Sorted Weekly Tweets

Rest of the World


  • Iraq Is New Schism for Saudis in Strained Alliance With West This piles on top of Iran & Syria; Sunni-Shi’a divide $$ Jan 11, 2014
  • Hollande Deplores Magazine Splash of Affair With Actress Many enjoy scandals, even if they say nothing is wrong $$ Jan 11, 2014
  • Surprise drop in euro zone inflation shows deflation risk Economic conditions are so weak, should we b surprised $$ Jan 09, 2014
  • Area Evacuated After Fiery Derailment in Canada Pipelines are environmentally safer; send the memo to Obama $$ $XLE Jan 09, 2014
  • South Sudan Peace Talks Falter Africa is essentially tribal, which does not mix well w/democracy, most of the time $$ Jan 09, 2014
  • Good News and Bad News About Global Inequality Many non-economic indicators show inequality is declining $$ Jan 09, 2014
  • Rich Danes Face Benefit Cuts as Universal Welfare Abandoned Non-universal entitlements tend2get viewed as welfare $$ Jan 08, 2014
  • Bond Tab for Biggest Economies Seen at $7.43T in ’14 The debts will roll over, the only question is the yield $$ $TLT Jan 06, 2014
  • Euro Jobless Scourge Seen Defying Leaders’ Growth Pledge 12%+ unemployment &little improvement, makes US look good $$ Jan 06, 2014
  • Dirtiest Coal’s Rebirth in Europe Flattens Medieval Towns Trading nuclear power for lignite seems a bad trade $$ Jan 06, 2014
  • Shadow Banking Risks Exposed by Local Debt Audit The problem is that it is tough to count all the opaque debts $$ Jan 06, 2014
  • China’s Runaway Train Is Running Out of Track! The Chinese debt bubble nears its demise, what will Chinese govt do $$ Jan 06, 2014
  • South Sudan Peace Talks Start as Army Pushes Back Rebel Assault Hard to have peace talks while pushing back rebels $$ Jan 05, 2014


Companies & Industries


  • Who Wins, Who Loses if the U.S. Starts Exporting Oil? Missed the effect on the commodity petrochemical industry $$ Jan 11, 2014
  • Dish Seeks to End $2.2B Bid for LightSquared Asset Ergen wants to end the deal b/c LightSquared missed milestones $$ Jan 11, 2014
  • Target Data Breach Much Worse Than First Thought 70M customers had home & email addresses & phone #s stolen $TGT $$ Jan 11, 2014
  • Intel Has Its Eyes Fixed on Networking Intel thinks they have 4 openings 4 networks to aid the telecom companies $$ Jan 11, 2014
  • Lenovo Dominated Worst-Ever World PC Market in 2013 Lenovo has the lead in a big but shrinking business $$ $HPQ $SPT Jan 11, 2014
  • IBM Doubles Down on Watson Watson is a genius, but it takes lots of effort to make the four areas of strength work $$ Jan 11, 2014
  • Wells Fargo Creates SWAT Team to Keep Loans In-House Putting loans on the balance sheet? How quaint. $$ FD: + $WFC Jan 09, 2014
  • Americans Are Eating More Velveeta, and Now There’s Not Enough As a cook, contemplating this makes me queasy $$ $KFT Jan 08, 2014
  • How Companies Face Up to Human Trafficking Risk Very difficult to get all slave labor out of int’l supply chains $$ Jan 08, 2014
  • Why business schools charge so much and pay their teachers so little They’re amoral bastards w/a profit motive $$ Jan 11, 2014
  • Bank of America ramps up credit card loans If the big banks r starting to open the lending spigots — inflation? $$ Jan 08, 2014


US Politics & Policy


  • Taxes Have Congress Avoiding Roads Bill as Money Runs Low Let the states prioritize their road construction/repair $$ Jan 11, 2014
  • What Liberals Don’t Get About Single Payer Insurers a small part of costs, Drugs, Medical equipment & Doctors big $$ Jan 11, 2014
  • Christie and the IRS Contrast the Governor’s contrition with Obama’s lack thereof; tho if Christie lied he is dead $$ Jan 11, 2014
  • HARP: How the Mortgage Program Has Panned Out It does leave the taxpayer w/a contingent liability 4 defaults $$ Jan 11, 2014
  • Puerto Ricans Flock North Away From Battered Economy Self-reinforcing cycle as better off Puerto Ricans come to US $$ Jan 11, 2014
  • How the War on Poverty Was Lost Goal was give fellow citizens a fair chance to develop their own capacities $$ #fail Jan 11, 2014
  • Chris Christie Is Not a Bully. These Guys Were John Adams, RFK, LBJ, Andrew Jackson, Nixon hurt political enemies $$ Jan 11, 2014
  • Millionaires’ Club: For First Time, Most Lawmakers are Worth $1 Million-Plus A million ain’t worth what it used 2b $$ Jan 11, 2014
  • Clickable Consent at Risk in Internet Privacy Lawsuits How much do u give away accepting information use policy? $$ Jan 09, 2014
  • Poverty level under Obama breaks 50-year record Be sure & give Congress, Bureaucracy & the Federal Reserve blame 2 $$ Jan 09, 2014
  • How Not to Regulate Good regulations r holistic & ignore special pleading from politically connected entities $$ $SPY Jan 08, 2014
  • Congress Makes NASA Finish Useless $350 Million Structure If we can’t make easy cuts, hard cuts will never b made $$ Jan 08, 2014
  • Cull the Stupid Tax Breaks Mostly we need to eliminate tax breaks that are not generally available to all business $$ Jan 06, 2014
  • Study Shows Fracking Is Bad for Babies Studies shouldn’t be released until peer review complete; statistics abuse $$ Jan 05, 2014
  • Darrell Issa’s Mischievous Postal Reform Bill Eliminates Saturday delivery to restore COLAs for military retirees $$ Jan 05, 2014


US Economics


  • Is Jobless Rate Really Falling? I find it dubious that falling labor participation rate is due to natural reasons $$ Jan 11, 2014
  • Payrolls Rise Less Than Forecast; US Jobless Rate at 6.7% We need to have a different H/L #, U-3 is 2 unreliable $$ Jan 11, 2014
  • Highlights From the December Jobs Report The December civilian labor force participation rate was a low 62.8% $$ $TLT Jan 11, 2014
  • Best Year Since 2007, Even Better 2014 Still haven’t made it back to 2000-2007 levels, projects better 2014 $$ Jan 06, 2014
  • What Do You Call 12,000 Economists Trudging Through Snow? Not enough snow 😉 $$ Jan 05, 2014
  • Arthur Laffer Interview Difficult 2 deal w/a paradigm shift; inflation not realistic during deleveraging $$ Jan 04, 2014


Market Impact


  • When Does A Bubble Spell Trouble? Many transformative technologies get overvalued b4 producing real cash returns $$ Jan 11, 2014
  • Looking for Alternatives to Bonds Until negative part of the credit cycle bites it works; keep one eye on the exit $$ Jan 11, 2014
  • Skagen Says Ignore Wall Street, Bet on Emerging Markets Alternative POV, but emerging mkts do bad amid $$ tightening Jan 11, 2014
  • 10 Reasons the Gold Bugs Lost Their Shirts @ritholtz writes a great piece on investing in an mistitled article $$ Jan 09, 2014
  • Older Americans Shun Retirement at 65 for Risky Startups I’ve run into these in PE, the desperation can be felt $$ Jan 08, 2014
  • Bull Market Has Years Left for Shaoul on S&P 500 Values Argument is that breadth leads to long market rallies $$ Jan 06, 2014
  • Wall Street’s Reading List Great list, but add in Michael Pettis’ The Great Rebalancing $$ Jan 06, 2014




  • Marriage Makes You Rich and Stupid Another factor here is that the productivity of stay-at-home spouse isn’t taxed $$ Jan 11, 2014
  • The Open-Office Trap Open offices promote distraction, which reduces productivity; it takes courage to resist it $$ Jan 11, 2014
  • To Stop Procrastinating, Look to Science of Mood Repair Just get started, avoid a pity party, look to the future $$ Jan 09, 2014
  • Website helps students find freelance gigs, avoid unpaid internships Interesting stuff, sent it to my college kids $$ Jan 08, 2014
  • Payout May Come for an ABA Team That Is Long Gone Half Billion comes 37 years later 2 owners of marginal ABA team $$ Jan 08, 2014
  • Frigid Air Threatens Coldest US Weather in Two Decades Things are extra cold in the Northern Hemisphere on average $$ Jan 06, 2014
  • Noah’s Ark Risks Collapse Without Bond Buyers by February It would be sad to see Noah’s Ark underwater 😉 $$ Jan 05, 2014
  • The Scandal Bowl: Tar Heels Football, Academic Fraud, and Implicit Racism Phony classes &grades 4 football players $$ Jan 05, 2014


Information Security


  • Security Experts Pull Out of RSA Conference in NSA Protest & they should, y support those who compromise security? $$ Jan 11, 2014
  • Is the NSA spying on Congress? Not long, worth a read; NSA responses to Sanders and Grayson indicate yes. $$ Jan 04, 2014



  • Wrong: Federal Probe Targets Banks Over Bonds Vacuous, the bond market requires that you research what u buy $$ $AGG Jan 09, 2014
  • Wrong: Why great CEOs ignore their stock price Great CEOs use their stock price to guide buybacks & acquisitions $$ Jan 09, 2014
  • Wrong: Is China Losing Hong Kong? I don’t think the Party cares much over whether those in Hong Kong are happy $$ Jan 06, 2014


Comments, Replies & Retweets

  • RT @MacFarlaneNews: EPIC FAILURE- U.S. Navy accidentally sends reporter its strategy memo for dodging his FOIA request cc: @gregorykorte ht… Jan 08, 2014
  • RT @OracleofWallSt: @MatthewPhillips Myth: companies investing more cash in buybacks and not reinvesting. This chart debunks this view. htt… Jan 08, 2014
  • @hblodget @MatthewPhillips How much of the cash is collateral for derivatives, and other lending agreements? Different world today. Jan 08, 2014
  • @Mr_Berman Brainy, and cool-looking for his era. We all age. 🙂 Jan 07, 2014
  • I review more books than the above personalities. I nominate The Great Rebalancing by Michael Pettis…. Jan 06, 2014
  • Bitcoin, like a promoted penny stock, is easily manipulated, because there is little intrinsic value Jan 06, 2014
  • The big question is when deleveraging stops, and individuals and banks start borrowing… Jan 04, 2014