Sorted Weekly Tweets



  • US fuel export surge gives refiners surprise summer blockbuster We need free trade in energy & end corn ethanol $$ Jul 19, 2013
  • US approval of Enbridge pipeline plan irks some oil shippers Limited pipeline capacity versus supply raises rates $$ Jul 19, 2013
  • Deadly derailment won’t stop oil on trains Rail allows 4 flexibility at a higher cost and lower safety $$ Jul 19, 2013
  • The danger of too much ethanol We would b a lot smarter 2 buy ethanol from Brazil, or drop ethanol in entire $$ Jul 17, 2013
  • Surging Gasoline Prices Push CPI Inflation Higher, But Weak Core Fuels Taper Uncertainty Inflation rising, note it $$ Jul 17, 2013
  • Senators Grill Refiners Over High Prices Amid Oil Boom There is cheap crude in the center of the US, not at coasts $$ Jul 17, 2013
  • US ethanol credits soar to fresh high Perhaps allow the importing of Brazilian ethanol; that would improve matters $$ Jul 16, 2013




  • China Loosens a Key Control Over Banks Not sure this is big; eliminating floor interest rate allows 4 lower rates $$ Jul 19, 2013
  • China’s Zhu Changhong Helps Steer Nation’s Currency Reserves Aligns China’s interests more tightly w/the US $$ Jul 17, 2013
  • China Keeps On Gobbling Up Treasurys Meet the Fed’s competitor 4 acquiring Treasury bonds; forced buyers both $$ Jul 17, 2013
  • Wealth Products Threaten China Banks on Ponzi-Scheme Risk Chinese banks will b threatened by runs in a few years $$ Jul 17, 2013
  • Police Say Sexual Favors Spur $1.5 Billion Glaxo China Sales China sells itself cheap if this is true $$ #SAD Jul 17, 2013


Central Banking


  • Curse of the front-runner a bad omen for Fed contender Yellen? We need someone other than a neoclassical economist $$ Jul 19, 2013
  • The Summers or Geithner nightmare They benefit from not being Yellen. Otherwise, no reason to consider them. $$ Jul 19, 2013
  • Bernanke Says Unwinding of Risky Bets Boosts Borrowing Costs Interesting argument, given his prior encouragement $$ Jul 19, 2013
  • Bernanke: Three Reasons Interest Rates Have Risen Stronger economy, ‘fraidy cat markets, & leverage unwind $$ Jul 19, 2013
  • Hilsenrath: What Bernanke Means When you have a poor communications strategy, a lot of people r needed to explain $$ Jul 18, 2013
  • Four Factors the Fed Faces on Bond-Buying Exit Fed does not get labor market, inflation, & fiscal concerns $$ Jul 17, 2013
  • 3 reasons why Larry Summers should not b next Fed chairman Many reasons y da conceited fool should not b Fed chair $$ Jul 17, 2013
  • Bernanke Boom Signaled by Yield Surge as Market Recalculates Watch rates fall again on economic weakness $$ Jul 16, 2013


Rest of the World


  • Female Footballers Covered Head to Toe Inflame Islamists No matter how hard u try, some people won’t b happy $$ Jul 19, 2013
  • Honda’s Fujino Readies ‘Flying Acura’ to Challenge Cessna Honda pours lotsa $$ into a long-shot small plane venture Jul 19, 2013
  • Honda Builds ‘World’s Fastest Lawn Mower’ Can go 130MPH, or 15MPH when it is cutting grass. All bragging 4 rights $$ Jul 19, 2013
  • Rudd Home Sale Thwarted as Canberra Market Slows Pre-Vote Housing prices fall as economy slows & govt shrinks $$ Jul 18, 2013
  • Abe Unleashed After Vote Seen in Biggest Risk Drop Social-security costs r already 31% of government budget $$ Jul 18, 2013
  • Payday Looms on Dictator’s Defaulted Bonds in Peru Expropriation in the 70s demands repayment 4 those that lost $$ Jul 18, 2013
  • Ahmadinejad Departure in Iran Means Moving Desk Down Hall Never underestimate the staying power of a bad idea. $$ Jul 17, 2013
  • International Paper’s Big Pulp Bet Hits a Frosty Siberia Cheap Timber & transport stymied by Russian bureaucracy $$ Jul 17, 2013
  • Merkel’s Unseen Power Beate Baumann Misses No Chancellor Details Baumann works behind scenes on policy & politics $$ Jul 16, 2013
  • In Egypt, the ‘Deep State’ Rises Again Collusion between Army & Opposition parties against Muslim Brotherhood $$ Jul 13, 2013


Market Impact


  • A portfolio for all seasons? If Harry Browne’s idea were more widely adopted, the price of gold would fly. $$ Jul 19, 2013
  • The 100 Best Finance Blogs: All The Internet’s a Stage Aleph Blog is pleased to make the list @ # 48. Great blogs $$ Jul 19, 2013
  • Red Bull-Fueled All-Nighters Put Fortress Fund on Top Diminishing marginal returns 2 scale; time spent late poor $$ Jul 18, 2013
  • Excellence Hurts Returns in US Stock Study Stock performance mimics bond performance; junk stocks & bonds do well $$ Jul 18, 2013
  • Judge Slams S&P’s Defense in US Lawsuit Puffery: lousy argument 4a rating agency 2make b/c ur supposed 2b honest $$ Jul 18, 2013
  • Meet the Man Who Has Worked at Goldman for 80 Years Alfred Feld is still plugging away for clients @ $GS at age 98 $$ Jul 18, 2013
  • Eminent Domain Plan Decried by DoubleLine Sees New Life Myth: ordinary people were innocent in housing bubble $$ Jul 17, 2013
  • Biggest Muni Sale of 2013 Set to Price for Texas Roadway There is demand 4 muni deals; this is a prime example $$ Jul 17, 2013
  • Should You Invest in the New Wave of IPOs? When IPOs r many, often the quality is lower. B careful w/IPOs here $$ Jul 13, 2013
  • Senators Introduce Bill to Separate Trading Activities From Big Banks There r better reforms that need 2b made $$ Jul 13, 2013
  • The Yankees parking lots that went bankrupt, skipped city payments and took city land Read; fascinating tale $$ Jul 13, 2013




  • Three Ways to Unlock Great Insights Consider anomalies, new perspectives,& desperation $$ Jul 19, 2013
  • South Carolina Psychiatric Patient Stuck 38 Days in ER Eats up a lot of hospital resources, but what to do? $$ Jul 18, 2013
  • For His Next Trick, the Cronut Maker Reinvents the S’more I am into cooking, but this sort of stuff makes me blink $$ Jul 18, 2013
  • The Cronut Maker Reinvents the S’more If you add enough calories to any recipe, it will be delicious. $$ Jul 18, 2013
  • Smartphone Upgrades Slow as ‘Wow’ Factor Fades Every trend fades. Exponential goes linear, linear goes logarithmic $$ Jul 17, 2013
  • Health Insurance Shoppers Put Low Price Above Other Options People want basic coverage 4a moderate price $$ Jul 16, 2013



  • Wrong: China’s Flying Propaganda Weapon Will Blow Your Mind Will b an ez target, given RF signature & 4 turboprops $$ Jul 19, 2013
  • Wrong: Consumers Most Penny-Wise in Almost 50 Years A high correlation doesn’t mean a beta of one $$ #studystatistics Jul 19, 2013