Market Impact

 

• Keep the Economists off the Trading Desk http://t.co/3E3OoDJLrS As Howard Simons said, “Stocks are not GDP futures.” Ignore the economy $$ Nov 01, 2013
• ‘Skew’ Measure Points to Excessive Market Optimism http://t.co/sT8aVfJ2MI Calls priced high, puts priced low & we r not so bad u know? $$ Oct 30, 2013
• Bear hunting http://t.co/nvnCpNfl1G 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 http://t.co/SKog36iBgE Amazing fact #3: The stock market?s Sept and Oct have both been positive $$ Oct 30, 2013
• Wall Street is way too bullish http://t.co/dBNe8oaeho Collapsing time horizons may presage a bearish turn for the risky asset markets $$ Oct 30, 2013
• BlackRock?s Fink Says There Are ?Bubble-Like Markets Again? http://t.co/cgj8MI5vls “Fed policy is contributing to ‘bubble-like markets.'” $$ Oct 30, 2013
• Five Bad Ways to Pick a Mutual Fund http://t.co/9ZXV7y0lWv Good as far as it goes. Important: don’t chase performance or ratings $$ Oct 30, 2013
• How Our Brains Betray Us http://t.co/ZFzTZT4t1t We tend 2b 2 optimistic about the future,& not realistic enough about the present $$ Oct 30, 2013
• JP Morgan’s Subprime Troubles Ran Deep http://t.co/df0Ok7fQG4 The originators r all dead, so they go after one of the last standing $JPM $$ Oct 30, 2013
• Bond-fund charts of the day, rising-rates edition http://t.co/q7DDAectXI Where @felixsalmon finds the speed of rates rising matters a lot $$ Oct 30, 2013
• Six Ways to Ensure Qualified Borrowers Can Get Mortgages http://t.co/S7XBegLn4k Unrealistic article, though the part on servicing is good $$ Oct 30, 2013
• Is Your Pension Courting Catastrophe? http://t.co/0kMj4FdCpO Good summary & resources, but few pensions invest 2much in CAT bonds $$ Oct 30, 2013
• Are CAT Bonds The Answer to Today?s Retirement Planning Woes? 2 Early 2 Tell?More Transparency Needed! http://t.co/M7taq4X2XE Not4retail $$ Oct 28, 2013

 

Companies & Industries

 

• Phillips 66 to Build Texas Terminal to Export Propane, Butane Overseas http://t.co/XIUbREChpH Exporting nonstandard fuels from fracking $$ Oct 31, 2013
• PwC Agrees to Purchase Booz to Expand Advisory Services http://t.co/TW21OqwH5Q Conflict of interests: auditing firms 4 which they consult $$ Oct 31, 2013
• Now Amazon Is Just Giving Money Away http://t.co/mdtioUbM4K $AMZN -> great nonprofit that eats businesses continues like Galactus $$ #nomnom Oct 31, 2013
• Stop Subsidizing Colleges? 100-Year Debt Binge http://t.co/76w7ngChue Colleges r more fragile than 2 last 100 years; don’t lend 2 them $$ Oct 31, 2013
• Dell?s Mitzvah Rescued Buyout as JPMorgan?s Lee Warned of Perils http://t.co/hKyGu1VCnj Da dirt, da whole dirt & nuttin but da dirt $$ Oct 30, 2013
• Who?s Right About Apple?s Cash Pile: Cook or Icahn? http://t.co/ZJNFMpVtXu Simple: Cook. Most of the $$ is overseas & can’t easily return Oct 30, 2013
• How Mobile Technology is Changing the Way We Dine Out http://t.co/Su0Po5ezxx Social media affects how people choose restaurants $$ Oct 30, 2013
• Why Consol is Diving Into Natural Gas While Others Jump Out http://t.co/m3nIsWFv8a Oil > Natgas > Coal | Simple, huh? $CNX $$ Oct 30, 2013

 

Insurance News

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• Harbinger Insurer Switches to Iowa Watchdog From Maryland http://stks.co/hsV7 Decamping 4 a more friendly & sophisticated regulator $$ $HRG Nov 02, 2013
• Berkshire Hathaway defends asbestos claim-paying record vs stories by Mark Greenblatt of Scripps News http://t.co/lYcEQH13Ea FD: + $BRK.B $$ Nov 01, 2013
• Buffett?s $40B Cash Pile Provides Acquisition Fuel http://t.co/WYZ5AWsBaj Would view largest private companies look4 transitional probs $$ Nov 01, 2013
• Lincoln National Wins $4 Billion Annuity Reinsurance Deal http://t.co/E3v9AwvDb4 I find this dubious, but $WFC is the likely loser $$ Oct 31, 2013
• Crop Insurance Hazards Shown in Lost Pheasants in Grasslands http://t.co/s96GcQn8jw W/Ag doing so well, we need to end the Ins subsidies $$ Oct 30, 2013

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Other

 

• No Bones About It: Day of the Dead Is Finding New Life http://t.co/AGzU8olA1b Life is for the living; let the dead bury their own dead $$ Nov 01, 2013
• Little Sign of Housing Bubble in Land Prices http://t.co/P8LyXzvyZu Overinvested for a long time; we shouldn’t subsidize home ownership $$ Oct 31, 2013
• The 50 Greatest Breakthroughs Since the Wheel http://t.co/Hy0ePPNa9W Ambitious article that explains why innovation benefits us all $$ Oct 30, 2013
• Drones Delivering Pizza? Venture Capitalists Wager on It http://t.co/njvc3uysge Sadly, the pizza was cold when it arrived. $$ Oct 30, 2013
• If New York Freezes in January Blame Siberian Snow Now http://t.co/7oMGUa8poK These tendencies r weak, like most things on global warming $$ Oct 30, 2013
• Cheaper Laser Sensors for Self-Driving Cars Are on the Way http://t.co/Nx09HA3zEW If sensors r that expensive, driverless cars r far-off $$ Oct 30, 2013

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NSA / Privacy

 

• Furious Tech Giants Fight Back Against NSA Surveillance http://t.co/KSNmBfE2v4 Ripple effect from Snowden’s revelations get bigger weekly $$ Nov 01, 2013
• Edward Snowden Has Japan Copying China?s Playbook http://t.co/iZ1sKibSSd Excessive secrecy creates environment for government wrongdoing $$ Nov 01, 2013
• How anti-NSA backlash could fracture the Internet along national borders http://t.co/gswU55LYiS Democratic nations hate being NSA snooped $$ Nov 01, 2013
• NSA infiltrates links to Yahoo, Google data centers worldwide, Snowden documents say http://t.co/Sr5YZD4u74 $$ shot: http://t.co/fTFufojKwz Nov 01, 2013
• Tax delinquents by the thousands have security clearances, GAO finds http://t.co/8VnAziQSVN Easier 2 suborn someone who is in debt $$ Nov 01, 2013
• Obama Unaware as US Spied on World Leaders: Officials http://t.co/DTz36LPrPE The surveillance state takes on a life of its own $$ Oct 30, 2013
• The NSA?s Rent Is Too High http://t.co/xSGkk8GZvy 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 http://t.co/eT3EkcotYp I’m grandfathered for now, but how long will that last? $$ Nov 01, 2013
• Obamacare?s Biggest Threat Isn?t the Website http://t.co/az9Imf0qBK burdensome complexity subsidy-based plan; failure universal coverage $$ Oct 31, 2013
• You Can Keep Your Health Plan* http://t.co/Wi5xqZvdrB *Except if it not a health plan that the Obama Administration does not like $$ #lies Oct 31, 2013
• Obama Tempers Insurance Pledge as Health Fight Rages http://t.co/fpZPH27KML An arrogant man who doesn’t understand economics and lies $$ Oct 31, 2013
• Yes, People Are Losing Their Insurance Under Obamacare http://t.co/8aqWoASQfl Affects some people who buy their health plans on their own $$ Oct 31, 2013
• The ObamaCare Awakening http://t.co/P01zM98SNZ Americans are losing their coverage by political design. That’s a feature, not a bug $$ #lose Oct 30, 2013
• Insurers Oppose Obamacare Extension as Danger to Profits http://t.co/nsIz2wSoyT Clever Obama got the insurance companies2carry water4him $$ Oct 30, 2013
• Americans lose coverage, Democrats say Obama too rosy about health care law http://t.co/jGg1lWtJA7 My plan was canceled; i had no choice $$ Oct 30, 2013
• How Jon Stewart became President Obama?s biggest problem http://t.co/YAJ8fOnFJZ Lousy efforts from the govt deserve 2b exposed $$ Oct 30, 2013
• Desperately Needed: More Geriatricians http://t.co/THkwfgtFqn We cannot create more Geriatricians via fiat in the sort run $$ Oct 30, 2013
• The First Cracks http://t.co/UAnrYjlzXQ Some Democrats begin to question PPACA/Obamacare $$ Oct 30, 2013

 

Rest of the World

 

• Will Toilet Rules Prove EU’s Waterloo? http://t.co/0jLUpeIA1a Standardizing toilet specifications across different cultures is futile $$ Nov 02, 2013
• Japan Stocks Sink to Monthly Worst in Developed Markets http://t.co/XHJewfR5NZ Really difficult 2c how Japan normalizes econ policy $$ Nov 01, 2013
• Ignore Greek Elections: Stocks Might Be the Best Buy in over 60 Years http://t.co/7tKWQ365RW Good call from @valuewalk timely/contrarian $$ Oct 31, 2013
• Greek Recovery Makes Stocks World?s Best as Paulson Buys http://t.co/m25XYjWQsE Buy on the rumor, sell on the news, stick a fork in it $$ Oct 31, 2013
• Eike Batista’s Empire Soared, Then Melted Into Bankruptcy http://t.co/3lh9catSFf At best, a huckster. At worst, a robber. A cheater $$ Oct 31, 2013
• Japan Salaries Extend Fall as Abe Urges Companies 2 Raise Wages http://t.co/jOprQhpTsk Abe has quite an imagination; markets will dictate $$ Oct 31, 2013
• OGX Bankruptcy Filing Caps Batista?s $30 Billion Demise http://t.co/MkIdlrCKNv He seemed incredible to me at first, he is credible now $$ Oct 31, 2013
• Political Gridlock, Beijing Style http://t.co/xCrcTd2htZ Entrenched economic interests fight Party leadership seeking economic reform $$ Oct 30, 2013
• Rebuilding Reserves Means U-Turn on Treasuries http://t.co/5EH3t378gb The $$ is not the only game in town, better liquidity than others $$ Oct 30, 2013
• India Breast Cancer Surge Hinders Private Exams for Women http://t.co/Fumyl2WHTO Big problem, few resources; makes me feel sorry for them $$ Oct 30, 2013
• Study Sheds Light on the Dark Side of China’s Urbanization http://t.co/GZFyxNKEHn Communism alienates from the means of production $$ #China Oct 30, 2013
• The Lust Beneath Japan’s Sex Drought? http://t.co/APyIFrlth7 Japan’s sex culture is perverse, & their society shrinks as a result $$ Oct 30, 2013
• The China Americans Don’t See http://t.co/E8FwXk1H6W China is weaker than it looks b/c it can’t handle dissent against the Party $$ Oct 30, 2013
• Greek Government Bonds Pay Off Big for Fund Managers http://t.co/9LiFTr8BED Every dog has its day, & this bond mgr rates a healthy “arf” $$ Oct 30, 2013
• Man Making Ireland Tax Avoidance Hub Proves Local Hero http://t.co/Iy2CVenb3f Controversial fellow who is not universally admired $$ Oct 30, 2013

 

Monetary Policy

 

• Fed?s Bubble Alarm Stuck on Snooze http://t.co/Wwx4fARLH4 Not in Fed’s interest 2 go bubble hunting, do bad enough w/inflation & unempmt $$ Nov 01, 2013
• JP Morgan sees ‘most extreme excess’ of global liquidity ever http://t.co/WurN40hJfP Global QE leads to a surfeit of spendable funds $$ Nov 01, 2013
• Yalies Yellen, Hamada Put Tobin Twist Theory to Work in QE http://t.co/Okj2CGXZfo Op Twist might work at low debt levels, not at high $$ Oct 31, 2013
• Sen. Paul Ties His Fed Bill to Vote on Yellen Nomination http://t.co/5hBSNbsOCg Auditing Fed’s monetary policy decisions is a good idea $$ Oct 30, 2013
• http://t.co/SrNx6yfP2T Negative interest rates are a way for the government to steal from those that want to keep their risk profile low $$ Oct 28, 2013

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Politics & Policy

 

• Prosecutor Pleasantly Surprised to Find There’s a Law Against Fraud http://t.co/nqneLdc6JP Regulators use FIRREA to prosecute finl fraud $$ Nov 01, 2013
• Wife Poisoning Husband?s Lover Tests Weapons Law at High Court http://t.co/0p7Otz5hyD Upheld, would federalize all crimes using chemicals $$ Nov 01, 2013
• Speedy Lunches Urged at SEC as Union Decries Time-Clock Watching http://t.co/RpXErNaSct 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 http://t.co/vQWaVnHUw8 Problem is 2Much deferral of income tax & favoring investment $$ Oct 31, 2013
• Gross Says America?s Privileged 1% Should Pay Higher Taxes http://t.co/c9i5W8i9R2 Real problem is definition of income; 2much deferral $$ Oct 31, 2013
• Counties Made for Horse and Buggy Reject Savings http://t.co/oZshDLJGA6 Ppl value tangible/local govt & don’t begrudge its costs so much $$ Oct 31, 2013
• Budget Deficit in US Narrows to 5-Year Low on Record Revenue http://t.co/9puVuXTbNm But it needs 2 shrink further, it is 2 big $$ Oct 31, 2013
• Obama’s Broken Promise of Better Government Through Technology http://t.co/bWn3F3Pphy Bigness of govt tends to sabotage tech development $$ Oct 31, 2013
• Christie Confounded as Padded Services Send New Jersey Taxes Soaring http://t.co/HTRKeQwchD NJ & corruption? We r supposed 2b surprised? $$ Oct 31, 2013
• The expected future payments from defined benefit plans is the acid test for municipal finances; that includes social security & medicare $$ Oct 30, 2013
• Pension Pinch Busts City Budgets http://t.co/dUid8OAyuI W/underfunded plans, watch the cash cost curve: what u expect to pay going fwd $$ Oct 30, 2013
• The Great Pension-Bonus Giveaway Fiasco http://t.co/JWiO616X5e One of the stupidest things in pensions, allowing ppl 2spike benefits $$ Oct 30, 2013
• Evangelical Pastors, Marriott CEO United on Immigration http://t.co/1AG0STUpK2 So long as we do not give them benefits, immigrants r good $$ Oct 30, 2013
• Armed agents seize records of reporter, Washington Times prepares legal action http://t.co/NCJ33BSDjG State & Military abuse reporter $$ Oct 30, 2013
• Software Helps GOP House Majority Leader Isolate ?Astroturf? Emails http://t.co/eDPLGwo1a7 Easy 2c lazy ppl who only have time 2 copy $$ Oct 30, 2013
• Mystery of the ‘Missing’ Global Warming http://t.co/3xkNAd50JA Argues that rising water temperatures r more indicative of the problems $$ Oct 30, 2013
• Colorado Secessionists Struggle as Trend Lifts Democratic Votes http://t.co/BJ9g0CbS6K Secessionists r unrealistic; Congress won’t do it $$ Oct 30, 2013
• Reagan Revolution Misses Tax Fiefdoms Flourishing in US http://t.co/feUsHyGL5B Many local municipalities levy taxes; some do little $$ #IL Oct 30, 2013
• Obamacare and the Death of Liberalism http://t.co/VLVk1GiJrT Liberalism ends when entitlement promises fail; I say give it 10-15 years $$ Oct 30, 2013

 

Wrong

• Wrong: Germany Hits Back at US Over Economic Criticism http://t.co/hsoeuvvtLd Neomercantistic Germany’s surpluses will not get paid back $$ Oct 31, 2013
• Wrong: Startup Defeats the Captcha, Wins One for the Machines http://t.co/vVAMnaBdJG Captchas have evolved beyond what has been cracked $$ Oct 30, 2013
• Wrong: The political middle is dying. But it?s not redistricting?s fault. http://t.co/zRplttRK5w We need to force the middle to govern $$ Oct 30, 2013
• An interview with Alan Greenspan http://t.co/eLgAExy6bQ One constant w/Greenspan is he will not accept blame for the mistakes he made $$ Oct 30, 2013
• Wrong: PPP and Japanese Inflation Expectations (Extremely Wonkish) http://t.co/1G5MpBSnhw As usual, Krugman says inflation won’t hurt $$ Oct 30, 2013

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Replies, Retweets, & Comments

• $$ @ritholtz It is a plan if you prefund the deductible, which many medical service providers r requiring w/PPACA plans b4 service granted Oct 31, 2013
• @viccan1 I don’t believe in conspiracy theories Oct 31, 2013
• First, this isn’t new. I had professors talking about this in the early 1980s. Second, what may work when… http://t.co/MDJSt6EHaQ Oct 30, 2013
• I do not want to spend my days, writing out the i’s & j’s. But i’s & j’s are an enigma, when squashed between a double sigma $$ #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 $$ Oct 30, 2013
• http://t.co/prav9FGJ2h “Now Fink tells us. He was more of a cheerleader for QE at its start.” ? David_Merkel http://t.co/MNHiiBTfnp $$ Oct 30, 2013
• “The difficulty w/prosecution is apportioning blame. Easier to go after the corporation.” ? David_Merkel http://t.co/qOh82vAqvU $$ Oct 30, 2013
• RT @RCdeWinter: This seems truer and truer every day. http://t.co/cKGi6IBdJH Oct 30, 2013
• RT @TFMkts: Exactly how has QE helped jobs? NFP pattern no looks no different before and after QE http://t.co/Y0IUuDxT3B Oct 30, 2013
• RT @mccarthyryanj: Amazing hire of @MattGoldstein26 by @DealBook. A really big loss for Reuters Oct 30, 2013
• “Consider Stocktwits. They created cashtags. To refer to Google, you would type $GOOG. Twitter?” ? David_Merkel http://t.co/ZxWfSQjwze $$ Oct 28, 2013