China

• China Slowdown Deepens?http://t.co/sKueyT7Dhz?This isn’t a bad thing if China is giving up on forced industrialization through borrowing $$?May 17, 2014
• Carnage on China Roads Shows Dark Side of Electric Bikes?http://t.co/HT3l0WKCzl?Going 25MPH in crowded conditions w/limited control, ouch $$?May 17, 2014
• The Golf Boom in China?http://t.co/PcsnaFPFwy?Illegal 2build new courses, so they start as health clubs that have golf as a therapy $$ $FXI?May 17, 2014
• Chinese Bad Loans Rise Most Since 2005 as Economy Slows?http://t.co/9x7XqlTqfh?Will the Chinese Govt allow failure or do large bailouts? $$?May 17, 2014
• China Central Bank Calls for Faster Home Lending in Slump?http://t.co/Eo8SE2NnTi?China asks their banks 2b more aggressive in lending $$ :(?May 15, 2014
• US Is No. 1, China Is So Yesterday?http://t.co/afQ16kIxBT?A little over the top, but correct, the US has many strengths that PPP can’t c $$?May 14, 2014
• Xi Says China Must Adapt to ?New Normal? of Slower Growth?http://t.co/NN6gCTZzKV?Maybe, just maybe, China is serious raising consumption $$?May 12, 2014
• Goldman to Citigroup Miss World?s Worst Selloff in China?http://t.co/KhZyggswLK?Long-term, this is a good thing. Short-term will b bumpy $$?May 14, 2014

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Market Dynamics

• Fooled by IRRs (Yale, Schwarzman?s Cases)?http://t.co/i8mrHR2RGD?With private equity, IRRs overstate returns received $$?May 17, 2014
• Miller Wagers Gundlach?s Bearish Housing Position Loses?http://t.co/hAn8cFrC6F?Y Miller lost so badly during the crisis, no debt fear $$?May 17, 2014
• Young, tech-savvy investors entrusting their portfolios 2 ‘robo advisors’ |http://t.co/yzeLARhbdy?Depends on how good underlying model is $$?May 17, 2014
• From two secondaries, Cramer sees only one opportunity?http://t.co/URF5B1zjsy?Secondary IPOs validate levels & show real demand 4an asset $$?May 17, 2014
• Do Alternative Investments Belong in Most Individuals’ Portfolios??http://t.co/cyZlROoxVe?No. 2 much illiquidity, opaqueness & high fees $$?May 17, 2014
• US Stocks Decline as Russell 2000 Nears Correction?http://t.co/gG4tJF62UT?R2K down ~10% now from 3/18 high close $IWM $SPY $$ $IWN $IWO?May 15, 2014
• Why retail investors almost always get burned?http://t.co/4lOEilO7Da?Retail $$ chases performance, and institutions aren’t much better $$?May 14, 2014
• The Retirement Fund That People Set, Forget and Regret?http://t.co/HeIlJ84g8z?Target date funds usually ignore mkt over- & under-pricing $$?May 13, 2014
• A New Ruling on IRA Rollovers?http://t.co/ldVnH4kpXm?Abuse of IRA rollovers leads to a tougher interpretation of regs; transfers r fine $$?May 13, 2014
• The Problem with AAII Screens?http://t.co/2LH26F8MU5?Explaining the seemingly high returns from the Piotroski screen –> 2few stock pass $$?May 13, 2014
• Low Yields, The Same Risks, and Rising Leverage?http://t.co/dsnoJpEg3L?listen to @DavidSchawel he is intelligent. Low yields r a warning $$?May 13, 2014
• Hated Stocks Unlock Market as Analysts Prove No Guide to Gains?http://t.co/i03EjQPyUv?Choppy, trendless, themeless, wandering, not so bad $$?May 12, 2014
• In Gundlach’s `No Normal’ World, U.S. Treasuries Just Can’t Lose?http://t.co/NnaCuthQTi?Long liabilities need income in a low rate world $$?May 12, 2014
• America’s Retirement Delusion?http://t.co/jwCcJSz29Y?@Ritholtz explains y most people r deluded over retirement; the math is inexorable $$?May 12, 2014

 

Rest of the World

• Portugal Laden With $293B Debt Exits Bailout Plan?http://t.co/CROhSi5zF2?Third-highest level of Debt/GDP in the EU; what if trouble comes $$?May 17, 2014
• Japanese Hotshots Become Moms, Hit Dead End; Abe Weighs Foreign Maids to Help?http://t.co/ssozzyOXxe?Cheat kids of high-quality attention $$?May 17, 2014
• NASA Asked How to Keep Space Station Going Without Russia?http://t.co/TYt9TOb9a0?A cost of a world that stops co-operating $$ #peacedividend?May 17, 2014
• Modi-Led Bloc Wins Biggest India Mandate in Three Decades?http://t.co/szukEcJgKz?Deregulate, deregulate, & after that, deregulate $$ $SPY?May 17, 2014
• Today’s Good News From Japan Is Terrible?http://t.co/CN61HuZB98?New taxes will slow economy, while inflation squeezes real incomes $$ $FXY?May 17, 2014
• Global Growth Worries Climb?http://t.co/YuC9Vn1JdQ?Once deleveraging is complete, growth will resume, but govts would rather lever more $$?May 17, 2014
• Goodbye, Crisis, as Bankers Start Lending in Portugal?http://t.co/FxGJccXsTy?What has survived is in better shape, way to go $$?May 15, 2014
• Putin Emboldened on Instability Arc by EU Defense Divide?http://t.co/2koad3VT1A?What does the EU want 2b if it grows up? $$ $MACRO $FXE?May 15, 2014
• Asian Junk Left Behind as Defaults Expose Cracks?http://t.co/O9b0R0oEBg?Hi debt levels, falling real estate prices, defaults -> yields up $$?May 14, 2014
• Scots Seen Slipping Away Makes U.K. Seek Silver Bullet?http://t.co/5iSf5H3Ekg?How much UK debt will Scotland take & how large a tax rise $$?May 14, 2014
• Former BOJ Policy Maker Sees Japan Inflation Dilemma?http://t.co/KhDKbDKxbz?Japan is a bug in search of a windshield; inflation no friend $$?May 14, 2014
• Wives Revolt as India Election Booze Leaves Trail of Widows?http://t.co/iltIzfmUiF?Males get bribed w/alcohol 2 sell their votes. Some OD $$?May 12, 2014
• Will The Last Businessman To Leave France Turn Out The Lights??http://t.co/0V71b3DWCJ?W/French businesses being acquired, what’s left? $$?May 13, 2014

 

Companies & Industries

• Jill Abramson, Arthur Sulzberger, and the New York Times: What Went Wrong??http://t.co/vsOPjL4nGF?She goofed through poor salary research $$?May 17, 2014
• New York Times Internal Report Painted Dire Digital Picture?http://t.co/qn3SEx8Zkw?$NYT figures out they r becoming less relevant $$ #doh?May 17, 2014
• Bakken Crude Is Highly Volatile, Oil Study Shows?http://t.co/VNDvhdEeV5?Should b a way 2 extract & sell valuable ethane, propane & butane $$?May 15, 2014
• Lehman a Gift That Keeps Giving for Paulson to King Street?http://t.co/lWxpljSkvI?A rising tide lifts all boats, flotsam and jetsam too $$?May 14, 2014
• Yes, we’re in a tech bubble. Here’s how I know it?http://t.co/pESveWuIE3?Adam Lashinsky shares his qualitative signs for concern $$ $XLK?May 14, 2014
• Where’s the Fertilizer? Farmers Grow Worried?http://t.co/qFNbHCidhd?Increased us of rail 2deliver oil snarls grain & fertilizer shipments $$?May 14, 2014

 

Finance

• Congratulations to Class of 2014, Most Indebted Ever?http://t.co/tN3r70qKlO?Student debts r growing, but not the salaries of graduates $$?May 17, 2014
• Why America’s Middle-Class Housing Crunch Is Here 2 Stay?http://t.co/gjGhVcvqd7?Affordability has fallen in almost every major metro area $$?May 17, 2014
• Big Banks Said to Improve Loan Servicing Under Mortgage Accord?http://t.co/WFvD7yhP1u?Interesting 2c some better debtor treatment emerge $$?May 15, 2014

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US Politics & Policy

• Detroit Creditors Seek to Defend Pension Debt in Lawsuit?http://t.co/PZHRjsDrGf?Detroit attempts 2cheat pensioners & FGIC, & not sell art $$?May 17, 2014
• More Detroits Are on the Way?http://t.co/f53SjxDxLh?Even as pension bombs tick, cities and states still borrow far beyond their means. $$?May 17, 2014
• Huszar: Geithner Drove Me From NY Fed?http://t.co/i8R1zqenvY?Nuanced thought on Geithner’s strengths &weaknesses; my thoughts in comments $$?May 15, 2014
• FCC Net-Neutrality Plan Sparks Response Before Release?http://t.co/nGXZjaSXs5?Paid deals, few paid deals, or no favoritism of web traffic $$?May 15, 2014
• Income Tax Yo-Yo Hits US States?http://t.co/ipMtG8FyRF?Budgets should b set assuming zero taxes from capital gains and housing sales $$ TLT?May 15, 2014
• How Hoenig, Norton Wield Influence on FDIC Board?http://t.co/ZIbcn5X46X?They hold intelligent positions & try 2 get most of them accepted $$?May 14, 2014
• Fannie, Freddie Regulator Signals Broad Shift in Housing Policy?http://t.co/GS4ZNhVxqL?& http://t.co/fsVs5Ev2Ta A bad idea that won’t die $$?May 13, 2014
• Book Review: ‘Stress Test’ by Timothy Geithner?http://t.co/zv8uHW9ilQ?Didn’t foresee mortgage crisis coming or its severity $$ $TLT $IEF?May 12, 2014
• Rahm Emanuel Faces New Test With Chicago Pension Crisis?http://t.co/29uvyvAs5z?Inexorable pension math forces hard decisions & fights $$?May 12, 2014

 

US Economy

• Why It’s So Hard to Get a Job?http://t.co/yZkgxZ9gaZ?@vpostrel provides some analysis on the skills mismatch. Employers would rather wait $$?May 15, 2014
• Producer price gain offers cautionary note on inflation?http://t.co/9QVZ9Y8Ly3?Remember, inflation expectations r “well contained” $$ $TLT?May 15, 2014
• US Consumer Prices Rise at Strongest Rate in Nearly a Year?http://t.co/TrPrAirLiE?Remember, inflation expectations are “well contained” $$?May 15, 2014
• Income Inequality Is Higher In Democratic Districts Than Republican Ones?http://t.co/6T7SOBZlHU?Wealthier districts tend 2b more unequal $$?May 13, 2014
• America on the Move Becomes Stay-Home Nation for Young?http://t.co/QEwbemllyW?Millennials move < , delay HH formation, buying homes, jobs $$?May 12, 2014

 

Other

• Meet the Italian Who Beat Google to Web Search — and Gave It Away??http://t.co/A8ZuICxjwe?Meet man who inspired Larry Page &Google $$ $GOOG?May 17, 2014
• The Problem for Sports Parents: Overspending?http://t.co/uhyMC0Tr0D?Note to parents: Sunk costs are sunk. Think it through b4 u spend $$?May 14, 2014
• Inside Google’s Driverless Car: The Unused Kill Button?http://t.co/3AqBaTvXug?What it’s like to ride in one of the driverless cars $$ $GOOG?May 14, 2014

 

Wrong

• Wrong: Bring Back the Girls?Quietly?http://t.co/dulFTAnUfp?In foreign conflicts, let the rest of the world grow up & handle it themselves $$?May 17, 2014
• Wrong:Mortgages Should Be Easier to Get?http://t.co/OefAVCc1s7?Didn’t learn from the last crisis; 2 much mtge debt makes housing unstable $$?May 15, 2014
• Wrong: Yes, the World Needs More MBAs. Here?s Why?http://t.co/MFHnBn7cc7?We would get more improvement by fixing elementary schools $$ $TLT?May 14, 2014

 

?Retweets, Replies & Comments

• RT @DavidSchawel: “Average yields on CCC & below debt worldwide fell to 8.58% this week, the same investors were getting 3 years ago on BB ??May 17, 2014
• RT @matt_levine: I know it’s journalism and stuff, but I’m really glad my job isn’t doxxing smart helpful anonymous working finance people ??May 15, 2014
• “A better article would provide enough analysis 2say what the ETFs were doing w/the derivatives.” ? David_Merkel?http://t.co/qy0PdPz5Ap?$$?May 14, 2014
• @felixsalmon I really doubt this, as does Charlie Munger.?May 13, 2014

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