Sorted Weekly Tweets

Market Impact


  • Keep the Economists off the Trading Desk As Howard Simons said, “Stocks are not GDP futures.” Ignore the economy $$ Nov 01, 2013
  • ‘Skew’ Measure Points to Excessive Market Optimism Calls priced high, puts priced low & we r not so bad u know? $$ Oct 30, 2013
  • Bear hunting Bear shortage has a few wondering who is left to buy from existing stockholders $$ Oct 30, 2013
  • Amazing fact #1: Market has been unexpectedly strong since May 1 | Amazing fact #2: Market’s YTD 2013 returns have never been negative $$ Oct 30, 2013
  • 3 ‘amazing’ facts about the stock market Amazing fact #3: The stock market’s Sept and Oct have both been positive $$ Oct 30, 2013
  • Wall Street is way too bullish Collapsing time horizons may presage a bearish turn for the risky asset markets $$ Oct 30, 2013
  • BlackRock’s Fink Says There Are ‘Bubble-Like Markets Again’ “Fed policy is contributing to ‘bubble-like markets.'” $$ Oct 30, 2013
  • Five Bad Ways to Pick a Mutual Fund Good as far as it goes. Important: don’t chase performance or ratings $$ Oct 30, 2013
  • How Our Brains Betray Us We tend 2b 2 optimistic about the future,& not realistic enough about the present $$ Oct 30, 2013
  • JP Morgan’s Subprime Troubles Ran Deep The originators r all dead, so they go after one of the last standing $JPM $$ Oct 30, 2013
  • Bond-fund charts of the day, rising-rates edition Where @felixsalmon finds the speed of rates rising matters a lot $$ Oct 30, 2013
  • Six Ways to Ensure Qualified Borrowers Can Get Mortgages Unrealistic article, though the part on servicing is good $$ Oct 30, 2013
  • Is Your Pension Courting Catastrophe? Good summary & resources, but few pensions invest 2much in CAT bonds $$ Oct 30, 2013
  • Are CAT Bonds The Answer to Today’s Retirement Planning Woes? 2 Early 2 Tell…More Transparency Needed! Not4retail $$ Oct 28, 2013


Companies & Industries


  • Phillips 66 to Build Texas Terminal to Export Propane, Butane Overseas Exporting nonstandard fuels from fracking $$ Oct 31, 2013
  • PwC Agrees to Purchase Booz to Expand Advisory Services Conflict of interests: auditing firms 4 which they consult $$ Oct 31, 2013
  • Now Amazon Is Just Giving Money Away $AMZN -> great nonprofit that eats businesses continues like Galactus $$ #nomnom Oct 31, 2013
  • Stop Subsidizing Colleges’ 100-Year Debt Binge Colleges r more fragile than 2 last 100 years; don’t lend 2 them $$ Oct 31, 2013
  • Dell’s Mitzvah Rescued Buyout as JPMorgan’s Lee Warned of Perils Da dirt, da whole dirt & nuttin but da dirt $$ Oct 30, 2013
  • Who’s Right About Apple’s Cash Pile: Cook or Icahn? Simple: Cook. Most of the $$ is overseas & can’t easily return Oct 30, 2013
  • How Mobile Technology is Changing the Way We Dine Out Social media affects how people choose restaurants $$ Oct 30, 2013
  • Why Consol is Diving Into Natural Gas While Others Jump Out Oil > Natgas > Coal | Simple, huh? $CNX $$ Oct 30, 2013


Insurance News


  • Harbinger Insurer Switches to Iowa Watchdog From Maryland Decamping 4 a more friendly & sophisticated regulator $$ $HRG Nov 02, 2013
  • Berkshire Hathaway defends asbestos claim-paying record vs stories by Mark Greenblatt of Scripps News FD: + $BRK.B $$ Nov 01, 2013
  • Buffett’s $40B Cash Pile Provides Acquisition Fuel Would view largest private companies look4 transitional probs $$ Nov 01, 2013
  • Lincoln National Wins $4 Billion Annuity Reinsurance Deal I find this dubious, but $WFC is the likely loser $$ Oct 31, 2013
  • Crop Insurance Hazards Shown in Lost Pheasants in Grasslands W/Ag doing so well, we need to end the Ins subsidies $$ Oct 30, 2013




  • No Bones About It: Day of the Dead Is Finding New Life Life is for the living; let the dead bury their own dead $$ Nov 01, 2013
  • Little Sign of Housing Bubble in Land Prices Overinvested for a long time; we shouldn’t subsidize home ownership $$ Oct 31, 2013
  • The 50 Greatest Breakthroughs Since the Wheel Ambitious article that explains why innovation benefits us all $$ Oct 30, 2013
  • Drones Delivering Pizza? Venture Capitalists Wager on It Sadly, the pizza was cold when it arrived. $$ Oct 30, 2013
  • If New York Freezes in January Blame Siberian Snow Now These tendencies r weak, like most things on global warming $$ Oct 30, 2013
  • Cheaper Laser Sensors for Self-Driving Cars Are on the Way If sensors r that expensive, driverless cars r far-off $$ Oct 30, 2013


NSA / Privacy


  • Furious Tech Giants Fight Back Against NSA Surveillance Ripple effect from Snowden’s revelations get bigger weekly $$ Nov 01, 2013
  • Edward Snowden Has Japan Copying China’s Playbook Excessive secrecy creates environment for government wrongdoing $$ Nov 01, 2013
  • How anti-NSA backlash could fracture the Internet along national borders Democratic nations hate being NSA snooped $$ Nov 01, 2013
  • NSA infiltrates links to Yahoo, Google data centers worldwide, Snowden documents say $$ shot: Nov 01, 2013
  • Tax delinquents by the thousands have security clearances, GAO finds Easier 2 suborn someone who is in debt $$ Nov 01, 2013
  • Obama Unaware as US Spied on World Leaders: Officials The surveillance state takes on a life of its own $$ Oct 30, 2013
  • The NSA’s Rent Is Too High Even if what they do were legitimate, they cost Americans far too much $$ Oct 30, 2013


PPACA / Obamacare


  • Health Policies Canceled in Latest Hurdle for Obamacare I’m grandfathered for now, but how long will that last? $$ Nov 01, 2013
  • Obamacare’s Biggest Threat Isn’t the Website burdensome complexity subsidy-based plan; failure universal coverage $$ Oct 31, 2013
  • You Can Keep Your Health Plan* *Except if it not a health plan that the Obama Administration does not like $$ #lies Oct 31, 2013
  • Obama Tempers Insurance Pledge as Health Fight Rages An arrogant man who doesn’t understand economics and lies $$ Oct 31, 2013
  • Yes, People Are Losing Their Insurance Under Obamacare Affects some people who buy their health plans on their own $$ Oct 31, 2013
  • The ObamaCare Awakening Americans are losing their coverage by political design. That’s a feature, not a bug $$ #lose Oct 30, 2013
  • Insurers Oppose Obamacare Extension as Danger to Profits Clever Obama got the insurance companies2carry water4him $$ Oct 30, 2013
  • Americans lose coverage, Democrats say Obama too rosy about health care law My plan was canceled; i had no choice $$ Oct 30, 2013
  • How Jon Stewart became President Obama’s biggest problem Lousy efforts from the govt deserve 2b exposed $$ Oct 30, 2013
  • Desperately Needed: More Geriatricians We cannot create more Geriatricians via fiat in the sort run $$ Oct 30, 2013
  • The First Cracks Some Democrats begin to question PPACA/Obamacare $$ Oct 30, 2013


Rest of the World


  • Will Toilet Rules Prove EU’s Waterloo? Standardizing toilet specifications across different cultures is futile $$ Nov 02, 2013
  • Japan Stocks Sink to Monthly Worst in Developed Markets Really difficult 2c how Japan normalizes econ policy $$ Nov 01, 2013
  • Ignore Greek Elections: Stocks Might Be the Best Buy in over 60 Years Good call from @valuewalk timely/contrarian $$ Oct 31, 2013
  • Greek Recovery Makes Stocks World’s Best as Paulson Buys Buy on the rumor, sell on the news, stick a fork in it $$ Oct 31, 2013
  • Eike Batista’s Empire Soared, Then Melted Into Bankruptcy At best, a huckster. At worst, a robber. A cheater $$ Oct 31, 2013
  • Japan Salaries Extend Fall as Abe Urges Companies 2 Raise Wages Abe has quite an imagination; markets will dictate $$ Oct 31, 2013
  • OGX Bankruptcy Filing Caps Batista’s $30 Billion Demise He seemed incredible to me at first, he is credible now $$ Oct 31, 2013
  • Political Gridlock, Beijing Style Entrenched economic interests fight Party leadership seeking economic reform $$ Oct 30, 2013
  • Rebuilding Reserves Means U-Turn on Treasuries The $$ is not the only game in town, better liquidity than others $$ Oct 30, 2013
  • India Breast Cancer Surge Hinders Private Exams for Women Big problem, few resources; makes me feel sorry for them $$ Oct 30, 2013
  • Study Sheds Light on the Dark Side of China’s Urbanization Communism alienates from the means of production $$ #China Oct 30, 2013
  • The Lust Beneath Japan’s Sex Drought Japan’s sex culture is perverse, & their society shrinks as a result $$ Oct 30, 2013
  • The China Americans Don’t See China is weaker than it looks b/c it can’t handle dissent against the Party $$ Oct 30, 2013
  • Greek Government Bonds Pay Off Big for Fund Managers Every dog has its day, & this bond mgr rates a healthy “arf” $$ Oct 30, 2013
  • Man Making Ireland Tax Avoidance Hub Proves Local Hero Controversial fellow who is not universally admired $$ Oct 30, 2013


Monetary Policy


  • Fed’s Bubble Alarm Stuck on Snooze Not in Fed’s interest 2 go bubble hunting, do bad enough w/inflation & unempmt $$ Nov 01, 2013
  • JP Morgan sees ‘most extreme excess’ of global liquidity ever Global QE leads to a surfeit of spendable funds $$ Nov 01, 2013
  • Yalies Yellen, Hamada Put Tobin Twist Theory to Work in QE Op Twist might work at low debt levels, not at high $$ Oct 31, 2013
  • Sen. Paul Ties His Fed Bill to Vote on Yellen Nomination Auditing Fed’s monetary policy decisions is a good idea $$ Oct 30, 2013
  • Negative interest rates are a way for the government to steal from those that want to keep their risk profile low $$ Oct 28, 2013


Politics & Policy


  • Prosecutor Pleasantly Surprised to Find There’s a Law Against Fraud Regulators use FIRREA to prosecute finl fraud $$ Nov 01, 2013
  • Wife Poisoning Husband’s Lover Tests Weapons Law at High Court Upheld, would federalize all crimes using chemicals $$ Nov 01, 2013
  • Speedy Lunches Urged at SEC as Union Decries Time-Clock Watching Never knew SEC workers had a union $$ #huh Nov 01, 2013
  • Policymakers think of investment like magic; just because u invest does not mean everyone will be better off; investment can b a waste $$ Oct 31, 2013
  • 12 Steps toward a Simpler, Pro-Growth Tax Code Problem is 2Much deferral of income tax & favoring investment $$ Oct 31, 2013
  • Gross Says America’s Privileged 1% Should Pay Higher Taxes Real problem is definition of income; 2much deferral $$ Oct 31, 2013
  • Counties Made for Horse and Buggy Reject Savings Ppl value tangible/local govt & don’t begrudge its costs so much $$ Oct 31, 2013
  • Budget Deficit in US Narrows to 5-Year Low on Record Revenue But it needs 2 shrink further, it is 2 big $$ Oct 31, 2013
  • Obama’s Broken Promise of Better Government Through Technology Bigness of govt tends to sabotage tech development $$ Oct 31, 2013
  • Christie Confounded as Padded Services Send New Jersey Taxes Soaring NJ & corruption? We r supposed 2b surprised? $$ Oct 31, 2013
  • The expected future payments from defined benefit plans is the acid test for municipal finances; that includes social security & medicare $$ Oct 30, 2013
  • Pension Pinch Busts City Budgets W/underfunded plans, watch the cash cost curve: what u expect to pay going fwd $$ Oct 30, 2013
  • The Great Pension-Bonus Giveaway Fiasco One of the stupidest things in pensions, allowing ppl 2spike benefits $$ Oct 30, 2013
  • Evangelical Pastors, Marriott CEO United on Immigration So long as we do not give them benefits, immigrants r good $$ Oct 30, 2013
  • Armed agents seize records of reporter, Washington Times prepares legal action State & Military abuse reporter $$ Oct 30, 2013
  • Software Helps GOP House Majority Leader Isolate ‘Astroturf’ Emails Easy 2c lazy ppl who only have time 2 copy $$ Oct 30, 2013
  • Mystery of the ‘Missing’ Global Warming Argues that rising water temperatures r more indicative of the problems $$ Oct 30, 2013
  • Colorado Secessionists Struggle as Trend Lifts Democratic Votes Secessionists r unrealistic; Congress won’t do it $$ Oct 30, 2013
  • Reagan Revolution Misses Tax Fiefdoms Flourishing in US Many local municipalities levy taxes; some do little $$ #IL Oct 30, 2013
  • Obamacare and the Death of Liberalism Liberalism ends when entitlement promises fail; I say give it 10-15 years $$ Oct 30, 2013



  • Wrong: Germany Hits Back at US Over Economic Criticism Neomercantistic Germany’s surpluses will not get paid back $$ Oct 31, 2013
  • Wrong: Startup Defeats the Captcha, Wins One for the Machines Captchas have evolved beyond what has been cracked $$ Oct 30, 2013
  • Wrong: The political middle is dying. But it’s not redistricting’s fault. We need to force the middle to govern $$ Oct 30, 2013
  • An interview with Alan Greenspan One constant w/Greenspan is he will not accept blame for the mistakes he made $$ Oct 30, 2013
  • Wrong: PPP and Japanese Inflation Expectations (Extremely Wonkish) As usual, Krugman says inflation won’t hurt $$ Oct 30, 2013


Replies, Retweets, & Comments

  • $$ @ritholtz It is a plan if you prefund the deductible, which many medical service providers r requiring w/PPACA plans b4 service granted Oct 31, 2013
  • @viccan1 I don’t believe in conspiracy theories Oct 31, 2013
  • First, this isn’t new. I had professors talking about this in the early 1980s. Second, what may work when… Oct 30, 2013
  • I do not want to spend my days, writing out the i’s & j’s. But i’s & j’s are an enigma, when squashed between a double sigma $$ #mathpoetry Oct 30, 2013
  • If you too should choose to skew sir, with the skew-goose, please sir, do sir — w/apologies to Dr. Suess $$ Oct 30, 2013
  • “Now Fink tells us. He was more of a cheerleader for QE at its start.” — David_Merkel $$ Oct 30, 2013
  • “The difficulty w/prosecution is apportioning blame. Easier to go after the corporation.” — David_Merkel $$ Oct 30, 2013
  • RT @RCdeWinter: This seems truer and truer every day. Oct 30, 2013
  • RT @TFMkts: Exactly how has QE helped jobs? NFP pattern no looks no different before and after QE Oct 30, 2013
  • RT @mccarthyryanj: Amazing hire of @MattGoldstein26 by @DealBook. A really big loss for Reuters Oct 30, 2013
  • “Consider Stocktwits. They created cashtags. To refer to Google, you would type $GOOG. Twitter…” — David_Merkel $$ Oct 28, 2013