Archive for the ‘Blog News’ Category
Friday, January 27th, 2012- Stinks RT @s_m_i: RT @hedgefundinvest: RT @financialpost: Twitter to censor content in some countries http://t.co/zhnzV1Qo Jan 27, 2012
- When the Reps win, wants 2b FedChair RT @pdacosta: Fed activism harms US growth, former Fed board governor Warsh says http://t.co/Tht5YyHi Jan 27, 2012
- I’m different. I gained my net worth little by little through investing, and have kept it. My wife is glad she married me, and not my friend Jan 27, 2012
- that I made to him in March 2009, with stock conversion rights. Many entrepreneurs r this way; they are not geared to preserving wealth. $$ Jan 27, 2012
- An example: I have a friend who is presently very wealthy. He has nearly gone broke four times in the last decade. Pays me 13% on a loan + Jan 27, 2012
- Angry about inequality? Don’t blame the rich. http://t.co/CV0GE1Gg Being rich is more fluid than most think. Rise fast, fall fast 4 many $$ Jan 27, 2012
- Apple’s Dirt-Cheap Stock and the Fiduciary Theory of the Firm http://t.co/DtV2kK7P Me: Risk of tech obsolesence & mkt saturation -> low PE Jan 27, 2012
- @Nonrelatedsense That’s funny. I didn’t see that because my browser blocks pop-ups. Jan 27, 2012
- The chase for yield is on http://t.co/ISJ6MmLx High yield market looks a little frothy now. 73% of all HY CEFs trade at a premium to NAV. $$ Jan 27, 2012
- Risk Bites Back: Lessons Learned From The Harvard Endowment http://t.co/Ch4s7jbP Similar to my article: http://t.co/Ycu95PCU Guard liquidity Jan 27, 2012
- At minimum, desirable asset classes must be chosen and given weights. Then adjustment strategy; rebalance vs momentum. These invlv forecasts Jan 27, 2012
- Tactical Management and Flawed Forecasting http://t.co/2VWePjbf All asset allocation implicitly involves a forecast. Jan 27, 2012
- US Sovereign Debt Tipping Point Scenarios, Symposium by George Mason University http://t.co/QDFe1BJP 5 scenarios, but I can think of more $$ Jan 27, 2012
- Tin Gains as Prospect of Low Fed Rates Boosts Speculation of Higher Demand http://t.co/zYYQXHVM I think the correlation is rather tenuous Jan 27, 2012
- The GOP Goes MAD http://t.co/F7CoZQBl The candidates go thermonuclear, but the party itself may get hit. Lotta mudslinging going on $$ Jan 26, 2012
- @groditi Yes, and Vale tried to strike some deal w/the Chinese to lessen the pain, and the Chinese stiffed them Jan 26, 2012
- New Jersey Pensions Earn 1.7% in 2011 http://t.co/8vHP7Ok7 Add in the effects of low interest rates & funding levels fall considerably $$ Jan 26, 2012
- One Third of New Yorkers Can’t Retire http://t.co/o8VFsw2v This is not news; a lot of people did not plan well, compounded w/no interest Jan 26, 2012
- Merkel Masters Markets With Euro Austerity Mollifying Investors http://t.co/DSrJaAFZ She seems to be getting her way, bit by bit $$ Jan 26, 2012
- Gingrich Attacks Romney Over Swiss Account http://t.co/AXzEC9ij Populism is a dangerous thing to swallow; read the warning label first $$ Jan 26, 2012
- The squeeze on dollar funding in the Eurozone continues http://t.co/BZxSdJOc Will probably continue the demand for USD swap lines by ECB $$ Jan 26, 2012
- US Banks Face Pressure on Margins From Fed Policy http://t.co/yzXGroUm Flat front end of yield curve steadily crushes interest margins $$ Jan 26, 2012
- No Slower Steaming as Container Lines Run Like Clippers http://t.co/N9G7Ltgu This one made me pause. The shipping glut has funny effects Jan 26, 2012
- Deteriorating employment situation in France http://t.co/EuTX0Go0 A clear sign of deteriorating economic conditions in the E-Zone as a whole Jan 26, 2012
- Uralkali Ready to Cut Potash Output to Shield Price http://t.co/yqPjHQEZ Potash producers cutting production globally; can’t b good 4 Agri Jan 26, 2012
- ‘Stop-Newt’ Republicans Confront New Base http://t.co/UZEdELQr This ain’t your Father’s Republican Party. Less of a party more of a fracas Jan 26, 2012
- The Real Margaret Thatcher Story http://t.co/Ul6dyr3N “Lesson: governments cannot permanently live beyond their means had been learned.” Jan 26, 2012
- More Drones, Fewer Troops http://t.co/D94fBRsm This doesn’t look smart to me, & makes America look like more of a empire than it is. $$ Jan 26, 2012
- @The_Analyst After Great Depression the Flubs were established by the Flub Act of 1932 – provide funds 2 “building and loan” institutions $$ Jan 26, 2012
- Egypt Bans LaHood, Other Americans From Leaving http://t.co/SVz5DBAn Military alleges foreign nationals are sowing dissent among masses Jan 26, 2012
- Banks Hoarding ECB Cash to Double Company Defaults http://t.co/TPPvb33z European companies needing liquidity are not getting it from banks Jan 26, 2012
- Ron Paul, the Fed and the Need for a Stable Dollar http://t.co/fwTrW2B3 Fed policy hurts savers aids government. Policy stability needed Jan 26, 2012
- 2 bright ladies who know bonds RT @cabaum1: I’ll be opining on Fed folderol w/ my pal @Kathleen_Hays on WBBR’s Hays Advantage @12:45pm today Jan 26, 2012
- @munilass It’s been fun 4 us. I hope u have an even better time of it. Jan 26, 2012
- @munilass My wife says that u forget the pain w/the joy of the child. We also have 5 adopted kids; youngest turns 10 soon. Life changes fast Jan 26, 2012
- @munilass My sympathies. Having a baby is wonderous, though I always pitied my wife during her 3 deliveries. Hope it goes well for u & baby. Jan 26, 2012
- @SoberLook Thanks. Appreciate your blog. Jan 26, 2012
- @interfluidity Thanks. Many thanks. Jan 26, 2012
- @interfluidity Thanks, I appreciate it. I always wonder at myself when I get too hard. Jan 26, 2012
- @interfluidity Thanks. I am not trying to beat up on Bernanke, as much as trying to point out the inconsistencies involved in his policies. Jan 26, 2012
- @PlanMaestro Not sure, I am imitating @HistorySquared, who I appreciate. Aside from that, a number of readers asked for it. $$ Jan 26, 2012
Posted in Blog News | 1 Comment »
Thursday, January 26th, 2012- @The_Analyst does Hempton do Twitter? Bright guy. Jan 26, 2012
- RE: @SoberLook It’s not a pledge, indeed, but it is an estimate. The bond market has reacted quite strongly to the e… http://t.co/crpU3QpH Jan 26, 2012
- RE: @SoberLook Does this post from Alea change your opinion at all? http://t.co/2hs1LTyN… http://t.co/p3Plmjnb Jan 26, 2012
- MF Customers Face Long, and Possibly Fruitless, Slog http://t.co/MoMIalrc Law s/b modified: customer accts s/b top priority in broker BK Jan 26, 2012
- Solar Cheaper Than Diesel Making India’s Mittal Believer http://t.co/ZW2ta2aB This is the right way 2 employ solar; with no subsidies $$ Jan 26, 2012
- Obama Pushes Salad in Schools at $3B Cost to States http://t.co/M9nWkW4T Healthier food is no good if the kids don’t eat it, ask L.A. $$ Jan 26, 2012
- Con Artist Starred in Sting That Cost $GOOG Millions http://t.co/ErAgeziD New motto: Don’t be evil, but if you are evil, make $$ by it Jan 26, 2012
- This is y well-capitalized P&C insurers r hard 2 kill, & usually make $$ over the int-term: past losses r more than paid 4 by higher prems Jan 26, 2012
- US Commercial P&C Rates to Climb, Marsh Says http://t.co/OxCUuSsU The insurance brokers know; after a year of losses comes a hard market Jan 26, 2012
- @researchpuzzler @The_Analyst “There’s an institutional hedge fund analyst born every minute.” Alleged 2 PT Barnum but, http://t.co/ku1NlqZG Jan 26, 2012
- @BarbarianCap What I am saying is that structural legal protections around economically necessary authorities & municipalities r significant Jan 26, 2012
- @BarbarianCap PV of losses are typically small, except on odd munis that don’t have any necessary economic value 2 a municipality + Jan 26, 2012
- @BarbarianCap Part of the difficulty is that states can’t default, and Ch 9 4 what municipalities can use it, merely gives breathing room + Jan 26, 2012
- @BarbarianCap There will be significant issues, but even during the Depression, losses were remarkably small on munis. Taxes will rise. $$ Jan 26, 2012
- @The_Analyst Then again, it’s probably more “a fool and his money are soon parted.” Due diligence ain’t always that great 4 institutions $$ Jan 26, 2012
- @The_Analyst Typically they were pretty good salesmen to get fund #1 off the ground, even better 4 #2. W/fund #3 they sell “It’s fixed.” $$ Jan 26, 2012
- Iran’s Ahmadinejad ups rates to stem money crisis http://t.co/6IhpevuO Sanctions r having an internal effect on the Iranian economy. $$ Jan 26, 2012
- Niederhoffer Discusses Being Wrong http://t.co/mWrnI7mg Frank talk from one who blew up twice. Perhaps he has a risk control discipline now. Jan 26, 2012
- What’s In Your 401(k) Fund Line-Up? http://t.co/1ufb7xk2 Plan sponsors have an obligation 2 remove poorly performing funds but many don’t Jan 26, 2012
- Wither the Wirehouse RT @ReformedBroker: Whither the Wirehouse? http://t.co/E4Xtz5Ul Jan 25, 2012
- Wither the wirehouse
http://t.co/TnuMFvDE Jan 25, 2012 - RE: @wallstCS None of the competitor companies you list compete w/ $RGA. $PRE does a little bit of life reinsurance &… http://t.co/v9r3kg5z Jan 25, 2012
- @TimABRussell Yes, I think Bernanke is sincere in what he is doing. That doesn’t mean that it doesn’t confuse, or get the right result. $$ Jan 25, 2012
- @TimABRussell That was the Greenspan strategy. Talk about the six sides of the square & confuse: Top, bottom, right, left, inside, outside Jan 25, 2012
- Fed learns that it is easier to hide a needle if they put it in a larger haystack. $$ All for now on the Fed. Back to normal activity. Jan 25, 2012
- Final Q on fiscal policy asking what if deficits aren’t cut. B says that deficits need to be cut. IT’S OVER!! Jan 25, 2012
- Bernanke essentially says that everyone has a lot of slack assets, and can invest them after-tax at 2% in the long run. Jan 25, 2012
- Q on CPI vs PCE, critics saying Fed planning to destroy 2% of currency value per year. B: CPI has made up numbers, healthcare differences $$ Jan 25, 2012
- French reporter asks whether Fed would extend a loan to the IMF. “Raison detre” cute response, punts to Tsy and Congress $$ Jan 25, 2012
- Mkt news intl reporter: why have forward guidance when you give out forecasts? Bernanke: guidance describes Fed’s decision, vs expectations Jan 25, 2012
- Bernanke gets symmetric questions asking whether policy is doing too much or too little, on inflation and unemployment. $$ Jan 25, 2012
- WP reporter: could the Fed bring unemployment down faster if it were more aggressive? Bernanke really doesn’t answer. Jan 25, 2012
- In general, people analyze better with limited amounts of data — zero data (w/Kremlinology) and lots of data make analysis harder $$ Jan 25, 2012
- I think the more data the Fed hands out, the more lost the press and average people get confused. Jan 25, 2012
- Q: Why isn’t Fed doing more now if you think things will be bad for so long? Internally Bernanke reconsiders the value of press conferences. Jan 25, 2012
- Bernanke says that low rates conquer all and so providing more data won’t hurt things — expectations are a lesser thing $$ Jan 25, 2012
- Peter Barnes, Fox Business: possibility of negative expectations because the economy is viewed as much worse than previously thought $$ Jan 25, 2012
- AP reporter asks about principal reductions for the housing crisis. Bernanke says that the FOMC is concerned, but doesn’t say much really $$ Jan 25, 2012
- Median b/c FOMC is a “democracy.” In practice, though, the Fed chair has 12 votes Jan 25, 2012
- Robin Harding of FT asks about forecast, and what it implies for FOMC policy: Bernanke says there’s no mechanism, look at the median Jan 25, 2012
- to be able to be released — mentions that June 2011 principles are still in force for shrinking the balance sheet (in 2015?!) Jan 25, 2012
- Reuters reporter asks for more data on balance sheet data, versus data on Fed funds — Bernanke says there is only so much data at a time + Jan 25, 2012
- RT @joshuademasi: @AlephBlog All fed needs to do is create esoteric invesment vehicle cross hedging USHY in Rand and Real. What could g … Jan 25, 2012
- Donna Moran (?) of Amer Banker — Basel 3, capital requirements, etc. Me: Fed supervision of biggest institutions not done well in past $$ Jan 25, 2012
- Bernanke waffles on the question of what happens to savers, confusing saving and investing. Needs to consider what finl intermediation does Jan 25, 2012
- Greg Robb(?) Marketwatch asks about Republicans, and how older people on fixed incomes survive, and whether he might resign if Reps win Jan 25, 2012
- Greg Ip questions the asymmetry comments — I think Bernanke would be better off saying “asymmetric in the long run.” Jan 25, 2012
- @joshuademasi The hate for the Fed exists because they were overly loose 1984-2006, regulated banks poorly & created much of this crisis $$ Jan 25, 2012
- Hilsenrath asks about confidence in the FOMC’s forecasting abilities. Wonders which dot is Bernanke’s… Bernanke affirms limitations Jan 25, 2012
- Torres of Bloomberg asks about near-term inflation — The Bernank points to falling commodity prices, slower global growth Jan 25, 2012
- Decent question on the symmetric nature of monetary policy Jan 25, 2012
- Toady comments on what he views as strength RT @agwarner: Liesman Alert! $FED Jan 25, 2012
- Full set of projections from the FOMC: http://t.co/VqWfrYgL Worthy of note that their forecasting ability is subpar. Jan 25, 2012
- Fed Funds Projections: http://t.co/Wd9lmEeO Jan 25, 2012
Posted in Blog News, Fed Policy | Comments Off
Wednesday, January 25th, 2012- They may not have meant to publish it, but the results don’t seem too earthshattering — … http://t.co/MkmCtxnJ Jan 25, 2012
- @Convertbond He was 1 of my professors @ Hopkins, & the only 1 w/a consistently free market viewpoint; Talked w/him @ http://t.co/k4mL15rp Jan 25, 2012
- India to pay gold instead of dollars for Iranian oil. Oil and gold markets stunned http://t.co/ZRmnIjOz @JamesGRickards sounds like Ch 1 $$ Jan 25, 2012
- Bears gone wild! http://t.co/s0mvx9LK What does it mean when bears get less pessimistic? Do we rally, or do things fall apart? Or both? $$ Jan 25, 2012
- Retail in the Age of the Internet http://t.co/4wovantW Difficult 2c how the internet doesn’t change retail; has changed so many things $$ Jan 25, 2012
- What Makes FPA Crescent Tick? http://t.co/ngisagdY A lot to learn from businesslike clever managers who insist on a margin of safety $$ Jan 25, 2012
- You don’t WANT to be making iPhones, really http://t.co/cvG1rVqJ Baruach of Ultimi Barbarorum sets the record straight on manufacturing $$ Jan 25, 2012
- The end of mutual funds is coming http://t.co/V9FhizVt @reformedbroker on the coming dominance of ETFs in 2022. My take in a comment below. Jan 25, 2012
- The Pimco Premium–Totally Gross? http://t.co/QXBqRSpH Amazing what premiums to NAV some junk CEFs run by Pimco get up to. $$ >+70% Jan 25, 2012
- Mitt Romney’s SOTU Challenge on the Mortgage Crisis http://t.co/xeTaeswA “u recognize the distress, u take the loss & let people reset.” $$ Jan 25, 2012
- @MebFaber @onetwoko @The_Analyst Good stuff. I’ve written similar from both equity and debt perspectives. Alternative: NGDP growth+1% $$ Jan 24, 2012
- @valuewalk yeh, especially for the highly compensated in private DB plans, b/c the PBGC limits the coverage any one person gets. $$ #ouch Jan 24, 2012
- Examples: Autos and Telecom Bonds back in 2000, MBS (Esp non-GSE), GSEs, CDOs and finance 2007. Today? Governments. The poison of AAA/AA $$ Jan 24, 2012
- It is usually wise to avoid investing in the largest or fastest growing sectors and subsectors in debt markets; boom presages a bust $$ Jan 24, 2012
- @valuewalk Yes, that’s right, and the standards for that are squishy. Funny that life co acctg has 2b conservative, but not DB pensions $$ Jan 24, 2012
- @The_Analyst Been writing about this off and on for the last 20 years in various forms. Sadly, doesn’t get traction because it’s complex $$ Jan 24, 2012
- @The_Analyst yeh, especially since ERISA doesn’t apply to state & local DB plans; beneficiaries have 2 rely on protection from local laws $$ Jan 24, 2012
- @The_Analyst There are no actuarial assumptions police for DB plans. W/private corps, the auditors can object (though they rarely do) $$ Jan 24, 2012
- The Real Problem With the Global Bond Markets http://t.co/rYHw673u Catch my comment here: http://t.co/UCkhtXZx $$ Jan 24, 2012
- CalPERS 2011 return below its assumed rate by 6.65 percentage points http://t.co/GDoBD6H2 Gets worse when you count in the fall in int rates Jan 24, 2012
- Rob Arnott is doing enhanced indexing. So do most bond indexers; they match broad characteristics of the index, and … Jan 24, 2012
- RE: @valuewalk Someone send the memo to Soros: http://t.co/ShMY4LWN http://t.co/6oA7kfMR Jan 24, 2012
- New from Aleph Blog Against Simple Valuation Metrics: There have been a lot of articles dealing with use of corp… http://t.co/PaZElTUQ Jan 24, 2012
- The new American divide http://t.co/lOmLT2xs Working class falls further away from marriage & religion & upper class becomes more isolated Jan 23, 2012
- We Found Bin Laden So Now We’re In Search of Yield http://t.co/4veqJ6xB Y Buffett likes consistent $$ to flow from subs, but he pays no div Jan 23, 2012
- The biggest Mark to Model error in the country http://t.co/Tgi5DVx7 “Price indexes are more an art than a science.” Manipulable indeed. $$ Jan 23, 2012
- How executives spend their company’s cash http://t.co/4xadWZqy Buybacks tend 2b procyclical; economically rational w/b countercyclical $$ Jan 23, 2012
- Europe Stocks Cheapest to US Since ’04 as Net Rises Amid Recession Worry http://t.co/54ajiIQD Worth kicking the tires on nonfinancials $$ Jan 23, 2012
- Generals have led the US three times already — Washington, Grant, and Eisenhower. That i… http://t.co/9w9C3AM2 Jan 23, 2012
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Sunday, January 22nd, 2012- This applies more to private equity than hedge funds. Adjust the headline. http://t.co/Zy4kRVlg Jan 21, 2012
- Economists: A Profession at Sea http://t.co/86wZognH Too much math, & not enough knowledge of how people, business & finance really work $$ Jan 21, 2012
- Clever article $$ RT @srussolillo: A Standard, and Poor, Way of Investing http://t.co/mRr6rlve via @WSJ Jan 21, 2012
- Collateral squeeze as strong as ever, Icap says http://t.co/v4QZvndP The big Draghi LTRO reduces repo rates & reduces repo volumes $$ Jan 21, 2012
- Deutsche Analyst Sounded Alarm When Asked to Alter Numbers http://t.co/kPBGzk3o The pressure to get AAA ratings may have led to cheating $$ Jan 21, 2012
- Investors plowing money into farmland — but could come a cropper http://t.co/129i3pbR With all of the debt being applied, likely a bubble $$ Jan 21, 2012
- I would not be quick to criticize all hedge funds off of this. Most investors are trend-followers, and this affects … http://t.co/50fK1lG8 Jan 21, 2012
- point counterpoint http://t.co/VerP28OY @researchpuzzler explains why many investment organizations need a process for challenging theses $$ Jan 21, 2012
- More myths around Greek CDS trigger risk http://t.co/PH8s3iwB @soberlook sets the record straight; risks are lower than most think $$ Jan 21, 2012
- Your Inner Beardstown Lady http://t.co/QKPIopWf We all need to feel good about our investing, so we systemically overestimate our returns $$ Jan 21, 2012
- How the Fed defeated President Truman to win its independence http://t.co/srUcFrKq Independence squandered by Greenspan & Bernanke $$ Jan 21, 2012
- RT @maoxian: For every ~5000 followers you should be on ~350 lists. Easy to calculate number of fake followers on Twitter with the follo … Jan 20, 2012
- About Rising Inflation, Please Remain Worried http://t.co/u8tIk0RA Maybe someone should suggest 2Krugman the fiscal multiplier is negative Jan 20, 2012
- Global Deleveraging – You Are (Not) Here http://t.co/J4rCGvGL US only 1/3 of the way to Swedish levels of deleveraging $$ ht @historysquared Jan 20, 2012
- RT @historysquared: Japan’s turn, or another false start. $USDJPY http://t.co/0ncucYLE $$ Which straw will break the camel’s back? #crunch Jan 20, 2012
- Japan, Spain & France go up $$ RT @historysquared: Debt & deleveraging: Uneven progress on the path to growth http://t.co/sj3cljZU #ouch Jan 20, 2012
- Portugal to need “debt haircut” as economy tips into Grecian downward spiral http://t.co/F40Huo5a Just when you thought Greece was all $$ Jan 20, 2012
- Shilling says new global recession is here http://t.co/hWEMiSkg Europe leads downturn, US poised for milder decline; he suggests long Tsys Jan 20, 2012
- RT @herbgreenberg: JP Morgan today: “We are currently witnessing THE LARGEST DROP IN REALIZED CORRELATION IN THE HISTORY OF THE US MARKE … Jan 20, 2012
- Governments in a Hole as Land Sales Plummet http://t.co/pJA2dZN7 Local govts in China rely on land sales 2 fund budgets, slowdown bites $$ Jan 20, 2012
- Further Thoughts on Real Estate’s Impact on GDP http://t.co/86NwJQ6S 0% growth in property investment could push China into “hard landing” Jan 20, 2012
- Retiree Imbalance Underlies Filing http://t.co/thdWL5sw Re $EK, always easier 2 offer more benefits, play w/assumptions, pay no $$ cost Jan 20, 2012
- Three of a Kind http://t.co/YV57WRl5 Debt ceiling issues; Corporations lobby, get subsidies & pay no taxes; cost savings in Medicare, not $$ Jan 20, 2012
- Corporate Debt to Surge in Sweden as Bank Credit Dries Up http://t.co/11mDdeYP Rising bank capital requirements reduce lending, +bonds $$ Jan 20, 2012
- Students Shift to Computer Science http://t.co/cYPCTqwO Computing now penetrates into most lines of business and academic discipline $$ Jan 20, 2012
- ITU Global Market Data http://t.co/VsUK6MEE Cool graphic showing the global growth of wireless & broadband over the last 10 years $$ #cool Jan 20, 2012
- Army Foresees Expanded Use of Drones in US Airspace http://t.co/atcbzCmW Aren’t there some civil liberties issues here? Posse comitatus? $$ Jan 20, 2012
- Housing Inventory Ends Year Down 22% http://t.co/xNbdrJkq There is a lot of dark supply out there, waiting to sell when prices rise $$ Jan 20, 2012
- RE: @bloombergview It also perpetuates malinvestment. We overinvest in housing and banking in the US, to the detrime… http://t.co/2yLTBqH5 Jan 20, 2012
- @D_T_A_F In 1988, I read The Media Lab: Inventing the Future at M. I. T. http://t.co/orSrsFsa Xerox lost a lot, I learned a lot, great book Jan 20, 2012
- New from Aleph Blog The Rules, Part XXIX: Risk premiums should never be capitalized, they should only be taken i… http://t.co/rrhWkItf Jan 20, 2012
- New from Aleph Blog On Predicting the Future, Redux: From a reader, ptuomov:If you run a regression of the magen… http://t.co/MGBbnUAq Jan 20, 2012
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Friday, January 20th, 2012- 222 Years Of Long-Term Interest Rates http://t.co/o0qYWoTf It’s always the same; it’s never the same. When long rates will rise is a mystery Jan 19, 2012
- Don’t become the next Kodak http://t.co/XCJAUb3s $EK actually developed the 1st digital camera, and dismissed it. Ignored Fuji too $$ #dumb Jan 19, 2012
- Kodak Says Tech Firms Pushed It Into Chapter 11 http://t.co/que2uw63 $EK relies on the kindness of strangers; blames them 4 demise $$ Jan 19, 2012
- Cat bond market bounces back in January http://t.co/TIvZpNMe Insurers looking 4 shelter from what could b another tough year 4 claims $$ Jan 19, 2012
- Congress’s Benefits Add to $674B Pension Gap http://t.co/dD58E6NA & http://t.co/Zvpch4Gi Congress’ Pension Math Doesn’t Add Up $$ #debt Jan 19, 2012
- China No Match for Dutch Plants as Philips Shavers Come Home http://t.co/LrkcOj04 Product engineer in Shanghai same cost as in Drachten $$ Jan 19, 2012
- Soros Proves Nothing Rotten in Denmark as Home Financing Excels http://t.co/ShMY4LWN Did not calm me; reasons 4 past success r past $$ Jan 19, 2012
- 13 Signs of a Bull Market http://t.co/Tn7FAY2A The market reacts positively to bad news. Defensive sectors underperform. And more $$ Jan 19, 2012
- Chinese foreign exchange reserves shrink http://t.co/S2sMHb9V Shrank in 4Q2011 for the first time in more than a decade. $$ Jan 19, 2012
- After half a century of trade surpluses, Japan is now in deficit http://t.co/H4T4ZqNb Still a current account surplus because of invt earns Jan 19, 2012
- Apple expected to delve into textbooks http://t.co/BKtLcm0Z Can $AAPL can cut the costs in this anti-competitive area? $$ #overpriced Jan 19, 2012
- In France, vintners erase a notorious past http://t.co/89sa3Dva Renaming French wine region rescues them from undue nuclear waste taint $$ Jan 19, 2012
- Bet the house: why the FHA is going (for) broke http://t.co/80FO8wXg FHA repeating the loose lending standards of Fannie & Freddie in 2000s Jan 19, 2012
- New from Aleph Blog Should I Invest or Save?: “Should I Invest or Save?”An easy question, not. First, I need to… http://t.co/mBI62tYx Jan 19, 2012
- New from Aleph Blog What’s Up? What’s Down?: I can’t remember who gave me this idea, but sometimes I troll throu… http://t.co/JAdXbKQT Jan 19, 2012
- @real_taxloss No surprise. They have been clueless for the last 25 years. Even as a grad student, I wondered at them milking their monopoly Jan 19, 2012
- Long and Variable Lags Between Money Supply and Inflation Dupes Economists http://t.co/5vrJUzE9 Monetary base drives inflation over 5-10 yrs Jan 19, 2012
- What’s Going Down “Down Under”? The Case for Shorting Australian Dollars http://t.co/b5lvUUIk Central Bank lowering rates, asset bubble $$ Jan 19, 2012
- The Hidden Cost of Free Money http://t.co/hdw3gqxO Yield cv favors Borrow short, lend long on MBS. Arb will flip if/when short rates rise $$ Jan 19, 2012
- @groditi I own HMC for clients. What do you think is most attractive here? Jan 18, 2012
- @groditi I kinda knew that, but fewer cars r dying from rust than in the past. Large variety of car ages on the road. Jan 18, 2012
- Greece, China and the USA http://t.co/48nSUg6G Greek Diaspora is in full swing. China cement capacity half of world capacity. & more, wow $$ Jan 18, 2012
- It’s Early But S&P 500 Earnings Beats Are Less Common; Nobody Seems To Care http://t.co/ZP3JtxWF We got our rally hats on! Who cares! Jan 18, 2012
- The great Australian bond run http://t.co/MePO8FK1 Decided not to let AUD appreciate -> low rates -> asset bubble. Import loose $$ policy Jan 18, 2012
- The Book On Mitt Romney: Here Is John McCain’s Entire Opposition Research File http://t.co/i3WAsOYo I guess MR could b a chameleon on plaid Jan 18, 2012
- Is Egypt Running Out of Money? Ask Cairo Drivers http://t.co/Y3TBSu9D Enormous lines @ Egyptian gas stations due2 fuel delivery cutbacks $$ Jan 18, 2012
- MIT Economists Running Central Banks http://t.co/5AbMGuDn Didn’t c the great recession coming, why should we expect them to c inflation? $$ Jan 18, 2012
- Auto Plants at Capacity, Buoying U.S. Economy http://t.co/5ZwJhKfX Pretty optimistic on autos. Wonder how sustainable it is. $$ #vroom Jan 18, 2012
- European Hedge Funds Line Up Bets on China Downturn http://t.co/OSkAoRxq Bets getting a little thick here, could there b a shakeout coming? Jan 18, 2012
- New fund flows and limited supply provide support to the muni market http://t.co/3wuD5WRF Muni finances slowly improving except retiree bfts Jan 18, 2012
- Canada’s Housing Bubble About to Burst? http://t.co/OaCYVzeX & http://t.co/dzBX9KEY Keeping currency cheap induces low rates &asset bubble Jan 18, 2012
- http://t.co/QQyG3IkE A prospectus, please, with risk factors… touting the good bits is not appreciated. Jan 18, 2012
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Wednesday, January 18th, 2012- Definitely, just followed and added 2 RSS RT @tylercowen: Sober Look is an underrated, underdiscussed economics blog, http://t.co/aewQejQX Jan 17, 2012
- DOL Makes Nice on Investment Advice http://t.co/1PDeFbDg Offers defined contribution plan sponsors new options 4 participant invt advice $$ Jan 17, 2012
- How will the world live with $100 oil? http://t.co/xW7LofrK Demand destruction begins at a level north of there $$ Jan 17, 2012
- Marc Faber Favors Equities, Forecasts World War III http://t.co/A9V0rC2E Middle East will blow up; new regimes will be less Western-friendly Jan 17, 2012
- Heads I win, tails you pay http://t.co/ZXCklpAw State DB pensions gamble on high risky asset returns; need >10%/yr to meet 8% targets $$ Jan 17, 2012
- Natural Gas Prices Are Plummeting http://t.co/RBljqGIM Fracturing shale leads to a temporary glut of natural gas. $$ #shalestorm Jan 17, 2012
- Market Shrinks First Time Since ‘09 on U.S. Buybacks, Sales http://t.co/p1VyvjXi Bullish for equities if debt levels stay in check. $$ Jan 17, 2012
- @BloombergGov Sorry about last tweet deleted. BRK has large deferred tax liabilities. Let it stop avoiding having GAAP income taxed $$ Jan 17, 2012
- @BloombergGov I will agree after Warren Buffett sells his BRK shares, and pays tax on the capital gain. $$ Jan 17, 2012
- Low interest rates keep exchange rate down &imports asset bubble RT @edwardnh: Robert Shiller: “Sweden has a bubble” http://t.co/K1pFg300 $$ Jan 17, 2012
- Supermarkets Cater to Food Stamp Recipients http://t.co/q9pcJSoc Demand surges when food stamps arrive, requires planning $$ #dependency Jan 17, 2012
- Electricity Prices Decline 50% as Shale Spurs Glut http://t.co/4CzVKh9n 2nd order effects of the shalestorm grow, power plants deferred $$ Jan 17, 2012
- Investors Ignore Nordic House Bubble Risk http://t.co/hX8aDAgB Low interest rates keep exchange rate down & imports asset bubble, until $$ Jan 17, 2012
- Wiring the Brain, Literally, to Treat Stubborn Disorders http://t.co/sx2QOipi Welcome to the cyborg era. New meaning2 “All in your head” Jan 17, 2012
- Mapping My Genome, Peeking Into a Scary Future http://t.co/ajxT6zmp A nervous reporter decides to peek behind the curtain of his DNA $$ Jan 17, 2012
- Fitch Examines Global Credit Growth Figures http://t.co/Yqw7Vci4 Question marks over mid-sized banks in Russia, Brazil and Turkey $$ Jan 17, 2012
- A New Weapon in the Fight Against Superbugs http://t.co/bSCq5DNS Use viruses 2 invade bacterial cells & make sensitive 2 antibiotics $$ Jan 17, 2012
- A Gut Check for Many Ailments http://t.co/Ot0DTY0p Growing body of research shows gut affects bodily functions far beyond digestion $$ Jan 17, 2012
- What if the Doctor Is Wrong? http://t.co/JpbbVXOS Some Cancers, Asthma, Etc., Can B Tricky 2 Diagnose, Lead 2 Incorrect Treatments $$ Jan 17, 2012
- The Rally That Wouldn’t Die! http://t.co/pAOfwrqu Only thing that bothers me about owning the long bond is that it is getting popular $$ Jan 17, 2012
- @davidgaffen I’m not sure, David. Economics is never linear. Fits and Starts. As for the end, simply that someone leave the Eurozone. $$ Jan 17, 2012
- More US Catholics take complaints to church court http://t.co/hYOvEncF As a kid I wanted to study canon law, now it’s interesting $$ Jan 17, 2012
- The Unintended Reformation http://t.co/EyCGC1FG A good review of what seems to be a lousy book. My comment presently is the last one $$ Jan 17, 2012
- S&P Cuts Rating on Europe’s Bailout Fund http://t.co/ki7arbBr The collapse of leverage backed by leverage continues. End is coming $$ Jan 17, 2012
- Greek Default Fears Grow as Debt Talks Stumble http://t.co/0Zmmp63w Enough debt held by private investors hedged by CDS to stymie it $$ Jan 17, 2012
- Sarkozy Dealt Rating Blow 100 Days Before Poll http://t.co/693BKrTb He is more in trouble for defending the Euro than losing the rating $$ Jan 17, 2012
- China: Get Ready for Turbulence http://t.co/1qShQatv Much Investment in China is a waste, because there is no demand for what is created $$ Jan 17, 2012
- China Investment Boom on the Edge http://t.co/EQT2tdt7 Shadow banking and other types of leveraged lending are reaching extreme levels $$ Jan 17, 2012
- China Data, Part 2: Slowing Growth http://t.co/b9JiEEw6 Deceleration in China’s GDP growth is almost certain, but how deep will it be? $$ Jan 17, 2012
- Iran to Give ‘Firm’ Reply to Scientist Murder http://t.co/S3Wk495D Bluff and Counter-bluff. No one will do much of anything here. $$ Jan 17, 2012
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Saturday, January 14th, 2012- @DavidSchawel Shrink the balance sheets then for true profit; sell AFS assets, & use proceeds to buy back debt. Makes BalSht cleaner also $$ Jan 13, 2012
- Could protectionism, tariffs, & a VAT lead 2 inflation? RT @historysquared: $$ : Latest in the Ongoing Global Trade War http://t.co/QuwgmmxO Jan 13, 2012
- The value of free enterprise has nothing to do with money or wealth http://t.co/mPHesBRu right 2 “life, liberty, &the pursuit of happiness.” Jan 13, 2012
- The lure to leave the euro may prove irresistible http://t.co/upM8V9Hd Better to be Argentina than Latvia. Still better to be the US! $$ Jan 13, 2012
- Amid downturn, more older Americans employed than ever before http://t.co/BBCCUy0A Retirement will be considered abnormal in the future $$ Jan 13, 2012
- Americans Clueless, Pay Wall Street $20 Billion for Bad Swaps http://t.co/hCIZwSeY Swaps weren’t problem, Auction rate preferreds were $$ Jan 13, 2012
- Accounting Quirk Lurks as Wild Card in Banks’ Earnings http://t.co/yfiwHRVs Acctg is best when mkt-based or amortizd cost, not hybrid $$ Jan 13, 2012
- Little Alarm Shown at Fed At Dawn of Housing Bust http://t.co/HU4b513h FOMC transcripts always highlight how clueless the FOMC is. $$ Jan 13, 2012
- Fed’s Steps Toward Transparency May Hinder Effort http://t.co/14hSqGs6 With increased data mkts unpredictably wind tighter to Fed policy $$ Jan 13, 2012
- Here’s something to consider: http://t.co/63fsJc2y The last time ICI updated the FAQ on fund flow… http://t.co/G5XJr24E Jan 13, 2012
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Thursday, January 12th, 2012- Here’s A Credit Card That Looks To Trap ID Thieves By Making Them Think They’re Clever http://t.co/BjtE1Pcy Thieves that goof get fingered Jan 12, 2012
- $MSFT Said to Plan Marketing Reorganization That Includes Job Cuts http://t.co/tnmiw372 Cuts s/b a last resort option 4 morale reasons $$ Jan 12, 2012
- @The_Analyst But, no, I don’t think it will happen. Federal regulators are in bed with those that they regulate. All will claim confidential Jan 12, 2012
- @The_Analyst They should at least be as good as the appointed life actuaries who have to hand the risk model over in full to the regulators. Jan 12, 2012
- Big ETFs likely to get bigger http://t.co/sMV3gXRB Makes sense; broad aggregate asset class exposures should have large ETFs to implement $$ Jan 12, 2012
- Vikram Pandit Is on the Right Track http://t.co/W1nKvtrV Banks should make their risk models & data bases public; indep ests validate them Jan 12, 2012
- Greek Crisis Dries Up Drug Supply http://t.co/6adxylUd This is one of the sadder things about the Eurozone crisis $$ Even aspirin gone Jan 12, 2012
- This Winter’s Weirdly Warm Weather Explained http://t.co/QwmcdVCT The Arctic & North Atlantic Oscillations explain the drastic difference $$ Jan 11, 2012
- Red Kite Evangelicals Reap 47% on Copper Bet http://t.co/ZEKFYRtF Doing well? Doing good? Why choose? Jan 11, 2012
- The great hedge fund humbling of 2011 http://t.co/CAJPuxZD Average fund dropping 4.8% & some stock-focused funds down 19% on average $$ Jan 11, 2012
- @MarcHochstein True. Almost every bubble leaves something good behind; think of all the dark fiber laid in the early 2000s now being used $$ Jan 11, 2012
- Awaiting a Greek Payout http://t.co/YrjsFuIb Could Greece’s next rescue payout go straight into the pockets of London hedge funds? $$ #yes Jan 11, 2012
- Insurers Lifting Rates as Storms Defy Models http://t.co/SF6gQeWf After disasters, well-capitalized insurers benefit from rising premiums Jan 11, 2012
- Building Skyscrapers Signals Excess, Forecasts Crashes, says Barclays http://t.co/PzkWBb81 Overly cheap capital creates white elephants $$ Jan 11, 2012
- Yale’s Crash Confidence Index Shows Just How Fearful Investors Have Become http://t.co/eL3jG5j4 Short-term bullish indicator $$ Jan 11, 2012
- Gen Y: Post Traumatic Stock Syndrome http://t.co/jMmRDwI6 In order to make $$ in the markets, you must survive the bad times. $$ Jan 11, 2012
- Europe’s $39T Pension Threat Grows http://t.co/HHGm0NcV and in the US: Social Security – January 2012 and Beyond http://t.co/WrElghGi $$ Jan 11, 2012
- Europe Banks Hoarding Cash Resist Draghi http://t.co/X2yqiTdR Euro-area banks have more than 600 billion euros of debt maturing this year Jan 11, 2012
- An Imaginary Dustup? The Incalculable Harm of Regulation http://t.co/cB7j2N6e Agricultural regulations anger a farmer; he explains the cost Jan 11, 2012
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Wednesday, January 11th, 2012- Turkey Said to Tell India Help on Iran Oil Payments May End http://t.co/smdFrxQK Lot of second order effects from the Iran embargo. $$ Jan 10, 2012
- EU Is Said to Consider Iran Oil-Embargo Exemptions Rather Than Blanket Ban http://t.co/12qgDjBD Mainly to help Greece, Italy & ENI $E $$ Jan 10, 2012
- @D_T_A_F Well, they’ve been doing it consistently since the beginning of QE, at which point they changed their OMO methods. U might b right. Jan 10, 2012
- Italy Is Biggest Risk to Euro, Says Fitch http://t.co/hNct22ZO E-Zone cannot survive if 3rd largest member can’t maintain financing $$ Jan 10, 2012
- U.S. Inquiry of MF Global Gains Speed http://t.co/SVxElxzI The key might be the actions of the Treasurer prior to the bankruptcy $$ Jan 10, 2012
- @groditi FM Global is still around http://t.co/7JE2tl9D MF Global is not. My inner insurance nerd is showing. FMG is a great company. $$ Jan 10, 2012
- THE WORLD’S MOST PROSPEROUS BANK http://t.co/2jOeSujR Remember, that the national creditworthiness that the Fed is using to generate the $$ Jan 10, 2012
- Geithner Presses China on Iran http://t.co/cL7KcKZp Tough sell; 11% of oil used from Iran http://t.co/FWLf6mXC & http://t.co/3tNMilGQ $$ Jan 10, 2012
- @D_T_A_F Mmmm…. so they want people to think long-run inflation will be higher than otherwise? That’s not what they usually want. $$ Jan 10, 2012
- Avoiding Innovation’s Terrible Toll http://t.co/Y20HSLrk Set up a new unit to creatively destroy your old one, before anyone else $$ Jan 10, 2012
- Why does the Fed buy the longest TIPS? Scarcity -> Higher price -> lower real yield -> higher inflation expectations http://t.co/VOIG2gUk $$ Jan 10, 2012
- RE: @iheartWallSt Desk commentary. Escapes the strictures one must follow for “research.” Can say what you want the… http://t.co/mUVhA0JQ Jan 10, 2012
- Even Ron Paul Can’t Save America From Fiscal Disaster http://t.co/l6ldUddF Americans ask 4 the impossible; problem not politicians but us Jan 10, 2012
- Buffett’s Apprentice Books Gains on First Buys http://t.co/j7R3j4Lg Purchases of 7 stox by Combs in the 9 mos ended 9/30 advanced ~14% $$ Jan 10, 2012
- SEC Seeks Full Disclosure of Banks’ Sovereign Debt Holdings http://t.co/B5sYTqCs Note: the banks only have to do this if they want to $$ Jan 10, 2012
- An Exit Strategy From the Euro http://t.co/4K6DI0ZE It would benefit Europe in the long run to have macro flexibility back. $$ Jan 10, 2012
- A Boom in Starter Capital for Hedge Funds http://t.co/uTvaIJ1c Excess cash seeks: diversification, flexibility, special ideas, returns $$ Jan 10, 2012
- Gina Raimondo Math Convinces Rhode Island of America’s Prospects With Debt http://t.co/ZMjbs2IW Nixon: China :: Dems : pub pension cuts $$ Jan 10, 2012
- The Danger Debt Poses to the Western World http://t.co/Wfnf1d1E A German take on the global mess of extend & pretend. Long, but gets it $$ Jan 10, 2012
- Where to look for ideas in Distressed Investing? http://t.co/eDnCO7QA Hunter covers the bases; shows us the areas where he looks 4 value $$ Jan 10, 2012
- The Global Impact of a China Hard Landing http://t.co/CQcfMH8Y Could be significant, to some degree China drives the world economically. $$ Jan 10, 2012
- Why Europe stocks are too cheap to ignore http://t.co/6cGcyuKd It’s difficult to lose money on cheap companies w/low debt. $$ Jan 10, 2012
- Speculators Raise Wagers on Price Gains by Most in 17 Months http://t.co/7Qosgt0H The risk-on trade proceeds; whether it succeeds?… $$ Jan 10, 2012
- More U.S. Part-Timers Find Full-Time Jobs http://t.co/9CtmJbX6 Reluctantly, I am getting less pessimistic. $$ Jan 10, 2012
- Survival of the unfittest: why the worst infrastructure gets built—and what we can do about it http://t.co/Ko5Eri0b ht: Michael Pettis Jan 09, 2012
- But this buttresses my contention that hedge funds, aside from global macro and CTAs, hate volatility. Anyone that w… http://t.co/snQjCYh7 Jan 09, 2012
- @groditi That’s fine, thanks for the effort. Jan 09, 2012
- @groditi I can see how you can get the $VXX historical prices, but not those of the VXX options. Jan 09, 2012
- @The_Analyst That’s the reason why I think unionized jobs don’t get destroyed by foreign competition, but by technology $$ Jan 09, 2012
- The Great Leading Indicator Smackdown http://t.co/EwNbt7NJ ECRI is a black box, but they usually do better at forecasting than the LEI $$ Jan 09, 2012
- Corporate Profit Growth Slows as Europe Drags http://t.co/KyieZhsW Profit margins meeting the force of gravity, from punk demand $$ Jan 09, 2012
- Correlation Nation (lets go to the charts) http://t.co/egTJ4iOb Bifurcated market boils down to liquidity/certainty vs not $$ #riskonriskoff Jan 09, 2012
- China December Loans, Money Supply Signal Easing Conditions http://t.co/pT2WqTbR Please reflate the real estate market, please, please $$ Jan 09, 2012
- China loan growth quickens http://t.co/FbKZVW4l With asset prices falling, China attempts to reflate through monetary policy $$ Jan 09, 2012
- Pension reform welcome, but bankrupt Illinois needs more http://t.co/sp6xAzGF Retroactive repeal of ill-gotten benefits ->test constitution Jan 09, 2012
- State finance officials should face the truth on pension promises http://t.co/CYYQ73Ad CA pension liabs > reported, reliant on hi inv return Jan 09, 2012
- Merkozy On the Verge of Losing Sarkozy http://t.co/tu1j68Fu For that matter, Merkel is not that secure politically either $$ Jan 09, 2012
- It’s a Man vs. Machine Recovery http://t.co/dt2uJnn2 Companies have been buying technology instead of hiring, and Okun’s Law is broken $$ Jan 09, 2012
- On Trading Central Tendency http://t.co/x92jkx2Z @brucekrasting has too much fun showing how more transparency by the Fed could backfire $$ Jan 09, 2012
- Top business leaders including Pimco’s Bill Gross support Ron Paul http://t.co/AFxAuF3t I find this surprising & I’m not sure I believe it. Jan 09, 2012
- Shale Bubble Inflates on Near-Record Prices http://t.co/derIaWa0 Current land prices rely on fracking not being curtailed by regulation $$ Jan 09, 2012
- Germany Auctions Bills With Negative Yield http://t.co/pUXUcGaU Never a good sign with too much demand for liquidity & certainty $$ Jan 09, 2012
- Paulson After Worst Year Takes Cue From Griffin Climbing Back http://t.co/a324XoAj Very difficult to achieve, even for Griffin. $$ Jan 09, 2012
- It’s not that machines are destroying jobs; they are making some jobs obsolete as productivity rises. There is a nee… http://t.co/03IYCHhH Jan 09, 2012
- Hedge Fund Returns In 2011 http://t.co/O89qAtlY Dismal year, what else? Make me feel better about my returns… $$ http://t.co/AxznD8LD Jan 07, 2012
- Eastman Kodak Shares, Bonds Hammered on Bankruptcy-Prep Report http://t.co/5Ct7mA9I Bonds trading at $30; what if the patents r worth $$ Jan 07, 2012
- David Rubin Pleads Guilty in Muni-Bond Trial http://t.co/wNZUGsgY I knew this guy back in my GIC-selling days. Couldn’t get his bizmodel Jan 07, 2012
- I really appreciated this paper because it clarified a number of issues for me regarding repo. One thing they missed… http://t.co/zYq0U5ow Jan 07, 2012
- Fed’s New Wordplay to Yield Negligible Results http://t.co/QprfJ6e1 @cabaum Transparency is good. Talk is cheap. It won’t do much harm. $$ Jan 06, 2012
- New Markets Movement: Bring Back the IPOs http://t.co/Q7G8SazO Will take a lot more than changing the tick size to create more entrepreneurs Jan 06, 2012
- Alcoa to Cut Smelting Capacity by 12% http://t.co/HTmIN0iY Given startup/shutdown costs, implies lower extimated level of global growth $$ Jan 06, 2012
- How Art History Majors Power the US Economy http://t.co/6bNzBvyg Disagree. Best thinkers r all-arounds, who can write, calc, code, etc $$ Jan 06, 2012
- US Universities Feast on Federal Student Aid http://t.co/1QYSJ6Hs Most of the subsidies for College r captured by colleges not students $$ Jan 06, 2012
- Dementia’s First Signs May Appear by Age 45 http://t.co/ECLv3Jte Starts slow & picks up speed. Can’t remember the rest $$ Jan 06, 2012
- Australia’s Strength Questioned by Philip Bowring http://t.co/diETnNpY Commodity producers vulnerable to a global slowdown. Also leverage $$ Jan 06, 2012
- Italy Last Among Libya’s ‘Friends’ for New Oil Concessions http://t.co/4r5yKJol Libya’s “friends” in order: France, US, Britain & Italy $$ Jan 06, 2012
- Death-Defying Metal Thieves Tap Soaring Prices as U.K. Tightens Sales Law http://t.co/03octIHD Many don’t defy death successfully $$ #RIP Jan 06, 2012
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Friday, January 6th, 2012- I don’t think changing the tick size will change the fact that there are games surrounding trading. It will change w… http://t.co/XXnyKemI Jan 06, 2012
- When Nurses Catch Compassion Fatigue, Patients Suffer http://t.co/54tvbIQV Programs being created/used to help nurses avoid burnout $$ Jan 06, 2012
- ‘ @mbusigin Okay, so about 2% up, not bad. That’s usually pretty correlated with short rates, but not now. $$ Jan 06, 2012
- @mbusigin @fundmyfund How strongly? There is a lot of single-family housing available for rent, which should hold rates down. Jan 06, 2012
- The sinkhole http://t.co/DTW4vtDm DB plans 4 companies in the broadly-based S&P 1500, the deficit rose from $315 billion to $484 billion $$ Jan 06, 2012
- Apartment Vacancy Rate falls to 5.2% in Q4, Lowest since 2001 http://t.co/6E2rL2CZ Will it eventually lead to increases in rental rates? $$ Jan 06, 2012
- Flip This Economy http://t.co/0LBARLcQ A new study shows how short-term speculators made the housing bubble much, much worse. $$ Jan 06, 2012
- Not Even Corp Mgmt Believe Their Own Equity Return Assumptions http://t.co/AdkRWujq With rates so low stocks must earn monster returns 2fund Jan 05, 2012
- Sweden Shows Europe How to Cut Debt, Weather the Recession http://t.co/R9VBpkSL Monetary independence is the most important Swedish lesson Jan 05, 2012
- The Public Deposit Option: An Alternative To “Regulate and Insure” Banking http://t.co/Fvo6q2TJ Turn banks into deposit utilities, maybe? $$ Jan 05, 2012
- China: the vultures are coming http://t.co/uyn6U7OV Distressed investing in China not straightforward; Does not have a clear rule of law Jan 05, 2012
- China No Country for Old Men as Government Battles ‘Demographic Tsunami’ http://t.co/7pU1JqCz The “one child policy” hammers at China $$ Jan 05, 2012
- Federal Reserve Balance Sheet Risks http://t.co/zih7AS0e As the monetary base rises, so does the price of gold? Seems to. $$ Jan 05, 2012
- No:EU lawmaker turns up heat on US over bank rules http://t.co/Gs5rvupn Banks should not use their own models 2 mark positions, set capital Jan 05, 2012
- Gavekal on Japanese Debt Scenarios http://t.co/fsqvKx8A Likes Japanese equities combined with protection against the currency & bonds $$ Jan 05, 2012
- Macro Imploding http://t.co/iokKGr6h It’s just a matter of time before we abandon concepts like the monetary and fiscal multipliers. $$ Jan 05, 2012
- @groditi I think that might be driving some of the negative earnings guidance revisions, but no one connects the dots. Jan 04, 2012
- RT @groditi: @AlephBlog I see very little mention of how high FCFs due to depressed capex /wc could translate to depressed/delayed earni … Jan 04, 2012
- Bond Exotica Gains Favor in Era of Low Rates http://t.co/jBOGzNJt I would worry, but we’re probably nearer the beginning than the end $$ Jan 04, 2012
- @TraderNewsFeed I respect your opinion; let’s see what happens, I very well could be wrong, and you right. Jan 04, 2012
- Equity Risk Premium Near An Extreme http://t.co/R1cYReUa Relies on the idea that profit margins will not mean-revert. $$ Jan 04, 2012
- @TraderNewsFeed in 2nd and 3rd tier city residential real estate markets. http://t.co/yVjV9Fa4 & http://t.co/mOq9JrjB 2/2 Jan 04, 2012
- @TraderNewsFeed You don’t get large moves in asset prices w/o debt-finance. The LTVs may be lower, but px moves have inverted borrowers 1/2 Jan 04, 2012
- Pawnbrokers of last resort: when a pound of flesh is not enough http://t.co/yA3I0eZ8 Secured lending heightens risk when collateral falls Jan 04, 2012
- China’s Home Prices Slide Amid Speculation of Reserve Ratio Cut http://t.co/2NJHYrZx Leverage collapse cannot b solved in ordinary ways $$ Jan 04, 2012
- Chinese President Hu Jintao warns of cultural warfare from West http://t.co/lyOVkowA Difficult 2 channel prosperity away from freer thinking Jan 04, 2012
- Refinancing Race to Dominate Third Year of Crisis: Euro Credit http://t.co/OwRkKSCe Lots of room 4 slips&stumbles in the 1Q12 refinancing $$ Jan 04, 2012
- I just keep buying value stocks; worked in the Great Depression; should work now. http://t.co/JLv5g3Re Jan 04, 2012
- Who are the most central members of the China’s leadership as we enter 2012? http://t.co/wwt0VY6X Interesting analysis of connections $$ Jan 04, 2012
- Fed Will Detail Rate Plans, Easing Market Guesswork http://t.co/RNWNk8Wn More transparency will bring more volatility, not less $$ #ppht Jan 04, 2012
- Downward revision on home sales data? http://t.co/uDhRiBVE NAR large revision down sales numbers 4 past several yrs going back to 2007 $$ Jan 04, 2012
- Bond Bulls May Yet Have Reason for Cheer http://t.co/Qk3EQDfA When I see this argument get more common, I worry about a reversal $$ Jan 04, 2012
- Mary Schapiro’s skeletons in the closet http://t.co/TeGlvBqK Alleges proxy used by NASD soliciting member approval 4 the merger fraudulent Jan 04, 2012
- @ReformedBroker Wait. You used “value” and “Eastman Kodak” in the same sentence. Not allowed. Did Bill Miller get the memo? $$ Jan 04, 2012
- NYSE Liffe US Announces DTCC GCF Repo Index Futures http://t.co/9JpHjbu7 ht @izakaminska; may allow for hedging of future repo rates $$ Jan 04, 2012
- @izakaminska I suppose the GCF Repo Index Futures settle for cash. My Q: What are the systemic implications of hedging future repo rates? $$ Jan 04, 2012
- The collateral crunch gets monetary http://t.co/rGlB3N7z Monetary multiplier collapsing in Eurozone. Protect solvency, do not lend. $$ Jan 04, 2012
- ‘Princeling’ General Attracts Notice with Criticism of Party http://t.co/4ZnfegKp Do children earn their own way or can parents help? $$ Jan 04, 2012
- Buffett’s Defense Fails to Beat S&P 500 in ’11 http://t.co/BLynhyuo Buffett is doing fine. Just watch the growth in book value. $$ Jan 04, 2012
- World’s Biggest Economies Face $7.6T Debt http://t.co/lVdUlLng Rollover risk in 2012. Who can see the tipping point 4 sustainability? $$ Jan 04, 2012
- Bridgewater Takes Grim View of 2012 http://t.co/WeP3QYw7 Deleveraging bodes ill 4 most asset classes except long duration high quality Jan 04, 2012
- Iranian currency slides under latest U.S. sanctions http://t.co/99wYHIGq The sanctions do have some bite, average people in Iran hurt more Jan 04, 2012
- @PieFarmer No. Hedgies that try 2 arb r trying to collect a risky yield. As vol rises, that gets harder 2 do. $$ Jan 04, 2012
- For Europe, Bad to Worse http://t.co/4DfbYeWl Likely Recession, Continuing Debt Woe May Make ’12 a Tougher Slog Than ’11 $$ Jan 04, 2012
- Why Hedge Funds Tripped in a Volatile Year http://t.co/y0H4HqVw In aggregate, hedge funds r yield seekers & r hurt by volatility $$ Jan 04, 2012
- Regulators Fleeing Ratings Dodd-Frank Banned Embrace No-Risk Greek Bonds http://t.co/6UGoNV2t Regulators go from one ditch into another $$ Jan 04, 2012
- the haircut http://t.co/KfqiOplW @researchpuzzler on the need to have a margin of safety built into all investment assumptions $$ Jan 04, 2012
- Tail Risk and Embalming Fluid, in 2012 http://t.co/BtBzo2Ey Argues that we will not be able to grow out of the debts incurred by gov’ts. $$ Jan 04, 2012
- Brace Yourself For An Eventful 2012 http://t.co/hCcauPUR Makes the case that Germany could leave the euro in 2012 & hurt CHF in process Jan 04, 2012
- @DonMartinCFP Thanks, Don — so you look at this? http://t.co/ErnQtMXd Jan 04, 2012
- Muni Bonds http://t.co/y8fuhimH There are long term difficulties, but taxes will be raised and benefits cut. Muni bonds will do fine. $$ Jan 03, 2012
- Auld Lang Syne: Remembering 2011 http://t.co/ctFUISOD Damodaran points out how high the equity premium is now. Makes me more bullish $$ Jan 03, 2012
- @The_Analyst If you leave it all in the cash account, yes, if not, no. Which makes sames day liquidity a problem; three day lags… Jan 03, 2012
- Political Calendar Hints at 2012 Volatility http://t.co/8kH5seL5 2012 likely to be a volatile year, much as 2011 was $$ Jan 03, 2012
- Are Brokerage Accounts Safe? http://t.co/QBXChAvg We should press to eliminate the ability to rehypothecate using customer capital $$ Jan 03, 2012
- @YooDman I agree w/you, but if the generals could get along w/o KJ Un, they would have done so already. This would try to pull KJU away… Jan 03, 2012
- If I were Secretary of State, I would find out what Rock groups & basketball players Mr Un Kim likes & send several goodwill delegations. $$ Jan 03, 2012
- Banker Who Fled Kim Jong Il Says New Leader to Open N. Korea http://t.co/cX4jHROu “Swiss education & his reported fondness 4 basketball” Jan 03, 2012
- Paul Sees Top-Two Finish in Iowa While Wary of Backing Rivals http://t.co/4elw3fqP Has the least trouble with Romney, but can’t endorse $$ Jan 03, 2012
- @DonMartinCFP What change in conditions would lead you to allocate money away from bonds? Jan 03, 2012
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