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Sorted Weekly Tweets

US Politics & Policy

 

  • U.S. Declassifies Court Order Allowing Record Collection http://t.co/0AOMcCRsGi Perhaps some small step of transparency, we need better $$ Aug 03, 2013
  • Obama Urges Business Tax Rewrite to Help Spur New Jobs http://t.co/DmRwtwHS6r Lousy legislation that panders to power, it will pass $$ Aug 03, 2013
  • The Very Worst Part of Today’s Lousy Jobs Report http://t.co/Tvn2F6mWQ6 Job quality is low, growth is slow, & incomes don’t grow $$ Aug 03, 2013
  • Who Are Worse, Renters or Owners? http://t.co/cHKBfXp210 Govt meddling in housing leads 2 problems favoring old vs young, owners/renters $$ Aug 03, 2013
  • American Dream Slipping as Homeownership at 18-Year Low http://t.co/7b6sYVu8Q6 People need place 2 live, but houses r rarely good invtmts $$ Aug 02, 2013
  • Freshmen GOP Lawmakers Revel in Maverick Power http://t.co/iGaLIjt2qe We want idealistic politicians until we actually get them $$ #maverick Aug 02, 2013
  • Obama open to changes at NSA; intel officials fight to maintain secrecy http://t.co/rZaR9r2aKf Officials task-driven, Constitution blocks $$ Aug 02, 2013
  • Cities Grabbing Houses Won’t Fix the Market http://t.co/AXaCHwuIoP @asymmetricinfo on y using eminent domain on mtges is likely 2 fail $$ Aug 02, 2013
  • Coburn thinks defunding Obamacare is a horrible idea http://t.co/W2jK00gOgZ 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 http://t.co/W8LNnWE5Kr Unconstrained strategies r easier when u don’t run lotsa $$ Aug 03, 2013
  • Blackstone, Deutsche Bank in Talks to Sell Bond Backed by Home Rentals http://t.co/m3cae6mljQ This would b better killed off when little $$ Aug 03, 2013
  • Search for Muni-Bond Guidepost Sputters http://t.co/zjQHXiWAqi Start w/illiquid collateral u can’t get a liquid benchmark, pricing issues $$ Aug 03, 2013
  • Big Question Hangs Over Small-Caps http://t.co/Ehzm5j9490 Valuations r stretched, but large cap mgrs need a way to beat their benchmarks $$ Aug 03, 2013
  • No, Earnings Have Not Been ‘Good’ http://t.co/kT7dfnbeUN Actual earnings growth has been anemic, which matters more in the long-run $$ Aug 02, 2013
  • Leveraged Loans Pass ’12 Level With Record Ahead http://t.co/Mf7OHWm5kB Quality & pricing r getting sacrificed 4 quantity; bad long-run $$ Aug 02, 2013
  • BlackRock Rolls Out Index 2 Make Inroads in Retirement Market http://t.co/uRpJ6qvfmj How much $$ do u need 4 a decent retirement income $BLK Aug 02, 2013
  • Bank commodity earnings are a mystery http://t.co/TjMkuWTnS9 Neglects financialization of commodities by pension plans & retail investors $$ Aug 02, 2013
  • This is the cost of sitting on cash in a bull market. Different when valuations are stretched, like now. http://t.co/WYC6bAReyt Aug 01, 2013
  • JPMorgan to quit physical commodity trade amid scrutiny http://t.co/VWmtIClYXk Business case: commodities require 2much capital&attention $$ Jul 28, 2013
  • Tourre Tells of Low Status at Goldman in Defense Preview http://t.co/uCc7GWK5LB “I didn’t have any significant authority at GS! I didn’t” $$ Jul 28, 2013

 

Rest of the World

 

  • How Venezuelan Used ‘Scrape’ to Make Six Times Her Salary http://t.co/L3rUmVK3vB When currencies r manipulated, clever people play games $$ Aug 03, 2013
  • Wheat Costs in Japan to Gain for 3rd Time as Abenomics Bites http://t.co/mPQxXBGAjc Devaluing the yen has negative side-effects $$ #duh Aug 03, 2013
  • Merkel’s Green Shift Backfires as German Pollution Jumps http://t.co/JAXdm53hiT Closing down nuclear plants was an unforced error ->coal $$ Aug 03, 2013
  • How Big Is China’s Debt? The Best Guesses http://t.co/BzY8f7Gzz3 This estimates total governmental debt at all levels, not total debt $$ Aug 02, 2013
  • The $7 Trillion Problem That Could Sink Asia http://t.co/A9y8QzOx54 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 http://t.co/jxsYhJc24E Will be difficult 2 execute, w/o a lot of political backlash $$ Aug 02, 2013
  • Ghana’s Dancing Pallbearers, Insurers Lead Funeral Boom http://t.co/GWd4V8xu3g $$ spent for status events is wasted, & keeps people poor. Aug 02, 2013

 

Companies & Industries

  • Tax Shelters, Nebraska Hurricanes And Other Captive Insurance Mistakes http://t.co/V7Xsp1tmek 10 rules 2 keep a captive insurer legit $$ Aug 03, 2013
  • 7-Eleven Adds Bento Rigor to Slurpee Appeal in US Push http://t.co/www8ObGqhL 7-11 went from the US 2 Japan, then goes back w/Japan mgmt $$ Aug 02, 2013
  • Third Point Hedge Fund Targets CF Industries http://t.co/ioIzcPlFlu Thinks that $CF could free up more cash 4 shareholders $$ Aug 02, 2013
  • Uralkali Breaks Potash Accord to Grab Market Share http://t.co/EfyqzqZr8P Amazing the effect a large foreign player can have on US cos $$ Aug 02, 2013
  • Burger Costs Rising With Beef Supply at 21-Year Low http://t.co/nXfFXEECbd Should c higher prices, more births, less slaughter, etc. $$ Aug 02, 2013
  • SAP Invades Silicon Valley via Acquisitions http://t.co/vXOK0YmIb8 Creates room 4 new competitors as acquirers don’t integrate them well $$ Aug 02, 2013
  • Why Are Google Employees So Disloyal? http://t.co/Ye0ZBLADtk 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 http://t.co/lImzjMdmT8 Taper talk forced on the Fed 4 market operational reasons $$ Aug 03, 2013
  • Near-Zero Interest Rate Trap http://t.co/hjoBF5acb6 If long-term rates rise 2 normal levels, banks holding bonds would b de-capitalized $$ 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

 

Other

 

  • Afrikaners Reaping Colorado Wheat Threatened by Visa Cap http://t.co/Cj6pTKm5NG 2nd largest immigrant ag labor group might get restrained $$ Aug 03, 2013
  • Banker Saves 20,000 From Nepal to Uganda With Her Profits http://t.co/c0HURcg3wJ Rather than wait 4 death, pursues charity personally now $$ Aug 03, 2013
  • Pope Signals Openness to Gay Priests http://t.co/t5leZXst4D Jesus said that the sin was not only in the action, but in the thought $$ Matt 5 Aug 02, 2013
  • My Life & Past, as Seen Through Google’s Dashboard http://t.co/LPkviIKHGj Would u like 2 review your history? Would u like 2 delete it? $$ Aug 02, 2013
  • Famous Restaurant Chains That Have All But Disappeared http://t.co/i5yxIighw7 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. http://t.co/Q5ikvtjzHa 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 http://t.co/cEGnuBXrYe $$ 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





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David Merkel is an investment professional, and like every investment professional, he makes mistakes. David encourages you to do your own independent "due diligence" on any idea that he talks about, because he could be wrong. Nothing written here, at RealMoney, Wall Street All-Stars, or anywhere else David may write is an invitation to buy or sell any particular security; at most, David is handing out educated guesses as to what the markets may do. David is fond of saying, "The markets always find a new way to make a fool out of you," and so he encourages caution in investing. Risk control wins the game in the long run, not bold moves. Even the best strategies of the past fail, sometimes spectacularly, when you least expect it. David is not immune to that, so please understand that any past success of his will be probably be followed by failures.


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