Sorted Weekly Tweets

Rest of the World

  • Q&A w/Bill White – former chief economist of the Bank for International Settlements Worth a read, still bearish $$ Jun 07, 2014
  • China City Crash-Lands to Zero Growth on Coal Bust For Taiyaun, it is a coaled, cruel world $$ $KOL $FXI Jun 06, 2014
  • Welcome to Baku, the Fiercely Modern, Millennia-Old, Capitalist-Socialist, Filthy-Rich Capital of Azerbaijan LONG $$ Jun 06, 2014
  • Swiss Garbage Police Irk Foreigners Reeling After Vote Picky, piddly, part of what makes Swizerland unique $$ $SZE Jun 06, 2014
  • China Central Bank Calls for More-Targeted Loosening Measures Central banks r not good @ micromanaging an economy $$ Jun 06, 2014
  • China’s Rare Earth Toxic Time Bomb to Spur Mining Boom That’s a boom outside of China, as econ policy raises costs $$ Jun 05, 2014
  • Obama Pledges to Bolster Europe’s Security I’m not 4 entangling alliances, but really only $1B 4 E. Europe?! $$ $SPY Jun 05, 2014
  • Dai-ichi to Buy Protective Life When Japanese life cos buy American life cos they overpay; this 1 is colossal $$ $PL Jun 04, 2014
  • Cameron Threatened as ‘People’s Army’ Marches on Newark UK independence Party: anit-EU, anti-immigrant, anti-Tory $$ Jun 04, 2014
  • Putin Pausing as Russia Volatility Kills Trade-to-Invest Whaddaya know? Maybe the sanctions do have some bite $$ Jun 04, 2014
  • China Builds Sulawesi Smelters as Ore Ban Cuts Jobs Unemploy a lot of miners 2 create inefficient smelting jobs $$ Jun 03, 2014


Companies & Industries

  • It’s Watershed v Pipeline in Latest Fracking Battle High-Profile Spills Prompt Water Utilities to Fight Pipelines $$ Jun 06, 2014
  • Amazon Feud With Publishers to Escalate as Contracts End Dominance of $AMZN especially in e-books vexes publishers $$ Jun 06, 2014
  • Buffett’s $26B Power Bet in West Seen Paying Off Needed infrastructure financed by insurance premiums: brilliant $$ Jun 06, 2014
  • Wells Fargo Requires Principal With Home-Equity Payments Good practice 2 require principal amortization $$ FD: + $WFC Jun 05, 2014
  • US refiners struggle with too much light crude Light crude is more volatile; difficult to separate the light stuff $$ Jun 04, 2014
  • Abbott CFO: How and Why to Spin Off Explanation of how & why the spinoff unlocked a lot of value $ABT $ABBV $$ Jun 02, 2014


US Politics & Policy 

  • U.S. Workers’ Productivity Falters First-Quarter Decline, Worst in 6 Years, Comes as Job Market Heals $$ $MACRO $SPY Jun 06, 2014
  • Service Industries Propel Broad Rebound in US Growth Let’s see how well this persists $$ $MACRO Jun 05, 2014
  • Smoke and Mirrors Hide the Collapse in Corporate Profits Economy-wide profits take a hit in the revision of GDP $$ Jun 05, 2014
  • Obama’s Next Fed Fight Why Michael Barr will be just as unacceptable to progressives as Larry Summers $$ $TLT $SPY Jun 05, 2014
  • Now Who Wants to Change the Constitution @CassSunstein I would prefer my anti-gerrymandering amendment $$ $TLT $SPY Jun 05, 2014
  • Fed Officials Growing Wary of Market Complacency Go ahead, Fed: Raise Fed Funds by 0.1% & c how mkt reacts $$ #blammo Jun 04, 2014
  • Growing Student Debt Focus of Senate Hearings Today Expensive colleges extract more $$ from students, parents, govt Jun 04, 2014
  • Waiting game: Why small businesses won’t hire Workforces r not overloaded; if demand really picks up then hire $$ Jun 04, 2014


Market Impact

  • Morgan Stanley Is Said to Cut London Fixed-Income Traders Not enough action for $MS 2 pay in an illiquid market $$ Jun 06, 2014
  • Hedge Funds Betting on Calm as Volatility Shorts Increase I get worried when I c exotic side bets grow $$ $SPY $VIX Jun 06, 2014
  • Wall Street Adjusts to the New Trading Normal Transaction Volume in May Fell 2 Lowest Level Since Financial Crisis $$ Jun 06, 2014
  • Dueling Indexes: A Big Name Is # 2 in Returns Russell 2000 trails enhanced index S&P600. $IWM $IJR Earnings/float $$ Jun 06, 2014
  • different this time @researchpuzzler on the delusions of chasing returns late in this current bull market $$ $SPY Jun 06, 2014
  • Kass: Prepare for a Minsky Moment @DougKass tells us 2b concerned about the low volume accompanying the new highs $$ Jun 06, 2014
  • Hedge-Fund Wolfpack Stalks Financials as Alpha Pangs Grow Got utilities & other yield sensitive sectors? NO? $$ $XLU Jun 06, 2014
  • The unglamorous life of hedge fund startups @JesseSolomonCNN meets w/ @allstarcharts -> lots of work to do $$ $SPY Jun 06, 2014
  • Value Funds Are Beating Growth-Stock Funds This Year This is true most years, nice 2feel the wind @ my back $$ $SPY Jun 05, 2014
  • Fresh Records Get Stale With S&P 500 Volume at 6-Year Low Volume is low & few stocks are reaching new highs $$ $SPY Jun 05, 2014
  • Word Power: A New Approach for Content Analysis 10K filed, language sounds cautious 2 the computer which sells $$ Jun 05, 2014
  • Unstoppable $100T Bond Market Renders Models Useless Many bonds forced into being via QE, spread relationship hurt $$ Jun 04, 2014
  • Bond Bankers Have 144 Reasons to Fret Over Underwriting Frenzy Top 9 banks have lower mkt share & fees then past $$ Jun 04, 2014
  • Fortress Tries ‘Nuclear Option’ for Trups CDOs American Back hasn’t paid in 5 years; Fortress takes it to BK court $$ Jun 03, 2014
  • Are Stocks Expensive? The 2 Perspectives On an intrinsic basis, yes. Can the market go up anyway? Yes. Safely? No $$ Jun 03, 2014
  • Icahn won’t be joining the Mount Rushmore of insider trading This one is overblown in terms of facts & size $$ $IEP Jun 03, 2014
  • What investors must know about new accounting rules It still doesn’t eliminate uncertainty from earnings accruals $$ Jun 03, 2014
  • Investors Rewarded for Trek Into Little Known Markets I wouldn’t put much trust in the low vol argument; looks odd $$ Jun 02, 2014



  • With His Eye on the World Cup, Soccer Coach Jurgen Klinsmann Overhauls Team USA New attacking style fits Americans $$ Jun 06, 2014
  • In Search of America’s Best Burrito via @fivethirtyeight Visit “The Well Dressed Burrito” in Washington, DC #cult Jun 06, 2014
  • New Chip to Bring Holograms to Smartphones Ostendo’s Tiny Projectors r Made 2Display Video, Glasses-Free 3D Images $$ Jun 05, 2014
  • No Pain, No Gain, as Tattoo Regret Fueling Laser Removals New pico-second lasers remove tattoos w/moderate pain $$ Jun 04, 2014



  • Maybe not: This Time, Russia-China Alliance Will Last @BloombergView Cultural alignment is lacking; econ not enuf $$ Jun 06, 2014
  • Wrong: Hydrogen Fuel Finally Graduating From Lab to City Streets “I usually call them ‘fool cells.’” – Elon Musk $$ Jun 06, 2014
  • What New College Grads Need To Know About Money Disagree. If renter’s insurance optional, take the risk, don’t buy $$ Jun 04, 2014


Comments, Replies, and Retweets

  • RT @derekhernquist: bookmarked “Investment Mgmt: A Science to Teach or an Art to Learn” via @cfainvestored HT @alephblog… Jun 05, 2014
  • RT @susanweiner: Financial #blogging insights from David Merkel of @AlephBlog Jun 05, 2014