Sorted Weekly Tweets


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


Market Dynamics

  • Fooled by IRRs (Yale, Schwarzman’s Cases) With private equity, IRRs overstate returns received $$ May 17, 2014
  • Miller Wagers Gundlach’s Bearish Housing Position Loses Y Miller lost so badly during the crisis, no debt fear $$ May 17, 2014
  • Young, tech-savvy investors entrusting their portfolios 2 ‘robo advisors’ | Depends on how good underlying model is $$ May 17, 2014
  • From two secondaries, Cramer sees only one opportunity Secondary IPOs validate levels & show real demand 4an asset $$ May 17, 2014
  • Do Alternative Investments Belong in Most Individuals’ Portfolios? No. 2 much illiquidity, opaqueness & high fees $$ May 17, 2014
  • US Stocks Decline as Russell 2000 Nears Correction R2K down ~10% now from 3/18 high close $IWM $SPY $$ $IWN $IWO May 15, 2014
  • Why retail investors almost always get burned Retail $$ chases performance, and institutions aren’t much better $$ May 14, 2014
  • The Retirement Fund That People Set, Forget and Regret Target date funds usually ignore mkt over- & under-pricing $$ May 13, 2014
  • A New Ruling on IRA Rollovers Abuse of IRA rollovers leads to a tougher interpretation of regs; transfers r fine $$ May 13, 2014
  • The Problem with AAII Screens Explaining the seemingly high returns from the Piotroski screen –> 2few stock pass $$ May 13, 2014
  • Low Yields, The Same Risks, and Rising Leverage listen to @DavidSchawel he is intelligent. Low yields r a warning $$ May 13, 2014
  • Hated Stocks Unlock Market as Analysts Prove No Guide to Gains Choppy, trendless, themeless, wandering, not so bad $$ May 12, 2014
  • In Gundlach’s `No Normal’ World, U.S. Treasuries Just Can’t Lose Long liabilities need income in a low rate world $$ May 12, 2014
  • America’s Retirement Delusion @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 Third-highest level of Debt/GDP in the EU; what if trouble comes $$ May 17, 2014
  • Japanese Hotshots Become Moms, Hit Dead End; Abe Weighs Foreign Maids to Help Cheat kids of high-quality attention $$ May 17, 2014
  • NASA Asked How to Keep Space Station Going Without Russia A cost of a world that stops co-operating $$ #peacedividend May 17, 2014
  • Modi-Led Bloc Wins Biggest India Mandate in Three Decades Deregulate, deregulate, & after that, deregulate $$ $SPY May 17, 2014
  • Today’s Good News From Japan Is Terrible New taxes will slow economy, while inflation squeezes real incomes $$ $FXY May 17, 2014
  • Global Growth Worries Climb Once deleveraging is complete, growth will resume, but govts would rather lever more $$ May 17, 2014
  • Goodbye, Crisis, as Bankers Start Lending in Portugal What has survived is in better shape, way to go $$ May 15, 2014
  • Putin Emboldened on Instability Arc by EU Defense Divide What does the EU want 2b if it grows up? $$ $MACRO $FXE May 15, 2014
  • Asian Junk Left Behind as Defaults Expose Cracks Hi debt levels, falling real estate prices, defaults -> yields up $$ May 14, 2014
  • Scots Seen Slipping Away Makes U.K. Seek Silver Bullet How much UK debt will Scotland take & how large a tax rise $$ May 14, 2014
  • Former BOJ Policy Maker Sees Japan Inflation Dilemma Japan is a bug in search of a windshield; inflation no friend $$ May 14, 2014
  • Wives Revolt as India Election Booze Leaves Trail of Widows Males get bribed w/alcohol 2 sell their votes. Some OD $$ May 12, 2014
  • Will The Last Businessman To Leave France Turn Out The Lights? 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? She goofed through poor salary research $$ May 17, 2014
  • New York Times Internal Report Painted Dire Digital Picture $NYT figures out they r becoming less relevant $$ #doh May 17, 2014
  • Bakken Crude Is Highly Volatile, Oil Study Shows Should b a way 2 extract & sell valuable ethane, propane & butane $$ May 15, 2014
  • Lehman a Gift That Keeps Giving for Paulson to King Street A rising tide lifts all boats, flotsam and jetsam too $$ May 14, 2014
  • Yes, we’re in a tech bubble. Here’s how I know it Adam Lashinsky shares his qualitative signs for concern $$ $XLK May 14, 2014
  • Where’s the Fertilizer? Farmers Grow Worried Increased us of rail 2deliver oil snarls grain & fertilizer shipments $$ May 14, 2014



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


US Politics & Policy

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


US Economy

  • Why It’s So Hard to Get a Job @vpostrel provides some analysis on the skills mismatch. Employers would rather wait $$ May 15, 2014
  • Producer price gain offers cautionary note on inflation Remember, inflation expectations r “well contained” $$ $TLT May 15, 2014
  • US Consumer Prices Rise at Strongest Rate in Nearly a Year Remember, inflation expectations are “well contained” $$ May 15, 2014
  • Income Inequality Is Higher In Democratic Districts Than Republican Ones Wealthier districts tend 2b more unequal $$ May 13, 2014
  • America on the Move Becomes Stay-Home Nation for Young Millennials move < , delay HH formation, buying homes, jobs $$ May 12, 2014



  • Meet the Italian Who Beat Google to Web Search — and Gave It Away Meet man who inspired Larry Page &Google $$ $GOOG May 17, 2014
  • The Problem for Sports Parents: Overspending Note to parents: Sunk costs are sunk. Think it through b4 u spend $$ May 14, 2014
  • Inside Google’s Driverless Car: The Unused Kill Button What it’s like to ride in one of the driverless cars $$ $GOOG May 14, 2014



  • Wrong: Bring Back the Girls—Quietly In foreign conflicts, let the rest of the world grow up & handle it themselves $$ May 17, 2014
  • Wrong:Mortgages Should Be Easier to Get Didn’t learn from the last crisis; 2 much mtge debt makes housing unstable $$ May 15, 2014
  • Wrong: Yes, the World Needs More MBAs. Here’s Why 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 $$ May 14, 2014
  • @felixsalmon I really doubt this, as does Charlie Munger. May 13, 2014