Sorted Weekly Tweets

Debt Markets

  • Leverage Addicts Get Junk-Loan Fix With Derivatives ETF http://t.co/CWMxLXlz3v Not much different than a HY closed-end fund or a CLO $$ Jun 01, 2014
  • Bond Market Flips the Script on Risk and Reward http://t.co/3geslTXRMo Difficult for rates 2 rise when monetary velocity keeps falling. $$ Jun 01, 2014
  • Shakeout Threatens Shale Patch as Frackers Go for Broke http://t.co/pGj2CUiTxG Not healthy 4 so many 2b financing w/high amount of debt $$ Jun 01, 2014
  • Bond Market to Fed: Your 4% Rate Forecast Is Way Too High http://t.co/Ji55pmAlYZ Forward rates r much lower than wrong Fed forecasts $$ Jun 01,
  • New Fund Stars Ride Junk Bonds to the Top http://t.co/1WtqogYOZX Junk credit & HQ long duration risks have paid off, what an odd couple $$ Jun 01, 2014
  • The Hidden Risks in Your Local Housing Market http://t.co/7OcDXnTvGC As the amount of debt behind housing rises, systemic risks rise also $$ Jun 01, 2014
  • Pimco Rehires Former Senior Executive Paul McCulley http://t.co/7U71N8jO12 Wish he had stayed retired; I enjoyed him not publishing $$ Jun 01, 2014
  • And so it begins: Square is to start lending to customers http://t.co/F7xDzGTxAQ Harder than it looks 2b a lender; 2 much optimism $$ May 31, 2014
  • S&P, Moody’s Lose Bid to Block Calpers $800M Suit http://t.co/crQdAbw2v2 Ratings r advice not guarantees, sophisticated investors know it $$ May 31, 2014
  • How to Manage Bankers Voracious Risk Appetites http://t.co/yrwkZkQaHW Criminal liability, clawback of pay, & boards holding mgmt acctable $$ May 31, 2014
  • Goldman Shuns Bonds Pimco’s Gross Favors in ‘New Neutral’ http://t.co/bTPbJpi6Me Go with Goldman over Pimco; buy tails, short belly $$ $GS May 31, 2014
  • You’re All Whales in Bond Market Now With Trading Volume Slump http://t.co/ewXmldKzC5 It means that more Tsy notes r held 2maturity $$ $IEF May 30, 2014
  • Pimco Rehires Former Senior Executive Paul McCulley http://t.co/7U71N8jO12 Wish he had stayed retired; I enjoyed him not publishing $$ Jun 01, 2014
  • How to Manage Bankers Voracious Risk Appetites http://t.co/yrwkZkQaHW Criminal liability, clawback of pay, & boards holding mgmt acctable $$ May 31, 2014
  • Goldman Shuns Bonds Pimco’s Gross Favors in ‘New Neutral’ http://t.co/bTPbJpi6Me Go with Goldman over Pimco; buy tails, short belly $$ $GS May 31, 2014
  • You’re All Whales in Bond Market Now With Trading Volume Slump http://t.co/ewXmldKzC5 It means that more Tsy notes r held 2maturity $$ $IEF May 30, 2014

 

US Politics & Policy

  • Geithner’s Dubious Accounting http://t.co/8uwwJyeKHo “justifying the bailouts b/c a simplistic measure shows the govt made $$ is a stretch.” Jun 01, 2014
  • Seven States Running Out of Water http://t.co/pXpEU9Hu7K All in southern west & midwest — CA, NV, NM, KS, AZ, OK, & TX $$ Jun 01, 2014
  • State Pension Transparency Is Right Message At Right Time http://t.co/vwGqJn7ZDq Read about troubles of North Carolina Public Pensions $$ Jun 01, 2014
  • ‘Pink Slime’ Makes Comeback as Beef Prices Spike http://t.co/XmDfVz5zAB “Finely textured beef” returns to cheap hamburger; ask yr butcher $$ May 31, 2014
  • Economy Shrank, U.S. Now Says http://t.co/qm9rarCX9P They’re blaming the weather which is always a weak reason 4 the structural slowdown $$ May 30, 2014

 

Rest of the World

  • Japan Begins Purposely Dumping 100s Of Tons Of Radioactive Water From Fukushima In2 The Pacific http://t.co/TklIa4ECs2 Source fish w/care $$ Jun 01, 2014
  • Spain Sees Embers Glow in Wreckage of Property Crash http://t.co/J1KWh56u0l Prices finally gaining real money buyers $$ Jun 01, 2014
  • Escape From Tiananmen: How Secret Plan Freed Protesters http://t.co/yAmoc6MfKT Unlikely group of people risked their lives 2 aid escapees $$ Jun 01, 2014
  • Iran, Stable but Miserable http://t.co/1HNuO03Ncv @Steve_Hanke Once Govts start giving subsidies, is very difficult 2 end them $$ #bigbang May 31, 2014
  • Aging Swiss Face Pension Funding Dilemma on Immigration http://t.co/9k2X7Oeszf Demographic eclipse faces Switzerland, needs immigrants $$ May 30, 2014
  • No, China Isn’t Really Rebalancing http://t.co/HbR7rVIiOZ @WilliamPesek notes quick return of stimulus measures in China as growth flags $$ May 30, 2014

 

Market Impact

  • Bad Credit No Problem as Balance-Sheet Bombs Rally 94% http://t.co/6xLjaGnBCp A backward-looking insight, one common 2 late bull markets $$ Jun 01, 2014
  • Reynolds Aims to Oust Fidelity in Push to Gain 401(k)s http://t.co/CO9RF3YZsk 401k financial servicing is a scale game 4 Great-West Fin’l $$ Jun 01, 2014
  • Bets on Higher Food Costs Reach 11-Week Low: Commodities http://t.co/Bqi5PPkTsS Time for food costs to move up $$ Jun 01, 2014
  • Neff’s do’s and dont’s http://t.co/Sx2oExlAHb The thinking of John Neff is underrated in my opinion; this article summarizes some of it $$ Jun 01, 2014
  • Top 10 Valuation Ratios and How to Use Them http://t.co/bbdT2lMHeI Worth a read $$ Jun 01, 2014
  • Dragon King beats Black Swan: Ted Talk with Didier Sornette http://t.co/QMJNGE3N8w Listen to Sornette; black swans can be predicted $$ Jun 01, 2014
  • New Rules 2 Alter How Companies Book Revenue http://t.co/3siTlXkluz Mostly liberalizes revenues, lowers earnings conservatism, watch $$ flow Jun 01, 2014
  • Nasdaq Nears 13-Year High as Technology Becomes Loved http://t.co/0Q7VrPsnUy Note unprofitable IPOs coming 2 market eating sideline cash $$ Jun 01, 2014
  • Dennis Gartman: We Were Wrong Calling for a Correction http://t.co/IhmICbVO2M Few more capitulations & then the topping process will end $$ Jun 01, 2014
  • Managing a Portfolio I – Stop Wasting Time, Start Adding Value, Part V http://t.co/2z2bLQV7zK A very good series, very worthy of a read $$ May 31, 2014

 

Other

  • Little Children and Already Acting Mean http://t.co/4RRva4OVu1 Should only surprise if u think ppl r natually good; good must b trained $$ Jun 01, 2014
  • The Myth of the Climate Change ‘97%’ http://t.co/BCsHXfzudX I know science Ph.D.s who don’t agree, but how 2do a fair count? $$ Jun 01, 2014
  • How Many Kidneys Is an NFL Career Worth? http://t.co/EdaeHVt8zW Gives reasons to eliminate team doctors; players, get yr own doc 4 safety $$ May 31, 2014
  • Mementos of triumphs make a return to bankers’ desks http://t.co/1fetPsXSrc Deal toys made of Lucite return to Wall Street $$ $GS $MS $XLF May 30, 2014
  • My Resume http://t.co/lkMocQczJB James Altucher spills all of the beans on his business career & life. A train wreck in slow motion $$ $SPY May 30, 2014
  • Railcar Shortage in US Pushes Up Lease Rates http://t.co/bcaqp0DvwV If pipelines aren’t built, more crude will flow by rail $$ $GATX $TRN May 30, 2014

 

Wrong

  • Wrong: SEC Set to Spur Exchange Trading http://t.co/jU2JJvc3vi This may help mutual fund managers, but it won’t help small investors $$ Jun 01, 2014
  • Wishful thinking: Is Hillary Clinton Too Old for the White House? http://t.co/Fy0qYw11a6 People, particularly women live longer than b4 $$ Jun 01, 2014
  • Wrong:Annotated History Of The World’s Next Reserve Currency http://t.co/XtCSg2WQPt Only free countries w/open markets r reserve curncies $$ Jun 01, 2014
  • Fink Says Leveraged ETFs May ‘Blow Up’ Industry http://t.co/cVTubsqeiY More likely they blow themselves up, & not the all mutual funds $$ Jun 01, 2014
  • Wrong: Paper money is unfit for a world of high crime and low inflation http://t.co/XC4pAWjHf2 We need 2get currency out of govt hands $$ May 31, 2014
  • Wrong: Borrowers Show in Rush to Grab US Rate Break http://t.co/H8yJX9TCQQ Funny how everyone keeps saying rates will rise $$ FD: + $TLT May 30, 2014
  • Wrong: Make more money by dumping your investment adviser http://t.co/8hSPQqgDlr Investment advisers can prevent panic & greed $$ $TROW

 

Retweets, Replies & Comments

  • RT @ReformedBroker: Nice that we printed a new record S&P 500 high today. Too bad so few stocks are involved. Via @allstarcharts http://t.c… May 26, 2014