable Risks I’m not worried about climate, that’s cyclical, but abnormal $$ policy is running into the wall Jul 01, 2013
  • US Economy:7 Critical Indicators of Potential Recession Flashing RED YOY declines 4 7 indicators:hi recession odds $$ Jul 01, 2013


US Monetary Policy


  • How Fed’s 7% Jobless Avoids Deterring Bondholders Is Mystery It confuses & it raises the path of forward rates $$ Jul 02, 2013
  • How Sensitive we are to Interest Rates: A Scary Picture? Central banks will do all they can to keep rates low $$ #FTL Jul 02, 2013
  • Sizing Up Bank Risk Using VAR Is a Stab in the Dark Only long-term stress testing is adequate 2 manage risk $$ Jul 02, 2013
  • Fed Voting to Bring US Capital Rules in Line With Basel Basel offers 2much flexibility 2mgmt teams 2 shape result $$ Jul 02, 2013




  • Doug Engelbart Delivered the Mouse and Other Large Inventions Died @ 88, made a lot of $$ 4 others, changed computers Jul 05, 2013
  • Confessions of a Stay-at-Home Mom True 4 men 2; employers pay less to those who won’t sacrifice home 4 work $$ Jul 03, 2013
  • Single-Father Households Are Growing Much Faster Than Single-Mother Ones Still, the real problem is female poverty $$ Jul 02, 2013
  • Cheating Wives Narrowed Infidelity Gap Over Two Decades We can make women bad, but we can’t make men good $$ #sad Jul 02, 2013
  • Ellison Speeds Up America’s Cup With Flying Cats in Spectacle He has remade the America’s Cup, & made it hi-tech $$ Jul 02, 2013
  • Gold Traders Seeking Floor After $66B Rout Not much different than any market fallen hard: where’s the bottom? $$ Jul 02, 2013
  • Of course, what’s new with gold is all of the derivative activity going on around ETPs, the facility of trading paper gold, etc. $$ Jul 02, 2013
  • The Cost of Cashing Out Your Life Insurance Policy Selling a policy 2a third party has tax and other implications $$ Jul 01, 2013




  • Wrong: Odds you’ll save enough to retire? 50/50 Sorry, but the odds are lower. The writer does not understand. $$ Jul 05, 2013
  • Wrong: Warren Buffett: More myth than legend Buffett runs so much money he can’t run it like a value index fund $$ Jul 03, 2013
  • Wrong: Fed Ready for September Taper After Shocking Market, Meyer Says Fed will find it very difficult 2 taper $$ Jul 03, 2013


Replies, Retweets & Comments


  • RT @JamesGRickards: Just in case you think the #Fed has any idea what they are doing, this graph will cure you of that delusion. http://t.c… Jul 05, 2013
  • @OccupyWallSt @JamesGRickards Given that most babies born @ 20 weeks, aided by technology would survive, abortion after that is infanticide Jul 04, 2013
  • . @davidmanheim I’ve known too many truckers & I would b loath 2 take bread from them; bankers r another matter & should b regulated tightly Jul 03, 2013
  • . @davidmanheim Could b… 1 of the few professions that works as long & hard as investment bankers (w/externalities). Hey Comparable Worth! Jul 03, 2013
  • . @ProForexCourse Nothing has intrinsic value; it’s all a question of how much u r willing to exchange of A for B at a given moment in time Jul 03, 2013
  • @wggm Macro plays a role in my bond investing, not so much with stocks Jul 03, 2013
  • @wggm I think the Fed will find that it can’t reduce the flow of policy accomodation without violent reactions like this w/weak economy Jul 03, 2013
  • @marcmakingsense @ballenmo Still, the amount of gold used 4 industrial purposes is piddly compared to uses 4 jewelry, bars & coins Jul 01, 2013
  • . @stockbets I am sorry but I have seen many cases where arithmetic averages r put into simulations as if they r geometric averages $$ Jun 30, 2013
  • . @davidmanheim BP’s sloppy safety record is the main issue, but this article is about grifters wanting to score when they weren’t hurt $$ Jun 30, 2013
  • . @ballenmo You are right, gold does nothing, & that is why it is valuable Gold is anti-financial repression $$ Jun 30, 2013