Sorted Weekly Tweets

Rest of the World

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

US Politics & Policy

  • A Catastrophe Like No Other Peggy Noonan: The president tries to put a good face on ObamaCare $$ #unforcederror $TLT Apr 05, 2014
  • Janet Yellen’s Human Message Gets Clouded Truth is monetary policy is weak w/respect to unemployment $$ Change regs Apr 03, 2014
  • Yelp Reviews Brew Fight Over Free Speech, Fairness Free speech doesn’t mean u can say anything, libel is a crime $$ Apr 03, 2014
  • Democrats Bet on Technology Instead of Paying Down Debts Dems put lack of $$ where mouth is, b/c debts don’t matter Apr 01, 2014
  • Constitutional conundrum: Michigan demand 4a balanced budget could trigger amendment convention States take power? $$ Apr 01, 2014
  • The House Republican Mess GOP leadership held unannounced voice vote on a one-year unfunded “doc fix” 4 Medicare $$ Apr 01, 2014
  • What Is a Patent Troll? Congress, Courts Try to Find Out Should not be able to patent ideas, many ways 2 implement $$ Apr 01, 2014
  • Controversial FHA payoff rule to end At closings, FHA required one month’s interest from sellers who prepaid mtge $$ Apr 01, 2014
  • Supreme Court skeptical of computer-based patents Multiple ways 2 achieve same results w/computer code $$ $MSFT $GOOG Apr 01, 2014
  • Yellen Assures Markets on Interest Rates In the short-run, monetary looseness helps, in the long-run it hurts $$ $TLT Apr 01, 2014
  • GOP Sees a New Path for Senate Through Iowa 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 If u r a life insurer, don’t want 2 give up income from prem bonds $$ Apr 05, 2014
  • Emerging markets ETFs take off in March and June Bear market rallies r short & sharp, watch monetary tightening $$ Apr 03, 2014
  • Investors Clamor for Risky Debt Offerings High yield isn’t so high anymore, & income starvation leads ppl astray $$ Apr 03, 2014
  • Gross Worst as Volatility Spikes in Fund Bad idea to move to 5s just as Yellen began to speak unguardedly $$ #taper Apr 03, 2014
  • Forget the lottery. Time for the Billionaire ETF? Kind of a follow the 13Fs of the wealthy fund, could do worse $$ Apr 03, 2014
  • Vanguard Beats BlackRock Winning Most ETF Money This Year Low fees, sticky clients, tracks index well, low fees $$ Apr 01, 2014
  • Andreesen On How To Kill Stock Market Personal pet peeve is how Sarbox killed off sponsored listings of fgn firms $$ Apr 01, 2014
  • Activists Beat S&P 500 in 48% Gain for Shareholders Cool interactive graphic $$ $SPY Apr 01, 2014
  • Investors Picking Fights Enhance Value as Stocks Beat S&P 500 Problem: avg investors can’t find those stocks early $$ Apr 01, 2014
  • Biggest ETF Flow From US Debt Since ’10 on Growth Optimism Funny how long Tsys haven’t tanked yet $$ $TLT Apr 01, 2014
  • So Far, So Meh @ReformedBroker tells us to expect a boring year when all is done with lots of jolts inbetween $$ $SPY Apr 01, 2014
  • Flows Don’t Follow Value, They Follow Performance @reformedbroker tells u small investors r always late & lose $$ Apr 01, 2014  

High Frequency Trading (Boo!)

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

Marvel Comics Movies

  • Kevin Feige, Marvel’s Superhero at Running Movie Franchises Great article. Explains the strategic aspects well $$ Apr 05, 2014
  • Comic Wars: How Two Tycoons Battled Over the Marvel Comics Empire–And Both Lost Provides backstory for Marvel $$ Apr 05, 2014  

Companies & Industries

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


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


  • 2hard: US Seeks Changes to ‘Skewed’ Data in UN Climate Draft Models r 2complex 2produce any sort of accuracy $$ $SPY Apr 05, 2014
  • Wrong: Investment strategies you’d be foolish to ignore – Pros Many of these might work in the short-run, not L-T $$ Apr 03, 2014
  • Wrong: Schwab: HFT a cancer that needs to be stopped It’s more complex than that; improves mkts in some ways $$ $SPY Apr 03, 2014
  • Wrong: Christine Lagarde: global economic growth is still too slow Aside frm degegulation govts can’t affct growth $$ Apr 03, 2014
  • Wrong: This Ratio Reveals The Market’s Top Bargains Makes rookie error of applying FCF 2 financials, can’t b done $$ Apr 03, 2014
  • Wrong: The Modern View of the Stock Market Value of MPT is that it sidelines smart people who would b competitors $$ Apr 01, 2014
  • Meh: Flight 370 Search Gains Vessel With Black Box-Detector Late 2 arrive; can’t probe more than 1 mile deep $$ $BA Apr 01, 2014
  • Maybe: Home Sales in US Poised to Surge With Spring Maybe if prices come down this might happen, few moveup buyers $$ Apr 01, 2014
  • Very Wrong: When You Really Look, Financial Quicksand Turns Into Oligarchical BS 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 $$ Apr 02, 2014
  • . @dpinsen seems he just wants it 2 stop. Also notes Darfur attacked once again & $$ $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