Sorted Weekly Tweets

Rest of the World

 

  • Catalonia Wants ECB Seat After Referendum http://t.co/Dbggf0LOWs So Catalonians want to be free? Guess what, the EU does not want that $$ Oct 12, 2013
  • French State’s Bluster Belies Alcatel’s Job-Cutting Reality http://t.co/kzmpjKDNTC France will lose; companies will leave, so will jobs $$ Oct 12, 2013
  • Danes With World-Beating Debt Loads Prepare 2 Dig Deeper http://t.co/Vgx0fqqf9N This will eventually blow up; it is only a matter of time $$ Oct 12, 2013
  • Tepco Gets Japan’s First LNG Spot Cargo From Angola at Futtsu http://t.co/A3OnIzAFJH Future of energy is more efficient hydrocarbon use $$ Oct 11, 2013
  • France Calls for Alcatel-Lucent to Revise Job Cuts Plan http://t.co/KySqRhGqvN France won’t b happy until every large business leaves $$ Oct 10, 2013
  • Korean Banks’ Margins Seen at 4-Year Low on Rate Decline http://t.co/bWhpoYhs6g High pread loans mature, low spread loans originated $$ Oct 10, 2013
  • Icelanders Run Out of Cash to Repay Foreign Debts http://t.co/RdCFa8jRl4 Perhaps they can default on these debts as well $$ #externaldefault Oct 09, 2013
  • Swedish Bubble Concern Grows With Soaring Home Prices http://t.co/VwiAVbm1wD What happens when monetary/financial policy is too loose $$ Oct 09, 2013
  • Algerians Cry Currency as Euro Black Market Thrives http://t.co/ftRHUXwF3q Really bad currencies attract competition from betr currencies $$ Oct 08, 2013
  • Finns Foraging for Cheap Food Shows Price of AAA Obsession http://t.co/kuPKb8g3KQ Really, it’s being in the E-Zone, not having own curncy $$ Oct 07, 2013

 

US Politics

 

  • 7 doomsday default scenarios http://t.co/sDgNpzRCSU There is nothing good here, particularly banks and money market funds blowing up $$ Oct 12, 2013
  • Budget Battle Ends Soon With Tea Party Loss: King, Corker http://t.co/Dk6XVMUPRo Discharge petition coming as liberal GOP teams w/Dems $$ Oct 11, 2013
  • Now Is the Time to Delay ObamaCare http://t.co/Dklp65OWnJ Make case off of lack of technical readiness of computer systems $$ Oct 11, 2013
  • EPA may reduce ethanol blending volumes for 2014 -sources http://t.co/Ve4DU5AaV2 End the RIN-sanity & watch refiner stock prices fly $$ Oct 10, 2013
  • Legislative History of Sec 4 of 14th Amndmnt http://t.co/JCEmr9SnHZ Must Executive prioritize payments? Must Congress raise debt ceiling? $$ Oct 10, 2013
  • Justice Kennedy Offers Views on Shutdown, Congress, Gay Marriage http://t.co/Nq9VcPtbNn Love him, hate him, you have to understand him $$ Oct 10, 2013
  • Obama Seems 2Think Presidency Gives Him Absolute Power http://t.co/IhFwBRTcYn Scotus has ruled presidents can’t delay, amend or repeal laws Oct 09, 2013
  • Surplus to Cost Uncle Sugar Up to $300M http://t.co/vl4QNMq2Vb Environmentalists & free marketers can agree: Eliminate sugar subsidies $$ Oct 09, 2013
  • Once the budget is balanced, businessmen will have greater certainty over sustainable tax policy, & will become more aggressive $$ Oct 09, 2013
  • Ryan: Here’s How We Can End This Stalemate http://t.co/QePY6Y3XWd Behind every economic debate in DC, entitlements is the hidden issue $$ Oct 09, 2013
  • President Obama Might Ask Who Benefits from US Debt Default http://t.co/F8mzQQQSUU Anybody know how big total notional amt on CDS on US? $$ Oct 09, 2013
  • White House Backs Temporary Debt-Ceiling Fix http://t.co/moMSWfLKab This may be how agreement is reached, w/some budget compromise also $$ Oct 08, 2013
  • Meltdowns Hobble NSA Data Center http://t.co/NpnnX0eyPy Investigators Stumped by What’s Causing Power Surges That Destroy Equipment $$ Oct 08, 2013
  • USDA Buyers Stuck in Limbo as Shutdown Hurts Housing http://t.co/M0LvI019Ye USDA should not be in the lending business. Ag is doing well $$ Oct 08, 2013
  • He Beat Us in War but Never in Battle http://t.co/Gixl0Fm9mt John McCain writes on recently deceased N. Vietnamese Gen. Vo Nguyen Giap $$ Oct 08, 2013
  • Americans are more conservative than they have been in decades http://t.co/GQrkq0ZHg5 I find this difficult 2 believe, would b more chg $$ Oct 07, 2013

 

Market Impact

 

  • Better Beta Is No Monkey Business http://t.co/UrSmi7Ql3h High dividend stocks are overvalued; dividends are not the best proxy for value $$ Oct 12, 2013
  • The BIGGEST Problem with Buy and Hold http://t.co/lIb3cQpqgY Biggest companies, bot&held do not have the same room to grow vs smaller cos $$ Oct 12, 2013
  • How Investors Lose 89% of Gains from Futures Funds http://t.co/inEYR2xDgi Long article on how managed futures doesn’t make $$ 4retail invtrs Oct 08, 2013
  • Worst Stocks to Reverse With Commodity Profits Rising 18% http://t.co/ImKtQ5KXPi A contrarian idea w/precious metals doing poorly of late $$ Oct 08, 2013
  • Finra to Consider Requiring Brokerages to Carry Arbitration Insurance http://t.co/qjxeVp89b7 A very good idea; mkt would weed out the bad $$ Oct 06, 2013

 

Companies & Industries

 

  • Boeing’s New 777X Could Make the Largest Jumbo Jets Obsolete http://t.co/VnBflpZ6dr Efficient engines, folding wings end the 747 era $$ $BA Oct 11, 2013
  • US eyes cutting ethanol usage http://t.co/d7r88Z2hA8 This should be a no-brainer, aside from corn farmers, $ADM, & ethanol refiners $$ Oct 11, 2013
  • Jeff Bezos and the Age of Amazon: ‘The Everything Store’ http://t.co/EtF1QvWcqg Looong & interesting about Amazon & its founder’s origins $$ Oct 10, 2013
  • Costco Stands Behind Its Cheap Rotisserie Chicken Strategy http://t.co/aptxcuyH8u $5 for a Rotisserie Chicken? Can’t buy raw that cheap $$ Oct 10, 2013
  • Verizon and Vodafone Talks Took Four International Cities and Eight Months http://t.co/GmR1XjxTgl Patient $VOD wins against needy $VZ $$ Oct 09, 2013
  • US Banks Margin Under Tremendous Pressure http://t.co/EQVHiLmKWr Funding costs can’t get much lower, while old high-yielding loans mature $$ Oct 09, 2013
  • Ohio Smelter Faces Shutdown Without Utility Rate Relief http://t.co/O87iyfFdNQ & aluminum is in oversupply; why should we subsidize this? Oct 06, 2013

Healthcare

  • Mapping America’s Coronary Stent Hot Spots http://t.co/EFfUjfbjHD Check & c whether u live in an area that over-installs stents $$ #savelife Oct 10, 2013
  • Mother Dies Amid Abuses in $110B US Stent Assembly Line http://t.co/Nag1UCiqfi Sad tale of medicine done 4 profit 2 the harm of patients $$ Oct 10, 2013
  • Micro Businesses Find Health-Care Rollout Is Slow http://t.co/1hhcfPlCfX State Small-Business Exchanges Still Aren’t Ready $$ #gigo Oct 08, 2013
  • Republicans Didn’t Sabotage Health Exchanges, Obama Did http://t.co/OkGA7HEBVw Very difficult 2get complex programming projects done fast $$ Oct 08, 2013
  • Robot Surgery Damaging Patients Rises With Marketing http://t.co/fFe29Nesdp Check out track record of any doctor doing robotic surgery $$ Oct 08, 2013
  • Exchanges Will Raise US Healthcare Costs http://t.co/8UhQm58INQ Removing economic incentives has always raised healthcare costs $$ Oct 07, 2013
  • IT experts question architecture of Obamacare website http://t.co/hvfjKXp5Rt System architecture flaws caused problems, not traffic alone $$ Oct 07, 2013

 

US Local Economics

 

  • GED Faces New Rivals for High School Dropouts http://t.co/SG0UQ1wqzT Passing the GED doesn’t mean much, but if you pass a tougher test? $$ Oct 12, 2013
  • Machines Gauging Your Star Potential Automate HR Hiring http://t.co/MOcnq8Hd5E Can playing games well reveal u better than your resume? $$ Oct 11, 2013
  • Montana Towns Struggle With Oil Boom Cost as Dollars Flee http://t.co/3Wz5aUCc2p Small town’s budget can’t keep up w/Infrastructure needs $$ Oct 10, 2013
  • Housing Boom Bigger in Texas as Home Bidding Wars Erupt http://t.co/GyOZGL1fgC the Texas economy very strong & the builders can’t keep up $$ Oct 09, 2013
  • Puerto Rico Debt Troubles Regulators http://t.co/s3b54N9UsT Check your muni bond fund, b/c even single state funds bot PR 4extra yield $$ Oct 07, 2013
  • Pay Raises for Teachers With Master’s Under Fire http://t.co/N3ogmAntdZ The next study should b whether education BAs harm teaching skill $$ Oct 07, 2013

 

Other

 

  • Colleges Try Cutting Tuition—& Aid Packages http://t.co/6MWuklxikq Unlikely 2 work; higher sticker w/greater aid helps selectivity/cachet $$ Oct 11, 2013
  • Snowden Says He Has No Regrets http://t.co/KFVhXMW7Fu satisfied his actions had an impact; Sam Adams Award 4Integrity in Intelligence $$ Oct 11, 2013
  • Baseball Battling Dominican Drug Use While Grappling With A-Rod http://t.co/kU2zOHvECu Doping begins in the minors, w/many from DR league $$ Oct 11, 2013
  • Light Point Security: A Software ‘Jail’ 4 Malware? http://t.co/s1cPTtwlD6 Clever idea: browse in the cloud, image relayed 2local browser $$ Oct 10, 2013
  • Chemistry Nobel Goes to Three for Computer Program Work http://t.co/GBZA3RtgcB Interesting. Didn’t know u could do chemistry w/computers $$ Oct 09, 2013
  • Sudden Collapse of Cloud Provider Rattled IAC http://t.co/ilhmBtahWe If cloud provider announces shutdown, act fast 2preserve your data $$ Oct 08, 2013
  • New York Bans Harbinger’s Falcone From Insurance Role http://t.co/IFfrBHv9Xq Interesting how the NY Commish got Falcone out of MD ins sub $$ Oct 08, 2013
  • Gold Befuddles Bernanke as Central Banks’ Losses at $545B http://t.co/lgtX56v0Oq Central Banks r not immune from the fear/greed cycle $$ Oct 08, 2013
  • Younger Americans Fare Poorly on Skills Against International Peers http://t.co/c5dL26lXPM But Americans r more flexible & creative $$ Oct 08, 2013
  • Finance People To Follow On Twitter http://t.co/Q6jBZWGtkg A great list, at least for those that I know, should u have time 2follow 106 $$ Oct 08, 2013
  • Humans Trump Robots at the Grocery Store http://t.co/atazmQ8R5h Cashiers Trump Self-Checkout Machines at the Grocery Store $$ Oct 07, 2013

 

Janet Yellen

  • When Yellen Speaks World Listens as Fed Plans US Course http://t.co/iRO9Fg6JMf More hagiography as media/acdmics overestimate her ability $$ Oct 11, 2013
  • Senate Confirmation Hearing 2Test Yellen’s Skills of Communication http://t.co/3lQVrH3zXh Can she think on her feet w/hostile questioners $$ Oct 10, 2013
  • The Yellen Difference http://t.co/Wgeop65jct How Yellen is different than Bernanke: Tobin Keynesians will b in charge at Federal Reserve $$ Oct 10, 2013
  • Janet Yellen: 5 Things You Should Know About Obama’s Fed Chair Nominee http://t.co/52Ie5o9nkk Wealthy, apolitical, Akerlof, forecasting $$ Oct 09, 2013
  • Yellen 2b Named Fed Chairman, First Female Chief http://t.co/DSsky1sDgM What’s done is done; someone has 2b the fall guy/gal $$ #glasscliff Oct 09, 2013

 

Tower Group

  • Commented on StockTwits: It’s a question of probabilities. Clearly the odds are higher now than a week ago, much h… http://t.co/XPlzWLxvy9 Oct 10, 2013
  • Commented on StockTwits: I used 2b a corporate bond manager. When u c a 1-yr obligation trading below $95, solven… http://t.co/AugmpPF1Ib Oct 10, 2013
  • Risky equities should be priced to earn 20%+. The bonds of $TWGP yield 20%+. Makes me think bonds r the true equity & stock a call option $$ Oct 10, 2013
  • 20%+ yield = panic $$ RT $TWGP just watch the bonds they are $88 and B-. Off lows they do not reveal panic. HOLD. http://t.co/VMc0Rih0bT Oct 10, 2013

 

Wrong

  • Wrong: Obamacare Foes Using Shutdown Echo South’s Nullifiers http://t.co/js120efIId Not a fair portrayal. Obamacare was badly thought out $$ Oct 12, 2013
  • Dubious: How Yellen Will Shape Fed’s Banking Regulation http://t.co/DHGcgEOqmb Surprise me if much happens; Fed rarely strong regulator $$ Oct 10, 2013
  • Uncertain: Recession Looms If Treasury Uses Tools to Prevent a Default http://t.co/FY39fp90eQ Not so sure it would create a recession $$ Oct 09, 2013
  • Wrong: Detroiters Living Amid Ruins Resist Moving as City Reorganizes http://t.co/MuaBzAfVbm Article purely anecdotal, population shrinks $$ Oct 07, 2013

 

Replies, Retweets, & Comments

  • @SilentMachinery I wondered about that also. There may be something there. Oct 12, 2013
  • I need 2brighten my mood. Ah, @AARP has sent me membership cards. Snip, snip, snip. Much better. Old people suck the blood of the young $$ Oct 10, 2013
  • Luck seems to even out for me. I miss gains & losses evenly. I usually don’t spend much time on a stock after I sell it $$ @merrillmatter Oct 10, 2013
  • RT @researchpuzzler: on endowment investing ~ 1) @AlephBlog: http://t.co/UrctMBjW9R ~ 2) @advperspectives: http://t.co/AlhZQgPGnw Oct 09, 2013
  • To @TheUncorrelated : my article on your whitepaper, with my advice to endowment investment managers is here: http://t.co/dQlapwbWqO $$ Oct 08, 2013
  • @rishad Beautiful, but it follows the footsteps of Detroit. One poet said, “Chicago is a pompous Milwaukee.” The skylines don’t compare tho. Oct 08, 2013