Sorted Weekly Tweets

Rest of the World


  • Ghana Farms Miss Out on Oil-Fueled Middle Class Food Demand Middle classes introduce changes into societies $$ $SPY Dec 07, 2013
  • Are the Baltic Dry Index Telling Us to Expect a Stronger Economic Activity? Could be, but only in exports $$ Dec 07, 2013
  • Yuan Passes Euro as 2nd-Most Used Trade-Finance Currency If China’s banks were exposed 2 market, would b impressed $$ Dec 07, 2013
  • Big Oil to Get Brazil-Like Terms in Plan to End Mexico Monopoly Maybe Mexico can gain the technical help it needs $$ Dec 07, 2013
  • Panasonic in Deal Talks With Auto Parts Makers for Expansion Desperation drives the company 2 seek more markets $$ Dec 07, 2013
  • Pirates Wielding Grenades Spur Japan to Ease Samurai-Era Gun Ban Force must b opposed by force; no other way $$ $SPY Dec 07, 2013
  • Rich Kazakhs Revive Polygamy as Women Seek Poverty Escape Young Kazakh women would rather b second wives than poor $$ Dec 07, 2013
  • Iran Wants US Companies to Develop Oil Fields The Great Satan is quite useful under the right conditions $$ $SPY $TLT Dec 07, 2013
  • China Cinda Attracts $65B in Orders for Up to $2.5B IPO Those are bubbly conditions; 2 much $$ 2 put 2 work $SPY $TLT Dec 07, 2013
  • Wrong: OECD Warns Riksbank Against Obsessing Over Record Debt OECD should learn excessive debt harms $$ $TLT $SPY Dec 07, 2013
  • Banks in Safest Euro Nation See Credit Drought as Finns Save Many want to save; few want to borrow. Rational $$ Dec 07, 2013
  • Spain Credit Falls to ’05 Shadow After Price Collapse Even that is too much credit. Wait 4 hard money buyers $$ Dec 06, 2013
  • China Bans Financial Companies From Bitcoin Transactions Wealthy Chinese want to get value out of China $$ $SPY $TLT Dec 06, 2013
  • “Wealthy Chinese could use it to funnel flight capital out of China” — David_Merkel How Bitcoin functions in China $$ Dec 02, 2013
  • China’s Largest Bitcoin Exchange Seeks Recognition for Currency Communist Party will eventually ban Bitcoin $$ $SPY Dec 02, 2013




  • Obamacare’s New Goal: Stay Alive Until 2015 The idea is 2 survive until 2015, so the law can’t b destroyed in 2017 $$ Dec 07, 2013
  • How Much More Will Smokers Pay for Obamacare? Answer: not much more & no, it will have little effect on quitting $$ Dec 04, 2013
  • Obamacare Website Repair Goals Reached, Administration Says Big Problem: the insurers are not getting the data $$ Dec 03, 2013
  • Deep Inside The Hot Mess Called Obamacare: It’s Time For Honesty Sophomoric, doing a dumb thing, calling it wise $$ Dec 01, 2013
  • Obamacare Payment System to Insurers Changed in Setback Complex law, difficult to change w/o affecting other parts $$ Nov 30, 2013
  • Inside the Company That Bungled Obamacare B wary of companies that grow 2 fast w/shaky revenue recognition $$ $GIB Nov 30, 2013




  • Change Illinois’ pension benefits to match the Social Security system The bill passed will harm Illinois long-run $$ Dec 07, 2013
  • The Best and Worst Run States in America: A Survey of All 50 « You might be surprised by the rankings $$ $SPY $TLT Dec 07, 2013
  • Pension Threats in Illinois, Detroit Rattle Government Workers If the local government can’t pay, it won’t $$ Dec 07, 2013
  • Pension Threats in Illinois, Detroit Rattle Government Workers Blame Union strategy of extracting pension gains $$ Dec 06, 2013
  • Illinois Passes Pension Overhaul Fake overhaul that leaves Illinois taxpayers worse off, will go to court & die $$ Dec 05, 2013
  • Detroit Retirees Got Extra Interest After Guaranteed 7.9% What Detroit did w/”excess” pension earnings was evil $$ Dec 03, 2013
  • Illinois Legislative Leaders Try to Sell Pension Agreement Dreamland vs Hard Choices. So far Dreamland is winning $$ Nov 30, 2013


US Politics & Policy


  • Gun Patents Set 35-Year Record as Limits on Sales Fail When GOP has Presidency sales will fall $$ Dec 07, 2013
  • What You Don’t Know About Mortgages! Mortgage documents don’t reflect the full cost of getting the mortgage $$ $TLT Dec 07, 2013
  • Obama war chiefs widen drone death zones If we want to make the US odious to the rest of the world, use drones $$ Dec 07, 2013
  • Paul Krugman Consigns To Hell An Economic Slump Of His Own Devise We have 2 turn the lights off near Krugman $$ Dec 07, 2013
  • The Fed Must Inflate I think this is the most likely conclusion, but not certain $$ Dec 07, 2013
  • Is the Fed increasingly monetizing government debt? Yes, Fed is monetizing government debt, get ready 4 inflation $$ Dec 07, 2013
  • Angry Self-Insured Voters Dim Democratic Takeover Plans Many feel robbed by the loss of choice in healthcare $$ $SPY Dec 06, 2013
  • Henninger: Obama’s Red-Line Presidency What doe the US stand for? What will we defend? Who r our allies? Confusing $$ Dec 06, 2013
  • “You can’t regulate what you don’t understand. The SEC looked in on it several times, with more…” — David_Merkel $$ Dec 03, 2013
  • Uninsured-Driver Dilemma Have Assurant track non-payment at the insurers, & inform the MVAs of lapsation $$ $AIZ Dec 03, 2013
  • Magic Johnson, Tom Hanks Join Obama on Cash-Grabbing Trip Cash works in the short run, voters decide the long run $$ Dec 03, 2013


Financial Sector


  • Why FDIC is Running Out of Time for Resolution Planning As w/all complex laws, things move slowly, no surprise. $$ Dec 07, 2013
  • Why Capital Is Key Battleground in GSE Reform Debate Appropriate capital 4 new system:a political &technical issue $$ Dec 07, 2013
  • Penny Pricing for US Stocks Said to Get Scrutinized I don’t think this is a big problem, helps small investors $$ Dec 07, 2013
  • Examiners-in-Residence Should Be Pulled Out of Megabanks: OCC Report Familiarity breeds acquiescence, not contempt $$ Dec 07, 2013
  • Buyers Give Up Their Names to Seal Merger Deals Who cares what a bank is named, so long as you have control? $$ $FXF Dec 07, 2013
  • Volcker Rule to Force Banks to Comply With Five Regimes Recipe 4 disaster. When many r responsible, no one is $$ Dec 07, 2013
  • Slate Writer Is Dead Wrong to Root Against Community Banks Getting banks is tough 4 neophytes like Matty Yglesias $$ Dec 06, 2013
  • Private equity firms brace for ‘mafia’ style scrutiny This looks a lot more difficult than the article indicates $$ Dec 03, 2013
  • Fed Eyes Financial System’s Weak Link Solution is simple; bifurcate repo acctg 4 statutory cash flow testing $$ $XLF Dec 03, 2013
  • Creating a Black Swan Attempts 2 explain how negative black swan events get created in financial markets $$ $SPY $TLT Nov 30, 2013
  • The Black Swan A good piece that explains positive & negative “Black Swan” events, & how 2 thus position for them $$ Nov 30, 2013


Companies & Industries


  • Crude Oil Refiners Are In A Sweet Spot | Commodities Because crude oil can’t b exported, refiners benefit $$ $SPY Dec 07, 2013
  • Retailers Are in a Deflated Holiday Mood One reason why I rarely invest in retailers, aside from grocery $$ $SPY $TLT Dec 07, 2013
  • Heavy Inventories Threaten to Squeeze Clothing Stores That said, clothing is dirt cheap, so why worry much? $$ $SPY Dec 07, 2013
  • Hidden U-Haul Billionaire Emerges With Storage Empire Fascinating tale of how brothers rescued the family business $$ Dec 06, 2013
  • UnitedHealth Projects 2014 Results Below Analysts’ Estimates Health Insurers take one for Obama’s errors $$ #FTL Dec 03, 2013
  • Olin Corporation Common Stock up 9% today Something is happening w/OLN today. Anyone know what? FD: + $OLN $$ $SPY Dec 02, 2013
  • Microsoft, Yahoo Upgrades Shows Snowden Won, Obama Failed Encryption keys double, squaring time needed to crack $$ Nov 30, 2013
  • Fair-Weather Friends or Raining on Your Parade Good snarky post. Time to lighten up on property-centric reinsurers $$ Nov 30, 2013


Market Dynamics


  • Gen Re’s Gilbert Says Fed Sets Up Stocks for a Decline The Fed will learn the limits of its power in a few years $$ Dec 07, 2013
  • The Blessing of a Declining Stock Price This is how I do it; I buy companies that have moved against me $$ $SPY $TLT Dec 07, 2013
  • The Stock Market Is ‘Shrinking,’ Despite Record-High Indexes Interesting argument of stock scarcity pushing prices $$ Dec 07, 2013
  • Buffett’s Alpha Finally a paper from academics that gives Buffett the credit he deserves. Efficient markets? No. $$ Dec 07, 2013
  • Gross to Run Pimco Unconstrained as Dialynas Takes Leave Unconstrained is no guarantee of good performance $$ $TLT Dec 06, 2013
  • “Quant” hedge funds: Computer says no Runs in cycles as more or less focus on anomalies in investing $$ $SPY $TLT Dec 01, 2013
  • Don’t Ignore Doctor Copper Copper is indicating a punk economy $$ $SPY $TLT Dec 01, 2013
  • Howard Marks: Too Cute for His own Good? Unfair. Marks says that the opportunity set is small, get it? $$ $SPY $TLT Dec 01, 2013




  • Fixing What’s Wrong With Economics 101 We need 2 scrap neoclassical economics, and move economics away from math $$ Dec 07, 2013
  • Madoff Behaved Like a Lunatic Over Fund Probe, Jury Told Seems like Madoff employees kept their heads down $$ Dec 07, 2013
  • CS50, a computer science course, breaks stereotypes and fills halls at Harvard Making IT relevant across cultures $$ Dec 01, 2013
  • Caveat Emptor: Lovers of Latin Try to Sell a Dead Tongue Looks like wishful thinking 2me. Esperanto, anyone? $$ Nov 30, 2013
  • Why Taylor Swift Is the Reigning Queen of Pop Swift’s popularity secret? My take:she appears more humble than most $$ Nov 30, 2013
  • Build a Better Turkey Sandwich Thanksgiving keeps on giving in six inspired takes on the leftover-turkey sandwich $$ Nov 30, 2013