Sorted Weekly Tweets

US Politics & Policy


  • U.S. Declassifies Court Order Allowing Record Collection Perhaps some small step of transparency, we need better $$ Aug 03, 2013
  • Obama Urges Business Tax Rewrite to Help Spur New Jobs Lousy legislation that panders to power, it will pass $$ Aug 03, 2013
  • The Very Worst Part of Today’s Lousy Jobs Report Job quality is low, growth is slow, & incomes don’t grow $$ Aug 03, 2013
  • Who Are Worse, Renters or Owners? Govt meddling in housing leads 2 problems favoring old vs young, owners/renters $$ Aug 03, 2013
  • American Dream Slipping as Homeownership at 18-Year Low People need place 2 live, but houses r rarely good invtmts $$ Aug 02, 2013
  • Freshmen GOP Lawmakers Revel in Maverick Power We want idealistic politicians until we actually get them $$ #maverick Aug 02, 2013
  • Obama open to changes at NSA; intel officials fight to maintain secrecy Officials task-driven, Constitution blocks $$ Aug 02, 2013
  • Cities Grabbing Houses Won’t Fix the Market @asymmetricinfo on y using eminent domain on mtges is likely 2 fail $$ Aug 02, 2013
  • Coburn thinks defunding Obamacare is a horrible idea Truth-teller Tom Coburn aims to fix PPACA rather than destroy $$ Jul 28, 2013


Market Impact


  • Walsh’s Unconstrained Wins in Bond Rout: Riskless Return Unconstrained strategies r easier when u don’t run lotsa $$ Aug 03, 2013
  • Blackstone, Deutsche Bank in Talks to Sell Bond Backed by Home Rentals This would b better killed off when little $$ Aug 03, 2013
  • Search for Muni-Bond Guidepost Sputters Start w/illiquid collateral u can’t get a liquid benchmark, pricing issues $$ Aug 03, 2013
  • Big Question Hangs Over Small-Caps Valuations r stretched, but large cap mgrs need a way to beat their benchmarks $$ Aug 03, 2013
  • No, Earnings Have Not Been ‘Good’ Actual earnings growth has been anemic, which matters more in the long-run $$ Aug 02, 2013
  • Leveraged Loans Pass ’12 Level With Record Ahead Quality & pricing r getting sacrificed 4 quantity; bad long-run $$ Aug 02, 2013
  • BlackRock Rolls Out Index 2 Make Inroads in Retirement Market How much $$ do u need 4 a decent retirement income $BLK Aug 02, 2013
  • Bank commodity earnings are a mystery Neglects financialization of commodities by pension plans & retail investors $$ Aug 02, 2013
  • This is the cost of sitting on cash in a bull market. Different when valuations are stretched, like now. Aug 01, 2013
  • JPMorgan to quit physical commodity trade amid scrutiny Business case: commodities require 2much capital&attention $$ Jul 28, 2013
  • Tourre Tells of Low Status at Goldman in Defense Preview “I didn’t have any significant authority at GS! I didn’t” $$ Jul 28, 2013


Rest of the World


  • How Venezuelan Used ‘Scrape’ to Make Six Times Her Salary When currencies r manipulated, clever people play games $$ Aug 03, 2013
  • Wheat Costs in Japan to Gain for 3rd Time as Abenomics Bites Devaluing the yen has negative side-effects $$ #duh Aug 03, 2013
  • Merkel’s Green Shift Backfires as German Pollution Jumps Closing down nuclear plants was an unforced error ->coal $$ Aug 03, 2013
  • How Big Is China’s Debt? The Best Guesses This estimates total governmental debt at all levels, not total debt $$ Aug 02, 2013
  • The $7 Trillion Problem That Could Sink Asia In the short-run Asians would acquire $$, in long-run it would hurt $$ Aug 02, 2013
  • Japan’s Three-Year Fiscal Plan to Urge Sales Tax Rise Will be difficult 2 execute, w/o a lot of political backlash $$ Aug 02, 2013
  • Ghana’s Dancing Pallbearers, Insurers Lead Funeral Boom $$ spent for status events is wasted, & keeps people poor. Aug 02, 2013


Companies & Industries

  • Tax Shelters, Nebraska Hurricanes And Other Captive Insurance Mistakes 10 rules 2 keep a captive insurer legit $$ Aug 03, 2013
  • 7-Eleven Adds Bento Rigor to Slurpee Appeal in US Push 7-11 went from the US 2 Japan, then goes back w/Japan mgmt $$ Aug 02, 2013
  • Third Point Hedge Fund Targets CF Industries Thinks that $CF could free up more cash 4 shareholders $$ Aug 02, 2013
  • Uralkali Breaks Potash Accord to Grab Market Share Amazing the effect a large foreign player can have on US cos $$ Aug 02, 2013
  • Burger Costs Rising With Beef Supply at 21-Year Low Should c higher prices, more births, less slaughter, etc. $$ Aug 02, 2013
  • SAP Invades Silicon Valley via Acquisitions Creates room 4 new competitors as acquirers don’t integrate them well $$ Aug 02, 2013
  • Why Are Google Employees So Disloyal? Calculate actuarial decrement tables 2 arrive at the truth $$ Avgs don’t work. Jul 30, 2013


Central Banking


  • When you’re rattled by collateral, do the Fed taper talk Taper talk forced on the Fed 4 market operational reasons $$ Aug 03, 2013
  • Near-Zero Interest Rate Trap If long-term rates rise 2 normal levels, banks holding bonds would b de-capitalized $$ Aug 03, 2013
  • Money shot from John Mauldin: “We are watching the Fed employ a trickle-down monetary policy.” Couldn’t have said it better. $$ Jul 28, 2013




  • Afrikaners Reaping Colorado Wheat Threatened by Visa Cap 2nd largest immigrant ag labor group might get restrained $$ Aug 03, 2013
  • Banker Saves 20,000 From Nepal to Uganda With Her Profits Rather than wait 4 death, pursues charity personally now $$ Aug 03, 2013
  • Pope Signals Openness to Gay Priests Jesus said that the sin was not only in the action, but in the thought $$ Matt 5 Aug 02, 2013
  • My Life & Past, as Seen Through Google’s Dashboard Would u like 2 review your history? Would u like 2 delete it? $$ Aug 02, 2013
  • Famous Restaurant Chains That Have All But Disappeared Remember Chi-Chis, Sambo’s, Bennigan’s, Steak & Ale, HoJo? $$ Aug 02, 2013


Replies, Retweets & Comments

  • Commented on StockTwits: Thanks, Howard. Coming from you, that is high praise that I hope to live up to. Aug 03, 2013
  • @zingfinapp That’s part of the nature of the seasonal adjustment factor: when jobs over/undershoot in current month, they adjust prior same Aug 03, 2013
  • @Kevin_Holloway This is surfacey, but it looks good for all parties except other Japanese insurers… Aug 02, 2013
  • “The keys to merger are keep them small & integrate them well. Does anyone do this consistently?” — David_Merkel $$ Aug 02, 2013
  • @ReformedBroker But it lowers volatility, I’m sure… and in a real equity market catastrophe, it will be a home run in relative terms. 😉 Jul 27, 2013