Sorted Weekly Tweets

Rest of the World


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



Companies & Industries


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


Municipal Finance


  • Buffett Says Pension Tapeworm Means 10Yrs of Bad News “greater electorate ignorance of governmental pension costs” $$ Mar 07, 2014
  • Detroit to Pay $77M in Swaps Accord With $UBS & $BAC Banks took 70% haircut, makes me think all b/ks w/swaps lose $$ Mar 07, 2014
  • The Ideologue vs. the Children NY mayor cares more 4 ideology than effective education; Cuomo steps in2 fill void $$ Mar 07, 2014
  • North Carolina Is a Case Study in Jobless-Benefits Cut Eliminate computers analyzing resumes & this problem dies $$ Mar 04, 2014
  • TARP Funds Demolish Homes in Detroit to Lift Prices Severely blighted areas benefit from destruction of blight $$ Mar 03, 2014
  • California’s $600B Sinkhole Pension liabs accrue silently as Brown & legislature dither; bigger problem later $$ $MUB Mar 03, 2014



US Politics & Policy


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


Market Impact


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




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




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


Retweets, Replies & Comments


  • RT @footnoted: A bit of hedging in there @vitaliyk my go-to person on Russia/Ukraine situation 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