Sorted Weekly Tweets

 Note: this is the 100th weekly edition of sorted weekly tweets.

Market Impact


  • Standing Out from the Crowd: Measuring Crowding in Quantitative Strategies Overinvestment in strategy precedes losses Feb 08, 2014
  • Does Fair Value Accounting Contribute to Market Price Volatility? An Experimental Approach Short answer: no $$ $XLF Feb 08, 2014
  • The Deeper Causes of the Financial Crisis: Mortgages Alone Cannot Explain It But they were the leading cause $$ $XLF Feb 08, 2014
  • Contagion Rejected as Biggest Bond Buyers Double Down on Junk Makes me think the correction will b another crisis $$ Feb 08, 2014
  • Hedge Funds Preparing for $1T Property Bill Key Q: Will they limit their risks prior to the next commercl RE bust? $$ Feb 08, 2014
  • Apollo Credit Twice Size of LBOs Shows Private-Equity Shift Not a good sign, nonstandard lenders r fragile $$ $APO Feb 07, 2014
  • Five Pointers on Floating-Rate Funds Don’t chase performance, rates may not rise, nor yields, adds credit risk $$ Feb 05, 2014
  • Inverse VIX Fund Gets Record Cash on Calm Market Bet Be careful to not hold it long $$ $VXX Feb 05, 2014
  • World’s cheapest stock markets: Where are shares cheap? Gives u a rough idea as 2 where values may b found $$ $SPY Feb 04, 2014
  • Gundlach Shows Why Betting Against Treasuries Is a Fool’s Game Interesting that he is in long Tsys $$ FD: + $TLT Feb 03, 2014
  • Monday’s Selloff, by the Numbers That’s 2 large >2% down days in less than 2 weeks $$ $SPY Feb 03, 2014


Companies & Industries


  • Big Pizza Chains Use Web to Slice Out Bigger Market Share Easier 4 large chains 2 implement online ordering $$ $PZZA Feb 08, 2014
  • SodaStream’s New Mainstream Rivals: Coke and Green Mountain All the more reason 4 $PEP 2 buy $SODA $$ Feb 07, 2014
  • Why Discount Airlines Draw Fewer Complaints (Hint: It’s Not Better Service) Friendlier attitudes r better service $$ Feb 07, 2014
  • Satyajit Das: The Truth About Bank Earnings Bank earnings r lower quality; getting harder to increase them $$ $XLF Feb 05, 2014
  • Experts testify on true cost of Target breach Magnetic stripes will go away, & chips &/or PINs will appear $$ $TGT Feb 05, 2014
  • Apple Quietly Builds New Networks $AAPL certainly has spare $$ to throw at it, enhancing service quality $NFLX $GOOG Feb 04, 2014
  • H-P Finds Accounting Errors at Autonomy Unit We knew it was a dumb deal at the time, now $HPQ shows just how dumb $$ Feb 04, 2014
  • Prophet of No Profit: How Jeff Bezos won the faith of Wall Street. Moats, operating leverage, pricing power $$ $AMZN Feb 01, 2014
  • Ask Buffett what he would be willing 2pay 4 $AMZN — after all, it has significant moats. I think he would put it in the “too hard” pile $$ Feb 01, 2014


Rest of the World


  • China, the Death Star of Emerging Markets @williampesek points at financial bubble in China; what will make it pop $$ Feb 08, 2014
  • Scandal Tests Chinese President’s Standing With Military Corruption is a major issue 4 China, between Party & Army $$ Feb 08, 2014
  • Saudi Twitter Debate as Citizens Criticize Government Social media allows criticism tht would not b done in public $$ Feb 05, 2014
  • China Savers’ Penchant for Property Magnifies Bust Danger Anytime a single investment strategy dominates -> worry $$ Feb 05, 2014
  • Pimco’s Bill Gross Says He Avoids China ‘Mystery Meat’ Great phrase as we do not know much about indebted China $$ Feb 05, 2014
  • Sao Paulo Biggest Water-Supply System May Run Dry Within 45 Days Many water systems r near their limits globally $$ Feb 05, 2014
  • Emerging Stocks Drop to 5-Month Low Led by China as Ruble Gains Not all emerging mkts r equal, some financed wrong $$ Feb 04, 2014
  • Japan Sees Worst Developed-Stock Rout as Nikkei 225 Drops Current mkt reveals weak underlying fundamentals $$ $FXY Feb 04, 2014
  • Dad Can’t Buy Daughter Shoes as Argentine Currency Falls “Do you know how I feel buying my daughter used shoes?” $$ Feb 04, 2014
  • Argentina Scrambles To Raise $10B, Avoid Reserve Collapse; BONARs Bidless Only hold hard assets in Silverland $$ Feb 04, 2014
  • EM rout? Or Intervention Sunday? Difficult to tell what Developed Mkt policymakers will do, they r strapped @ home $$ Feb 04, 2014
  • Argentina Bust Lures Investors After 200 Years of Defaults Invest in the hard stuff, land does not depreciate $$ $IRS Feb 04, 2014
  • Emerging-Market Rout Seen Enduring on Low Real Rates Funding structures of some emerging markets fall, $$ goes 2 $TLT Feb 04, 2014
  • Canadian Oil Rises as California Ships in Record Amount by Rail Retweet after me: Pipelines r cleaner & safer $$ Feb 04, 2014
  • Analysis: Emerging markets outlook not rosy, but valuations tempt This may b a time 2nibble, not a time 2gulp $$ $EEM Feb 04, 2014


US Politics & Policy


  • AOL is leading the way to make 401(k)s worse for everyone Meh; new employers will compensate workers that lose $$ Feb 08, 2014
  • ‘Six Californias’ plan difficult but doable, assessment shows Ideas like this come & go in a fragmented California $$ Feb 08, 2014
  • No, CBO did not say Obamacare will kill 2M jobs Rather, will discourage 2M from working full-time; big deal $$ Feb 08, 2014
  • Ex-NSA Chief Details Snowden’s Hiring at Agency, Booz Allen Snowden set back US intelligence by 20+ yrs. Good. $$ Feb 06, 2014
  • The Tyranny and Lethargy of the Times Editorial Page Inside baseball, picture sums up story $$ Feb 05, 2014
  • Puerto Rico Has Credit Rating Cut One Step 2Junk by S&P also Well-deserved, default coming $$ Feb 05, 2014
  • Going on 30, Living With Mom and Dad Part is being slow 2 marry, then education, poor career choices, motivation $$ Feb 04, 2014
  • Crop Insurers Win as Congress is Poised to Pass Farm Law If we can’t reduce ag subsidies when ag is healthy… $$ Feb 04, 2014
  • Obamacare Wonks Flunk Data Analysis You can show lots of savings if u show your winners & hide your losers $$ $SPY Feb 04, 2014
  • CBO: Obamacare Will Lead To 2M Fewer Workers In Labor Force By 2017 Unintended consequences; fix this, break that $$ Feb 04, 2014
  • Fed Presidents Say Stock Decline Unlikely to Derail QE Taper In the short-run true, but if the decline persists… $$ Feb 05, 2014
  • Investment Manager Explains Why 99.5% Of Americans Can Never Win Tax code is cockeyed, wealthy can avoid taxation $$ Feb 04, 2014
  • How Feds’ Double Standard Enables Bad Bankers Simple: little bankers get prosecuted; big banks get fined $$ $BNK $XLF Feb 04, 2014
  • Early Drive for Hillary Clinton Unsettles Democrats Some Worry It Will Siphon $$ from Candidates in Midterm Elections Feb 04, 2014
  • You Can Thank or Blame Richard Stanger for Writing 401(k) Many important laws r accidental; killed DB pensions $$ Feb 04, 2014
  • ISM Miss Is Ugly All Around I’ve been arguing that the economy is weaker than it looks 4 a while; here’s a clue $$ Feb 04, 2014
  • US Banks Ease Loan Standards in Fed Survey as Demand Rises Can inflation b far behind if this persists? $$ $TLT $TIP Feb 04, 2014
  • California Dries Up as Brown Pushes $15B Tunnel If u don’t allocate water economically, becomes a political fight $$ Feb 04, 2014




  • Financial Blogging: How to Write Powerful Posts That Attract Clients My longer review: $$ Feb 08, 2014
  • Why I Did Not Go To Jail @bhorowitz good read on the importance of proper company, legal, & incentives structure $$ Feb 08, 2014
  • Daniel Suarez Sees Into the Future ‘Influx’ may propel sci-fi writer in2 void left by Tom Clancy &Michael Crichton $$ Feb 08, 2014
  • Why Melted Cheese Does the Trick Creaminess enhances the textures and flavors of other foods $$ $KFT $DF Feb 06, 2014
  • Deadly New Bird Flu Strain Spawned by Virus Behind H5N1 This is overblown. People die from the flu each year $$ $SPY Feb 05, 2014
  • Young Bankers Seek ‘Good Yield’ With Their Own Nonprofits Wealthy & powerful like 2b thought benefactors $$ Lk 22:25 Feb 04, 2014
  • How the Seattle Seahawks solved Peyton Manning Even if u r not into football, interesting 4 understanding strategy $$ Feb 04, 2014
  • Super Bowl Safety Is Blow for Broncos and Las Vegas Sportsbooks The odds r interesting to read 4 unusual bets $$ $SPY Feb 04, 2014
  • Microsoft Adds Momentum to “Open Science” | Understand that scientists r not neutral observers; they have 2 publish $$ Feb 04, 2014
  • Carney leaving CNBC for WSJ’s “Heard on the Street” | @carney gets a significant promotion! Congrats! $$ $SPY $TLT $GE Feb 01, 2014


Other Economics


  • Free Checking Is Disappearing Perk Smaller banks often offer better deals than big banks on checking $$ $XLF $SPY Feb 08, 2014
  • More Men in Prime Working Ages Don’t Have Jobs 1 of the qualitative factors that show how punk the economy is $$ $SPY Feb 08, 2014
  • An International Gold Standard Beats The Rule Of The Governing Elite Old, makes point gold standard was better $$ Feb 05, 2014



  • Wrong: High unemployment putting the ECB in isolation Loose monetary policy doesn’t lower L-T unemployment $$ #global Feb 08, 2014
  • Wrong: America The Startup Worth a read, but the writer does not really understand the Pilgrims or the Puritans $$ Feb 04, 2014


Retweets, Replies, & Comments

  • @HistoryInPix Cemented the creation of the graphical user interface, buggy in prior versions, aside from pricey Macintosh ghetto Feb 06, 2014
  • ‘ @catofwallstreet the credit cards will have chips, not us- already have these in Europe. Also, consider amillenialism or postmillenialism. Feb 05, 2014
  • RT @PUMPSandDUMPS: This fan says it all #pennystocks Feb 05, 2014
  • Ice falling, branches too, west of Baltimore — kind of pretty $$ #weather Feb 05, 2014
  • @DavidSchawel The difference between dollar-weighted & Time-weighted returns is crucial but few get that. Good tweet on $DBLTX $$ Feb 05, 2014
  • RT @DavidSchawel: Retail psychology: chasing performance, then puking the bottom & missing the bounce-DBLTX Fund assets vs adjusted NAV htt… Feb 05, 2014
  • RT @cate_long: Cheers! “@carney: Thanks everyone! Very excited to be joining the @wsjheard team! Some details here Feb 01, 2014
  • @dpinsen not all, but a majority Feb 01, 2014