Sorted Weekly Tweets

Companies & Industries


  • Ackman Makes Big Bet on Fannie, Freddie Depends on whether the government will sell it off cheaply if at all $$ Nov 16, 2013
  • Maersk CEO Says Balancing Supply of Ships to Demand Is Years Off Will take 2+ years 4 the shipping mkt 2 normalize $$ Nov 16, 2013
  • GE To Exit Retail Lending, Refocus on Industrial Businesses I recommended $GE do that 8 years ago @ RealMoney. $$ Nov 15, 2013
  • Freddie Taps Reinsurer to Offset Loan Risks Would b a little skeptical of $ACGL ; financial reinsurance is risky $$ Nov 14, 2013
  • An iPhone Tester Caught in Apple’s Supply Chain Very difficult to assure fair dealing w/high demand 4 labor $$ Nov 12, 2013
  • Amazon, Postal Service to Start Sunday Package Deliveries USPS lives at the pleasure of Amazon $$ Nov 12, 2013


Rest of the World


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




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



Central Banking


  • Bank Regulation Dominates Yellen Confirmation Hearing Given all of the regulatory failures of the Fed this is fair $$ Nov 16, 2013
  • Yellen Rejoins QE Debate as Hearing Gives Critics Forum Pursuing policies that have never worked as if reasonable $$ Nov 14, 2013
  • Central Banks Risk Asset Bubbles in Battle With Deflation Imbalances r growing. Which way will policymakers err? $$ Nov 13, 2013
  • White House Takes Lessons From Bernanke Close Call Works 2manage approval process 4 Yellen, given unpopular policy $$ Nov 12, 2013
  • Race to Bottom Resumes as Central Bankers Ease Anew: Everybody aims 4advantage; as a result no one gets advantage $$ Nov 12, 2013
  • Yellen’s Confirmation Hearing Likely to Stir Up Other Fed Issues Incompetent Fed gets 2 spread incompetence via DF $$ Nov 12, 2013


Financial Markets


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


Politics & Policy


  • In Blow to Coal, TVA to Shut 8 Units Coal has issues in the short run, will provide power to the world 20+ yrs out $$ Nov 16, 2013
  • A Nuclear Cleanup Effort Leaves Questions Lingering at Scores of Old Sites Long article; radiological waste maps $$ Nov 14, 2013
  • Bad idea: Firms Get More Wiggle Room on Soured Deals Goodwill should b rigorously tested & written down frequently $$ Nov 12, 2013
  • Patty Murray, Democrats’ Budget Leader, Faces a New Test A lot of theater here; whatever cuts spending wins $$ 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 $$ Nov 12, 2013
  • State and local government austerity is over Jobs r growing, & so is investment. Only problem: underfunded plans $$ Nov 12, 2013




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

Cato Conference / Hard Currencies

  • R. David Ranson #catoonmoney argues that easy monetary policy has not created faster economic growth $$ Nov 14, 2013
  • PANEL 4: THE CASE FOR A NATIONAL MONETARY COMMISSION AND FUNDAMENTAL REFORM #catoonmoney Kevin Brady going to speak on Fed Reform $$ 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 $$ Nov 14, 2013
  • U.S. Mint’s Silver-Coin Sales Reach Annual Record U can laugh; fascinating 2c so many trying to preserve value $$ Nov 14, 2013
  • Gold is much harder to manipulate; same for any money with real backing. 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 $$ Nov 12, 2013
  • RT @SJosephBurns: Learning curves of different professions–> Nov 11, 2013
  • RT @AmbroseEP: Oxygen thinning. Shiller P/E ended week 47pc over-valued. Good blow-off chart from Husmann. Nov 11, 2013