Sorted Weekly Tweets

Rest of the World

 

  • Morgan Stanley Leads Japan M&A for 1st Time Since 1997 http://t.co/QnzC26Wj7a Global expertise is @ a premium w/many deals across borders $$ Nov 30, 2013
  • Can Phone-Charging Stove Cut Wood Pollution and Save Lives? http://t.co/XY66nqo3xO Cook food w/less fuel & pollution; make electricity $$ Nov 30, 2013
  • Carney’s Housing Alarm Bell Nudges BOE Toward Stimulus Exit http://t.co/001OJ0Nj4o But will he really do it? Economic growth isn’t fast $$ Nov 30, 2013
  • In Thailand, It’s Crippling Déjà vu All Over Again http://t.co/wKMJIarSij Democracy does not fit the cultures of some nations well $$ Nov 29, 2013
  • OPEC Rift Emerging Over Iraq Output, Possible Return of Iran http://t.co/o329Mykhxa OPEC? Forgot about them. Iraq oil production grows $$ Nov 29, 2013
  • Aussie Set for Longest Drop Since 1997 After Takeover Rejected http://t.co/H2NqgiyDbP A currency is less valuable when use is restricted $$ Nov 29, 2013
  • Rice Bond Flop Adds to Yingluck Protest Misfortune http://t.co/3IFN70XXof Feels a little like 1997, could b messy in emerging markets $$ Nov 29, 2013
  • How Poland Became Europe’s Most Dynamic Economy http://t.co/mZCypvUwd8 Great, but just watch the outsized entitlement liabilities $$ $SPY Nov 29, 2013
  • Paul Krugman’s Blind Spot http://t.co/CsdsuCEMLb The countries that did not increase their deficits have done better than those that did $$ Nov 29, 2013
  • Zeppelins Seen Hauling Caterpillars to Mine Siberia http://t.co/u6gK2dcwMv Fascinating way 2 move heavy machines 2 mines in Siberia $$ Nov 27, 2013
  • Rich Russians Sparring With Putin Over $48B Olympics Bet http://t.co/oZYB1yjLc7 Cloudy view of who pays 4 & benefits from building Sochi $$ Nov 27, 2013
  • Pope Urges Countries Regulate Markets in Poverty Battle http://t.co/3IBNhhdqaV Jorge Bergoglio doesn’t understand the Bible; thus he errs $$ Nov 27, 2013
  • In Iran, Obama Achieves 50% of His Goals http://t.co/sOrvEn0zPK If everyone is unhappy, it might be a good deal; looks like Iran is happy $$ Nov 25, 2013
  • Europe’s Easy-Money Policy Snubs German Savers http://t.co/4Dx9vNk2nd Germans should take vacations in Portugal, Italy, Greece, & Spain $$ Nov 25, 2013
  • Islamists Settle on Turkey-Syria Border as War Blurs Lines http://t.co/cytuvPcIg8 Multiple player wars r inherently unstable & risky $$ Nov 25, 2013
  • Extremist Tide Poses Growing Threat to Europe, Katainen Says http://t.co/oZpeYEvTpi Euro puts nations in a straitjacket, fuels extremists $$ Nov 25, 2013
  • All for One: Xi Jinping and China’s New Deal http://t.co/ZReOpUO5ro Argues that the Chinese govt continues to centralize, not so sure $$ Nov 24, 2013
  • The Weekend Interview with Saudi Prince Alwaleed bin Talal http://t.co/pMd7xoDxjr Policies that favor Israel & Saudi Arabia r the same $$ Nov 24, 2013

 

Financial Sector

 

  • San Jose Pension Crush Spurs Bid to Ease California Pacts http://t.co/rLYJrZE3OT State laws will change 2allow cuts 2 nonaccrued benefits $$ Nov 30, 2013
  • Foreclosed Sales at US Auctions Double as Prices Gain http://t.co/AG75jENQ14 This is a good sign; B careful 2get a clean title if buying $$ Nov 27, 2013
  • Wall Street Props CLO Boom as Rules Lift Costs http://t.co/BZPdxJePL2 Get them out the door b4 new regulations require risk retention $$ Nov 27, 2013
  • Banks may pay $105B more to settle mortgage tab http://t.co/BhJdAHIwpR Did the banks even *make* $150B from 2005-8? Who gets the fine $$ ? Nov 27, 2013
  • Could banks charge fees for deposits? http://t.co/six4Q4UG8U Yes they could if the Fed tries to loosen policy further $$ Nov 27, 2013
  • How Regulators Will Toughen the Volcker Rule http://t.co/j5N620NF7P This is an impossible task & will result in lawsuits galore $$ #fail Nov 27, 2013
  • Speed Traders Meet Nightmare on Elm Street With Nanex http://t.co/k6ZUSSIprs Slanted article downplays Nanex’s insights on the markets $$ Nov 27, 2013
  • London Gold Fix Calls Draw Scrutiny Amid Heavy Trading http://t.co/cVB0xib8bZ Very difficult to eliminate all unfairness in benchmarks $$ Nov 27, 2013
  • Wall Street May Take Derivatives Regulator to Court http://t.co/R9KrxGlPn6 Arbitrariness in issuing regulations leads 2 pushback $$ $SPY Nov 25, 2013
  • Tackling The Fed: Jeb Hensarling’s Promise At Cato http://t.co/z2JqO2fAfQ After 100 yrs, it is time to review our $$ state of affairs Nov 25, 2013
  • Nonprofit that flipped homes to investors faces scrutiny http://t.co/tIBCJ9hfYC Not necessarily illegal, perhaps unethical, sneaky $$ Nov 25, 2013

 

Companies  & Industries

 

  • Repsol Deal With Argentina Was Propelled by Pemex http://t.co/trdr6hL6Oe Pemex mediates/wins, $REP loses, gets $$, $YPF free, Argent wins Nov 29, 2013
  • How Alyssa Milano Created a Fan-Gear Fashion Empire for Women http://t.co/XhCMON9WC8 Create clothes women like in team colors, not pink $$ Nov 29, 2013
  • Judge Approves ResCap Settlement W/Housing Regulator http://t.co/5sVjJyEIkw Unsec debt recovers 35%; I remember when they were hot stuff $$ Nov 29, 2013
  • Maker of Nutella and Tic Tacs Confident in Family Hands http://t.co/SmFZnx3YUT Profitable organic growth &staying private. Smart strategy $$ Nov 29, 2013
  • Clean Wind Farms Catch Up to Dirty Big Oil http://t.co/flu7fSKHXb The comments section is replete w/replies on the many ways birds die $$ Nov 27, 2013
  • Kobe Bryant’s $50M Shows Salary Cap Is Ruining NBA http://t.co/LPGUIX4vH2 Easiest way 2ruin a professional sports team is pay star 2much $$ Nov 27, 2013
  • For-Profit Colleges Face Consumer Bureau Probe on Lending Roles http://t.co/6EwvbpIYKf Student debt is a lousy deal avoid it if u can $$ Nov 25, 2013
  • Western Digital unwraps hybrid-data-storage system http://t.co/yiz1SR1HE1 Best of both worlds @ reasonable cost SSD&HDD $$ FD: + $WDC Nov 25, 2013
  • Monsanto vs. Mutant Crop Developers in Global Seed Market http://t.co/rYzs7109QS There r multiple ways of creating new strains, y fight? $$ Nov 24, 2013

 

Politics & Policy

 

  • Obama’s call to close Vatican embassy is ‘slap in the face’ to Roman Catholics http://t.co/BcN3f8za2s True enough, but I don’t c the need $$ Nov 29, 2013
  • Stay Home, America http://t.co/r11xLhn31Y Commentary on trying to turn Thanksgiving into a shopping day & what it costs us as a culture $$ Nov 29, 2013
  • What a Higher Minimum Wage Does for Workers and the Economy http://t.co/zawtVXr35p Democracy doomed if people vote 4 $$ from Treasury->them Nov 27, 2013
  • Should We Bail Out Cities? http://t.co/k64XxNAiR5 Answer: no, we shouldn’t. Most bailout r in areas we knew were high risk already $$ Nov 27, 2013
  • Not so sure: Democrats Give Up 2014 With the Filibuster http://t.co/AV5HU94NLH It’s a long way to the 2014 & 2016 elections $$ $SPY $TLT Nov 25, 2013
  • Rebirth Eludes Baltimore as Camden Reality Lags Promises http://t.co/e8NKriEsWV Professional sports arenas r economic idol 4 destruction $$ Nov 25, 2013
  • The Senate Goes Nuclear, Fallout to Come http://t.co/GBifaO09X8 A discourse on protecting the rights of the minority, a la the Founders $$ Nov 24, 2013

 

Market Impact

 

  • Warren Buffett and Time-Horizon Arbitrage http://t.co/92rVk5rbYF Buffett as a quality GARP manager; challenge is finding durable moats $$ Nov 27, 2013
  • Why Are Takeover Prices Plummeting? http://t.co/23tjJCDIkl Interesting 2c a lack of fervor among acquirers during high valuations $$ Nov 27, 2013
  • Madness & Sanity http://t.co/4HJTIUOLi8 It is flattering to be quoted at such great length; Good thing that I do not enforce copyright $$ Nov 27, 2013
  • Stock Market Trading: The 20 Rules Of Engagement http://t.co/Hnm2anKYVx Useful rules 4short-term traders from the estimable Todd Harrison $$ Nov 27, 2013

 

PPACA / Obamacare

 

  • Hit-and-Miss Obamacare Site Still Frustrating at Deadline http://t.co/Urchj3yyQc It could never have been fully fixed by 11/30 $$ $TLT $SPY Nov 29, 2013
  • A Fight Over Contraception Won’t Help Obamacare http://t.co/Wv0iQ10e2c Tie PPACA 2 abortion & the fight is unlikely 2 ever end $$ Nov 29, 2013
  • Even Subsidized Obamacare Plans Haven’t Found Takers Yet http://t.co/ERjKs9etHm Particularly among the young & healthy it doesn’t help $$ Nov 27, 2013
  • Is Obamacare Challenging Enough for Obama? http://t.co/8ICoSBbtT1 Astounding to hear an ideologue like Margaret Carlson criticize Obama $$ Nov 27, 2013
  • Manias, Panics and ObamaCare Crashes http://t.co/2xklhLaW8p PPACA was fatally flawed, the work of ideologues who don’t get healthcare $$ Nov 24, 2013

Other

 

  • Startup Scrambles to Replace the Egg http://t.co/h2RU6UXGuY Intriguing idea 2try 2replace eggs w/ingredients commonly fed 2 chickens $$ $TSN Nov 25, 2013
  • When Marketing Is Strategy http://t.co/aiUTS3C3O5 Adapt your products & services 2 meet needs of consumers 4 convenience & effectiveness $$ Nov 25, 2013
  • Magnus Carlsen’s Win in Chess Championship Shows Powerful Role of Computers http://t.co/pyG2He9iz9 Computers improve the abilities of men $$ Nov 24, 2013