Sorted Weekly Tweets

Federal Reserve

 

  • Why Central Banks Should Be Vague http://t.co/iVO9s9l3il They would b better off saying nothing, as their ability 2analyze future is poor $$ Mar 21, 2014
  • Yellen and the Curse of Forward Guidance @BloombergView http://t.co/kAWJg4vrEN Better the Fed should shut up & let the market adjust $$ $TLT Mar 21, 2014
  • Yellen and the Fed Go Dark http://t.co/M70bG02KZ3 @M_C_Klein tells the truth, better the FOMC should say nothing, words don’t mean much $$ Mar 21, 2014
  • Yellen Punt Prompts Panic http://t.co/ztlpEuEGp6 Interesting to be quoted in the article above. Author liked my comment on the weather $$ Mar 20, 2014
  • Essentially Yellen said monetary policy will b the same as before, only more so. But the forecasts show a faster removal of accommodation $$ Mar 19, 2014
  • Level of Central tendency of FOMC Fed Funds forecasts 2014-6, LR — 0.30%, 1.13%, 2.42%, 3.88% Change -0.04%, 0.07%, 0.25%, -0.01% $$ Mar 19, 2014
  • Level of Central tendency of forecasts for when the Fed first starts tightening Fed funds: October 2015, change from prior January 2016 $$ Mar 19, 2014
  • Level of Central tendency of FOMC PCE Inflation forecasts 2014-6, LR — 1.55%, 1.80%, 1.84%, 2.00% Change 0.04%, 0.03%, -0.03%, 0.00% $$ Mar 19, 2014
  • Level of Central tendency of FOMC Unemp forecasts 2014-6, LR — 6.21%, 5.73%, 5.41%, 5.45% Change -0.24%, -0.20%, -0.13%, -0.08% $$ Mar 19, 2014
  • Level of Central tendency of FOMC GDP forecasts 2014-6, LR — 2.81%, 3.04%, 2.76%, 2.21% Change -0.13%, -0.09%, -0.08%, -0.05% $$ Mar 19, 2014
  • Low-Wage Workers Are Finding Poverty Harder to Escape http://t.co/RQP18XOPQA Low Marketable Skills plus divorce or no marriage w/kids $$ Mar 18, 2014
  • Fed set to roll out new low-rate pledge http://t.co/WXYH7aiBcK Fed spends 2much time on words, not enough on long-term efficacy of policy $$ Mar 18, 2014
  • Yellen should take away the punch bowl http://t.co/VzkzJZr83D Fed will never do that; doesn’t like 2 take actions that point back @ them $$ Mar 18, 2014

 

Rest of the World

 

  • Bloomberg Hints at Curb on Articles About China http://t.co/q1R6Xsa8fF Bloomberg makes its $$ by renting out terminals; wants more China biz Mar 21, 2014
  • CPI Credibility Lasts 34 Days as Doubts Return http://t.co/qtUNozXPnZ Well, that was quick – guess Argentina doesn’t want 2 pay more out $$ Mar 20, 2014
  • Putin’s Tools of Sabotage Beat Urgency of Ukraine Invasion http://t.co/Yv3rRkrdnd Putin ready 2 play a rougher game, understands politics $$ Mar 20, 2014
  • Putin Is No Madman to Russians as Power Play Trumps Economy http://t.co/hOPPmnCF5u We shouldn’t fight over this, Crimea is Russian $$ $RSX Mar 19, 2014
  • “Nobody Knows Anything” http://t.co/WTlzkgXvkM Knowledge lost as Cold War Generation gone from foreign policy: C: http://t.co/0KvkZIqlHW $$ Mar 18, 2014
  • How China’s official bank card is used to smuggle money http://t.co/2PIMdctQu5 Between Macau Casinos & UnionPay, wealthy get $$ out of China Mar 18, 2014
  • China to Spend More Than $162B on Shantytowns http://t.co/l0HKesS6lr Herding people into cities, but what will they do for work? $$ $FXI Mar 18, 2014
  • Alibaba Confirms It Will Begin IPO Process in US http://t.co/jkdScz12kQ Could be valuable 4 $YHOO who owns ~24% $$ Mar 18, 2014
  • The Welsh dairy farmers who bought 320 buy-to-let properties in Sweden http://t.co/haGuwFQXGn Worry when it seems easy 2 make $$ in housing Mar 18, 2014
  • Chinese Companies Caught in Yuan Riptide http://t.co/BnKss6ZQvN What was once viewed as “free money” proves to have a cost, panic ensues $$ Mar 18, 2014
  • Musk Jab at Rival Shows US Space Reliance on Russia http://t.co/NBun2inY5Q Interesting how we rely on Russia 4 manned space flight $$ Mar 18, 2014
  • Nigeria Overtaking South Africa Masks Poverty Trap http://t.co/Bf2ZGIXuHl When economy is mostly resource extraction inequality common $$ Mar 18, 2014
  • Putin’s Motives Rooted in History Remain a Mystery Abroad http://t.co/ckRcNaYgUj Should b happy that most of Ukraine is allied w/West $$ Mar 18, 2014
  • Chinese Developer Bonds Sink in Secondary Trade Amid Collapse http://t.co/LDVrHVdptU Test 4 Govt: how much bad credit will u bail out? $$ Mar 18, 2014
  • Japan Analysts Split on Fiscal Crisis Time as Tax Looms http://t.co/9VQPhtQaoD Testing the limits of how much a govt can borrow b4 crisis $$ Mar 18, 2014

New Businesses

 

  • Rock-Climbing Generation at Foot of US Startup Ascent http://t.co/dQjCDlYNVL Example of an unusual business catering to exercise wants $$ Mar 21, 2014
  • Zuckerberg, Musk Invest in Vicarious http://t.co/C5avwXQ0mi Part of brain that sees, controls the body, understands language & does math $$ Mar 21, 2014
  • Personally, I think Artificial Intelligence won’t succeed w/ that. No surprise that Vicarious is trying, though — would save lotsa time $$ Mar 21, 2014

 

Finance

 

  • Credit Card Data Security Standards Don’t Guarantee Security http://t.co/Kky2011rLb Antiquated technology relatively ez2hack, no surprise $$ Mar 21, 2014
  • Why Do High Frequency Traders Never Lose Money? http://t.co/V3CdYpzVZx Why do auctioneers & brokers rarely lose money facilitating trades $$ Mar 21, 2014
  • How to Decide on Your Investment in Bonds http://t.co/9ApVxQkxyG When rates are so low you should b extra careful, stay short & hi qual $$ Mar 21, 2014
  • Shadow Banking Deals Prompt SEC Plan to Cap Broker Leverage http://t.co/6CKxLVDYT5 SEC does not go far enough, repo mkts should b ended $$ Mar 21, 2014
  • SEC to take another look at ETF regulation http://t.co/pKPQeUvVqU Should leveraged products & inverse products b allowed? Lousy returns $$ Mar 20, 2014
  • Junk Bonds at $2T as Gundlach Pulls Back http://t.co/CMRM6cLF6E Markets always seem large when they are overvalued, Gundlach is right $$ Mar 20, 2014
  • Seth Klarman warns of impending asset price bubble http://t.co/oa49IEj68A When he runs out of safe places 2 put $$ the red lights flash Mar 18, 2014
  • ARM Loans—a Vestige of the Housing Bubble—Are Making a Comeback http://t.co/BrrfQlDwni True 4 wealthy & those with prime credit scores $$ Mar 18, 2014
  • Buffett gets the better of everyone, version 4,762 http://t.co/uCq0dE1Uo8 Parts w/his holdings of $GHC, retires shares of $BRK.A & $BRK.B $$ Mar 15, 2014

 

Politics & Policy

 

  • Uneven Wage Gains Restrain Recovery http://t.co/LD5h31WFxO Article has a lot of interesting data on what jobs r available to semi-skilled $$ Mar 21, 2014
  • Obama Keystone Choice Pits Donors Against At-Risk Senate http://t.co/jCNbOFTg0w Kind of a no-win situation 4 Obama; should ok the deal $$ Mar 20, 2014
  • Young Invincibles Are Killing Obamacare http://t.co/AcNg9p83d7 Obamacare destroys the healthcare system as healthy young people leave $$ Mar 20, 2014
  • Christie Counts on Revenue Surge Not Seen in Most States http://t.co/dfOkM7gy8V A Reaganesqe flaw: relying on the rosy scenario w/Dems $$ Mar 20, 2014

 

Companies & Industries

 

  • Phillips 66 Considering Splitter at Sweeny Refinery http://t.co/9g7NefuiTJ New trend: Partial refining. Those products can b exported $$ Mar 21, 2014
  • TV Subscriptions Fall for First Time as Viewers Cut the Cord http://t.co/M984bGpJfr It is cheaper to not have a cable subscription $$ $SPY Mar 21, 2014
  • A Sour Bean Sweetens Cocoa Supply http://t.co/AsUOr8cBlM Fascinating story of a high-yield bean that is more sour than low-yield beans $$ Mar 21, 2014
  • Buffett Cuts Tax Bill, Tells Others Not 2 Complain http://t.co/bbjxWcyy8i If Buffett weren’t so sanctimonious on taxes this would b small $$ Mar 20, 2014
  • IBM’s Watson to help in brain cancer research http://t.co/EozXiEIXq8 Fascinating 2c Watson sequencing DNA of cancer & suggest treatments $$ Mar 20, 2014
  • TED Winner Launches Campaign to Unmask Shell Companies http://t.co/g7FXj6ca2I Ambitious effort 2unmask those using shells 4 bad purposes $$ Mar 20, 2014
  • Windows XP: What to Do When Microsoft Ends Its Support http://t.co/MSKGTC0ofU Article agrees w/my answer; get a copy of Windows 7 $$ $MSFT Mar 20, 2014
  • Fannie Mae Wind-Down Deemed Threat to Home Recovery http://t.co/L8Bg5wd7bz It will be painful, but we need to delever housing $$ Mar 19, 2014

 

Other

 

  • IFRS could be stripped of accountancy watchdog role http://t.co/zxcHHBaUcW This would be very good. US GAAP is far superior to IFRS $$ $SPY Mar 19, 2014
  • Bugatti-Driving 26-Year-Old Tied to Penny-Stock Website http://t.co/p9J5FOb6kx Of John Babikian & the misnamed AwesomePennyStocks $$ $SPY Mar 18, 2014
  • Behind The Scenes With Dream Team, CytRx & Galena http://t.co/xFC3DgsVT9 He gets inside firm paid/undisclosed promotions 4 $CYTR & $GALE $$ Mar 18, 2014
  • Individual investors Lose Money When Using Technical Analysis http://t.co/dVLgjWUOk8 I can hear it now, “But they’re doing TA wrong!” $$ Mar 18, 2014
  • The Hidden Rot in the Jobs Numbers http://t.co/R0FHIrKaVt Here’s another way 2c it: http://t.co/KtoClJngXF $$ $TLT $MACRO Mar 18, 2014
  • Want Success? Choose the Right Parents http://t.co/AverC5lySd Not sure I believe it, but interesting thesis $$ Mar 18, 2014
  • Pssst! Everything’s a Conspiracy http://t.co/cFUH0dK9eo Tough 2hold a significant conspiracy together, high incentives 2eventually reveal $$ Mar 18, 2014
  • To Make an Airplane Disappear, Start by Getting Through the Cockpit Door http://t.co/AVcMjSG1LY How difficult it would b2 take over a 777 $$ Mar 18, 2014

 

Wrong

 

  • Late: City vs. Country: How Where We Live Deepens the Nation’s Political Divide http://t.co/lDKNT0bOjx This isn’t news; no surprises here $$ Mar 21, 2014
  • Wrong: ‘Ring of Death’ Throttles Georgia as Small Banks Close http://t.co/g9VGMPkKx0 Lent 2 much on overvalued properties, their fault $$ Mar 20, 2014
  • Weak: Why gaining from value investing is hard http://t.co/hGY8Xnr6p7 Value investing typically does better on other side of mkt peaks $$ Mar 18, 2014
  • If We’re Going to Take Budget Forecasts Seriously, Then This is a Good Way To Present Them http://t.co/yk9asr52HT Kinda naive about stats $$ Mar 18, 2014
  • Wrong: Why equities sold off despite a dovish Fed http://t.co/pyUW8FebAB Fed was not dovish. Yellen’s comments & Fed forecasts bearish $$ Mar 21, 2014
  • Weak: Robert Shiller On The Tech Economy http://t.co/tvvo8uzgot Some innovations save labor; others create demand 4labor through new svcs $$ Mar 21, 2014

 

Replies, Retweets & Comments

 

  • The bigger change was the shift in the time tightening is likely to happen. That shifted up 3 months on… http://t.co/dIxt1tcxgB Mar 19, 2014
  • “Interesting to be quoted in the article above. If you want to see the other things I wrote about…” David_Merkel http://t.co/k0NyUsgTzG $$ Mar 20, 2014
  • RT @treehcapital: Credit investors like the elves in LOTR~when they leave Middle Earth, time to pay attention “Gundlach Pulls Back” http://… Mar 20, 2014
  • @treehcapital That’s a great analogy. I’ve lightened up as well, time to do more. Mar 20, 2014
  • We’ve been through periods like this before in human history. Inventions that save labor in an area… http://t.co/ajY9DJwns6 Mar 21, 2014