Sorted Weekly Tweets

Rest of the World

 

  • Chinese Workers at IBM Factory on Strike Amid Company Sale http://t.co/TBE44EtSgI Chinese workers don’t want to work 4a Chinese company $$ Mar 07, 2014
  • China Tropical Island Lures Rich Homebuyers Fleeing Smog http://t.co/SLi78lj115 Wealthy Chinese find ways 2escape pollution others endure $$ Mar 07, 2014
  • China Banks Show Too-Connected-to-Fail Link to Loans http://t.co/XQXaAJNNy5 Wanna join my exclusive club & make lotsa $$ Chinese Ponzi $FXI Mar 07, 2014
  • China Attack Gives Xi Impetus to Tighten Grip on Security http://t.co/eM021jQeQ7 No matter how unfair the Communist Party can’t look weak $$ Mar 07, 2014
  • Cut Off the Russian Oligarchs and They’ll Dump Putin http://t.co/WDCDgEXzfd Argues that economic sanctions would do the job. EU is no go $$ Mar 07, 2014
  • US Fighters Circle Baltics as Putin Fans Fear of Russia http://t.co/XybK3YxHDq This is ticklish, u don’t want to accidentally start a war $$ Mar 07, 2014
  • Merkel Eye 4 Russian Empress Shows Putin Ties Are Complex http://t.co/2HP4i5xNi0 Putin speaks German, Merkel speaks Russian. Cute Couple $$ Mar 06, 2014
  • China heads for 1st corporate bond default http://t.co/gJRnBMVwrE 1st corporate default on public debt in China since the late 1990s.$$ $FXI Mar 06, 2014
  • Crimea Crisis Haunted by Ghosts of Bungled WWI Diplomacy http://t.co/YjrQNqkprD Complexity in foreign relations-> unexpected results $$ $RSX Mar 05, 2014
  • Putin’s Push Into Crimea Shows Cheap Can Get Cheaper in Russia http://t.co/Qwfpzw6zda See what sanctions do 2 banking system $$ Mar 04, 2014
  • China Central Bank’s Move on Yuan Leads to More Cash Flowing Into System http://t.co/LHIfEqUveg Sorcerer’s apprentices find their limits $$ Mar 04, 2014
  • In Crimea’s Capital, Gratitude for a Russian Takeover http://t.co/3HUH1N3N0h 59% Russian, many welcome Russia, as in Georgian invasion $$ Mar 03, 2014
  • Putin’s Gamble: Crimea Land Grab Will Be Met W/Western Inaction http://t.co/TwCab9skoD Confused article thinks sanctions will move Putin $$ Mar 03, 2014
  • Putin Crimea Grab Shows Trail of Warning Signs West Ignored http://t.co/VmsFLmgBxG Putin knows that the West will do nothing $$ $EFA $SPY Mar 03, 2014
  • Oil at $100 Loss Warning Rejected by Norges Bank http://t.co/VhPaLc4zL1 Norway is smart to leave interest rates higher, grow slower $$ $STO Mar 03, 2014

 

 

Companies & Industries

 

  • Safeway to Be Bought by Cerberus’s Albertsons http://t.co/ivygaGRXxr Interesting deal, definitely consolidates supermarkets $KR $SWY $WMT $$ Mar 07, 2014
  • BP Splitter Refinery Seen Skirting US Oil Export Ban http://t.co/pTiND92WZ5 Light processing allows crude 2b exported & refined out of US $$ Mar 07, 2014
  • MIT’s Liquid Metal Stores Solar Power Until After Sundown http://t.co/P0XlvhZL7m New batteries needed to store energy from wind & solar $$ Mar 07, 2014
  • RadioShack’s Store Closings to Break Covenant http://t.co/c1X5mu5erN So $RSH pays a little $$ to break lease terms & reduce expense $SPY Mar 07, 2014
  • Fannie’s Profits May Be Fleeting–Heard on the Street http://t.co/lkAiXTGutW Think $FNMA investors r wrong; belongs 2 the government now $$ Mar 07, 2014
  • Amcol Hot Commodity as Bidding War Escalates http://t.co/biRyucMyqn Unusual bidding war 4 $ACO | Price moving up slowly “nickels & dimes” $$ Mar 07, 2014
  • Behind the $100B Commodity Empire That Few Know http://t.co/2Y1ivuWvXC Pay a visit 2 Mercuria & c how the Crude gets traded moved stored $$ Mar 07, 2014
  • Chevron pizza ‘scandal’ isn’t one in small town http://t.co/XYPNDjI6TM Give $CVX credit, they understood culture of Bobtown, unlike media $$ Mar 07, 2014
  • The DJIA’s 22,000 Point Mistake http://t.co/BgX4W7y8g1 If $IBM had been in the $DJIA 1939-1979, DJIA would be a lot higher today $$ #splits Mar 06, 2014
  • Jain feeds Buffett’s hunger http://t.co/KKuQyWoe7e $BRK-B Article ~5 mos old, highlights what might be a chg in U/W philosophy $$ $KIE $IAK Mar 06, 2014
  • Sons of Ikea’s Kamprad Emerge as New Swedish Billionaires http://t.co/WvH03xylxW Throw enough trusts together &u can hide almost anything $$ Mar 06, 2014
  • The ever-expanding Google juggernaut http://t.co/TgdZrWGEUM $GOOG goes from strength2strength; it passes $XOM to have 2nd highest mkt cap $$ Mar 06, 2014
  • US Oil-Refineries Bulk Up http://t.co/wC1kybHjuQ Annual increase in capacity only 0.5%/yr over the next 5 yrs. Unlikely to change things $$ Mar 03, 2014
  • Wi-Fi Phone Upstarts Lure Penny Pinchers From Verizon http://t.co/xJCplpR9TC Get 90% of what u want for less than half the cost $$ $VZ $T Mar 03, 2014
  • The Housing Market With Nowhere to Go (but Up) http://t.co/3gQqi24Nes San Fran shoots itself in the foot with building restrictions $$ Mar 03, 2014

 

Municipal Finance

 

  • Buffett Says Pension Tapeworm Means 10Yrs of Bad News http://t.co/H8LtRrZueb “greater electorate ignorance of governmental pension costs” $$ Mar 07, 2014
  • Detroit to Pay $77M in Swaps Accord With $UBS & $BAC http://t.co/Jjd6yFmRgw Banks took 70% haircut, makes me think all b/ks w/swaps lose $$ Mar 07, 2014
  • The Ideologue vs. the Children http://t.co/cvIKH9XmmM NY mayor cares more 4 ideology than effective education; Cuomo steps in2 fill void $$ Mar 07, 2014
  • North Carolina Is a Case Study in Jobless-Benefits Cut http://t.co/SjDG0I0BoW Eliminate computers analyzing resumes & this problem dies $$ Mar 04, 2014
  • TARP Funds Demolish Homes in Detroit to Lift Prices http://t.co/mqF4IKgMfN Severely blighted areas benefit from destruction of blight $$ Mar 03, 2014
  • California’s $600B Sinkhole http://t.co/mtTvH4ifwL Pension liabs accrue silently as Brown & legislature dither; bigger problem later $$ $MUB Mar 03, 2014

 

 

US Politics & Policy

 

  • Private health exchanges begin to shift behavior http://t.co/HbChMXMXJs People tend 2 choose less expensive plans, and then stick w/them $$ Mar 07, 2014
  • Will Obama Ever Enforce His Health Law? http://t.co/zqNln7AR7b Obama won’t stand up for the hard choices his law requires $$ Mar 07, 2014
  • SEC Can Explain Why It’s So Good at Selling Stocks http://t.co/GIj3HzxxKS @matt_levine perhaps it takes a thief 2 catch a thief $$ $TLT $SPY Mar 07, 2014
  • Another Obamacare deadline moved: Non-compliant plans get 2-yr extension http://t.co/6fc8FwM2Wu Signature law survives by non-enforcement $$ Mar 07, 2014
  • How Presidential Budgets Became a Joke http://t.co/uw78mnO8Wb Interesting article on how US budget process has changed over time $$ $TLT Mar 07, 2014
  • Supreme Court Has Some Theories on Market Efficiency http://t.co/OBiMrmVrWs Sadly, mkt efficiency can’t really b tested w/o a model $$ $SPY Mar 06, 2014
  • Insurers’ Obamacare Losses May Reach $5.5B in 2015 http://t.co/cEiFXV7nNp Defective PPACA law increases medical expenses dramatically $$ Mar 06, 2014

 

Market Impact

 

  • Companies Rush to List Shares http://t.co/FZcfw0AGkV Initial Public Offerings Hit Pace Not Seen in Years, similar to 2005-7, <2000 $$ $SPY Mar 07, 2014
  • Buffett Cuts Bond Allocation as $BRK-B Warns on Yields http://t.co/1IlcxihmE7 Can c bond holdings on Sch D: Buffett Buys Boring Bonds $$ Mar 07, 2014
  • That’s a compliment to Mr. Buffett by the way. He keeps his bonds relatively safe to compensate for aggressive alloc 2 stock 4 an insurer $$ Mar 07, 2014
  • The Great Divide over Market Efficiency http://t.co/1vls4pokmn Purists argue ad nauseam & can’t b happy with the idea “mostly efficient” $$ Mar 07, 2014
  • Old Mutual Breathes New Life Into the Multiboutique Model http://t.co/pv0VCH6PGI Still skeptical; $AMG is the model but $PNX failed $$ $XLF Mar 07, 2014
  • High-Grade Firms Dive Into Debt Market http://t.co/Kd9hxJmMSj Whenever there is high issuance of new stocks or bonds, time 2b careful $$ Mar 07, 2014
  • Seth Klarman: Investors Downplaying Risk “Never Turns Out Well” http://t.co/gjgSObhR9m “Markets don’t exist simply to enrich people $$ $QQQ Mar 07, 2014
  • Buffalo Small Cap Tech Fund Tops Ranking with 61% Return http://t.co/KyP5qcKx9E If u r looking 4 aggressive growth funds, many ideas here $$ Mar 07, 2014
  • How to invest like a billionaire http://t.co/8OsYmbDUid Billionaires build corporations; they don’t just trade stocks $$ Mar 06, 2014
  • Deleveraging Is a Drag http://t.co/nCjzfJc4w2 Gary Shilling tells us what factors may lead interest rates to go down further, not up $$ $TLT Mar 05, 2014
  • Buffett’s Book Pick Guides Fuss to Marks Beating Market http://t.co/AyJROYpYov Many investors cut their teeth on The Intelligent Investor $$ Mar 05, 2014
  • Buffett Derivatives: back in black http://t.co/iitbAGrUFQ Keep it simple — @WarrenBuffett won on this trade, add in the float earnings $$ Mar 05, 2014

 

Other

 

  • Fed’s Plosser Asks Central Banks to Get Back to Basics http://t.co/wiUb3CU9qL Slight fed funds rise helps money mkts & metal inventories $$ Mar 07, 2014
  • How the Chevron RICO Ruling Relates to Abortion Clinic Protests http://t.co/URsJ3pAuVl Fascinating analogy, though I think it is flawed $$ Mar 07, 2014
  • 95% of bank ATMs face end of security support http://t.co/WOYOoiB9Kw Bet u never knew that almost all bank ATMs use Windows XP! $$ $XLF $SPY Mar 07, 2014
  • Food Hacks To Change The Way You Eat http://t.co/GEAX14oDjy Cute ideas; I may try a few of them $$ Mar 06, 2014
  • Satoshi Nakamoto’s Modest Lifestyle http://t.co/4UZGSXmyFg & how Leah McGrath Goodman found the Bitcoin founder http://t.co/qAY239pRZ4 $$ Mar 06, 2014
  • Women Could Have Greater Role in Church, Says Pope http://t.co/4RcQVeWZ5Q Making them deacons doesn’t make sense; prelude to priesthood $$ Mar 06, 2014
  • The Computer Mouse Still Roars http://t.co/opGReEejHJ If u want accuracy & speed, nothing beats a mouse, aside from a trackball $$ $LOGI Mar 06, 2014

 

Wrong

 

  • Warren Buffett, Climate-Change Denier http://t.co/A0YFEHjgzk Buffett didn’t deny climate change; just that it had no impact on P&C ins $$ Mar 04, 2014
  • Unlikely: Buffett Power Hunt May Target Wisconsin Energy http://t.co/kmceBMMY4T Don’t think Buffett pays up 4 an earnings yield <6% $$ $WEC Mar 04, 2014
  • Wrong: Insurers will destroy themselves 2nudge us in2 robot utopia http://t.co/pjn4OUNYD3 Systems will never b that good; rates will fall $$ Mar 05, 2014
  • Wrong: The well is running dry for big oil http://t.co/sgzsvu4tkU Article ignores growing demand 4 crude globally, but depletion is big $$ Mar 03, 2014
  • Wrong: Vladimir Putin’s Alternate Reality http://t.co/M1ioKfzqPg Putin saw that the West did nothing when Georgia was invaded, he learned $$ Mar 03, 2014
  • Wrong: Debt alarmist chart. http://t.co/uq0cC33Kel Neglects the entitlement liabilities of the US Government. Wish he gave data source $$ Mar 03, 2014

  

Retweets, Replies & Comments

 

  • RT @footnoted: A bit of hedging in there @vitaliyk my go-to person on Russia/Ukraine situation http://t.co/bUBvcRj2bm Mar 05, 2014
  • @firstadopter Not worth the paper it is written on, not that Ukraine could have maintained nuclear weapons. The US is an unreliable ally. Mar 04, 2014