Sorted Weekly Tweets

US Politics & Policy


  • How the Tea Party Will Die Gets 1thing right: gerrymandering is behind much of our gridlock $$ Oct 18, 2013
  • Even When the GOP Loses, It Wins New baseline favors deeper cuts as we may go through sequestration again $$ Oct 18, 2013
  • The Tea Party and the GOP Crackup t-party represents Jacksonian America: angry & in full revolt against new elite $$ Oct 17, 2013
  • How Delayed Inflation Data Mess With Social Security and More US Treasury will have 2 estimate best they can $$ Oct 16, 2013
  • Though it might b better if the govt weren’t calculating the data; gives them too much power to fiddle w/the #s. But no one is neutral $$ Oct 16, 2013
  • McConnell’s Favored Dam Project Included in Debt Deal Pork is not dead in DC, whether GOP or Democrats $$ #shame Oct 18, 2013
  • Crop-Insurance Cuts Test Farm Power as Lobbies Push Back If can’t be cut when Ag does well, then nothing can b cut $$ Oct 16, 2013
  • Factional conflicts have the power to destroy empires – and republics Reminds me of Europe in 1840s: too much debt $$ Oct 14, 2013
  • Reformers hail limit on US crop insurance subsidies Let’s c if it actually gets passed; Ag subsidies tough 2 kill $$ Oct 14, 2013
  • EPA’s McCarthy Says No Decision Made on Renewable Mandate Believe no rumor until it is officially denied $$ Oct 14, 2013
  • A Slowdown on the Road to Recovery Decaying Bridges, Highways Raise Costs for Truckers, Manufacturers $$ $SPY $TLT Oct 14, 2013
  • Fiscal negotiations sputter as deadline looms Obama could end this here by tossing the GOP a bone 2 avoid MAD $$ Oct 14, 2013
  • America’s default on its debt is inevitable America has defaulted 3 times already. No way we can fund entitlements $$ Oct 13, 2013
  • Republicans Need a Graceful Exit Strategy, Now @asymmetricinfo explains y the GOP should cut their losses here $$ Oct 12, 2013
  • Is US Political Bubble About to Burst? If there is no permanent default, no, b/c the world needs flexibility of US $$ Oct 12, 2013
  • How to Handle a Debt Default. You Know. Just in Case. In a longwinded way comes 2 correct answer: no good strategy $$ Oct 12, 2013
  • 10 ‘Poorest’ Members of Congress Owe Big The same list with a little more data to flesh it out $$ Oct 12, 2013
  • The 10 least wealthy members of Congress, from Roll Call They r not just least wealthy; they r broke 8 Ds, 2 Rs $$ Oct 12, 2013

PPACA / Obamacare


  • Health Website Woes Widen as Insurers Get Wrong Data 4 something so critical, the healthcare website has failed $$ Oct 18, 2013
  • Another reason y PPACA is a sham; resources don’t appear from nowhere; low cost plans don’t chg the underlying cost of services $$ $SPY $TLT Oct 16, 2013
  • Patients Pay Before Seeing Doctor as Deductibles Spread Big: as deductibles rise, so does prepayment, b/c bad debt $$ Oct 16, 2013
  • Obamacare Needs a Drop-Dead Date @asymmetricinfo ably argues if exchanges aren’t functioning by 11/1, delay PPACA $$ Oct 16, 2013
  • Petco, Applebee’s employees join growing list on private exchanges If this works, maybe can replace govt exchanges $$ Oct 16, 2013
  • Obamacare marketplace could get partial rebuild If ppl have a hard time signing up, they will have to fix or delay $$ Oct 14, 2013


Rest of the World


  • Time to take bets on Frexit and the French franc?! Weird: Marine Le Pen’s Front National most popular French party $$ Oct 16, 2013
  • China CPI Speeds Up in September, Mainly on Food Prices Woe betide when Chinese Inflation starts running hot $$ Oct 14, 2013
  • Merkel Faces Decision on Coalition Partner Grand coalition coming, may have impact on German Constitution $$ Oct 14, 2013
  • The Long, Slow Process of IKEA Design Company’s Commitment to Shaving Costs Makes Designing a Kitchen a 5-Yr Task $$ Oct 14, 2013
  • Japan May Hire Firms to Manage Foreign Reserves A small experiment where they take illiquidity & credit risk $$ Oct 14, 2013
  • Malaysia Rules Catholic Paper Can’t Use ‘Allah’ Go back to the original, and use “Elohim,” not the Arabic version $$ Oct 14, 2013
  • French Fume Over Speed Traps That Cut Hollande Budget Gap An irritating way 2 tax people, would try 2 avoid that $$ Oct 14, 2013



Berkshire Hathaway


  • Buffett’s Son Calls Junk Bonds Model for Charities Howard Buffett wants charities 2try hard projects, risk failure $$ Oct 18, 2013
  • Buffett Adds Stocks in Pension Handoff to Lieutenants Long duration, higher cost float 4 $BRK.B 2 invest $$ Oct 18, 2013
  • Buffett Defends Dimon, Says Regulators Take Ton of Flesh Difficult to pin down liability w/large complex firms $$ Oct 16, 2013
  • As a result, there is the bias toward fines, a little criminal prosecution. Fines should go to those harmed, rather than govt $$ $JPM $BRK.B Oct 16, 2013
  • Tracy Britt Cool on Management Lessons From Warren Buffett Buffett gives his managers freedom & flexibility $$ $BRK.B Oct 16, 2013
  • Buffett Turns to Deputies to Help Find Successors for Unit CEOs Berkshire is a complex company; requires much mgmt $$ Oct 14, 2013
  • Warren Buffett’s Lieutenants at Berkshire Hathaway Possible Buffett replacement Matthew Rose, CEO of BNSF $$ $BRK.B Oct 14, 2013
  • CEOs to Face Berkshire-Loyalty Test How will $BRK.B retain managers after there is no Warren Buffett 2 disappoint? $$ Oct 14, 2013


Companies & Industries


  • Can Coke and Pepsi Overcome Shrinking Juice Demand? Far better to have fruit & get the fiber, not just the sugar $$ Oct 18, 2013
  • A SWAG Surprise in the $19 Billion Chevron Case Defense atty surprised when witness says the damage # was made-up $$ Oct 18, 2013
  • Ursula Burns: ‘Chill out a little bit’ Pick the places where u want 2b great, focus energies there & then go do it $$ Oct 18, 2013
  • Hollywood Steps Up Security to Keep Scripts Secret Interesting: tech & methods Hollywood uses 2 protect scripts $$ Oct 14, 2013
  • ‘Clean Coal’ Costs Are on Display at Mississippi Plant Clean coal is likely a pipe dream 4 coal producers $$ Oct 14, 2013




  • Dimon Said to Have Given Up Role at Bank Unit on OCC Request He stepped down, but not w/o the OCC giving a push $$ Oct 18, 2013
  • Stockbroker Requests to Scrub Complaints Are Often Granted Bad stuff; makes u want to beef up the SEC & end FINRA $$ Oct 17, 2013
  • NY Fed Fired Examiner Who Took on Goldman $GS $$ $SPY She analyzed conflict of interest rules & found them lacking. Oct 16, 2013
  • Simon Says: ‘Toughen Up’ Simon Business School attempts to get students ready 4 the hard aspects of business $$ Oct 14, 2013
  • Big Banks Can Be Dismantled, Say US & UK Regulators I will believe it when I see it. Regulators r2 optimistic $$ Oct 14, 2013
  • Debt moves the world This article moves the ball forward; overall debt levels should help decide monetary policy $$ Oct 14, 2013
  • Beyond Earnings: A Simple Method 2Pick a Winning Stock “Quality” or gross return on assets, measures moat strength $$ Oct 12, 2013
  • When Analysts Sober Up Sell side analysts tend 2b very optimistic & revise as reality intrudes. CFOs don’t mind $$ Oct 12, 2013




  • Houston Texans Running Back Arian Foster Is Going Public Step right up, buy a share of a football player’s pay $$ #no Oct 18, 2013
  • How I Learned to Haggle Over Prices Never thought I would b good at haggling until I traded corporate bonds $$ Oct 17, 2013
  • Harrisburg’s Parking Bond Sale Avoids Chicago Regret Key is 2align incentives; Harrisburg/investors both make $$ same Oct 16, 2013
  • Axel Merk: In our assessment, a central bank pursing an employment target… has given up its independence $$ $TLT Oct 16, 2013
  • Regional Fed Bosses Struggle With Communication Issue Talk is cheap 4 the Fed; the expenses get charged to us $$ Oct 14, 2013
  • BuzzFeed’s Brazen, Nutty, Growth Plan Translation by foreign-language speakers learning English using Duolingo $$ Oct 14, 2013
  • Google Is Going to Include Your Face in Its New Ads U did not know that u have signed up 2b an ad pitchman w/G+ $$ Oct 14, 2013
  • The Cheap Way to Watch Every NFL, NBA, NHL Game Online The genie is out of the bottle, will b hard 2get it back in $$ Oct 14, 2013
  • Bit by Bit, Virtual Reality Heads for the Holodeck Think the technology will get bogged down on multiple players $$ Oct 14, 2013
  • ‘Jumping Genes’ Bring Unexpected Twists 2 DNA 1 shouldn’t b overly impressed w/idea of strict genetic heritability $$ Oct 12, 2013
  • Wire Fraud Is on the Rise Double check transfer requests; you could be on the hook for any losses $$ Oct 12, 2013


The Swedish Central Bank Prize


  • If you have 2shorten it further, call it The SCB Prize. But it is not a Nobel Prize; none of the economists winning it deserve the honor $$ Oct 14, 2013
  • The official name is The Sveriges Riksbank Prize in Economic Sciences in Memory of Alfred Nobel. Call it the Swedish Central Bank Prize. $$ Oct 14, 2013
  • Note2journalists: there is no Economics Nobel Prize . Nobel knew economics was not a science. We should agree given failures of ec theory $$ Oct 14, 2013
  • Fama, Shiller, Hansen Win 2013 Nobel Prize in Economics Can anyone explain why Hansen shared the SCB prize? $$ Oct 14, 2013




  • Unreliable research: Trouble at the lab The main problem is that scientists do not understand statistics $$ Oct 19, 2013
  • Also, they r incented to find positive results, when there may be none, & they are not neutral observers, sometimes they push an agenda $$ Oct 19, 2013
  • Wrong: Fed Official Says Big Banks Should Be Required to Hold Long-Term Debt Job is 2 protect subs not holdcos $$ Oct 18, 2013
  • Wrong: Hey China, Stop Laughing at the US W/any fair rendering, China’s economic &political problems > those of US $$ Oct 18, 2013
  • Wrong: Al Gore: “Carbon Bubble” Is Going to Burst – Avoid Oil Stocks The “carbon bubble” is between his ears $$ Oct 18, 2013
  • Difficult to say: Investors Seek Bargains in Battered Munis 2 many major weak credits & 2 many weak holders $$ Oct 14, 2013
  • Tenuous: US Corporate Profit Growth Slows as Shutdown Risks Rise Link more tenuous as economy was slowing already $$ Oct 14, 2013
  • Bad HL: Default Doubters Repudiated by Republican Economists Comments of GOP economists r more nuanced than that $$ Oct 14, 2013
  • Wrong: Don’t Shoot the Messaging Fed puts 2much effort into fwd guidance, should not b surprised @ mkt reactions $$ Oct 12, 2013


Replies, Retweets & Comments

  • @marcmakingsense A competitive market in data. Let the best data win. Democracy ain’t what it used 2b w/gerrymandering, thus current fight Oct 16, 2013
  • @JPDesloges not my article, but the Economist’s. Do what you like. Oct 16, 2013
  • @pkedrosky I wouldn’t have said it that way, but you are correct. Oct 15, 2013
  • Commented on StockTwits: Good point. The successor will have 2go2 great pains to prove he will keep the old hands … Oct 14, 2013
  • RT @EpicureanDeal: Want cleaner banking? Pay litigation, settlement, and penalty costs directly out of the employee bonus pool. $JPM Oct 13, 2013