Category Archives: Tweets

Sorted Weekly Tweets

Rest of the World Q&A w/Bill White – former chief economist of the Bank for International Settlements http://t.co/EoDdKnoD4x Worth a read, still bearish $$ Jun 07, 2014 China City Crash-Lands to Zero Growth on Coal Bust http://t.co/sROcEjLThJ For Taiyaun, it is a coaled, cruel world $$ $KOL $FXI Jun 06, 2014 Welcome to Baku, the Fiercely Modern, Millennia-Old, Capitalist-Socialist, Filthy-Rich Capital […]

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 […]

Sorted Weekly Tweets

Market Impact  Giving Yourself an Investing Makeover http://t.co/u1MmwlWiKP @jasonzweigwsj describes Guy Spier & his efforts 2b a more rational investor $$ May 24, 2014 The Bearish Signs Junk Buyers Reject in Stoking ’14 Rally http://t.co/xsYEJeKTnU BBs beat CCCs amid a falling Russell 2000 index $$ #odd May 23, 2014 Penny Stocks Like Latteno Foods Rally, Fueling Big-Dollar Dreams http://t.co/IiqCWeAyOW Fascinating 2c this amid […]

Sorted Weekly Tweets

China China Slowdown Deepens http://t.co/sKueyT7Dhz This isn’t a bad thing if China is giving up on forced industrialization through borrowing $$ May 17, 2014 Carnage on China Roads Shows Dark Side of Electric Bikes http://t.co/HT3l0WKCzl Going 25MPH in crowded conditions w/limited control, ouch $$ May 17, 2014 The Golf Boom in China http://t.co/PcsnaFPFwy Illegal 2build new courses, so they start as health clubs […]

Sorted Weekly Tweets

Market Dynamics   Yellen Comments Boost Demand for Treasury Bonds http://t.co/2lzFhL97br Carry trade rescued, grows larger 4a later day of reckoning $$ $TLT May 10, 2014 One of the Best Retirement Deals 9 of 10 People Ignore http://t.co/oYw4xRjEdc Contribute 2a Roth 401(k) & save big on future taxes $$ $TROW May 10, 2014 NYSE to Curtail Order Types Amid Debate Over […]

Sorted Weekly Tweets

US Politics & Policy The Potential Bubble the Federal Reserve Cares Most About http://t.co/tp1Ug7YcaR Worrying about a bubble in the bond mkt $$ May 03, 2014 The Weekend Interview: The Investors at War With Political Power http://t.co/MuEvV0DQcC Courts protect our liberties from bureaucracies $$ May 03, 2014 Detroit Homeowners Gun Down Burglars as Police Wait for Cars http://t.co/Dkg7YEct4g This is the future […]

Sorted Weekly Tweets

Stocks & Industries Invest In Stubs, Spin-Offs And Liquidations For Alternative Returns http://t.co/ccezep0K9Y Cites a Gabelli article http://t.co/xTrqEfmQeq $$ Apr 19, 2014 Real Estate Management Better Than Owning Real Estate? http://t.co/IFaDLiwTRa Sometimes yes, sometimes no. Definitely adds more leverage $$ Apr 19, 2014 Wells Fargo Securities Lending Lawsuit Ends in Settlement http://t.co/w3lSY4Cw8D Low margin business that can go badly wrong in a crisis […]

Sorted Weekly Tweets

US Policy & Politics  Nearly Half of Dodd-Frank Rules Still Unwritten http://t.co/TwzSawT298 Experiment of regulation by study committees continues albeit slow $$ Apr 12, 2014 Banks Given Two Extra Years to Fully Comply With Volcker Rule http://t.co/XVfO9CKMm7 Banks prefer abolition; Fed offers a delay $$ #more? Apr 12, 2014 How Big Banks Created a Fed to Serve Their Own Interests http://t.co/tUlNYE3px5 Fed […]

Sorted Weekly Tweets

Rest of the World Putin’s Rejection of the West, in Writing http://t.co/X0SOPFH80d “Russia must be viewed as a unique and original civilization…” $$ $MACRO Apr 05, 2014 Japan Working Women Face Tax Blow as Their Numbers Swell http://t.co/D38taPNgWT Govt’s like women working o/s home: can tax their output $$ Apr 05, 2014 China Leverage Seen Rising Through 2016 http://t.co/8hJzmlSBp5 It’s relatively worse than […]

Sorted Weekly Tweets

Rest of the World   Malaysia Plane Traced in Inmarsat Engineer London Huddle http://t.co/roKtJSY9WY How they managed to figure out the area of the crash $$ $SPY Mar 30, 2014 UK Pension Revolution Putting Long-Term Bonds at Risk http://t.co/o8TNO4lgAn Need 2 match liabs drives demand 4 long bonds, lowers yields $$ Mar 30, 2014 Putin Has Exposed NATO’s Weakness http://t.co/xDs2X10AKg US & NATO […]