Sorted Weekly Tweets



  • Mt Gox: The brief reign of bitcoin’s top exchange What happens when u neglect basic acctg & programming controls Mar 01, 2014
  • Bitcoin Exchange Mt. Gox Files for Bankruptcy Protection B wary of opaque transaction systems, clever may steal $$ Mar 01, 2014
  • Where Did the Bitcoins Go? The Mt. Gox Shutdown, Explained Currencies can’t exist apart from legal systems $$ $BTCUSD Feb 26, 2014
  • The Bitcoin Collective Delusion Inevitable that gov’ts get involved in currencies & trade 4 punishment of fraud $$ Feb 26, 2014


Companies & Industries


  • Wall Street Hates JPMorgan Fee 4 $1T Junk Loans It is a private market; if the distortions r bad enuf, biz will leave Mar 01, 2014
  • Line Builds $15B Value With Teddy Bears, Wicked Witches Freemium model applied to Asian messaging, watch 4 IPO Mar 01, 2014
  • Old Mutual Plans IPO of US Unit After Profit Increases The final reconciliation of a decade-plus of mis-investment $$ Feb 28, 2014
  • Oil Giants Sell Pipelines as Shale Strength Drives Deals They expect oil prices 2rise as they c cheap oil scarcity $$ Feb 28, 2014
  • Dream of US Oil Independence Slams Against Shale Costs If debt funds a large part of drilling, time 2b nervous $$ Feb 28, 2014
  • $MSFT ‘s Culture Is Like ‘ $IBM Circa 1990,’ New Chairman Says Use MSFT Office/Windows Cash Cow 2build new biz $$ Feb 27, 2014
  • What is ‘Forbes’ worth? The Internet chgs everything; formerly important publications get digitally hollowed out $$ Feb 26, 2014
  • Rolls-Royce Drone Ships Challenge $375B Industry Problems here r considerable- control in bad weather, piracy, etc $$ Feb 26, 2014
  • US Issues Emergency Testing Order To Crude Oil Rail Shippers Reasonable precautions 4 general safety $$ $UNP $CSX Feb 26, 2014
  • Japan Post Prepares for IPO Lotsa assets, but the Q is what can be done w/them. Fuzzy situation w/no hurry $$ $EWJ Feb 26, 2014
  • Zuckerberg Dines With Phone Frenemies Fretting Over Profits Monet 2b made in solving mobile payments problem $$ $FB Feb 26, 2014
  • Rising Premiums May Hit Small Firms The lies told by the administration regarding cost control r astounding $$ Feb 26, 2014
  • Saudi’s Allure Undimmed for Bechtel to DaVita Amid Fallout Someone has 2 buy from the US; $DTA helps w/diabetes $$ Feb 26, 2014
  • $BAC Reaches Deal With Buffett on Preferred Stake Buffett gets better call protection, divs can b waived in crisis $$ Feb 26, 2014
  • Woes of Megacity Driving Signal Dawn of ‘Peak Car’ Era It may take ~10 yrs, this will right itself, w/fewer cars $$ Feb 26, 2014
  • Google Buses Fuel Inequality Debate as Boom Inflates Rents I f you can’t afford living in San Francisco, move out $$ Feb 26, 2014
  • How ARM Holdings Dominates the Chip World $ARMH vs $INTC – 2 clever approaches that r utterly different. Who wins? $$ Feb 26, 2014
  • Health Law Already Has Impact on Bottom Lines Fitting that health insurers r getting hosed 4 cooperating w/Obama $$ Feb 26, 2014
  • Repsol Agrees to $5B Deal W/Argentina on $YPF $REP decides half a loaf is better than none, nondefaultable bonds $$ Feb 26, 2014

Rest of the World


  • China’s Yuan Slides Against US Dollar The Yuan is still a rigged market, we need 2c it float to ascertain value $$ Mar 01, 2014
  • Bulgaria’s Currency Board versus Ukraine’s Chaos A currency that is anchored leads 2 better results in many ways $$ Feb 28, 2014
  • China’s Central Bank Engineered Yuan’s Decline It remains 2b seen where the yuan will trade when it freely floats $$ Feb 28, 2014
  • War Crimes Evident in South Sudan, Human Rights Watch Says Easiest way 2 call off dogs of war is not 2 loose them $$ Feb 27, 2014
  • Abe’s Southeast Asia Push Adds to US Ties Amid China Rift Example of entangling alliances: Will US defend Asia? $$ Feb 26, 2014
  • Ortega’s Zara Fashions Tax Avoidance by Shifting Profits to Alps Govts have an interest in unifying tax policy $$ Feb 26, 2014
  • Crisis Gauge Rises to Record High as Swaps Avoided Chinese corp spreads widening, same for their TED spread $$ $FXI Feb 26, 2014
  • Investors Mount Attack on Norway in $20B Oil, Gas Row Norway becomes less predictable, may chase developers away $$ Feb 26, 2014
  • Ukraine Pledges to Protect Deposits as Kiev Rally Called Must ring hollow in Cyprus as EU moves 2 support Ukraine $$ Feb 26, 2014


US Politics & Policy


  • How ADA, a Chemical Used in Rubber, Got Into 500 Food Products Just because it’s not natural doesn’t mean it’s bad $$ Mar 01, 2014
  • Federal audit calls new school lunch rules a failure Missing middle ground where kids get yummy nutritious food $$ Mar 01, 2014
  • Study Finds SEC Staff Sold Shares B4 Cases Made Public SEC staffers don’t know what 2 buy, they know what 2 sell $$ Feb 28, 2014
  • GOP Targets Hillary Clinton With Obamacare Attacks It is fair to ask her what she would do differently than Obama $$ Feb 27, 2014
  • Here’s How Much People Are Actually Paying for Health Insurance Interesting, not sure what to make of it $$ Feb 27, 2014
  • Busted State Obamacare Websites Haven’t Caught Up to Healthcare gov OR, MA & OR r worse than Fed’l website 4 PPACA $$ Feb 27, 2014
  • What Does Eric Schneiderman Know That the Rest of Us Don’t? Oversteps his bounds, but gets sellside firms 2 stop $$ Feb 27, 2014
  • Dave Camp: How to Fix Our Appalling Tax Code Complex tax codes allow the wealthy 2 eliminate taxes that poor can’t $$ Feb 26, 2014
  • When the Minimum Wage Goes Up, the Menu Price Also Rises The pain has 2go somewhere, including reducing employment $$ Feb 26, 2014
  • America’s 10-Year Experiment in Broadband Investment Has Failed We need to free up competition in the “last mile” $$ Feb 26, 2014
  • How Dodd-Frank Might Kill the CLO Market & we won’t miss it, b/c securitized credit is not accounted 4 properly $$ Feb 26, 2014
  • High-Priced Hydrogen Cars to Challenge Electrics Hydrogen is not the solution, it is just fossil fuels in disguise $$ Feb 26, 2014
  • Truth About Hydrogen Power Old article, explains y hydrogen is no panacea b/c it takes fossil energy 2 produce it $$ Feb 26, 2014
  • The same is true of fusion power. The costs of creating Tritium at a scale needed to power a city would be astounding. $$ Feb 26, 2014
  • A Surprise Guest at the SEC’s Annual Gathering @mcuban shows what a measured & classy guy he can b @ SEC meeting $$ Feb 22, 2014


US Economics & Monetary Policy


  • Foreclosures Climaxing in New York-New Jersey Market: Mortgages Judicial foreclosure states catching up rest of US $$ Feb 26, 2014
  • Home Prices in 2013 Notch Biggest Annual Gain Since 2005 Demand from investors pads purchases, rates higher now $$ Feb 26, 2014
  • America’s Hottest Housing Market Has Suddenly Cooled Down Phoenix RE rises out of ashes on speculative demand $$ $Z Feb 26, 2014
  • March 4 Hearing for Three Fed Nominees One bullet & 2 blanks in the gun. Stanley Fischer will bring some wisdom $$ Feb 26, 2014
  • Fed Crisis Transcripts Highlight Futility of FSOC Crystal Balls Bureaucrats can’t/won’t predict disaster coming $$ Feb 26, 2014
  • The Fed knows less than average & & 2008 Transcripts show clueless $$ Feb 26, 2014
  • How to Profit from the Yellen Fed Yellen is core 2 the M.O. of the Fed, it’s like jazz, they make it up as they go $$ Feb 26, 2014



Market Impact


  • Banks Averting Bond Losses With Accounting Twist Switching bonds from available 4 sale 2 held 2 maturity $$ Feb 26, 2014
  • The switch limits flexibility b/c u can’t change back w/o poss changing all back; also doesn’t change economics, moves losses 2 future $$ Feb 26, 2014
  • Greed Turning Losers to Leaders in Russell 1000 Index Could this b a harbinger of a change in the markets? $$ $SPY Feb 26, 2014
  • Outcome or process — what investment focus succeeds over time? @Ritholtz tells us to focus on process not results $$ Feb 26, 2014
  • Social psychology: Market madness This is y the 1st priority of investment is risk control; can’t sleep @ night $$ Feb 26, 2014
  • 10 Value Investing Blogs You’d Be Crazy Not To Follow Happy 2b featured among this great group of blogs $$ Thanks! Feb 26, 2014


Other Business


  • Harvard Brainpower Joins MIT Fueling Boston Sports Teams’

Titles Bright guys using math2analyze sports in Beantown $$ Feb 28, 2014

  • Big Data Comes to the Farm, Sowing Mistrust Farmers worry that data used to help them will b used against them too $$ Feb 28, 2014
  • Corporate Economists Are Hot Again An alternative would b actuaries, they r usually better at practical models $$ Feb 27, 2014
  • Dwindling Midwest High School Grads Spur College Hunt Demographics now fight against colleges, many weak will die $$ Feb 26, 2014
  • The Joy and Freedom of Working Until Death Find something that u enjoy doing that supports u & yours well forever $$ Feb 26, 2014




  • Dad May Join Two Moms for Disease-Free Designer Babies Designer babies:many embryos die in order 2 produce 1 child $$ Feb 26, 2014
  • Your Heart May Be Older Than You Are Cute way 2 get people to take care of themselves; may have false negatives $$ Feb 26, 2014
  • Mystery Medical Symptoms Hit a Surprising Number of Patients Stress can trigger pains; this teaches stress control $$ Feb 26, 2014


Pimco & Bill Gross

  • Pimco’s Gross: ‘U don’t always produce productive family by sweet talking&always being inclusive’ Allianz happy w/him Mar 01, 2014
  • Counterpoint: It’s time for Bill Gross 2 retire Everybody Should Get Off Bill Gross’s Back $$ Feb 26, 2014
  • Inside the Showdown Atop Pimco, the World’s Biggest Bond Firm Gross developed the theories guide Pimco & he stays $$ Feb 26, 2014



  • Wrong: Templeton Braving China’s Housing Bubble China looks like Japan in 1989, or the developed world in 2007 #avoid Mar 01, 2014
  • Wrong: NASA Scientists Discover 715 New Planets Life is finely tuned on Earth +/- 10% in size of Earth -> no life $$ Feb 27, 2014
  • Wrong: Fed s Tarullo Eyes New Tools to Limit Interest Rate Risk Dreams 2 undo effects of bad policy w/o undoing it $$ Feb 26, 2014
  • Wrong: It Takes How Much Water to Grow an Almond?! Misses the idea that water does get reused many times: rain $$ Feb 26, 2014
  • Wrong: Can Amazon Dominate in Insurance, Too? Except 4 simple products, Insurance is too complex 4 people to pull $$ Feb 24, 2014


Comments, Replies & Retweets

  • @jasonzweigwsj @AlexRubalcava I wrote an article on the problems w/zero cost investing recently “sand in the gears” Mar 01, 2014
  • RT @AlexRubalcava: Zero commission stock trading sounds like a product tailor made to amplify investors’ behavioral finance mistakes. Mar 01, 2014
  • “Currencies & trade cannot exist in a vacuum apart from legal systems, because fraud is a crime…” — David_Merkel $$ Feb 26, 2014
  • ‘ @GSElevator Tattletale Exposed (He Was Not in the Goldman Elevator) I don’t get out much, 1st I’ve heard of this $$ Feb 26, 2014
  • “Regarding First Data, many might think it quite desirable to step out of the spotlight @ $JPM &…” — David_Merkel $$ Feb 26, 2014
  • . @dpinsen The ancient retirement tripod of course unless the modern one works. $$ Feb 26, 2014
  • @dpinsen That was icky, and more… gotta go wash my brain out… brrr. Feb 22, 2014