Sorted Weekly Tweets

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

 

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

 

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