Sorted Weekly Tweets

Interest Rates

  • How Sensitive we are to Interest Rates: A Scary Picture? Argues moderate rise in rates inverts banks & governments $$ Oct 25, 2013
  • Fixing Economy As Easy As 1-2-3 Axel Merk says 2 make policy predictable, let interest rates rise & allow failure $$ Oct 25, 2013
  • Low Rates Bring Bond Bonanza Corporations act to lock in cheap long-term financing 2pay dividends & buy back stock $$ Oct 25, 2013
  • Fed QE Taper Seen Delayed to March as Shutdown Bites Would not b so sure here; this is only a survey of economists $$ Oct 20, 2013
  • The ‘Rate Gap’ Is Rising Gap between deposit rates & borrowing rates is higher than it’s been in 32 of last 40 yrs $$ Oct 20, 2013
  • Alan Greenspan: Where the Economy Went Wrong Fed does not get they created the housing bubble; learn the bond math $$ Oct 20, 2013
  • Javelin Files 2 Trade Interest-Rate Swaps, Spurring SEF Shift Smart. Start w/simple liquid derivatives @ exchanges $$ Oct 20, 2013

 PPACA/ Obamacare


  • Court could block Obamacare subsidies in 34 states Legal challenge could knock out the federal exchanges $$ Oct 25, 2013
  • Botched Launch of Health Site Blamed on Poor Coordination The software developers point the finger at one another $$ Oct 25, 2013
  • Federal Centers 4 Medicare and Medicaid Services acted as its own systems integrator for the site: unusual arrangement 4a complex project.$$ Oct 25, 2013
  • White House Sets Late-November Target for Fixes to Health Site UnitedHealth Group Unit Tapped to Oversee Repairs $$ Oct 25, 2013
  • Obama Says Health Care Law More Important Than Website If a law can’t b administered properly what good is it? $$ Oct 25, 2013
  • Why Obamacare Is Like Three Mile Island Problems in overall plan design were foreseeable; not merely and accident $$ Oct 25, 2013
  • Noonan: ObamaCare Takes On Water Software development is difficult when no single party responsible for everything $$ Oct 25, 2013
  • Contractors See Weeks of Work on Health Site Have friends that once worked 4 CGI; to them this is no surprise $$ Oct 22, 2013

Rest of the World


  • Top China Banks Triple Debt Write-Offs as Defaults Loom They trying to get ahead of the problem, but it’s too big $$ Oct 26, 2013
  • Local Governments Have Borrowed a Pile of Money in Recent Years, Leaving Even Beijing Wondering How Much $$ Oct 25, 2013
  • Jail Time No Bar to Tea-Server Turned Top Woman Bureaucrat While detained, she used the free time 2 read 150 books $$ Oct 25, 2013
  • Yakuza Bosses Whacked by Regulators Freezing AmEx Cards Money is often the easiest thing to track; leaves a trail $$ Oct 25, 2013
  • I realize that @Borderscrossed , & I phrased that tweet wrong — the Chinese typically play w/lower risk ventures. This is unusual 4them $$ Oct 25, 2013
  • China Inc. Battles Big Oil for Century’s Biggest Find They have capital, but not expertise, & r rolling the dice $$ Oct 25, 2013
  • Obama Joins Putin War as Syria Jihadists Stalk Olympics The Winter Olympic games in Sochi could be a real blast $$ 😉 Oct 25, 2013
  • Saudi Women Plan to Hit Roads in New Push for Right to Drive Fear: if they r allowed 2 drive, will drive out of SA $$ Oct 25, 2013
  • 40 Years After Embargo, OPEC Is Over a Barrel Few things r truly certain. Dead Worries: OPEC, Russia, Japan, China $$ Oct 20, 2013
  • The Chinese Characters Dictation Competition Is a Test Few Could Pass Chinese spelling bee w/ideographs; tough $$ Oct 20, 2013

US Politics & Economics


  • Financial Report of the US Government Here’s my piece. The unfunded liabilities of the Fed Govt r ~$78T $$ 5x GDP Oct 26, 2013
  • If you call a crash & you get the reason right, that *is* impressive; timing is always tough. Hint: look for a arb that has gone negative $$ Oct 25, 2013
  • ‘Outrageous’ tax loopholes in Democrat’s sights Every loophole has coalition to block its elimination; won’t work $$ Oct 25, 2013
  • Budget Discord Simmers Among Democrats Some Liberal Groups, Lawmakers Worry About Cuts 2Entitlements $$ biggest issue Oct 25, 2013
  • Treasuries Lose Cachet on Lowest Foreign Demand Since ’01 Bondholders have short memories; wouldn’t worry $$ $TLT Oct 25, 2013
  • Hillary Clinton’s 2016 Chances: The Coming Train Wreck Will test whether having a long political resume is good $$ Oct 25, 2013
  • Never believe anything in Washington, DC until it is explicitly denied. The US Government has lied to us in the past $$ Oct 25, 2013
  • The Lessons of Classified Information: From Mossadegh to Snowden CIA plot in Iran widely suspected, now confirmed $$ Oct 25, 2013
  • Middle Class Americans Face a Retirement Shutdown; 37% Say “I’ll Never Retire, But Work Until I’m 2 Sick or Die,” $$ Oct 25, 2013
  • Reality is setting in if 37% think they won’t b able to retire. Reality will arrive when number is 80% $$ $TLT $SPY Oct 25, 2013
  • Selling the Good Life on the Great Plains Rural areas pitch the slower pace to city dwellers in order to survive $$ Oct 25, 2013
  • Stanley Druckenmiller: How Washington Really Redistributes Income Baby Boomers suck the blood of those younger $$ Oct 20, 2013
  • Banks Pushed by Regulators Send ‘Nastygrams’ to Car Dealers Discrimination in lending is taking heat from the CFPB $$ Oct 20, 2013
  • Two articles on States Clamping Down on Workers as Contractors & Develop significant skills $$ Oct 20, 2013

Companies & Industries


  • Abby Johnson, the rarely seen face of Fidelity Wonder if the Washington Post pulled the story under pressure $$ $WPO Oct 25, 2013
  • Might Google Have a Sly Motive Behind Motorola? Argues that $GOOG bot Motorola 2 poison profits 4 $AAPL & $SSNLF $$ Oct 25, 2013
  • Cruise Prices Sinking: Some Now Cheaper Than Motel 6 They will leave the light on 4u; the buffet will b open 2 $$ Oct 25, 2013
  • Buffett says he passed on buying Washington Post Definitely one to avoid, or throw in the “too hard” bin $$ $WPO Oct 25, 2013
  • Wal-Mart Now Draws More Solar Power Than 38 US States Drop the solar subsidies, and see if $WMT would still do it $$ Oct 25, 2013

The Financial Sector


  • Margin Debt Hits New High Where will additional buying power come to push up stock prices? Only game left is QE? $$ Oct 25, 2013
  • House flipping makes a comeback Speculation returning to housing market; remember, only cash flows matter 4 prices $$ Oct 25, 2013
  • PCAOB Warns on Internal-Control Problems 15% of Auditors didn’t get enough data on internal control effectiveness $$ Oct 25, 2013
  • Weitz to Yacktman Hold Cash as Managers Find Few Bargains Not many places 2 compound value w/margin of safety $$ Oct 25, 2013
  • US extends backing for higher-priced mortgages Continuing to subsidize overinvestment in residential real estate $$ Oct 25, 2013
  • Buffett Says Gains in Housing Fall Short of Equilibrium Rare wrong Buffett; US overinvests in residential RE $$ Oct 25, 2013
  • Dollar Drops to 8-Month Low as Risk Appetite Swells on Fed Bets Fed surprising w/unexpected looseness so $$ falls Oct 20, 2013



  • A CIO’s First Task: Understanding the Culture Understanding the culture is a key to most leadership roles $$ Oct 25, 2013
  • Never Shop in October and Other Secrets From a Retail Guru Tips on how to avoid how retailers try 2 influence u $$ Oct 25, 2013
  • The Boss Is Watching: Tracking Technology Shakes Up Workplace Little brother watches 4 employees who shirk $$ Oct 25, 2013
  • Ex-Madoff Employee Tells Jury of ‘Cut And Paste’ Trades Employees claim they were duped by Madoff. Q: were they? $$ Oct 25, 2013
  • Book Review: ‘Johnny Carson’ by Henry Bushkin Bombastic Bushkin gets 2 dance on the grave in this tell-all book $$ Oct 20, 2013
  • So You Want to Go to Winemaking School? Visit the UC-Davis viticultural & oenology program. $$ #wine Oct 20, 2013
  • It isn’t only one of the oldest winemaking programs in the country, but arguably the most prestigious $$ #wine Oct 20, 2013
  • The First Car You Can Build Yourself… in an Hour Pretty cool for a little more than $8000 $$ Ships in a box Oct 20, 2013
  • The Gap Between Schooling and Education @AnnieLowrey interviews author of forthcoming book: $$ Oct 19, 2013
  • Schools amplify parenting cultures. Motivated parents create good schools; too many top-down demands on schools inhibits true learning $$ Oct 19, 2013


  • Wrong: Another billionaire is predicting doom. Ignore him. Rather ignore this writer; doesn’t understand the stats $$ Oct 26, 2013
  • Wrong: Does the United States have $128 trillion in unfunded liabilities? Writer does not understand the figures $$ Oct 26, 2013
  • Wrong: Stanley Druckenmiller crisis predictions: Anyone can call a bubble years in advance. But few succeed $$ Oct 25, 2013

Retweets, Replies & Comments

  • I wrote about that more than once @DividendMaster . E.g. $$ Oct 25, 2013
  • “They are reinvesting their free cash flow, which is different than profits.…” — David_Merkel $$ $AMZN Oct 25, 2013
  • Same Old Amazon: All Sales, No Profit $AMZN borrows2fund investment & uses free cashflow, much like private equity $$ Oct 25, 2013
  • RT @JimPethokoukis: 11.2%: What the unemployment rate would be if labor force participation was the same as when the recession started Oct 23, 2013
  • Experian Sold Consumer Data to ID Theft Service @japhychron yes, significant reason to worry & watch 4 ID theft $$ Oct 22, 2013