Sorted Weekly Tweets

Rest of the World

 

  • Aflac Wins Wider Access to Japan Post’s Insurance Sales Network http://t.co/IDyLX4dR7c Looks like a win 4 all sides. FD: + $AFL $$ Jul 26, 2013
  • Echoes of the Asian Crisis http://t.co/ZzDbO9TtFV India, Turkey, Brazil, South Africa– all r running substantial current-account deficits $$ Jul 26, 2013
  • Measuring Mario Draghi’s Promises 1 Year On http://t.co/HTs9YDuBXp Mario gambled & won so far. Have the banks used this calm time well? $$ Jul 26, 2013
  • China risks deflation trap as true GDP crumbles http://t.co/5UnQRRi340 Whole economic sectors that recently drove growth have stalled $$ Jul 26, 2013
  • Boring But Important: ECB Relaxes Collateral Rules http://t.co/K4wOPXivpW ECB is wiling 2take less creditworthy collateral, aiding growth $$ Jul 26, 2013
  • Egypt’s Vanishing Currency Black Markets http://t.co/t8FNvy09Ow The military has brought temporary calm, but can they run the economy? $$ Jul 26, 2013
  • Ma Says Taiwan People Override Missiles in Meeting Xi http://t.co/ziCaK6rCFN Taiwan & China might get along, were it not for old grudges $$ Jul 26, 2013
  • Japan Prices Rise Most Since ’08 in Boost for Abe: Economy http://t.co/1Fyej1sMMp May seem 2b a boost, but wait till interest rates rise $$ Jul 26, 2013
  • Moody’s Sees Local Default as $21 Billion Matures http://t.co/63ThxfEOT1 How China deals w/defaults will have a long term market impact $$ Jul 26, 2013
  • An American General Warns the Israeli Right http://t.co/st9ByUkiyz Arabs either get their own state, or they get Israeli political rights $$ Jul 25, 2013
  • No Menstrual Hygiene For Indian Women Holds Economy Back http://t.co/ToN7a7iYts Be grateful that you don’t live in India if u r a woman $$ Jul 25, 2013
  • Egypt General Stokes Protest http://t.co/DFcjL1Rc9L U.S. Suspends Planned F-16 Delivery as Military Chief Calls for Anti-Morsi Rallies $$ Jul 25, 2013
  • Pope Calls for More Just Society http://t.co/JLrQ4GWtPb Airy-fairy, what do you mean by just? Eliminating crony capitalists & socialists $$ Jul 25, 2013
  • China Coal-Fired Economy Dying of Thirst as Mines Lack Water http://t.co/kvQnHgtqfE China can command projects 2b done; can’t make water $$ Jul 24, 2013
  • Troubled Currencies http://t.co/2jGEw6om6f Iran, North Korea, Argentina, Venezuela, Egypt & Syria. Dig the stats: http://t.co/GR9V3YsvNc $$ Jul 24, 2013
  • Mandela’s Wealth-Sharing Dream Fades in South Africa http://t.co/nRroLnSyoI Black elite replaced a White elite, little change 4 most $$ Jul 23, 2013
  • Record Downgrades Foreshadow First Onshore Default http://t.co/cF5fse1yI3 Reaction 2a default in China will b interesting $$ #willtheyletit Jul 21, 2013
  • China Communist Party Fate Seen Resting on Farmer Rights http://t.co/GWstYr2R10 Will Communist Party grow up & recognize property rights? $$ Jul 21, 2013
  • ‘Desperate’ Cuba voyage is latest scrape for North Korean fleet http://t.co/ET7Y0n1DdE Interesting story on how bad NK merchant marine is $$ Jul 20, 2013
  • Hitting China’s Wall http://t.co/BIU1vF563V Late to the party, Krugman realizes that China’s economy has to rebalance 2 more consumption $$ Jul 20, 2013

 

Detroit

 

  • Detroit’s Bankruptcy: What You Need to Know http://t.co/8Y3SFcRIFA Nice summary of how most of the major parties r affected & process $$ Jul 26, 2013
  • How Detroit Drowned in a Sea of Troubles http://t.co/l2aMlTRApk Most disasters result from a series of small bad decisions $$ #detroit #FTL Jul 26, 2013
  • Now That Detroit’s Gone Bust, Is Your City Next? http://t.co/3C9sPJNqAw’s-gone-bust-your-city-next Consider San Diego, doesn’t fit model $$ Jul 23, 2013
  • How Detroit Affects Muni-Bond Investors http://t.co/FhAnmighaI If Detroit forces losses onto bondholders, other municipalities will mimic $$ Jul 21, 2013
  • Detroit Bankruptcy Judge Rhodes Is Ponzi-Law Scholar http://t.co/VgdMDjfTAD Sound like a bright, no-nonsense guy; rules over big problem $$ Jul 21, 2013
  • Detroit Bankruptcy Likely to Spark a Pension Brawl http://t.co/pJybP68iHo How much will benefits b cut4active, deferred & retired workers $$ Jul 21, 2013
  • Pension Payouts May Turn on Whether State or Federal Law Prevails http://t.co/fnTcOfO0i3 If State Law, then defined benefits r protected $$ Jul 21, 2013
  • Moody’s: Detroit bankruptcy filing credit negative http://t.co/2BTQBZ71FI Will b interesting 2c which classes of bonds recover $$ well Jul 20, 2013

 

Obamacare / PPACA

 

  • Bobby Jindal and Scott Walker: Unworkable ObamaCare http://t.co/8IDiKwfzye Opaque rules, big delays & rising costs: The chaos is mounting $$ Jul 26, 2013
  • Will Obamacare Kickstart Health-Care Revolution? http://t.co/E3rffobd6G More likely to boost overall spending until we scrap & start over $$ Jul 25, 2013
  • Obama’s New York Model http://t.co/qn9dtCQ7Km How NY state destroyed its insurance market using ObamaCare rules. PPACA now deregulates $$ Jul 24, 2013
  • Union Fears ‘Destructive Consequences’ From Obamacare http://t.co/liizu2UBnf Overly complex laws often r attacked piece-by-piece $$ Jul 20, 2013

 

Pensions

 

  • US States And Local Pensions Deficits Still in the Red Zone? http://t.co/absZaz1TRM Big issue. Govts didn’t put in $$, stretched assumptions Jul 26, 2013
  • Corporate Pension Plans Start Return Toward Fully-Funded Status http://t.co/6ay0QU03ep Yields up, risk assets up, DB pension funding up $$ Jul 25, 2013
  • David Skeel: Facing Up to America’s Pension Woes http://t.co/jIVvhQqa7B If you have a public pension, your income will b cut, get ready $$ Jul 25, 2013

 

Energy

 

  • Crack spread 101 http://t.co/aBScYANDQk For a primer on how crude oil refiners make $$ , start here. FD: + $VLO $PSX $MPC Volatile beasts Jul 26, 2013
  • Pimco Prepares for Life After Bill Gross http://t.co/PzFgWZZxRK The key mind that built Pimco; how will it survive without him? $$ #notwell Jul 26, 2013
  • Is Your College Going Broke? http://t.co/D0xoknDZRd Forbes rates 925 schools on financial strength. Scores here 4 free; c who will live. $$ Jul 25, 2013
  • Global Oil Supply Shock? http://t.co/QO1jcw8hjk Special report on Crude covering the US, Canada, Russian Supply, & global demand factors $$ Jul 22, 2013

 

Monetary Policy

 

  • Fed Chief Choice Shapes Up as Race Between Summers, Yellen http://t.co/zXurDGlmMY Sad that it comes to this, neither is competent $$ #FTL Jul 25, 2013
  • Bernanke Seen Slowing QE to $65 Billion in September http://t.co/roO9X8TQFb Y r we listening 2 economists? I don’t c QE tapering in 2013 $$ Jul 24, 2013
  • Fed Criticized on Oversight of Bank-Owned Commodity Units http://t.co/6S07xD8quN Fed has never used its role as lead bank regulator well $$ Jul 24, 2013
  • Biggest Banks Face Fed Restoring Barriers in Commodities http://t.co/daCEcXpwYM Asset allocations to commodities drove financialization $$ Jul 24, 2013
  • Gonzalo Lira: The Democrats Finally Embrace Money Printing http://t.co/hgnJcw3m6F Democrats realize the larger QE is, they can spend more $$ Jul 24, 2013
  • Right now, Larry Summers is the front-runner for Fed chair http://t.co/Gajh9jbKHR Reverse psychology 2 scare us 2 beg Obama pick Yellen $$ Jul 24, 2013
  • Why Fed Has Failed to Lower US Unemployment http://t.co/c7HxlBAoEP Main reason:monetary policy can’t solve unemployment, regulatory issue $$ Jul 22, 2013
  • Janet Yellen for Fed Chair http://t.co/zXW8cR9nKD @calculatedrisk makes a good case 4 Yellen; I would prefer someone more skeptical $$ Jul 20, 2013

 

Daily Journal

 

  • If $DJCO is managing >$100 million in stocks, then y aren’t they filing a 13F-HR w/the SEC as other managers do? http://t.co/nMRJMwC2TL $$ Jul 24, 2013
  • Munger Triples Publisher’s Value With Panic-Era Stock Bet http://t.co/AOAnQdJyun Cagey Munger times the bottom w/quality companies $$ $DJCO Jul 24, 2013

 

Financials

 

  • Easing of Mortgage Curb Weighed http://t.co/2dsxUG9cPy The Apostles of ez debt underwriting preach their gospel 2 regulators in DC $$ #FTL Jul 24, 2013
  • Americans Gambling on Rates With Most ARMs Since 2008 http://t.co/WUIyZLyRQt Proving again that u “Can’t teach a Sneech.” $$ #FTL Jul 24, 2013
  • Athene’s James Belardi, a Controversial Player, Gets Into the Annuities Game http://t.co/FFnKBzJPv3 Regulate him 2 the strictest degree $$ Jul 23, 2013
  • Nontraded REIT Pulls In Bundles Of Cash http://t.co/e51BfrLHhX Avoid any illiquid investment where the promoter knows far more than u $$ Jul 23, 2013
  • Housing Recovery Increasingly Prices Out First-Time Buyers http://t.co/LPInUpbjmJ A good thing; ppl need 2 save&make bigger downpayments $$ Jul 23, 2013
  • Commodities and banks, a recap http://t.co/SerwTZVNTj @izakaminska gives a primer on the financialization of commodities $$ Good read $STUDY Jul 23, 2013
  • Resigned to reform, Wall Street tries a different tack in DC http://t.co/sEANnYTqET Look at the insurance industry, it’s better regulated $$ Jul 23, 2013
  • Gorilla Flipping Homes as Rebound Revives Rapid Trades http://t.co/Z0V3aBPtlL Interesting niche: w/scale buys worst homes, rehabs/flips $$ Jul 22, 2013
  • Mortgage applications fall as refinancings dry up, big opportunities for REITs http://t.co/R5q7RXcJJT REITs can issue private mortgages $$ Jul 22, 2013
  • Prudential Hits Back on Risk Status http://t.co/I2B3ZawBJy $PRU right & FSOC wrong, problem isn’t size, asset quality, but liab liquidity $$ Jul 22, 2013
  • In other words, unless a life insurer is writing biz that is immediately or contingently terminable, they don’t go bad in a crisis $$ $PRU Jul 22, 2013

 

Politics & Policy

 

  • Letters About 401(k) Plan Costs Stir Tempest http://t.co/mFQnQ8k59A problem is that is hard 2 service small account & give them advice $$ Jul 25, 2013
  • Uncertainty and the Slow Labor Market Recovery http://t.co/IvXzr0Dt6l SF Fed estimates that policy uncertainty has held back employment $$ Jul 23, 2013
  • Feeling the heat on climate change http://t.co/MFMu4gUghd Climate is like markets; unpredictable, constantly varying, makes fools of us $$ Jul 23, 2013
  • Parents Shell Out Less Money for Their Kids’ College http://t.co/BD3WIz4bhp Fewer will attend college, instead they will enter trades $$ Jul 23, 2013
  • Reining in the audit industry’s reality distortion field http://t.co/8d6Uakd1p6 Acctg stds 2 flexible & auditors 2 chummy w/cos need chg $$ Jul 22, 2013
  • Tax break that corporate America wants kept secret http://t.co/0si0ts8gpG Not secret, corporations have negotiated taxes w/IRS 4a while $$ Jul 22, 2013
  • Warren’s Mistake About Wall Street Risk-Taking http://t.co/qY6jsau0Lg Crisis came b/c too many financed illiquid assets short-term $$ Jul 22, 2013

 

Market Impact

 

  • It’s Possible to Graduate Debt-Free. Here’s How: http://t.co/GsypSp77mo Scholarships, online courses, use your skills 2make $$ & summer job Jul 24, 2013
  • Three Big Money Mistakes You Could Be Making Right Now http://t.co/lysIFIkV6o Simplified: B careful what you spend; ez 2 waste $$ Jul 23, 2013
  • Gold futures hiccup indicates demand outpacing supply http://t.co/mF13t0jDaE Too much paper gold chasing too little gold; take delivery $$ Jul 23, 2013
  • Investors, Analysts See End of Commodity ‘Supercycle’ http://t.co/SEddMlCxug Probably true intermediate-term, but not long-term $$ Jul 22, 2013
  • Investors Struggle With Cash Conundrum http://t.co/qgTjBIegEy Cash is unique & useful, preserves value when inflation or real rates rise $$ Jul 22, 2013
  • SEC’s White Takes on Two Billionaires in One Day to Make Mark http://t.co/o9F6N9fdoz I like the current aggressive posture of the SEC $$ Jul 21, 2013
  • Junk Bonds Jump as Bonds Boom http://t.co/RA46qT8g8A Yield lust resumes as bonds begin to rally more generally amid new issuance $$ Jul 21, 2013

 

Other

 

  • Advances That Regrow Babies’ Hearts http://t.co/rDJ7c3sEih “Our theory is that a newborn heart has amazing growth potential…” $$ #Cool Jul 23, 2013
  • Does it matter if students can’t write? http://t.co/b8txYKVd0K Yes! Ability 2 write is a proxy for ability 2 analyze qualitative data $$ Jul 24, 2013
  • Wrong: How an Introvert Can Be Happier: Act Like an Extrovert http://t.co/cGEZEr6xu4 B what u like 2b & you will b happy; don’t force chg $$ Jul 23, 2013
  • Duchess Casts Midwife Tradition Aside for Royal Birth http://t.co/EX1mfFiiae 4 normal births midwives r the best, they give better care $$ Jul 23, 2013
  • SIM Cards Have Finally Been Hacked, And The Flaw Could Affect Millions Of Phones http://t.co/hKQbe2x2zp Watch yr cell phone bill 4 chgs $$ Jul 22, 2013
  • Forget campfires, more kids heading to entrepreneur camp http://t.co/6KwzH0rv0J Interesting idea, maybe I’ll send one of my kids $$ Jul 22, 2013
  • Burger Binges at Red Robin Fuel Hospitality Hiring Spree http://t.co/ri97tWIuBd Optimistic sign 4 job growth on the low end of wages $$ Jul 22, 2013
  • What happens to entrepreneurs after their one-hit wonder falls from favor? http://t.co/yYpIqHrsyU 4 examples: what happens after hot->not $$ Jul 22, 2013
  • A Buffett Fortune Fades in Brooklyn http://t.co/bCvLZYVSaw An unscrupulous charity invades the principal of an endowment & fails badly $$ Jul 21, 2013
  • Rise of the Warrior Cop http://t.co/f9vCdBjBiu Cops become more like soldiers, trampling on rights of Americans 2 life, liberty & virtue $$ Jul 21, 2013
  • Fifteen Years After Autism Panic, a Plague of Measles Erupts http://t.co/N7UmpedzYi The measles return after 15+ years of low vaccination $$ Jul 21, 2013
  • Germiest Places – 8 Ways to Protect Yourself in Restaurants http://t.co/BDDbA4i9p3 U may never again feel the same about ketchup bottles $$ Jul 21, 2013

 

Comments, Replies, & Retweets

 

  • Planning would be better http://t.co/eoCliTfLP2 Jul 25, 2013
  • @JLGull1 It applies to Berkshire Hathaway, Perry Corp, Markel, and many other holding companies Jul 25, 2013
  • @kaylatausche Honored to have you following me. Keep up the good work at CNBC; you do it well. Jul 24, 2013
  • @chadstarliper What I saw was fwd rates 5 years out move up pretty hard, and not move back, much Jul 24, 2013
  • @chadstarliper I agree w/ that, though in the short run, most don’t look at the fwd cv. But didn’t the fwd cv move when BB said “taper?” Jul 24, 2013
  • @chadstarliper But it does affect the yield the debt is offered at vs the open market Jul 24, 2013
  • @srochetrading thanks Jul 24, 2013
  • @chadstarliper QE is buying ~50% of US debt issuance, Democrats would like that to continue. Jul 24, 2013
  • @srochetrading I don’t know GL that well, would @ProfSteveKeen talk 2 me if I asked him? Jul 24, 2013
  • I just left a comment in “Warren Buffett sidekick Munger creates a mini-Berkshire at Daily Journal” http://t.co/T4S7rdjHVp Jul 24, 2013
  • I just left a comment in “Warren Buffett’s long-term stock picks – MarketWatch” http://t.co/1DB0TniNTu Jul 24, 2013
  • I just left a comment in “Stagflation: The Fed’s worst nightmare – Irwin Kellner – MarketWatch” http://t.co/cHFQluVzPY Jul 23, 2013
  • @Bonjubs Yes, being a Christian, a Libertarian, a loving father & husband, adopting 5 children & having 3, are all crimes against humanity Jul 22, 2013
  • @Bonjubs Rebellion is almost always a mistake. It has not helped most of the Arab Spring. Most long-lasting change comes via peaceful means Jul 22, 2013
  • RT @StevStiffler: ʇǝǝʍʇ sıɥʇ pɐǝᴚ oʇ ǝuoɥd ᴚnoʎ uᴚnʇ oʇ ǝʌɐɥ ʇupıp noʎ ɟı ʇǝǝʍʇǝᴚ Jul 21, 2013