Rest of the World

• China premier warns on economic slowdown as data fans stimulus talk?http://t.co/B4uN1uP6OU?Stimulus just leads 2more overcapacity & debt $$?Mar 14, 2014
• Teslas in California Help Bring Dirty Rain to China?http://t.co/YTBdiM77Pi?Mining graphite adds 2 Chinese air pollution $$ Ironic, huh??Mar 14, 2014
• Deeper Ukraine Invasion Lurks in Putin’s Warnings, ?’Provocations,’ Clashes in East?http://t.co/L5GbJqx8j6?1 mistake away from major war $$?Mar 14, 2014
• Finland Trapped in Recession as Investment Fades?http://t.co/DL9m3nGy13?Punk global economy exhausted from 2 much stimulus & debt $$ $SPY?Mar 14, 2014
• Norway?s Oil Stimulus Nears Tipping Point as Growth Fades?http://t.co/ct5Mt8RY5i?Government economics stimulus fails; ppl have 2much debt $$?Mar 14, 2014
• Warnings From the Ukraine Crisis?http://t.co/lcC1RDpjRv?Not being George W. Bush is not a foreign policy. Let Nobel winner get a strategy $$?Mar 14, 2014
• US Investigators Suspect Missing Malaysia Airlines Plane Flew On?http://t.co/dhM6rlQlf1?Engine Data Suggest Flight Airborne for 5 hrs $$?Mar 13, 2014
• Treasury?s Lew Uses Mideast Toolkit to Back Ukrainian Bonds?http://t.co/QeyvWdDKZ1?Another example of ways to buy US credit with spread $$?Mar 13, 2014
• Qatar World Cup: 400 Nepalese die on nation’s building sites since bid won?http://t.co/uUY4neKHbF?Slavery is alive & sick in Qatar $$?Mar 13, 2014
• The Malaysia Airlines Disappearance Shows Technology’s Limits?http://t.co/dWgmOKk42v?Interesting read: rare cases of disappearing planes $$?Mar 13, 2014
• Ukraine Starts Military Exercises as Russia Warns on East?http://t.co/8ZeISGvEcA?All u need is 1 significant mistake & u could have war $$?Mar 10, 2014
• Israelis in Berlin Signal Middle Class Struggles at Home?http://t.co/mydWWz9j7M?It’s cheaper living in Berlin, forget the past, live well $$?Mar 10, 2014
• China Strike Illustrates Shift in Labor Landscape?http://t.co/DDWIN8KLhM?Would rather work 4 a foreign firrm than Chinese firm $$ $FXI?Mar 10, 2014

 

Companies & Industries

• $GLCH Gleacher & Co is liquidating. Looking at the price chart, it has seen better days?http://t.co/aIYv7zxrfd?$$ $SPY $TLT?Mar 14, 2014
• IBM’s double dilemma?http://t.co/HJfljGY7Wq?If you buy back stock at levels over the company’s intrinsic value, you destroy value. $IBM $$?Mar 14, 2014
• Even in its final days, Windows XP still looms large?http://t.co/m2VUtiTJIp?Last night friend told her hospital just upgraded to XP $$ $MSFT?Mar 14, 2014
• BNSF pledges 2get caught up on ND ag shipments?http://t.co/XGah5Xmop6?$CNI made a similar promise in Canada recently. Coincidence? $BRK.B $$?Mar 13, 2014
• Target Missed Alarms in Epic Hack of Credit Card Data?http://t.co/lYLAWDI04m?$TGT got ample warning from $FEYE & $SYMC but ignored it $$?Mar 13, 2014
• Candy Crush Maker’s Realm Spans Across Continents?http://t.co/9dZyVNhqWp?A global firm that uses tax & regulatory haven 2 their advantage $$?Mar 13, 2014
• ?Candy Crush? Maker Seeks Valuation Up to $7.6B?http://t.co/L1Kaf4WLjK?I would b wary here, not just the IPO, but a faddish company $$ $SPY?Mar 12, 2014
• US Wind-Down Bill Clips $FNMA $ FMCC Shares?http://t.co/rZxsLenQk4?Would require most borrowers 2make down payments of >5%, lenders hit 2 $$?Mar 12, 2014
• Fannie, Freddie Shares Plunge?http://t.co/XfNZ1Jv5Rv?Taxpayers should reap the reward for bailing out $FNMA & $FMCC as mtge gtees change $$?Mar 12, 2014
• Buffett?s Berkshire Reaches $300B Market Cap?http://t.co/lqnyQ0F4sN?As he buys profiable businesses, growing retained earnings builds MC $$?Mar 10, 2014
• Chiquita to Acquire Irish Fruit Distributor Fyffes in Stock Deal?http://t.co/MJBhJuuxM3?$CQB is no “top banana” in the fruit biz $$ $SPY?Mar 10, 2014

Market Impact

• Corporate Cash Pushes Further Into Corporate Bonds?http://t.co/Vk9PGzrItp?Corporate finance gets urge 2b a profit center @ wrong moment $$?Mar 14, 2014
• Bio-finance? Why high-frequency trading makes stocks flock like birds?http://t.co/UB6jzwgjla?Reasonable defense of HFT H/T: @matt_levine $$?Mar 14, 2014
• ETFs Get $41B Erasing Stock Withdrawals on Economy?http://t.co/l1hrnCWuel?This is y I advocate low turnover strategies $$ sell low, buy high?Mar 13, 2014
• BlackRock Junk ETFs Push Buyers to Dark Corners?http://t.co/vjydZFBFwG?Same problem exists w/index bonds not in ETFs; high short interest $$?Mar 13, 2014
• A man and his signals @reformedbroker?http://t.co/12SiH3ZkCp?No 1 has a set of signals that can be relied upon in all market environments $$?Mar 13, 2014
• Wall Street and Casinos…Are They Similar??http://t.co/MYNALbXAJm?@howardlindzon tells us 2b prepared, understand mkts & not blame ump $$?Mar 13, 2014
• Activist Investors Put Bondholders in Crossfire?http://t.co/k1BdJx1gR6?Investment grade corps offer little2no protection frm negative M&A $$?Mar 13, 2014
• How Market Tops Get Made?http://t.co/Saa7j6zkCQ?Good piece by @Ritholtz on technicals of market tops. For dessert: http://t.co/VIGN6jhACy $$?Mar 12, 2014
• Stock Market Surge Bypasses Most Americans, Poll Shows?http://t.co/IJ0S2rRx8x?People don’t get stocks; worse, they think they get housing $$?Mar 12, 2014
• Chart of the Day: No Profits, No Problem??http://t.co/HpYPLqoOKP?IPO quality is down, & many private companies want to IPO. IP-uh-oh $$ $SPY?Mar 12, 2014
• Bull Market Rivals ?90s at Half Valuation as Demand Broadens?http://t.co/YzXZDj9HlK?Profit margins were a lot lower & corp yields higher $$?Mar 10, 2014
• Still Corporate Cash Everywhere?http://t.co/gseGZd38Th?How much $$ is encumbered? More derivatives today, which induces some calc bias $SPY?Mar 10, 2014

 

US Politics & Policy

• Regulators Size Up Wall Street, With Worry?http://t.co/aQolfRq0Y4?Allowing big banks to fail, while protecting depositors is a solution $$?Mar 14, 2014
• Senate Investigation of Bush-Era Torture Erupts Into Constitutional Crisis?http://t.co/qkqkAGiP9Y?Obama-era also; what he tell CIA 2 do? $$?Mar 13, 2014
• CFPB targets “zombie” foreclosures after Reuters report?http://t.co/RohgKncAnm?What happens when an owner walks away & bank doesn’t f/c $$?Mar 13, 2014
• How the NSA Plans to Infect ‘Millions’ of Computers with Malware?http://t.co/N72lYfxhr9?Another reason to end the existence of NSA $$ #nonsa?Mar 13, 2014
• Raskin Confirmed by Senate as US Treasury?s No. 2 Official?http://t.co/TvwMcqj6eI?Maybe she’ll do as much at Tsy as she did at the Fed $$?Mar 12, 2014
• ObamaCare’s Secret Mandate Exemption?http://t.co/s6OCOdwU83?HHS quietly repeals the individual purchase rule for two more years $$ $SPY $TLT?Mar 12, 2014

Central Banking

• Fed Sends $79.6B in Profit to Treasury?http://t.co/W313rKFj2k?That profit is taken from the pockets of savers, it is not like manna $$ $TLT?Mar 14, 2014
• Fed Nominees Vow To Fight for Recovery?http://t.co/KjdmHILaCV?Stanley Fischer & 2 blanks in the gun; really unimpressed w/shuffle Tsy/Fed $$?Mar 13, 2014
• Yellen Job One Is Redoing Guidance Without Roiling Markets?http://t.co/2Hu8ALqIwW?Unlikely, her own work established current verbiage $$?Mar 12, 2014

?

Economics

• Your Job Taught to Machines Puts Half US Work at Risk?http://t.co/a0WSKAEIom?W/o labor-saving innovation we wouldn’t b so well off $$ $SPY?Mar 12, 2014
• Global Debt Exceeds $100T as Governments Binge, BIS Says?http://t.co/cDgYwRUI7A?When large amts of securities get issued -> underperform $$?Mar 10, 2014
• Where’s Economics When We Need It??http://t.co/3SMaboCeG6?Games played by obscure mathematicians explaining a world that does not exist $$?Mar 10, 2014
• Will Housing Bloom Again This Spring?http://t.co/KEHLTIKesD?There r2 many investors looking to make $$ in housing; makes further gains hard?Mar 10, 2014

Other

• Want a Lasting Relationship? Give Up Sex [before marriage]?http://t.co/nxSBVl2QB2?Interesting piece that supports traditional morality $$?Mar 13, 2014
• Vanishing Planes Since 1948?http://t.co/2mSC2NGByA?Interesting lost planes graphic @BloombergNews | Rare, but more common than expected $$?Mar 13, 2014
• The Risk Behind Buffett’s Advice?http://t.co/LE6EGqinq2?Asset allocation driven by valuation & time horizon. Don’t B&H if you need the $$?Mar 10, 2014
• Morgan Stanley, Goldman Said to Swap Fees for Deal Credit?http://t.co/dH1FwKNEsr?$$ less valuable 2 investment banks than pride $GS $MS $SPY?Mar 10, 2014

Wrong

• Wrong: US to Be Energy Self-Sufficient by 2035: $BP?http://t.co/hr8TTFBpge?Many don’t notice how quickly production tails off w/new wells $$?Mar 13, 2014
• Wrong: Repo Fire-Sale Plan Said Within Reach After Fed Sounds Alarm?http://t.co/Kzbgp20yRG?These r just band-aid solutions $$ $NLY $TLT $SPY?Mar 12, 2014

Retweets, Replies & Comments

• Here’s to Martin Rimes @hitmarktrading, my 9,000th Twitter follower; thanks to all who follow me. $$?Mar 13, 2014
• @Money_in_Stereo I’m writing an article about it tonight at Aleph Blog. This was last night’s article:?http://t.co/bjvqvgXRc5?$$ $BRK.B?Mar 13, 2014
• @Money_in_Stereo Did anyone respond to you when you asked about the Harney Investment Trust $BRK.B ??Mar 13, 2014