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Sorted Weekly Tweets

Companies & Industries

 

  • Ackman Makes Big Bet on Fannie, Freddie http://t.co/PdkKSwbUUq Depends on whether the government will sell it off cheaply if at all $$ Nov 16, 2013
  • Maersk CEO Says Balancing Supply of Ships to Demand Is Years Off http://t.co/OVUJsS0gpO Will take 2+ years 4 the shipping mkt 2 normalize $$ Nov 16, 2013
  • GE To Exit Retail Lending, Refocus on Industrial Businesses http://t.co/krR5qVddsY I recommended $GE do that 8 years ago @ RealMoney. $$ Nov 15, 2013
  • Freddie Taps Reinsurer to Offset Loan Risks http://t.co/aeHzuaIwWV Would b a little skeptical of $ACGL ; financial reinsurance is risky $$ Nov 14, 2013
  • An iPhone Tester Caught in Apple’s Supply Chain http://t.co/Skt16fbqbo Very difficult to assure fair dealing w/high demand 4 labor $$ Nov 12, 2013
  • Amazon, Postal Service to Start Sunday Package Deliveries http://t.co/TMHg1BIrdP USPS lives at the pleasure of Amazon $$ Nov 12, 2013

 

Rest of the World

 

  • They’ll Pay You to Live in Switzerland! http://t.co/nAhFS0MOO2 Minimum income plan may replace other safety nets, sounds like a disaster $$ Nov 16, 2013
  • Spain Free-for-All Pitting Apollo Against Blackstone http://t.co/8ggvCGBNv3 Global demand 4 vacations in Spain support lodging prices $$ Nov 16, 2013
  • China Leadership Pledges Expansion of Economic Freedoms http://t.co/yJhlS8bKyl More kids, more freedom w/real estate, SOEs get taxed more $$ Nov 16, 2013
  • Japan’s Lenders Roiled by Credit for Criminals http://t.co/KadKx16r6I Many Japanese banks lend to the Yakuza, embarrassing them & govt $$ Nov 14, 2013
  • Secret Israel Housing Boom Defies Settlement Discord http://t.co/PGfpjFKRsP Settlements keep growing w/tacit assistance of Israeli govt $$ Nov 14, 2013
  • Terrifying Charts For Saudi Arabia http://t.co/jbVyUlDfHQ Fascinating charts showing possibility of falling oil revenue 4 Saudi Arabia $$ Nov 12, 2013
  • CIA warily watches for threats to US now that 87 nations possess drones http://t.co/Dew0nwV1xx drones from Israel & China compete vs US $$ Nov 12, 2013
  • Banks in Sweden Told to Reduce Market Reliance for Mortgages http://t.co/Lecx4QO08V Not sure that basing off of kronor deposits is best $$ Nov 12, 2013
  • Gold Vault Opens in China as Bullion Goes From West to East http://t.co/BVhFqCNSrG If you didn’t trust fiat currencies u would buy gold 2 $$ Nov 12, 2013
  • Bloomberg Is Said 2Curb Articles That Might Anger China http://t.co/eP0LbI1rHm @Bloomberg hides articles critical of China from China $$ Nov 12, 2013

 

Obamacare

 

  • Obamacare Is Whatever Obama Says It Is http://t.co/5vVzcjcFpv Other presidents would be impeached for taking the law into their own hands $$ Nov 16, 2013
  • Obamacare’s Creative, Or Illegal, Rule-Making http://t.co/QgUi9mG0gw Obama was critical of Bush’s signing statements & this is worse $$ Nov 16, 2013
  • Sebelius Drops New Bombshell: Employer Plans Will Also Drop Workers From Coverage http://t.co/sDQxErpTiw “Substandard” plans of employers $$ Nov 14, 2013
  • ObamaCare Questions Nobody Asked http://t.co/GXw5PmNxEy Laws must fit a culture; Americans don’t have a high degree of “social trust” $$ Nov 14, 2013
  • Hope Is All Obamacare Has Left http://t.co/M5MzuvG1Od Tactical retreat 4a time comes to mind, but are they humble enough to consider it? $$ Nov 12, 2013
  • Rieder: An empty pledge comes back to haunt Obama http://t.co/TG1LjSM7wm Obama promised people they could keep their insurance & doctor $$ Nov 12, 2013
  • The Obamacare Debacle Should Have Obama And Biden Seriously Considering Resignation. http://t.co/eqoNgu841Z Nice thought, but not likely $$ Nov 12, 2013

 

 

Central Banking

 

  • Bank Regulation Dominates Yellen Confirmation Hearing http://t.co/wzXnBemjwI Given all of the regulatory failures of the Fed this is fair $$ Nov 16, 2013
  • Yellen Rejoins QE Debate as Hearing Gives Critics Forum http://t.co/OJgjwPqfxS Pursuing policies that have never worked as if reasonable $$ Nov 14, 2013
  • Central Banks Risk Asset Bubbles in Battle With Deflation http://t.co/sseHM2iFPU Imbalances r growing. Which way will policymakers err? $$ Nov 13, 2013
  • White House Takes Lessons From Bernanke Close Call http://t.co/d7AOphMltK Works 2manage approval process 4 Yellen, given unpopular policy $$ Nov 12, 2013
  • Race to Bottom Resumes as Central Bankers Ease Anew: http://t.co/CEE1QS13kL Everybody aims 4advantage; as a result no one gets advantage $$ Nov 12, 2013
  • Yellen’s Confirmation Hearing Likely to Stir Up Other Fed Issues http://t.co/eIgTuaYvnI Incompetent Fed gets 2 spread incompetence via DF $$ Nov 12, 2013

 

Financial Markets

 

  • Moody’s Lowers Ratings of Four US Banks After Review http://t.co/3F6tQyzmm9 $GS $MS $JPM $BK will not b bailed out, thus ratings fall $$ Nov 16, 2013
  • Bid Wars Wane in US Housing Markets on Supply Rise http://t.co/1R2LH3qOHq Note: we never eliminated the housing glut; reality returns $$ Nov 16, 2013
  • O’Shaughnessy warns on crisis in long-duration bonds http://t.co/wHmJB6pt9Q Really depends on how strong economic growth is from here $$ Nov 14, 2013
  • Rules Force Banks to Innovate for Survival http://t.co/y3guFfxVdj! Same old thing — Returns on assets r low, so lever up 4 high ROEs $$ Nov 12, 2013
  • Pension Terminations May Spike in the Near-Term http://t.co/UjIqJ3ipiD DB pensions will continue 2 shrink; no reason y it should speed up $$ Nov 12, 2013
  • Nonbank Mortgage Servicers Rapid Growth Alarms Investors http://t.co/bE7WrXxmk5 Independent mtge servicers grow & have compliance issues $$ Nov 12, 2013
  • Group Pushes for Bigger ‘Tick’ Sizes http://t.co/xgkRDHnwfG Very dumb; deregulate tick sizes,& let markets compete 4 business $$ Nov 12, 2013

 

Politics & Policy

 

  • In Blow to Coal, TVA to Shut 8 Units http://t.co/9xOAXI25PE Coal has issues in the short run, will provide power to the world 20+ yrs out $$ Nov 16, 2013
  • A Nuclear Cleanup Effort Leaves Questions Lingering at Scores of Old Sites http://t.co/mm6KzJ47BO Long article; radiological waste maps $$ Nov 14, 2013
  • Bad idea: Firms Get More Wiggle Room on Soured Deals http://t.co/B1sakHXSQc Goodwill should b rigorously tested & written down frequently $$ Nov 12, 2013
  • Patty Murray, Democrats’ Budget Leader, Faces a New Test http://t.co/bq430FlJgT A lot of theater here; whatever cuts spending wins $$ Nov 12, 2013
  • No state has all of its employee benefit plans funded at an acceptable earnings rate, as well as rainy day funds, highway, funds, etc $$ Nov 12, 2013
  • State and local government austerity is over http://t.co/4usGgnZDGI Jobs r growing, & so is investment. Only problem: underfunded plans $$ Nov 12, 2013

 

Other

 

  • Woods Makes Caddie’s Beef Jerky Golf-Bag Accessory at $54-Pound http://t.co/5RsL9zX1qu At the Merkel house we r planning on making jerky $$ Nov 16, 2013
  • Silicon Valley Nerds Seek Revenge on NSA Spies With Coding http://t.co/YkemYyJRLu They double the length of encryption keys; Nyaah, NSA! $$ Nov 16, 2013
  • StreetEYE – Tops on Twitter http://t.co/n5X0euq6IP Interesting ranking of those who share on finance on Twitter $$ Nov 12, 2013
  • Focusing too narrowly in college could backfire http://t.co/sqAMID8KyG Narrow degrees presume too much about the future; be prepared $$ Nov 12, 2013
  • Record Number of Foreign Students Flocking to US http://t.co/PCwwPyeE6o This rescues a wide number of incompetent colleges $$ Nov 12, 2013
  • Strange Doings on the Sun http://t.co/HdgxOoAbz4 We do not understand the Sun well; sunspots r few, & magnetic poles puzzle. $$ #humility Nov 12, 2013
  • Baby Boom in Stronger States Signals US Birth Recovery http://t.co/DPrkEofea8 No surprise, the US has always been more optimistic w/kids $$ Nov 12, 2013
  • I Am The One Who Blogs: TRB Turns Five http://t.co/xQuhAHQB9D @reformedbroker is one of the heroes of financial blogging; I salute him $$ Nov 12, 2013
  • When enough people do power poses, it will lose its impact, and will cease to give confidence. http://t.co/sp0j1bAO8n Nov 11, 2013

Cato Conference / Hard Currencies

  • R. David Ranson #catoonmoney argues that easy monetary policy has not created faster economic growth http://t.co/fUxhAJfL2F $$ Nov 14, 2013
  • PANEL 4: THE CASE FOR A NATIONAL MONETARY COMMISSION AND FUNDAMENTAL REFORM #catoonmoney Kevin Brady going to speak on Fed Reform $$ Nov 14, 2013
  • Argues that European nations would be better off w/their own national currency. Fiscal union not well defined $$ #catoonmoney Nov 14, 2013
  • Leszek Balcerowicz Former Chairman, National Bank of Poland finishes a rambling, interesting talk on Eurozone & US $$ policy #catoonmoney Nov 14, 2013
  • Cato Monetary policy conf, panel 2 — ALTERNATIVES TO DISCRETIONARY GOVERNMENT FIAT MONEY #catoonmoney Sumner will provide alternatives $$ Nov 14, 2013
  • U.S. Mint’s Silver-Coin Sales Reach Annual Record http://t.co/IBJLw2wICe U can laugh; fascinating 2c so many trying to preserve value $$ Nov 14, 2013
  • Gold is much harder to manipulate; same for any money with real backing. http://t.co/HnXQLaqU2a Nov 12, 2013

 

Comments, Retweets, Replies

  • @Frank_McG I don’t think I mentioned bitcoins, but there are certainly some that trust in them… Nov 14, 2013
  • “Junk science causing people to avoid food that is good for most, and yummy too.” — David Merkel http://t.co/xQhXrM0hyd $$ Nov 12, 2013
  • RT @SJosephBurns: Learning curves of different professions–> http://t.co/Nuy9CVTYp9 Nov 11, 2013
  • RT @AmbroseEP: Oxygen thinning. Shiller P/E ended week 47pc over-valued. Good blow-off chart from Husmann. http://t.co/XPq6hmzUR6 Nov 11, 2013

 






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One Response to Sorted Weekly Tweets

  1. antiochsix says:

    sending love and good luck your way Dave.

Disclaimer


David Merkel is an investment professional, and like every investment professional, he makes mistakes. David encourages you to do your own independent "due diligence" on any idea that he talks about, because he could be wrong. Nothing written here, at RealMoney, Wall Street All-Stars, or anywhere else David may write is an invitation to buy or sell any particular security; at most, David is handing out educated guesses as to what the markets may do. David is fond of saying, "The markets always find a new way to make a fool out of you," and so he encourages caution in investing. Risk control wins the game in the long run, not bold moves. Even the best strategies of the past fail, sometimes spectacularly, when you least expect it. David is not immune to that, so please understand that any past success of his will be probably be followed by failures.


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