Sorted Weekly Tweets

Obamacare

 

  • Boehner Tells Caucus House Will Keep Fighting Health Law http://t.co/VZeSkA5Jrq If the company mandate is delayed, y not the individual 1 $$ Aug 24, 2013
  • California Health Exchange Might Face Online-Enrollment Delay http://t.co/5nTQeDFEAR More glitches as we get closer to Obamacare fiasco $$ Aug 24, 2013
  • Jeffrey Singer: The Man Who Was Treated for $17,000 Less http://t.co/dTGoBndvj1 You have to understand how negotiable medical costs are $$ Aug 23, 2013
  • UPS to End Insurance Coverage for 15,000 Working Spouses http://t.co/Ndp3ptfaUD This is the future as Obamacare comes into existence $$ Aug 22, 2013
  • Jeffrey Singer: The Man Who Was Treated for $17,000 Less http://t.co/ymcmo3b8dg First party payment reduces health costs, not ins/govt $$ Aug 22, 2013
  • Republicans in Echo Before Big Burn Defy Affordable Care http://t.co/DwuUuc7FvL In this era, it probably helps the Reps, LBJ’s era not $$ Aug 22, 2013
  • Obamacare exemption — none dare call it treason http://t.co/TdZ8z7sTIk Congress and Administration r exempt from the PPACA $$ #FTL Aug 20, 2013
  • GOP keeps needling Obamacare in key Senate states http://t.co/rXg2MsHiJe Complexity of PPACA makes it its own worst enemy; ez 2 thwart $$ Aug 19, 2013
  • Norquist Says Obama to Take Health Delays, Avoid Shutdown http://t.co/lKKhe0I8zo House can block things, Senate cooperation unlikely $$ Aug 17, 2013
  • Obama Suspends the Law. What Would Lincoln Say? http://t.co/uxQRHyhFtM Article made me sympathize with Lincoln. Could Obama be Impeached? $$ Aug 17, 2013

 

Wrong

 

  • Wrong: Why the US Power Grid’s Days Are Numbered http://t.co/sSjDoiXi0T Overstates the green case. More difficult to dismantle grid $$ Aug 24, 2013
  • Wrong: How To Invest Like Carl Icahn http://t.co/61croVtW0J U can’t invest like Carl Icahn b/c u can’t b big enuf 2 bully mgmt teams $$ $IEP Aug 23, 2013
  • Word to Fed: Less Talk, More Action http://t.co/EuWfo30Ilg When u have 2 re-explain what u r doing a # of times, u probably don’t get it $$ Aug 22, 2013
  • Wrong: Janet Yellen called the housing bust and has been mostly right on jobs http://t.co/wHq8SyYUT2 Yellen did not call housing bust $$ Aug 19, 2013
  • Wrong: Summers-led Fed might raise rates faster than Yellen http://t.co/GBD0jd2X0N Forces being dealt w/r larger than individual ideas $$ Aug 19, 2013

 

Politics & Policy

 

  • Has Eric Holder Found Wall Street’s Nightmare? http://t.co/spsgAgaFGq 2 early 2 say; tough to prove that people had bad motives vs stupid $$ Aug 24, 2013
  • Ivory Tower Types Fall for Bigger Inflation Fix http://t.co/alOdKibbY0 Inflation is tough to eliminate once it gets entrenched $$ Aug 22, 2013
  • Obama to Propose College Ratings System on Bus Tour http://t.co/9W4oHqAZuE Haven’t we distorted incentives on college enough already? $$ Aug 22, 2013
  • Secret Court Faulted NSA for Collecting Domestic Data http://t.co/u5ZfLMGSgt If govt can’t tell us about it, they shouldn’t b doing it $$ Aug 22, 2013
  • Why Science and Politics Don’t Mix http://t.co/yfpdWVgsD1 Science is compromised when observers cease 2b neutral & overstate conclusions $$ Aug 22, 2013
  • Justice Department Plans New Crisis-Related Cases http://t.co/S8CkRvgUS8 nothing serious here, just late grandstanding & posturing $$ Aug 21, 2013
  • New Details Show Broader NSA Surveillance Reach http://t.co/YheueW5yH0 Giving up liberty 4 security means that we will have neither $$ Aug 21, 2013
  • More Than Half of U.S. College Students Get Federal Aid http://t.co/mWuvnqKdUp If we reduced the aid given 2 students, tuition would fall $$ Aug 20, 2013
  • Fannie Mae, Freddie Mac Ignoring Write-Offs, Report Says http://t.co/DFpqBCQg8M Reported earnings may b overstated, as dud loans persist $$ Aug 20, 2013
  • Raising Kids? Your Taxes Are Far Too High http://t.co/DxMfAii5rQ Especially counting value of kids future contributions 2 entitlements $$ Aug 20, 2013
  • http://t.co/8hiwajBdQY Congress gets a bunch of general and basic nostrums about how financial risk modeling is done and implemented $$ Aug 20, 2013
  • Fed Finds 18 Large Banks Weak in at Least One Capital Area http://t.co/js2t2GA4QD Fed’s study shows moderate knowledge of risk mgmt $$ Aug 20, 2013
  • Greenwich Stilt Houses Foreshadow Impact of New FEMA Maps http://t.co/k1NCEJu3QH Think of the taxpayer subsidy from premiums that r2 low $$ Aug 20, 2013
  • Treasury Faces Coupon Conundrum With 5Yr Sale, Wrightson Says http://t.co/BlkOiDQUc2 We have computers now, not everything has 2b eighths $$ Aug 20, 2013
  • Last Bernanke Years Shows No Sign of Buyer’s Remorse http://t.co/Fxn65Dplc6 Why should he? Providing liquidity easy; taking it back hard $$ Aug 20, 2013
  • The other part of the story is that people who work have a purpose, and that makes them happier. Shame about younger people not employed $$ Aug 20, 2013
  • Mailman at 72 With America’s Longest Route http://t.co/dO83WuaDhl Long story showing future, where old people keep working til they die $$ Aug 20, 2013
  • NSA broke privacy rules thousands of times per year, audit finds http://t.co/ktru7qsjpP NSA search abuses r not rare; we need to end NSA $$ Aug 17, 2013
  • The Baby Penalty http://t.co/JrFZ7FdznR Female PhDs who have children lose opportunities. True 4 all who take time from work 4 family $$ Aug 17, 2013
  • Teachers Face License Loss http://t.co/xwUNt0eXi5 This almost never happens. The teachers’ unions always find a way 2 protect their own $$ Aug 17, 2013

 

 

Rest of the World

 

  • It Looks Like 1998 Again in China http://t.co/7iMW87Dwi7 Excess capacity to export what world doesn’t need plus high financial debts $$ Aug 22, 2013
  • ‘Leftover women’ in China face tough choices in looking for love http://t.co/AFcEc1jNy5 Women like2marry up, which means many won’t marry $$ Aug 21, 2013
  • Who Is Ali Khamenei? http://t.co/sRFb9Vx1Bw Long & nuanced article on the supreme leader of Iran – History, views, influences, & theories $$ Aug 20, 2013
  • Mexico’s Pemex Looks to Tap U.S. Shale http://t.co/pNybLXhEkl This doesn’t look like a smart idea; most good business is incremental $$ Aug 20, 2013
  • Allies Thwart America in Egypt http://t.co/MaZFQgiytT Israel, Saudis and UAE Support Egyptian Military Moves $$ #choosefreedomvsdemocracy Aug 20, 2013
  • Israel Boosts Ties With Egyptian Army as US Mulls Cuts http://t.co/kCEBsYkn9r Politics makes strange bedfellows $$ Aug 20, 2013
  • Al Qaeda ‘rat line’ from Syria to Iraq turns back against Assad http://t.co/HZT5GIq1Tv Actions taken against US in Iraq now harm Assad $$ Aug 20, 2013
  • Bankers Supplanted by Elves as Iceland Chases Cash http://t.co/0Y5VaiARla A place where allowing banks to fail worked well $$ Aug 20, 2013
  • Central-Bank Moves Blur the View http://t.co/jHDD9J3YNK Bodes well 4 their bonds, tough 4 the stocks of their exporters, importers ok $$ Aug 24, 2013
  • Potash Rift Seen Lasting as Asia Sales Said to Rile Uralkali http://t.co/ZukaWiW93y Interesting article reviews potash cartel history $$ Aug 22, 2013
  • Gold Rout Seen Bottoming by Analysts as China Buys http://t.co/mMaG8Jaknq & China Gold-Mine Deals at Record http://t.co/vONBXclnCB $$ Aug 22, 2013
  • Regulatory Concern Grows along with Surge in Interbank Business http://t.co/Y0oLNP3PK1 Surge in China Interbank lending is worrisome $$ Aug 20, 2013
  • Egypt’s Former President Mubarak May Be Freed http://t.co/YbrJ7Poanv A logical outcome, 1 that shows the Army is playing “for keeps” now $$ Aug 20, 2013
  • In classified cyberwar against Iran, trail of Stuxnet leak leads to White House http://t.co/WqTyDR1dqV Will this lead 2 anything negative $$ Aug 19, 2013
  • Last of Zuma’s Main Critics Sidelined as Vavi Suspended http://t.co/ngu2QOw2pq South Africa traded one oligarchy for another $$ Aug 17, 2013
  • The Dutch, Europe’s apostles of austerity, feel the economic pain http://t.co/W9ikIwOHN8 Paying the piper 4 taking on 2 much debt $$ Aug 17, 2013
  • Easy Credit Dries Up, Choking Growth in China http://t.co/7eazmWiqGK Payoff 4 malinvestment may b arriving. Japan 1989 -> China 2013 $$ Aug 17, 2013

Market Impact

 

  • Market Size Complex Systems = More Glitches http://t.co/6Gkq77izIJ We can reduce glicthes if we reduce complexity & choice 4 large $$ mgrs Aug 24, 2013
  • Americans don’t know anything about interest rates & portfolios http://t.co/V2rqmydGq1 Investment returns r magic 2retail $$ @reformedbroker Aug 22, 2013
  • Hedge Funds Severely Underperforming This Year http://t.co/PLQBp1ssb1 Net exposure relatively high, but heavily shorted stocks rally 33% $$ Aug 22, 2013
  • Low-volatility ETFs may not be what they used to be http://t.co/p4zpWCdQRj Any investment strategy can b overused, & returns vanish $$ Aug 21, 2013
  • Looking for value: When the child outperforms the parent http://t.co/gmylpI7pC8 Spinoffs r underanalyzed companies w/incentive 2 focus $$ Aug 21, 2013
  • Bond Trading Hampered as Buyers Retreat to Crowded Exits http://t.co/EBj9OFkhqW Overstates the degree dealer inventories affect prices $$ Aug 21, 2013
  • CLO Refinancings at $50 Billion Seen Rewarding Riskiest Issues http://t.co/Ld77dfXKxB Feels like 2006 in credit craziness $$ Aug 20, 2013
  • Repo Market Decline Raises Alarm as Regulation Strains Debt http://t.co/fFydHkauRI Repo market getting less liquid, that’s not so bad $$ Aug 20, 2013

 

 

Companies & Industries

 

  • Buyout of $AIG Unit Is On the Rocks http://t.co/zb7EftICWg Difficult to overstate how sensitive ILFC profits r2 cheapness of financing $$ Aug 22, 2013
  • Water + Sunshine = Fuel as Lab in California Chases Dream http://t.co/Nqd5eVn6Ar Dream indeed. Call me a skeptic on the science here $$ Aug 22, 2013
  • A New Spate of Deaths in the Wireless Industry http://t.co/EEVOPXlUc7 Every death is tragic, but w/deaths <20/yr, that doesn’t seem high $$ Aug 22, 2013
  • Kodak Reorganization Approval Affirms Move From Cameras http://t.co/wUX4KrfsGR Unsecured creditors get 4-5% of their claims, stock gets 0 $$ Aug 21, 2013
  • Problem for Bezos: Mall Becoming Cheaper Than Amazon http://t.co/tYs8IFQ48Q Who knows? Maybe $AMZN will have to earn $$ to exist. #nonprofit Aug 20, 2013
  • The busiest acquirer you haven’t heard of http://t.co/RMHEieOBCW Many acquisitions in a short time is usually a recipe for disaster. $$ Aug 20, 2013
  • Shale Grab in U.S. Stalls as Falling Values Repel Buyers http://t.co/BYEQHshJ8T Anytime there is a boom, prices overshoot, then writeoffs $$ Aug 20, 2013
  • What Tim Cook and Apple should do with all that cash http://t.co/xHA5hdDGmv Harder than it sounds, most of the $$ trapped abroad, bond deal Aug 20, 2013
  • The 1975 Buffett memo that saved the Washington Post’s pension http://t.co/Qqz2IaMJni Buffett was always a smart guy; prescient in 1975 $$ Aug 19, 2013
  • Cisco and the Search for New Life http://t.co/C2lqAabQvb Companies w/strong core businesses have a hard time expanding into new business $$ Aug 17, 2013
  • Rail-Truck Shipments Reveal Holiday Sales Clues http://t.co/fEWjKfTd13 Holiday sales may rise, higher volume of goods transported in 2013 $$ Aug 17, 2013
  • Fixed Indexed Annuities Merit Caution http://t.co/kdT27o1bMC Law should give contractholders right 2 full value withdrawal if transferred $$ Aug 17, 2013
  • Oil-Pipeline Cracks Evading Robotic ‘Smart Pigs’ http://t.co/c7d8qMuP6f If cracks r along the welds, they don’t get detected easily $$ Aug 17, 2013

 

Other

 

  • JPMorgan Sub-New Normal Growth Seen Vexing Next Fed Chief http://t.co/gFB1O6s6o0 New Fed Chief will face economy traveling @ stall speed $$ Aug 23, 2013
  • Economists Need to Admit When They’re Wrong http://t.co/GSX4QDPKuf Crisis caused by a huge rise in private debt; economists missed that $$ Aug 22, 2013
  • Green Bay: More Legends Than Streets http://t.co/eGukXTOlvd Smallest franchise city has more heroes than streets to append their names $$ Aug 22, 2013
  • Abandoned Dogs Roam Detroit in Packs as Humans Dwindle http://t.co/AJd1lBtxKG This is strangely fitting; Detroit slowly becomes 3rd world $$ Aug 21, 2013
  • Eating of Sausages http://t.co/Nwp7mpZZvY “no Christian is bound to do those things which God has not decreed.” Of Calvinism old & modern $$ Aug 20, 2013
  • Seth Lipsky: Ben Bernanke’s Anger and the AIG Case http://t.co/EIxoFh4jwu Questionable legal ground4the Fed’s takeover of AIG 2b explored $$ Aug 20, 2013
  • Why An M.B.A. Isn’t Good Enough Anymore http://t.co/P6JKKWoP8R High costs, changing demographics, technological change-> reinvent the MBA $$ Aug 20, 2013
  • Broker Audits Marred by Conflicts of Interest, Watchdog Says http://t.co/00kRqPx3xm Deficiencies >95% of brokerage audits it reviewed $$ Aug 20, 2013
  • What’s Ailing America’s Cattle? http://t.co/eTaMLTK1zc Scientists Suspect Livestock-Feed Additives Are Behind Distress $$ Be careful Aug 20, 2013
  • Student Test Scores Rose When Teachers Retired Early http://t.co/su46ULkSKm Teachers peak in effectiveness after 5-10 yrs of experience $$ Aug 20, 2013
  • Hybrid Bond Gamble Pays Off as Stimulus Spurs Gains http://t.co/O2KMEkGHDm Paid off for now, but these hybrids sting w/higher probability $$ Aug 17, 2013
  • John Laporte, T. Rowe Price Manager Who Beat Peers, Dies at 68 http://t.co/DcVjjdwE8w Pretty certain I met him @ Baltimore CFA, good guy $$ Aug 17, 2013
  • Are College Costs Reaching a Breaking Point? http://t.co/jF7uod3s6q Possibly, if Federal aid drops & fewer people go to college $$ Aug 17, 2013
  • New Software Forces You to Pay Attention During Company Training http://t.co/KMDa0N54Ju Next, they’ll give you drug that makes u like it $$ Aug 17, 2013
  • Price Manipulation Includes Silver and Gold http://t.co/n1GDExJFz4 When prices r fixed by survey or transactions, games will b played $$ Aug 17, 2013
  • Francis Ouimet’s U.S. Open Victory That Changed the Game Forever http://t.co/I6Gg0BIBmU Meet Francis Ouimet, the amateur who won US Open $$ Aug 17, 2013
  • A Chance to Own a Home for $1 in a City on the Ropes http://t.co/b6InU728br Get your own home in Gary, Indiana for $1 $$ Aug 17, 2013
  • How a Black Hole Really Works http://t.co/H80JnUplKE Scientists watch black hole at center of Milky Way eat a cloud of gas $$ Aug 17, 2013

 

Comments, Replies, and Retweets

  • #FollowFriday Thanks @ReformedBroker @pelias01 @researchpuzzler for being top influencers in my community this week :) Aug 23, 2013
  • Commented on StockTwits: ILFC very different than NetJets. $BRK.B capable of buying ILFC, but Buffett won’t pay to… http://t.co/wa4vHaf3I6 Aug 22, 2013
  • Thanks @dpinsen @ReformedBroker for being top engaged members in my community this week :) | insight by http://t.co/sern3wLA13 Aug 22, 2013
  • Thanks @pelias01 @TopInvestBlogs for being top engaged members in my community this week :) | insight by http://t.co/sern3wLA13 Aug 22, 2013
  • Thanks @howardlindzon @moneyscience for being top engaged members in my community this week :) | insight by http://t.co/sern3wLA13 Aug 22, 2013
  • Thanks @brasil247 @JerseyDemic for being top new followers in my community this week :) | insight by http://t.co/sern3wLA13 Aug 20, 2013
  • “Many acquisitions in a short time is usually a recipe for disaster.” — David_Merkel http://t.co/6Qch6bCndG $$ Aug 20, 2013
  • @pdacosta FWIW, I thought the document was amateur in discussing financial risk management http://t.co/ncoMMMv3oG Open 2other thoughts $$ Aug 20, 2013
  • @buzzmerk @StevStiffler @truedat157 @pcyansee the greater Q is why the Mars Corp hasn’t sued him for trademark infringement- ruins the brand Aug 20, 2013
  • Thanks @AboveAvgOdds @Nonrelatedsense for being top engaged members in my community this week :) | insight by http://t.co/V4fE5CrHI4 Aug 19, 2013
  • Thanks @japhychron @The_Analyst for being top engaged members in my community this week :) | insight by http://t.co/V4fE5CrHI4 Aug 19, 2013
  • Thanks @GaelicTorus @AndreCimini for being top engaged members in my community this week :) | insight by http://t.co/V4fE5CrHI4 Aug 19, 2013
  • Thanks @ReformedBroker @dpinsen for being top engaged members in my community this week :) | insight by http://t.co/V4fE5CrHI4 Aug 19, 2013
  • Thanks @pelias01 @TopInvestBlogs for being top engaged members in my community this week :) | insight by http://t.co/V4fE5CrHI4 Aug 19, 2013
  • Thanks @howardlindzon @moneyscience for being top engaged members in my community this week :) | insight by http://t.co/V4fE5CrHI4 Aug 19, 2013
  • “Buffett would have made a very good actuary, and with a bonus: he can communicate complex concepts…” — Merkel http://t.co/IMKXael1nL $$ Aug 19, 2013