Sorted Weekly Tweets

Market Impact 

  • Giving Yourself an Investing Makeover @jasonzweigwsj describes Guy Spier & his efforts 2b a more rational investor $$ May 24, 2014
  • The Bearish Signs Junk Buyers Reject in Stoking ’14 Rally BBs beat CCCs amid a falling Russell 2000 index $$ #odd May 23, 2014
  • Penny Stocks Like Latteno Foods Rally, Fueling Big-Dollar Dreams Fascinating 2c this amid a pullback in small caps $$ May 23, 2014
  • Buffett Too Rich for Buffett Is Sign Bargains Are Gone I’m still finding some cheap stocks but they r unusual $$ $SPY May 23, 2014
  • For Sale: 20% Stake in Hedge Fund. Terms: Complicated. “You don’t want to be wearing someone else’s underwear.” $$ May 23, 2014
  • Boomers Cash In as Bull Market Aids Exodus From Workforce Asset illusions delude Boomers who think they r rich $$ May 23, 2014
  • Wall Street Finds New Subprime With 125% Business Loans The businesses would get better rates on Prosper $$ #dumb May 23, 2014
  • Debt Rises in Leveraged Buyouts Despite Warnings Debt makes financial systems less flexible; depend on fixed pmts $$ May 21, 2014
  • Chasing Yield, Investors Plow Into Junk Bonds Yields have never been lower 4 CCC-rated debts $$ May 21, 2014


Rest of the World

  • What China Property Crash? Economists See Growth Bump Economists c new empty buildings & mark up GDP $$ $FXI #FTL May 23, 2014
  • Putin’s Singapore Dream Costs Crimea Banks and Burgers Singapore is not so much created by laws but by ppl culture $$ May 23, 2014
  • Russia, China Sign $400B Gas Deal After Decade of Talks The infrastructure must b created 2 make this work; not ez $$ May 23, 2014
  • Brazil World Cup Win Risks Stock Drop in Boon to Rousseff Brazil wins, Rousseff win odds rise, stocks will fall $$ May 23, 2014
  • BlackRock Has Cut Portugal Bond Holdings Over Past Couple of Weeks Some Emerging-Market Debt > Euro-Zone Bonds $$ May 23, 2014
  • Norway Loses Reputation as Stable Investment as Firms Recoil Tax 2 highly & businesses run away $$ May 21, 2014
  • It’s a Good Time to Globalize Your Stock Portfolio Many foreign companies r trade cheaper than US stocks $$ $SPY $EFA May 21, 2014
  • UK House Prices Rise to Record High in April B sure 2add wealthy foreigners buying in London as investment/hedge $$ May 19, 2014
  • Bank of England’s Mark Carney Highlights Housing Market’s Threat to UK Economy 100% of all UK mtges r short-dated $$ May 19, 2014
  • Good Time To Be A Farmer In China? China aggressively pushing crop insurance, & larger scale agriculture $$ $FXI $SPY May 19, 2014


  • Without Keystone XL Economic & public health costs of forgoing a new oil pipeline $$ {Sound of oil train derailing} May 24, 2014
  • Secrecy of Oil-by-Train Shipments Causes Concern Across the US Butane, propane & ethane should be removed b4 shpng $$ May 23, 2014
  • Oil Nations Put Out Welcome Mat for Western Companies If u make the cost of drilling2high, fewer bbls get produced $$ May 19, 2014


US Politics & Policy

  • How Timothy Geithner failed his stress test When @rortybomb & I agree on something, that is notable $$ #housingbubble May 23, 2014
  • Meet Jessica Rosenworcel, the FCC Swing Vote Marches to her own drummer, willing to cut deals 4 the greater good $$ May 23, 2014
  • How to Turn Homes Back Into Piggy Banks Housing Personal Savings Acct & Equity Principal Tax Credit; elim mtge ded $$ May 23, 2014
  • NJ Gov. Christie under fire for cutting pension payments to state workers Definite mistake; cashflows compound $$ May 23, 2014
  • BlackRock’s Fink Says Housing Structure More Unsound Now GSEs took too much default risk pre-crisis, returning $$ May 21, 2014
  • GOP’s Business Wing Sends Tea Party a Chilling Message Business fights small government GOP candidates $$ May 19, 2014
  • Why Republicans Should Take Rick Santorum Seriously Represents the middle class populist part of the GOP $$ May 19, 2014
  • California’s Drinking Problem California does not have enough water for Ag, Industry, People, w/o right incentives $$ May 19, 2014


US Monetary Policy

  • New Faces Behind Fed Dots Seen Roiling Markets as Forecasts Move Y publish estimates if u don’t want us 2read them $$ May 23, 2014
  • Bubble States Underemployment Rates Haunt Yellen Monetary policy is impotent w/debt defation; Fed on wrong track $$ May 23, 2014
  • New Faces Behind Fed Dots Seen Roiling Markets as Forecasts Move Y publish estimates if u don’t want us 2read them $$ May 23, 2014
  • Yellen Adds Disadvantaged to Full-Employment Definition Alas, monetary policy is weak when dealing e/employment $$ May 21, 2014
  • Fed’s Rate-Change System Up for Revamp The Fed is lost. The Fed is lost. The Fed is lost. The Fed is lost… $$ $TLT May 19, 2014


Companies & Industries

  • Google Developing Tablet With Advanced Vision Capabilities Will b interesting 2c what new apps get developed $$ $GOOG May 23, 2014
  • Planting Corn at Warp Speed Using High-Tech Tools Astounding application of technology transforms planting seed $$ May 23, 2014
  • Golf Market Stuck in Bunker as Thousands Leave the Sport Costs 2 much $$ takes up 2 much time, but growing in Asia May 23, 2014
  • Family Dining Offers Barometer of Middle Income Ugly valuations means stocks will fall if sales don’t rise 4%/yr+ $$ May 23, 2014
  • Silicon Valley’s Laundry-App Race Long article on the efforts to turn laundry into a scalable attractive business $$ May 23, 2014


Personal Finance


  • Dueling Strategies for 401(k)s, IRAs and Your Other Retirement Funds Do what maxes long-term purchasing power $$ $SPY May 23, 2014
  • 40 Financial Things You Should Know by 40 2013 article, but I thought it covered the personal financial basics $$ May 19, 2014



  • New Study: Is No Degree Better Than A Liberal Arts Degree? Depends. It helps in getting some jobs, but not all $$ May 21, 2014
  • BBC News – ‘Biggest dinosaur ever’ discovered Interesting b/c it probably was once much warmer in Patagonia $$ May 19, 2014
  • Haverford Speaker Bowen Criticizes Students Over Protests Former Princeton President calls them “immature.” Bingo! $$ May 19, 2014



  • Overrated: Russia, China sign deal to bypass USD What matters is where u invest the proceeds from goods exported $$ May 23, 2014
  • Wrong: Investing: The herd isn’t always dumb Then explain y dollar-weighted returns underperform buy & hold $$ #panic May 23, 2014
  • Wrong: Cutting Off Emergency Unemployment Benefits Hasn’t Pushed People Back to Work We run unsustainable deficits $$ May 23, 2014
  • Wrong: Ikea Economics Lure Central Bankers Seeking New Tools Don’t try negative interest rates; will b a disaster $$ May 23, 2014
  • Wrong: The Retirement Apocalypse That Isn’t Coming I might buy this if we weren’t running large deficits $$ $TLT $SPY May 21, 2014


Retweets, Replies & Comments

  • ‘ @DGenchev I am analyzing the investors as a group, thus what % of the mkt cap is relevant. I go to EDGAR and copy XML files into Excel May 24, 2014
  • If I were doing your project, I would not have chosen any of your “governance experts.” I would have chosen a group… May 22, 2014