Rest of the World

• Putin’s Rejection of the West, in Writing?http://t.co/X0SOPFH80d?”Russia must be viewed as a unique and original civilization…” $$ $MACRO?Apr 05, 2014
• Japan Working Women Face Tax Blow as Their Numbers Swell?http://t.co/D38taPNgWT?Govt’s like women working o/s home: can tax their output $$?Apr 05, 2014
• China Leverage Seen Rising Through 2016?http://t.co/8hJzmlSBp5?It’s relatively worse than advertised, debts r private, bank & muni $$?Apr 03, 2014
• China Unsated by US Ham Means More Food Deals?http://t.co/Cn7hFTEGwP?If China is rebalancing to consumption, expect large food imports $$?Apr 03, 2014
• Rajan Offers No Solace as Developers Fight Rut?http://t.co/Ml8RhIt7Eb?Rising rates put pressure on Indian businessmen $$?Apr 03, 2014
• CHINA IS IMPORTING GOLD SECRETLY USING MILITARY CHANNELS?http://t.co/gYAjRrwz1c?@JamesGRickards new book is coming out in a few days $$ $GLD?Apr 01, 2014
• How rumour sparked panic and three-day bank run in Chinese city?http://t.co/i3K74leRHG?All it took was a rumor that went viral $$ $FXI $SPY?Apr 01, 2014
• Foreign Policy Legacy of Obama Administration in European Hands?http://t.co/LTF2ozdpyA?U don’t want Europeans 2question the value of NATO $$?Apr 01, 2014
• Chinese Private Sector Debt?http://t.co/4LMSyjvEV9?China’s ratio of private debt to GDP is higher than the US & EU http://t.co/lXhCxlzumX $$?Apr 01, 2014
• Poor Coordination Led to Flawed Search for Missing Malaysia Airlines Flight 370?http://t.co/RugoIUSm1y?Maybe, but would have been hard $$?Apr 01, 2014
• South Sudan Ethnic Hatred Drives Rebel Leader?s White Army?http://t.co/diy5Tk9W8M?Read the last sentence & u will c y this war persists $$?Apr 01, 2014
• She?s lost 3 sons in the war & is adamant should continue. ?The war will not be stopped until we kill all Dinka, including the children,? $$?Apr 01, 2014
• China Burns Speculators as $5.5B Lost on Yuan Bets?http://t.co/srRCSJ9kmU?Real market goes more than 1 way, doles out punishment 2losers $$?Apr 01, 2014
• Almost 10,000 Divorces Each Day in China’s Breakup Boom?http://t.co/0T7pTpeg4e?Driven by increasing economics & greater freedom 2 do so $$?Apr 01, 2014
• Dashed Ikea Dreams Show Decades Lost to Bribery in Ukraine?http://t.co/9fU4nPMnSj?Corruption & denial of propty rights keep nations poor $$?Apr 01, 2014
• China’s $14.5B Test?http://t.co/W9lO6L2LDc?China seizes $14.5B assets from family, associates of ex-security chief http://t.co/6STqFY74DB $$?Apr 01, 2014
• China Lake Saved From Stink Leaves Fiscal Cleanup for Li?http://t.co/lAOloKNSxo?Ability 2 service municipal debt is a problem 4 China $$?Apr 01, 2014

US Politics & Policy

• A Catastrophe Like No Other?http://t.co/zKuULERWYm?Peggy Noonan: The president tries to put a good face on ObamaCare $$ #unforcederror $TLT?Apr 05, 2014
• Janet Yellen’s Human Message Gets Clouded?http://t.co/8oYHkdPN4W?Truth is monetary policy is weak w/respect to unemployment $$ Change regs?Apr 03, 2014
• Yelp Reviews Brew Fight Over Free Speech, Fairness?http://t.co/2SoSO8K54f?Free speech doesn’t mean u can say anything, libel is a crime $$?Apr 03, 2014
• Democrats Bet on Technology Instead of Paying Down Debts?http://t.co/UjTKK9VFjC?Dems put lack of $$ where mouth is, b/c debts don’t matter?Apr 01, 2014
• Constitutional conundrum: Michigan demand 4a balanced budget could trigger amendment convention?http://t.co/UU2pVgEnuu?States take power? $$?Apr 01, 2014
• The House Republican Mess?http://t.co/COfoZ0303M?GOP leadership held unannounced voice vote on a one-year unfunded “doc fix” 4 Medicare $$?Apr 01, 2014
• What Is a Patent Troll? Congress, Courts Try to Find Out?http://t.co/BDDs3DOccp?Should not be able to patent ideas, many ways 2 implement $$?Apr 01, 2014
• Controversial FHA payoff rule to end?http://t.co/gopPWWpQYL?At closings, FHA required one month’s interest from sellers who prepaid mtge $$?Apr 01, 2014
• Supreme Court skeptical of computer-based patents?http://t.co/nHLTpDyP8J?Multiple ways 2 achieve same results w/computer code $$ $MSFT $GOOG?Apr 01, 2014
• Yellen Assures Markets on Interest Rates?http://t.co/OeOTmQHZuj?In the short-run, monetary looseness helps, in the long-run it hurts $$ $TLT?Apr 01, 2014
• GOP Sees a New Path for Senate Through Iowa?http://t.co/wsb8jJKpWd?Looking at the data, the GOP will have a hard time taking the Senate $$?Apr 01, 2014?? ? ? ? ? ?

Market Impact

• Buying Bonds in Sellers? World: Prepare to Fail?http://t.co/y7DBRjX57P?If u r a life insurer, don’t want 2 give up income from prem bonds $$?Apr 05, 2014
• Emerging markets ETFs take off in March and June?http://t.co/Dd5IMvcU8B?Bear market rallies r short & sharp, watch monetary tightening $$?Apr 03, 2014
• Investors Clamor for Risky Debt Offerings?http://t.co/pYAj8nxQve?High yield isn’t so high anymore, & income starvation leads ppl astray $$?Apr 03, 2014
• Gross Worst as Volatility Spikes in Fund?http://t.co/V1ncKkJNHW?Bad idea to move to 5s just as Yellen began to speak unguardedly $$ #taper?Apr 03, 2014
• Forget the lottery. Time for the Billionaire ETF??http://t.co/K2IZvH5CuA?Kind of a follow the 13Fs of the wealthy fund, could do worse $$?Apr 03, 2014
• Vanguard Beats BlackRock Winning Most ETF Money This Year?http://t.co/V1IppyRKyv?Low fees, sticky clients, tracks index well, low fees $$?Apr 01, 2014
• Andreesen On How To Kill Stock Market?http://t.co/sbgdxaumyy?Personal pet peeve is how Sarbox killed off sponsored listings of fgn firms $$?Apr 01, 2014
• Activists Beat S&P 500 in 48% Gain for Shareholders?http://t.co/TwRuCI4lp3?Cool interactive graphic $$ $SPY?Apr 01, 2014
• Investors Picking Fights Enhance Value as Stocks Beat S&P 500?http://t.co/c7N0cM7ytB?Problem: avg investors can’t find those stocks early $$?Apr 01, 2014
• Biggest ETF Flow From US Debt Since ?10 on Growth Optimism?http://t.co/YEy2MGXYKI?Funny how long Tsys haven’t tanked yet $$ $TLT?Apr 01, 2014
• So Far, So Meh?http://t.co/0dCzzhpav3?@ReformedBroker tells us to expect a boring year when all is done with lots of jolts inbetween $$ $SPY?Apr 01, 2014
• Flows Don?t Follow Value, They Follow Performance?http://t.co/lwe3zP0zIX?@reformedbroker tells u small investors r always late & lose $$?Apr 01, 2014??

High Frequency Trading (Boo!)

• Michael Lewis Feels No Shame as Book Curdles Tempers?http://t.co/qIbX9ztO2r?Must admit, I lost respect 4 him on this last media circus $$?Apr 05, 2014
• High-Frequency Trading May Be Too Efficient?http://t.co/3yLdqjijcA?@matt_levine explains the effect of HFT, who gets hurt, who doesn’t $$?Apr 03, 2014
• High-Frequency Traders Chase Currencies as Stock Volume Recedes?http://t.co/YSHRec5emx?Ponder how HFT can b good 1 place & bad in others $$?Apr 03, 2014
• What Michael Lewis Gets Wrong About High-Frequency Trading?http://t.co/1kf3Uh9fDH?He gets quite a bit wrong; this is a good summary $$?Apr 03, 2014
• An Adaptation From ?Flash Boys: A Wall Street Revolt,? by Michael Lewis?http://t.co/8TB1fkkzbt?Tells story creating a fair stock exchange $$?Apr 01, 2014??

Marvel Comics Movies

• Kevin Feige, Marvel’s Superhero at Running Movie Franchises?http://t.co/R5wWdhlAUX?Great article. Explains the strategic aspects well $$?Apr 05, 2014
• Comic Wars: How Two Tycoons Battled Over the Marvel Comics Empire–And Both Lost?http://t.co/NuRuteq8f1?Provides backstory for Marvel $$?Apr 05, 2014??

Companies & Industries

• Energy Future Talks Pit Billionaires Against Billionaires?http://t.co/Foaq3v50rf?& the IRS, who is owed billions, creditors want 2 stiff $$?Apr 03, 2014
• Old Math Casts Doubt on Accuracy of Oil Reserve Estimates?http://t.co/wM1FQHAKvz?Life of fracked wells is a lot shorter than conventional $$?Apr 03, 2014
• New $GOOG Shares Hit Market as Founders Cement Grip With Split?http://t.co/FdYqQCPFPR?Won’t hurt much, just don’t issue2many C shs $$ $GOOGL?Apr 03, 2014
• The Argument for $75 Oil Should Be $95 Oil?http://t.co/2EZdu90Scv?W/weak global econ, oil should b falling but it is not; new equilibrium $$?Apr 01, 2014??

Other

• Loans Are Finally Easier to Get?http://t.co/JaVFE1LBLG?If this persists for 6 months, start watching consumer price inflation $$?Apr 03, 2014
• Jules Kroll’s KBRA Out to Disrupt Cozy Ratings Agency Business?http://t.co/xGOiU3Tg7V?Starts in area of greatest failure: securitizations $$?Apr 03, 2014
• So U Think You’re Smarter Than A CIA Agent?http://t.co/OLWUPMnQi9?Good Judgment project finds bright ppl who predict better than experts $$?Apr 03, 2014
• Do We Hate Female Bosses??http://t.co/0oR9PBiSLe?Never had one, so I don’t know. 😉 $$?Apr 03, 2014
• How Americans Meet Their Spouses?http://t.co/f5L9GZ6i8K?Fewer people meet their spouses @ work, more meet them over the internet than b4 $$?Apr 01, 2014
• US Airports Are Off the Chart?http://t.co/s1dO4kOeOR?@Ritholtz shows how lack of infrastructural investment hurts the US $$ $SPY $TLT?Apr 01, 2014
• Millennials Mired in Wealth Gap as Older Americans Gain?http://t.co/OfXlbWIV0l?If u had lots of debts & few assets going into 2008, ouch $$?Apr 01, 2014??

Wrong

• 2hard: US Seeks Changes to ?Skewed? Data in UN Climate Draft?http://t.co/udApXg8XFq?Models r 2complex 2produce any sort of accuracy $$ $SPY?Apr 05, 2014
• Wrong: Investment strategies you’d be foolish to ignore – Pros?http://t.co/CTaNMR01Sb?Many of these might work in the short-run, not L-T $$?Apr 03, 2014
• Wrong: Schwab: HFT a cancer that needs to be stopped?http://t.co/iVh9eatou2?It’s more complex than that; improves mkts in some ways $$ $SPY?Apr 03, 2014
• Wrong: Christine Lagarde: global economic growth is still too slow?http://t.co/doefcWDiLN?Aside frm degegulation govts can’t affct growth $$?Apr 03, 2014
• Wrong: This Ratio Reveals The Market’s Top Bargains?http://t.co/Hs9A55z9To?Makes rookie error of applying FCF 2 financials, can’t b done $$?Apr 03, 2014
• Wrong: The Modern View of the Stock Market?http://t.co/OnhWdKgPrj?Value of MPT is that it sidelines smart people who would b competitors $$?Apr 01, 2014
• Meh: Flight 370 Search Gains Vessel With Black Box-Detector?http://t.co/5PhcNkIEhL?Late 2 arrive; can’t probe more than 1 mile deep $$ $BA?Apr 01, 2014
• Maybe: Home Sales in US Poised to Surge With Spring?http://t.co/Pi2oE4es0n?Maybe if prices come down this might happen, few moveup buyers $$?Apr 01, 2014
• Very Wrong: When You Really Look, Financial Quicksand Turns Into Oligarchical BS?http://t.co/LhiEZNxtas?Claims Govt debt doesn’t matter $$?Apr 01, 2014??

Comments, Replies, and Retweets

• @charlie_simpson Marry young, have children, a recipe for happiness that fights loneliness — true for men as well.?Apr 02, 2014
• @insidermonkey @jimcramer @katsuyama Stupid argument. Read & learn?http://t.co/AtOpRCaRrN?$$?Apr 02, 2014
• . @dpinsen seems he just wants it 2 stop. Also notes Darfur attacked once again?http://t.co/HRQ1xRLNYc?& http://t.co/dDE995HFi0 $$ $SPY $TLT?Apr 01, 2014
• @dpinsen I’m not backing the Ukraine in NATO — only caution. NATO should be bold or silent, but not in-between, counting the costs. $$?Mar 30, 2014