Sorted Weekly Tweets

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