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Sorted Weekly Tweets


Rest of the World


  • Chinese Buy Sydney Homes at Unprecedented Rate, McGrath Says Stylish flight capital does not come cheaply, mate $$ Sep 14, 2013
  • Rajan Hailed as Swings Drop Amid Gundlach Warning Rajan has courage to defend the Rupee & slow the Indian economy $$ Sep 14, 2013
  • Aniston’s Salad Isn’t Enough as Quinoa Farmers Reap Golden Crop Bolivian farmers rejoice growing quinoa makes $$ Sep 14, 2013
  • Catalan Separatists Pull Off Human Chain But Referendum Is Harder Reaching the limits of bad policy, risking wars $$ Sep 12, 2013
  • Norway Pledges to Limit Oil Spending Probably smart, because it is easier 2 overspend an endowment than underspend $$ Sep 12, 2013
  • Shipping Rates Seen at 2010 High on Record Ore to China Means China is likely not rebalancing to consumption yet $$ Sep 10, 2013
  • Youngest Japan Boards Beating Oldest With Stocks Rising 139% Returns were 52% for other firms over the last 3yrs $$ Sep 10, 2013
  • Syrian Christians Pack Passports Fearing Islamist Onslaught More Coptic churches in US, next comes Syrian Orthodox $$ Sep 10, 2013
  • Russia to Brazil Intervention Adds to U.S. Debt Distress The real Q is what they are buyingw/the $$ they sell? Sep 09, 2013
  • Syria Vote May Derail Obama’s Agenda in Congress Argues that Obama has to win the Syria vote 2 avoid looking weak $$ Sep 09, 2013
  • Ancient Golden Treasure Found Near Jerusalem Temple Mount Byzantine coins dating from 4th – 7th centuries $$ menorah Sep 09, 2013
  • India’s Middle Class Hit as Rupee Plunge Pushes Up Prices Another example of how inflation hits the poor hardest $$ Sep 08, 2013
  • Tokyo Defeats Madrid, Istanbul for Rights to 2020 Olympics Tokyo wins the prize to build Olympic white elephants $$ Sep 08, 2013


US Politics & Policy


  • US Faces Long-Term Care Crisis, Report Says Unsolvable unless we rein in costs, redefine what Medicare will cover $$ Sep 14, 2013
  • States Face Decision on Saving Trains Federal subsidies end on short Amtrak routes, will states pick up tab? $$ #bus Sep 14, 2013
  • Walmart Wins in DC “Mayor Gray has chosen jobs, economic development and common sense over special interests” $$ Sep 14, 2013
  • Republicans Holding Next Fed Chairman’s Fate Stay Quiet GOP sits & grins over no-win situation 4 democrats & Obama $$ Sep 14, 2013
  • How Wal-Mart’s Waltons Maintain Their Billionaire Fortune This is y defining income more important than tax rates $$ Sep 12, 2013
  • How to Preserve a Family Fortune Through Tax Tricks Graphic showing how GLATs, CRATs & Family LPs work $$ #lowertaxes Sep 12, 2013
  • Even a Railway Line Can’t Dodge the Keystone XL Controversy Given the delay, new projects replace the need 4 K-XL $$ Sep 12, 2013
  • New York Mayor Race Worries Business De Blasio pursues policies that made Detroit the great city it is now $$ #FTL Sep 12, 2013
  • California city backs plan to seize negative equity mortgages Fail: loss of financing for city & new homeowners $$ Sep 12, 2013
  • GE, IBM Ending Retiree Health Plans in Historic Shift Obamacare leads large corporations 2shed retiree healthcare $$ Sep 12, 2013
  • Fraud Stealing $100M Shows Flaws in US Crop Insurance System relatively easy2cheat.Graphic: $$ Sep 12, 2013
  • NSA Violated Privacy Protections, Officials Say Much as it would unemploy my friends, we need 2 end the NSA $$ Sep 11, 2013
  • Five Revelations From New NSA Documents Government violated its own rules repeatedly, showing no respect 4the law $$ Sep 11, 2013
  • Intel clashes w/Obama’s election-year al Qaeda claims The successes against al Qaeda undone by spread 2 new areas $$ Sep 10, 2013
  • Kerry’s ‘Gaffe’ Beats Military Strikes Hey, getting the chemical weapons out of Syria is @ least a small win, yes? $$ Sep 10, 2013
  • Crop Insurers’ $14 Billion Some See as Money Laundering Difficult 4 crop insurers 2 lose as US Taxpayers foot bill $$ Sep 10, 2013
  • DeVry Lures Medical School Rejects as Taxpayers Fund Debt Long article on how Caribbean med schools compete w/US $$ Sep 10, 2013
  • The Terrorism Risk Insurance Act: Time to End the Corporate Welfare There is no need to subsidize terror insurance $$ Sep 10, 2013
  • Taxpayers Turn US Farmers Into Fat Cats With Subsidies Crop insurance sends all the risk of farming to taxpayers $$ Sep 09, 2013
  • In Conversation With Michael Bloomberg Long somewhat hostile article asking Bloomberg his views, plans, etc. $$ Sep 09, 2013
  • Dear NSA, Thanks for Making Us All Insecure NSA weakens security 4all, harms interests of US Internet Corporations $$ Sep 08, 2013
  • it also lowers global trust in the US, fragments the internet, & encourages nations that censor & monitor the internet by US bad example $$ Sep 08, 2013


Financial Sector Today


  • Why looser lending standards won’t help you Lending standards fall in markets hit by crash & now prices r rising $$ Sep 14, 2013
  • Berkshire, AIG Join Battle Over Lucrative Business $BRK.B roils industry expanding in excess-and-surplus insurance $$ Sep 14, 2013
  • House Talk: When an HOA Forecloses Yes, your homeowners association can foreclose if you don’t pay your dues $$ Sep 08, 2013
  • Upside: Emerging-Market Bond Bargains They look cheap, but Q is how they adjust 2 tighter world monetary policy $$ Sep 08, 2013


Financial Crisis Fifth Anniversary


  • TARP didn’t save banks, it ruined them: Kovacevich Contradicts Paulson who said the TARP funds were voluntary $$ Sep 14, 2013
  • By every measure, the big banks are bigger The top 6 banks hold 67% of all assets in the banking industry $$ Sep 14, 2013
  • A Toxic Subprime Mortgage Bond’s Legacy Lives On Story of CWABS 2006-7 Borrowers, Investors & Others Touched by It $$ Sep 14, 2013
  • Lehman’s Cold Dead Hand Is Still Reaching Out For Money Many games can b played w/derivatives of a BK counterparty $$ Sep 14, 2013
  • Five years after Lehman, risk moves into the shadows Bank runs still possible due2 repo, margining, putable debt $$ Sep 12, 2013
  • 2008-2013: The Financial Crisis in 9 Charts GDP, S&P500, Finance profits, employment, income, cars, homes & more $$ Sep 12, 2013
  • Lehman Brothers Abyss Had Paulson Seeking Prayer Amid Crisis I’m getting tired of seeing Paulson in the news $$ #long Sep 12, 2013
  • Embracing Wynne Godley, an Economist Who Modeled the Crisis The right answer involves Minsky and the Austrians $$ Sep 12, 2013
  • Financial Crisis: Lessons of the Rescue, A Drama in Five Acts John Taylor blames Govt policy for creating crisis $$ Sep 09, 2013
  • Henry Paulson Defends Fannie Mae Bailout As a result, we have maintained an overleveraged economy, more govt debt $$ Sep 09, 2013


Central Banking


  • Why Michael Woodford Thinks the Fed Should Taper Contends that we need more safe assets in the financial system $$ Sep 14, 2013
  • Is the Demographic Shift Weakening Monetary Policy Effectiveness? Older ppl react less 2changes in interest rates $$ Sep 10, 2013
  • Fed wants yet another tool in its swelled policy kit fixed-rate, full-allotment overnight reverse repo agreements $$ Sep 09, 2013




  • Detroit’s Bankruptcy and Pension Solution Depends More on its Planned Recovery and Rebirth – Not Just Cutting Costs! Sep 14, 2013
  • The prior article tweeted I disagree with. There r many high sounding words, amounting 2 “If we all clap, Tinkerbell will live!” $$ #nohope Sep 14, 2013
  • Insight: In Silicon Valley start-up world, pedigree counts The school u went 2 or the firm u worked 4 matters $$ Sep 13, 2013
  • MIT’s Williams Decodes Economics of Gene Sequencing Economist connects intellectual pprty & incentives 2 research $$ Sep 12, 2013
  • Intergovernmental Panel On Climate Change Admits Global Cooling? Climate changes; it always changes $$ Sep 12, 2013
  • Financial Secrets Revealed! (Just Don’t Ask Where They Came From) @retheauditors tells journos&readers2check facts $$ Sep 11, 2013
  • Fate or Destiny? @reformedbroker goes on hiatus? My but I will miss him. The financial blogosphere will miss him $$ Sep 11, 2013
  • The Weak Recovery Explains Rising Inequality, Not Vice Versa When growth was strong, incomes more even $$ Sep 10, 2013
  • Alcoa, H-P & Bank of America to Be Replaced on DJIA Nike, Visa & Goldman Sachs enter $$ $V $GS $NKE $AA $HPQ $BAC Sep 10, 2013
  • 10 ways to wipe out your retirement savings Complexity, leverage, low diversification, self-custody, slick-talkers $$ Sep 09, 2013
  • Are the Baltic Dry Index Telling Us to Expect Stronger Economic Activity? BDI has been turning up lately, so maybe $$ Sep 09, 2013
  • Did you read the deal terms? Looking at a special dividend of ~$5/share plus ~0.23 shs of $VZ per sh of $VOD. $$ Sep 09, 2013
  • AT&T Gets Tentative Approval to Fund Pension With Preferred Stock In BK, pref stock worth little;PBGC holds bag $$ $T Sep 08, 2013


Verizon Bond Deal

  • How to Borrow $49B with a Stroke of a Pen Bond deal of $VZ had weak covenants versus most investment grade deals $$ Sep 12, 2013
  • Verizon Nets $2.09 Billion Windfall for Bond Sale Buyers In order to get the deal done $VZ had to offer 4%+ gift $$ Sep 12, 2013
  • Verizon Pays Premium to Top Apple Bond Record I would b wary of holding much long $VZ debt. Who doesn’t own it? $$ Sep 12, 2013
  • Verizon Plans $20B Debt Sale Biggest ever, & on top of $48B+ of existing debt, will have 2have juicy yields $$ $VZ Sep 10, 2013
  • Verizon may boost size of bond offering: sources $VZ gets ready 2 issue biggest USD corporate bond deal EVER $$ $25B+ Sep 10, 2013


Wrong, Etc.

  • Gundlach Says Fed Is Mistaken in How It’s Ending Easing This article does not make clear what Gundlach objects to $$ Sep 12, 2013
  • 4 investment tips that you should never use Mixed analysis where the author knocks down falsehoods and straw men $$ Sep 12, 2013
  • Confused: Buffett’s investing advice is a portfolio killer More a criticism of Peter Lynch than Warren Buffett $$ Sep 12, 2013
  • Wrong: Systemically Important Banks in the Post-Crisis Era Long, and misses liquidity issues like repo financing $$ Sep 10, 2013


Retweets, Replies, and Comments

  • @munilass I read this and thought that things haven’t changed much since Heraclitus and Parmenides. Would like to hear his thoughts on Godel Sep 14, 2013
  • @jeffdanoff1 Of course I know that. I detest Paulson’s 5-year anniversary self-justification obfuscation. Kovacevich shoots straight. Sep 14, 2013
  • RT @munilass: Feynman’s lectures are now available online (Volume 1) (via @jtc_19) Sep 14, 2013
  • @munilass @BarbarianCap I too have appreciated your writings. They are worth keeping. If you don’t want to pay to do it, I could host them Sep 14, 2013
  • I just left a comment in “Buffett’s investing advice is a portfolio killer – Jeff Reeves’s Strength in Numbers – Ma…” Sep 12, 2013
  • Thanks @munilass | I knew u had written about this in the past. I’m a generalist w/bonds, so I thought I would show it 2u4 your thoughts $$ Sep 12, 2013
  • Hey @munilass — I would b interested in your opinion on this from The Committee For A Responsible Federal Budget Sep 11, 2013
  • Commented on StockTwits: @Financial_Iceberg Saw that & tweeted it yesterday. The question is how long China can c… Sep 10, 2013
  • I just left a comment in “David Einhorn was right about this stock – MarketWatch” Sep 09, 2013
  • @mcuban @howardlindzon Here is my reply, 2 large for twitter: Yes, most retail investors r dumb, but money can b made Sep 07, 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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