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Sorted Weekly Tweets

Saturday, June 7th, 2014

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 of Azerbaijan http://t.co/SCr1Yyb1o5 LONG $$ Jun 06, 2014
  • Swiss Garbage Police Irk Foreigners Reeling After Vote http://t.co/a2Nul3KysI Picky, piddly, part of what makes Swizerland unique $$ $SZE Jun 06, 2014
  • China Central Bank Calls for More-Targeted Loosening Measures http://t.co/fwKv9QQcTa Central banks r not good @ micromanaging an economy $$ Jun 06, 2014
  • China’s Rare Earth Toxic Time Bomb to Spur Mining Boom http://t.co/XWrbnSKptk That’s a boom outside of China, as econ policy raises costs $$ Jun 05, 2014
  • Obama Pledges to Bolster Europe’s Security http://t.co/XYVI5Bi9p1 I’m not 4 entangling alliances, but really only $1B 4 E. Europe?! $$ $SPY Jun 05, 2014
  • Dai-ichi to Buy Protective Life http://t.co/rxdOapKZth When Japanese life cos buy American life cos they overpay; this 1 is colossal $$ $PL Jun 04, 2014
  • Cameron Threatened as ‘People’s Army’ Marches on Newark http://t.co/GZQ4fIdnWR UK independence Party: anit-EU, anti-immigrant, anti-Tory $$ Jun 04, 2014
  • Putin Pausing as Russia Volatility Kills Trade-to-Invest http://t.co/jZhiKnR8t1 Whaddaya know? Maybe the sanctions do have some bite $$ Jun 04, 2014
  • China Builds Sulawesi Smelters as Ore Ban Cuts Jobs http://t.co/yXCVATdl5l Unemploy a lot of miners 2 create inefficient smelting jobs $$ Jun 03, 2014

 

Companies & Industries

  • It’s Watershed v Pipeline in Latest Fracking Battle http://t.co/D9kHxY9Xmf High-Profile Spills Prompt Water Utilities to Fight Pipelines $$ Jun 06, 2014
  • Amazon Feud With Publishers to Escalate as Contracts End http://t.co/KRe3cWvSw8 Dominance of $AMZN especially in e-books vexes publishers $$ Jun 06, 2014
  • Buffett’s $26B Power Bet in West Seen Paying Off http://t.co/CZkw7nlZwB Needed infrastructure financed by insurance premiums: brilliant $$ Jun 06, 2014
  • Wells Fargo Requires Principal With Home-Equity Payments http://t.co/zeNbOeBGhg Good practice 2 require principal amortization $$ FD: + $WFC Jun 05, 2014
  • US refiners struggle with too much light crude http://t.co/PcA1I4gymX Light crude is more volatile; difficult to separate the light stuff $$ Jun 04, 2014
  • Abbott CFO: How and Why to Spin Off http://t.co/ZLgszwAgRM Explanation of how & why the spinoff unlocked a lot of value $ABT $ABBV $$ Jun 02, 2014

 

US Politics & Policy 

  • U.S. Workers’ Productivity Falters http://t.co/XKmjss5R6o First-Quarter Decline, Worst in 6 Years, Comes as Job Market Heals $$ $MACRO $SPY Jun 06, 2014
  • Service Industries Propel Broad Rebound in US Growth http://t.co/Sx8JzPi28F Let’s see how well this persists $$ $MACRO Jun 05, 2014
  • Smoke and Mirrors Hide the Collapse in Corporate Profits http://t.co/tKzMwwAKF8 Economy-wide profits take a hit in the revision of GDP $$ Jun 05, 2014
  • Obama’s Next Fed Fight http://t.co/wMrsvbkqA2 Why Michael Barr will be just as unacceptable to progressives as Larry Summers $$ $TLT $SPY Jun 05, 2014
  • Now Who Wants to Change the Constitution http://t.co/tD35tVeQTj @CassSunstein I would prefer my anti-gerrymandering amendment $$ $TLT $SPY Jun 05, 2014
  • Fed Officials Growing Wary of Market Complacency http://t.co/tv1RsY2LLP Go ahead, Fed: Raise Fed Funds by 0.1% & c how mkt reacts $$ #blammo Jun 04, 2014
  • Growing Student Debt Focus of Senate Hearings Today http://t.co/4rUJrpv7LY Expensive colleges extract more $$ from students, parents, govt Jun 04, 2014
  • Waiting game: Why small businesses won’t hire http://t.co/8LZXP8YqUg Workforces r not overloaded; if demand really picks up then hire $$ Jun 04, 2014

 

Market Impact

  • Morgan Stanley Is Said to Cut London Fixed-Income Traders http://t.co/W29BnWm9nU Not enough action for $MS 2 pay in an illiquid market $$ Jun 06, 2014
  • Hedge Funds Betting on Calm as Volatility Shorts Increase http://t.co/vmUQXsSdbB I get worried when I c exotic side bets grow $$ $SPY $VIX Jun 06, 2014
  • Wall Street Adjusts to the New Trading Normal http://t.co/41Lzn1AJFA Transaction Volume in May Fell 2 Lowest Level Since Financial Crisis $$ Jun 06, 2014
  • Dueling Indexes: A Big Name Is # 2 in Returns http://t.co/dltXFxHPeU Russell 2000 trails enhanced index S&P600. $IWM $IJR Earnings/float $$ Jun 06, 2014
  • different this time http://t.co/BGJ7SSKS3D @researchpuzzler on the delusions of chasing returns late in this current bull market $$ $SPY Jun 06, 2014
  • Kass: Prepare for a Minsky Moment http://t.co/fP2m7jtyJk @DougKass tells us 2b concerned about the low volume accompanying the new highs $$ Jun 06, 2014
  • Hedge-Fund Wolfpack Stalks Financials as Alpha Pangs Grow http://t.co/B28wHitYlQ Got utilities & other yield sensitive sectors? NO? $$ $XLU Jun 06, 2014
  • The unglamorous life of hedge fund startups http://t.co/g2rjcehsT3) @JesseSolomonCNN meets w/ @allstarcharts -> lots of work to do $$ $SPY Jun 06, 2014
  • Value Funds Are Beating Growth-Stock Funds This Year http://t.co/D1yoMyPN8U This is true most years, nice 2feel the wind @ my back $$ $SPY Jun 05, 2014
  • Fresh Records Get Stale With S&P 500 Volume at 6-Year Low http://t.co/oeu4OnFmkK Volume is low & few stocks are reaching new highs $$ $SPY Jun 05, 2014
  • Word Power: A New Approach for Content Analysis http://t.co/DAd7cyppAF 10K filed, language sounds cautious 2 the computer which sells $$ Jun 05, 2014
  • Unstoppable $100T Bond Market Renders Models Useless http://t.co/GAU74xkHdt Many bonds forced into being via QE, spread relationship hurt $$ Jun 04, 2014
  • Bond Bankers Have 144 Reasons to Fret Over Underwriting Frenzy http://t.co/66VsCIy8ct Top 9 banks have lower mkt share & fees then past $$ Jun 04, 2014
  • Fortress Tries ‘Nuclear Option’ for Trups CDOs http://t.co/RkavoJkPYW American Back hasn’t paid in 5 years; Fortress takes it to BK court $$ Jun 03, 2014
  • Are Stocks Expensive? The 2 Perspectives http://t.co/uVHaq4Tlsu On an intrinsic basis, yes. Can the market go up anyway? Yes. Safely? No $$ Jun 03, 2014
  • Icahn won’t be joining the Mount Rushmore of insider trading http://t.co/HJOOM0ez3Y This one is overblown in terms of facts & size $$ $IEP Jun 03, 2014
  • What investors must know about new accounting rules http://t.co/Mx6FONELtv It still doesn’t eliminate uncertainty from earnings accruals $$ Jun 03, 2014
  • Investors Rewarded for Trek Into Little Known Markets http://t.co/VW6N768dUz I wouldn’t put much trust in the low vol argument; looks odd $$ Jun 02, 2014

 

Other

  • With His Eye on the World Cup, Soccer Coach Jurgen Klinsmann Overhauls Team USA http://t.co/GKnao1ZmtR New attacking style fits Americans $$ Jun 06, 2014
  • In Search of America’s Best Burrito http://t.co/RaCIa2nXBc via @fivethirtyeight Visit “The Well Dressed Burrito” in Washington, DC #cult Jun 06, 2014
  • New Chip to Bring Holograms to Smartphones http://t.co/KaWS9b8T5H Ostendo’s Tiny Projectors r Made 2Display Video, Glasses-Free 3D Images $$ Jun 05, 2014
  • No Pain, No Gain, as Tattoo Regret Fueling Laser Removals http://t.co/GHS89tzV4A New pico-second lasers remove tattoos w/moderate pain $$ Jun 04, 2014

 

Wrong

  • Maybe not: This Time, Russia-China Alliance Will Last @BloombergView http://t.co/NYNTGV1mH3 Cultural alignment is lacking; econ not enuf $$ Jun 06, 2014
  • Wrong: Hydrogen Fuel Finally Graduating From Lab to City Streets http://t.co/lkboflU5Sr “I usually call them ‘fool cells.’” – Elon Musk $$ Jun 06, 2014
  • What New College Grads Need To Know About Money http://t.co/mJpL4ckJoa 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 http://t.co/ozoStZ… Jun 05, 2014
  • RT @susanweiner: Financial #blogging insights from David Merkel of @AlephBlog http://t.co/PVhL3tX9yq Jun 05, 2014

 

Sorted Weekly Tweets

Saturday, May 31st, 2014

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

Sorted Weekly Tweets

Saturday, May 24th, 2014

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 a pullback in small caps $$ May 23, 2014
  • Buffett Too Rich for Buffett Is Sign Bargains Are Gone http://t.co/cbjQ0MDmSR I’m still finding some cheap stocks but they r unusual $$ $SPY May 23, 2014
  • For Sale: 20% Stake in Hedge Fund. Terms: Complicated. http://t.co/kDoik1H4LT “You don’t want to be wearing someone else’s underwear.” $$ May 23, 2014
  • Boomers Cash In as Bull Market Aids Exodus From Workforce http://t.co/uKRIfO4qMQ Asset illusions delude Boomers who think they r rich $$ May 23, 2014
  • Wall Street Finds New Subprime With 125% Business Loans http://t.co/USvBIvP5Vj The businesses would get better rates on Prosper $$ #dumb May 23, 2014
  • Debt Rises in Leveraged Buyouts Despite Warnings http://t.co/6T8TIpdxWc Debt makes financial systems less flexible; depend on fixed pmts $$ May 21, 2014
  • Chasing Yield, Investors Plow Into Junk Bonds http://t.co/lWFufDu7Hy Yields have never been lower 4 CCC-rated debts $$ May 21, 2014

 

Rest of the World

  • What China Property Crash? Economists See Growth Bump http://t.co/kcXGitJH1l Economists c new empty buildings & mark up GDP $$ $FXI #FTL May 23, 2014
  • Putin’s Singapore Dream Costs Crimea Banks and Burgers http://t.co/OmmtpYDB7G Singapore is not so much created by laws but by ppl culture $$ May 23, 2014
  • Russia, China Sign $400B Gas Deal After Decade of Talks http://t.co/4k8PSE5NrM The infrastructure must b created 2 make this work; not ez $$ May 23, 2014
  • Brazil World Cup Win Risks Stock Drop in Boon to Rousseff http://t.co/dPb8GVbtSZ Brazil wins, Rousseff win odds rise, stocks will fall $$ May 23, 2014
  • BlackRock Has Cut Portugal Bond Holdings Over Past Couple of Weeks http://t.co/U3CuYpUu81 Some Emerging-Market Debt > Euro-Zone Bonds $$ May 23, 2014
  • Norway Loses Reputation as Stable Investment as Firms Recoil http://t.co/fqQkiM2H3k Tax 2 highly & businesses run away $$ May 21, 2014
  • It’s a Good Time to Globalize Your Stock Portfolio http://t.co/8pqTAwFbqj Many foreign companies r trade cheaper than US stocks $$ $SPY $EFA May 21, 2014
  • UK House Prices Rise to Record High in April http://t.co/vo6gYZNlAQ B sure 2add wealthy foreigners buying in London as investment/hedge $$ May 19, 2014
  • Bank of England’s Mark Carney Highlights Housing Market’s Threat to UK Economy http://t.co/5XOwH0cIsJ 100% of all UK mtges r short-dated $$ May 19, 2014
  • Good Time To Be A Farmer In China? http://t.co/04V9YEmSQm China aggressively pushing crop insurance, & larger scale agriculture $$ $FXI $SPY May 19, 2014

Energy

  • Without Keystone XL http://t.co/qpDcgET7J3 Economic & public health costs of forgoing a new oil pipeline $$ {Sound of oil train derailing} May 24, 2014
  • Secrecy of Oil-by-Train Shipments Causes Concern Across the US http://t.co/knapJHOx1k Butane, propane & ethane should be removed b4 shpng $$ May 23, 2014
  • Oil Nations Put Out Welcome Mat for Western Companies http://t.co/cvarvyMDCt If u make the cost of drilling2high, fewer bbls get produced $$ May 19, 2014

 

US Politics & Policy

  • How Timothy Geithner failed his stress test http://t.co/qSu9V6oZvX When @rortybomb & I agree on something, that is notable $$ #housingbubble May 23, 2014
  • Meet Jessica Rosenworcel, the FCC Swing Vote http://t.co/VtIzieSnqI Marches to her own drummer, willing to cut deals 4 the greater good $$ May 23, 2014
  • How to Turn Homes Back Into Piggy Banks http://t.co/fB9PTlBwxZ Housing Personal Savings Acct & Equity Principal Tax Credit; elim mtge ded $$ May 23, 2014
  • NJ Gov. Christie under fire for cutting pension payments to state workers http://t.co/rGwAKla3aT Definite mistake; cashflows compound $$ May 23, 2014
  • BlackRock’s Fink Says Housing Structure More Unsound Now http://t.co/xeMYQmjYGG GSEs took too much default risk pre-crisis, returning $$ May 21, 2014
  • GOP’s Business Wing Sends Tea Party a Chilling Message http://t.co/W5QCHBrJrW Business fights small government GOP candidates $$ May 19, 2014
  • Why Republicans Should Take Rick Santorum Seriously http://t.co/wN7tUmnhbV Represents the middle class populist part of the GOP $$ May 19, 2014
  • California’s Drinking Problem http://t.co/GZnmdInHGY California does not have enough water for Ag, Industry, People, w/o right incentives $$ May 19, 2014

 

US Monetary Policy

  • New Faces Behind Fed Dots Seen Roiling Markets as Forecasts Move http://t.co/M2AcqPEQTX Y publish estimates if u don’t want us 2read them $$ May 23, 2014
  • Bubble States Underemployment Rates Haunt Yellen http://t.co/fRzLYozafe Monetary policy is impotent w/debt defation; Fed on wrong track $$ May 23, 2014
  • New Faces Behind Fed Dots Seen Roiling Markets as Forecasts Move http://t.co/M2AcqPEQTX Y publish estimates if u don’t want us 2read them $$ May 23, 2014
  • Yellen Adds Disadvantaged to Full-Employment Definition http://t.co/10PSrxYI9c Alas, monetary policy is weak when dealing e/employment $$ May 21, 2014
  • Fed’s Rate-Change System Up for Revamp http://t.co/srqZoDDMhK 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 http://t.co/ABO9NObY1h Will b interesting 2c what new apps get developed $$ $GOOG May 23, 2014
  • Planting Corn at Warp Speed Using High-Tech Tools http://t.co/tDF9EaJoy6 Astounding application of technology transforms planting seed $$ May 23, 2014
  • Golf Market Stuck in Bunker as Thousands Leave the Sport http://t.co/ju7aFEx2lp Costs 2 much $$ takes up 2 much time, but growing in Asia May 23, 2014
  • Family Dining Offers Barometer of Middle Income http://t.co/5IzzOFfS3j Ugly valuations means stocks will fall if sales don’t rise 4%/yr+ $$ May 23, 2014
  • Silicon Valley’s Laundry-App Race http://t.co/GyvIWxd5ux 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 http://t.co/DGzSDVhDZ6 Do what maxes long-term purchasing power $$ $SPY May 23, 2014
  • 40 Financial Things You Should Know by 40 http://t.co/8qqFlp1TUB 2013 article, but I thought it covered the personal financial basics $$ May 19, 2014

 

Other

  • New Study: Is No Degree Better Than A Liberal Arts Degree? http://t.co/MOYUZTngoD Depends. It helps in getting some jobs, but not all $$ May 21, 2014
  • BBC News – ‘Biggest dinosaur ever’ discovered http://t.co/Yg2qTuS27T Interesting b/c it probably was once much warmer in Patagonia $$ May 19, 2014
  • Haverford Speaker Bowen Criticizes Students Over Protests http://t.co/QXkWoAh0iE Former Princeton President calls them “immature.” Bingo! $$ May 19, 2014

 

Wrong

  • Overrated: Russia, China sign deal to bypass USD http://t.co/YNgu6bwK7H What matters is where u invest the proceeds from goods exported $$ May 23, 2014
  • Wrong: Investing: The herd isn’t always dumb http://t.co/dt0xuXKNCJ Then explain y dollar-weighted returns underperform buy & hold $$ #panic May 23, 2014
  • Wrong: Cutting Off Emergency Unemployment Benefits Hasn’t Pushed People Back to Work http://t.co/3GwlHcvq70 We run unsustainable deficits $$ May 23, 2014
  • Wrong: Ikea Economics Lure Central Bankers Seeking New Tools http://t.co/peVUXrPpKs Don’t try negative interest rates; will b a disaster $$ May 23, 2014
  • Wrong: The Retirement Apocalypse That Isn’t Coming http://t.co/ILYSCOzKTm 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…http://t.co/XWlYm8HaVD May 22, 2014

 

Sorted Weekly Tweets

Saturday, May 17th, 2014

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 that have golf as a therapy $$ $FXI May 17, 2014
  • Chinese Bad Loans Rise Most Since 2005 as Economy Slows http://t.co/9x7XqlTqfh Will the Chinese Govt allow failure or do large bailouts? $$ May 17, 2014
  • China Central Bank Calls for Faster Home Lending in Slump http://t.co/Eo8SE2NnTi China asks their banks 2b more aggressive in lending $$ :( May 15, 2014
  • US Is No. 1, China Is So Yesterday http://t.co/afQ16kIxBT A little over the top, but correct, the US has many strengths that PPP can’t c $$ May 14, 2014
  • Xi Says China Must Adapt to ‘New Normal’ of Slower Growth http://t.co/NN6gCTZzKV Maybe, just maybe, China is serious raising consumption $$ May 12, 2014
  • Goldman to Citigroup Miss World’s Worst Selloff in China http://t.co/KhZyggswLK Long-term, this is a good thing. Short-term will b bumpy $$ May 14, 2014

 

Market Dynamics

  • Fooled by IRRs (Yale, Schwarzman’s Cases) http://t.co/i8mrHR2RGD With private equity, IRRs overstate returns received $$ May 17, 2014
  • Miller Wagers Gundlach’s Bearish Housing Position Loses http://t.co/hAn8cFrC6F Y Miller lost so badly during the crisis, no debt fear $$ May 17, 2014
  • Young, tech-savvy investors entrusting their portfolios 2 ‘robo advisors’ |http://t.co/yzeLARhbdy Depends on how good underlying model is $$ May 17, 2014
  • From two secondaries, Cramer sees only one opportunity http://t.co/URF5B1zjsy Secondary IPOs validate levels & show real demand 4an asset $$ May 17, 2014
  • Do Alternative Investments Belong in Most Individuals’ Portfolios? http://t.co/cyZlROoxVe No. 2 much illiquidity, opaqueness & high fees $$ May 17, 2014
  • US Stocks Decline as Russell 2000 Nears Correction http://t.co/gG4tJF62UT R2K down ~10% now from 3/18 high close $IWM $SPY $$ $IWN $IWO May 15, 2014
  • Why retail investors almost always get burned http://t.co/4lOEilO7Da Retail $$ chases performance, and institutions aren’t much better $$ May 14, 2014
  • The Retirement Fund That People Set, Forget and Regret http://t.co/HeIlJ84g8z Target date funds usually ignore mkt over- & under-pricing $$ May 13, 2014
  • A New Ruling on IRA Rollovers http://t.co/ldVnH4kpXm Abuse of IRA rollovers leads to a tougher interpretation of regs; transfers r fine $$ May 13, 2014
  • The Problem with AAII Screens http://t.co/2LH26F8MU5 Explaining the seemingly high returns from the Piotroski screen –> 2few stock pass $$ May 13, 2014
  • Low Yields, The Same Risks, and Rising Leverage http://t.co/dsnoJpEg3L listen to @DavidSchawel he is intelligent. Low yields r a warning $$ May 13, 2014
  • Hated Stocks Unlock Market as Analysts Prove No Guide to Gains http://t.co/i03EjQPyUv Choppy, trendless, themeless, wandering, not so bad $$ May 12, 2014
  • In Gundlach’s `No Normal’ World, U.S. Treasuries Just Can’t Lose http://t.co/NnaCuthQTi Long liabilities need income in a low rate world $$ May 12, 2014
  • America’s Retirement Delusion http://t.co/jwCcJSz29Y @Ritholtz explains y most people r deluded over retirement; the math is inexorable $$ May 12, 2014

 

Rest of the World

  • Portugal Laden With $293B Debt Exits Bailout Plan http://t.co/CROhSi5zF2 Third-highest level of Debt/GDP in the EU; what if trouble comes $$ May 17, 2014
  • Japanese Hotshots Become Moms, Hit Dead End; Abe Weighs Foreign Maids to Help http://t.co/ssozzyOXxe Cheat kids of high-quality attention $$ May 17, 2014
  • NASA Asked How to Keep Space Station Going Without Russia http://t.co/TYt9TOb9a0 A cost of a world that stops co-operating $$ #peacedividend May 17, 2014
  • Modi-Led Bloc Wins Biggest India Mandate in Three Decades http://t.co/szukEcJgKz Deregulate, deregulate, & after that, deregulate $$ $SPY May 17, 2014
  • Today’s Good News From Japan Is Terrible http://t.co/CN61HuZB98 New taxes will slow economy, while inflation squeezes real incomes $$ $FXY May 17, 2014
  • Global Growth Worries Climb http://t.co/YuC9Vn1JdQ Once deleveraging is complete, growth will resume, but govts would rather lever more $$ May 17, 2014
  • Goodbye, Crisis, as Bankers Start Lending in Portugal http://t.co/FxGJccXsTy What has survived is in better shape, way to go $$ May 15, 2014
  • Putin Emboldened on Instability Arc by EU Defense Divide http://t.co/2koad3VT1A What does the EU want 2b if it grows up? $$ $MACRO $FXE May 15, 2014
  • Asian Junk Left Behind as Defaults Expose Cracks http://t.co/O9b0R0oEBg Hi debt levels, falling real estate prices, defaults -> yields up $$ May 14, 2014
  • Scots Seen Slipping Away Makes U.K. Seek Silver Bullet http://t.co/5iSf5H3Ekg How much UK debt will Scotland take & how large a tax rise $$ May 14, 2014
  • Former BOJ Policy Maker Sees Japan Inflation Dilemma http://t.co/KhDKbDKxbz Japan is a bug in search of a windshield; inflation no friend $$ May 14, 2014
  • Wives Revolt as India Election Booze Leaves Trail of Widows http://t.co/iltIzfmUiF Males get bribed w/alcohol 2 sell their votes. Some OD $$ May 12, 2014
  • Will The Last Businessman To Leave France Turn Out The Lights? http://t.co/0V71b3DWCJ W/French businesses being acquired, what’s left? $$ May 13, 2014

 

Companies & Industries

  • Jill Abramson, Arthur Sulzberger, and the New York Times: What Went Wrong? http://t.co/vsOPjL4nGF She goofed through poor salary research $$ May 17, 2014
  • New York Times Internal Report Painted Dire Digital Picture http://t.co/qn3SEx8Zkw $NYT figures out they r becoming less relevant $$ #doh May 17, 2014
  • Bakken Crude Is Highly Volatile, Oil Study Shows http://t.co/VNDvhdEeV5 Should b a way 2 extract & sell valuable ethane, propane & butane $$ May 15, 2014
  • Lehman a Gift That Keeps Giving for Paulson to King Street http://t.co/lWxpljSkvI A rising tide lifts all boats, flotsam and jetsam too $$ May 14, 2014
  • Yes, we’re in a tech bubble. Here’s how I know it http://t.co/pESveWuIE3 Adam Lashinsky shares his qualitative signs for concern $$ $XLK May 14, 2014
  • Where’s the Fertilizer? Farmers Grow Worried http://t.co/qFNbHCidhd Increased us of rail 2deliver oil snarls grain & fertilizer shipments $$ May 14, 2014

 

Finance

  • Congratulations to Class of 2014, Most Indebted Ever http://t.co/tN3r70qKlO Student debts r growing, but not the salaries of graduates $$ May 17, 2014
  • Why America’s Middle-Class Housing Crunch Is Here 2 Stay http://t.co/gjGhVcvqd7 Affordability has fallen in almost every major metro area $$ May 17, 2014
  • Big Banks Said to Improve Loan Servicing Under Mortgage Accord http://t.co/WFvD7yhP1u Interesting 2c some better debtor treatment emerge $$ May 15, 2014

 

US Politics & Policy

  • Detroit Creditors Seek to Defend Pension Debt in Lawsuit http://t.co/PZHRjsDrGf Detroit attempts 2cheat pensioners & FGIC, & not sell art $$ May 17, 2014
  • More Detroits Are on the Way http://t.co/f53SjxDxLh Even as pension bombs tick, cities and states still borrow far beyond their means. $$ May 17, 2014
  • Huszar: Geithner Drove Me From NY Fed http://t.co/i8R1zqenvY Nuanced thought on Geithner’s strengths &weaknesses; my thoughts in comments $$ May 15, 2014
  • FCC Net-Neutrality Plan Sparks Response Before Release http://t.co/nGXZjaSXs5 Paid deals, few paid deals, or no favoritism of web traffic $$ May 15, 2014
  • Income Tax Yo-Yo Hits US States http://t.co/ipMtG8FyRF Budgets should b set assuming zero taxes from capital gains and housing sales $$ TLT May 15, 2014
  • How Hoenig, Norton Wield Influence on FDIC Board http://t.co/ZIbcn5X46X They hold intelligent positions & try 2 get most of them accepted $$ May 14, 2014
  • Fannie, Freddie Regulator Signals Broad Shift in Housing Policy http://t.co/GS4ZNhVxqL & http://t.co/fsVs5Ev2Ta A bad idea that won’t die $$ May 13, 2014
  • Book Review: ‘Stress Test’ by Timothy Geithner http://t.co/zv8uHW9ilQ Didn’t foresee mortgage crisis coming or its severity $$ $TLT $IEF May 12, 2014
  • Rahm Emanuel Faces New Test With Chicago Pension Crisis http://t.co/29uvyvAs5z Inexorable pension math forces hard decisions & fights $$ May 12, 2014

 

US Economy

  • Why It’s So Hard to Get a Job http://t.co/yZkgxZ9gaZ @vpostrel provides some analysis on the skills mismatch. Employers would rather wait $$ May 15, 2014
  • Producer price gain offers cautionary note on inflation http://t.co/9QVZ9Y8Ly3 Remember, inflation expectations r “well contained” $$ $TLT May 15, 2014
  • US Consumer Prices Rise at Strongest Rate in Nearly a Year http://t.co/TrPrAirLiE Remember, inflation expectations are “well contained” $$ May 15, 2014
  • Income Inequality Is Higher In Democratic Districts Than Republican Ones http://t.co/6T7SOBZlHU Wealthier districts tend 2b more unequal $$ May 13, 2014
  • America on the Move Becomes Stay-Home Nation for Young http://t.co/QEwbemllyW Millennials move < , delay HH formation, buying homes, jobs $$ May 12, 2014

 

Other

  • Meet the Italian Who Beat Google to Web Search — and Gave It Away  http://t.co/A8ZuICxjwe Meet man who inspired Larry Page &Google $$ $GOOG May 17, 2014
  • The Problem for Sports Parents: Overspending http://t.co/uhyMC0Tr0D Note to parents: Sunk costs are sunk. Think it through b4 u spend $$ May 14, 2014
  • Inside Google’s Driverless Car: The Unused Kill Button http://t.co/3AqBaTvXug What it’s like to ride in one of the driverless cars $$ $GOOG May 14, 2014

 

Wrong

  • Wrong: Bring Back the Girls—Quietly http://t.co/dulFTAnUfp In foreign conflicts, let the rest of the world grow up & handle it themselves $$ May 17, 2014
  • Wrong:Mortgages Should Be Easier to Get http://t.co/OefAVCc1s7 Didn’t learn from the last crisis; 2 much mtge debt makes housing unstable $$ May 15, 2014
  • Wrong: Yes, the World Needs More MBAs. Here’s Why http://t.co/MFHnBn7cc7 We would get more improvement by fixing elementary schools $$ $TLT May 14, 2014

 

 Retweets, Replies & Comments

  • RT @DavidSchawel: “Average yields on CCC & below debt worldwide fell to 8.58% this week, the same investors were getting 3 years ago on BB … May 17, 2014
  • RT @matt_levine: I know it’s journalism and stuff, but I’m really glad my job isn’t doxxing smart helpful anonymous working finance people … May 15, 2014
  • “A better article would provide enough analysis 2say what the ETFs were doing w/the derivatives.” — David_Merkel http://t.co/qy0PdPz5Ap $$ May 14, 2014
  • @felixsalmon I really doubt this, as does Charlie Munger. May 13, 2014

 

Sorted Weekly Tweets

Saturday, May 10th, 2014

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 Their Fairness http://t.co/JOlTvX7sie Will b interesting 2c what they curtail $$ Affects my biz May 10, 2014
  • What Baby Boomers’ Retirement Means For the US Economy http://t.co/GuECsqqWHA Cheer up, the US is in better shape than rest of the world $$ May 10, 2014
  • I’m worried about a crisis bigger than 2008: Faber http://t.co/JwpcvxA53o “For the next six months, maybe cash is the most attractive.” $$ May 10, 2014
  • When Stocks and Bonds Disagree http://t.co/BGbY9Y0C2L @reformedbroker points out anomaly. Bond mkt bigger than stock mkt, should b right $$ May 07, 2014
  • research puzzle pix by tom brakke http://t.co/xtPUCU7PDj Bloat, which I would measure by number of days to trade away the portfolio $$ $SPY May 07, 2014
  • Ten Surefire Trading Rules To Make You Rich http://t.co/fHqVJkaVuj @reformedbroker tongue-in-cheek way of telling you what not to do $$ $SPY May 06, 2014
  • Early Tap of 401(k) Replaces Homes as American Piggy Bank http://t.co/x16yXooOSx If you don’t have an “out” door 4 $$, less will go “in” May 06, 2014
  • The bond market is giving the stock market angst http://t.co/rfuGqyaPTK 2 many long bond shorts, economic weakness, low govt-measured inf $$ May 06, 2014
  • Free Life-Insurance Offer Scrutinized http://t.co/EZz4zbJsXS Nothing is free; this will come out of the life insurer dumb enough 2sell it $$ May 06, 2014
  • Bond Returns Post Global Records as Warnings Go Unheeded http://t.co/t0aXCtsu8T Long bond buyers need to fund long liabilities & momentum $$ May 06, 2014
  • Borrowing Cash to Buy Complex Assets Is In Vogue Again http://t.co/8urmZjge1i Borrowed $$ is mostly being used 2buy AAA CLOs; 10x lev ~ 8%yd May 06, 2014
  • Can’t Find Enough 30-Year Treasuries to Buy? Here’s Why http://t.co/tmFjBQ4emS Fed buying, also pensions, life insurers & speculators $$ May 05, 2014

 

Banks

 

  • Covered Bond Talks Intensify as Bank Liquidity Rules in Play http://t.co/aM7LuzeXIK Denmark needs bank capital concessions 4covered bonds $$ May 10, 2014
  • Bitcoin Breakthroughs Studied by Banks the Currency Is Out to Replace http://t.co/Frls6s04am May not be a currency, but a payment system $$ May 10, 2014
  • JPMorgan Joins Wells Fargo in Rolling Out Jumbo Offerings http://t.co/9mJFfYArs2 High end of residential housing market is hot $$ $JPM $WFC May 10, 2014
  • Fed 2 Bank Giants: Don’t Get Bigger Via Mergers http://t.co/fjw4dDAAIZ Have >10% of total financial system liabs can’t merge $$ $BAC $C $JPM May 10, 2014
  • The Real Reason Big Banks Stay Big http://t.co/GRvSHhDAUx The larger the bank, the larger the management pay packets $$ $C $BAC $WFC $JPM May 06, 2014

 

Rest of the World

 

  • Russian Aggression Prompts Finnish-Swedish Military Pact http://t.co/K9amWYRP0F It’s not an expansion of NATO yet, but reaction 2 Russia $$ May 10, 2014
  • China Property Slump Adds Danger to Local Finances http://t.co/WXdGmStbU5 Local govts rely on selling property 4 revenue; now what to do? $$ May 10, 2014
  • Ukraine’s Arms Industry Is Both Prize and Problem for Putin http://t.co/1RNJMzBvQ6 Has many arms joint ventures w/ Ukraine $$ #irony $MACRO May 10, 2014
  • Panama Can School US on Immigration http://t.co/2UYhldzlPJ “Panama is the kind of country the US once was: quick to embrace workers.” $$ May 10, 2014
  • Draghi’s Euro Angst Rising as Rally to $1.40 Pummels http://t.co/nLzHP74nYE What will he do? Sell Euros & buy Dollars? Has 2 many $$ now. May 10, 2014
  • Accident Leads to Scrutiny of Oil Sand Production http://t.co/DHVJukJNVR Little damage, but made regulators think of other bad scenarios $$ May 06, 2014
  • British Coins Pass Test in 800-Year-Old Ritual http://t.co/GKfA1KhXKO Trial of the Pyx, 1 of Britain’s oldest&strangest legal procedures $$ May 06, 2014

 

Global Economy

 

  • US Ready to Join 6-Nation Tax Alliance http://t.co/PVRpUJ1ShZ Members Will Share Information 2Fight Multinational Corporate Tax Avoidance $$ May 10, 2014
  • Ron Wyden: We Must Stop Driving Businesses Out of the Country http://t.co/ypwwGbrWlM Cutting corporate taxes to 24% would be a start $$ $SPY May 10, 2014
  • Corporate Tax Planners Vexed by New International Tax Guidelines http://t.co/LcCyHgfDc7 If elites agree, can limit tax leakages 2 havens $$ May 10, 2014
  • Decoding Dollar Turns Into Wall Street’s Parlor Game http://t.co/PeI1wrlq4v Bad speculation on strengthening $$ fails, trade gets reversed May 10, 2014
  • World Economy Stabilizes in Great Moderation 2.0 http://t.co/yCIRqXpF9h Really seems 2 early 2b trotting out an idea like this $$ $SPY $TLT May 10, 2014
  • How Russia Inc. Moves Billions Offshore & a Handful of Tax Havens May Hold Key to Sanctions http://t.co/ylIL6w66EF Expropriation risk $$ May 05, 2014
  • Tax Break ‘Blarney’: U.S. Companies Beat the System With Irish Addresses http://t.co/Ia2cM1brCS Maybe a “Value Added Tax” could fix this $$ May 05, 2014

 

Companies & Industries

 

  • Fat-Destroying Machine Doubted by Stock Traders http://t.co/2Klv4c4ozG $ELOS uses ultrasound 2 heat up & destroy fat cells. Does it work? $$ May 10, 2014
  • Son Makes $58B on Alibaba With Buffett-Type Return http://t.co/uywgbnCaxg Masayoshi Son had insight into Alibaba when invested $20M $$ May 10, 2014
  • US Shale Boom Keeps Global Oil Prices From Soaring http://t.co/ipDZdMke1o Oil Majors have 2 invest more 2 get less http://t.co/9u5lRnolmh $$ May 10, 2014
  • Lenovo Targets Mobile as Tech Empire Grows on Castoff Businesses http://t.co/sXSytLozjV Squeezing good $$ out of mature tech businesses May 10, 2014
  • Pitney Bowes changing stripes: Cramer http://t.co/QzDuxGLZjT Talks about their partnership w/ $EBAY to seamlessly estimate shipping $$ $PBI May 10, 2014
  • 5 quality stocks that are missing out on the bull run http://t.co/8GTmjMt46J Quality often misses out when credit spreads r tight $$ 2005-7? May 10, 2014
  • Alibaba Partners Keep Control After Shunning Hong Kong for US http://t.co/4XvRaqoUM5 A partnership will govern, limiting takeover efforts $$ May 10, 2014
  • Wal-Mart Notches Web Win Against Rival Amazon http://t.co/3f9chtgyME Still $AMZN is 6x larger than $WMT in online sales, long way to go $$ May 06, 2014
  • IBM’s Watson supercomputer can help settle your debates http://t.co/cFmXZXmEV6 Ask Watson a question, will give top 3 args for & against $$ May 06, 2014
  • Symantec Develops New Attack on Cyberhacking http://t.co/xbeAQgcnab Declaring Antivirus Dead, Firm Turns2Minimizing Damage From Breaches $$ May 06, 2014
  • Buffett Phase Two Means Seeking Deals More Enduring Than Stocks http://t.co/FyERjB7YO5 Trying to build the best long-term conglomerate $$ May 05, 2014

 

US Politics & Policies

 

  • Benghazi Isn’t Iran-Contra http://t.co/otSpoLR38P But the comparison reflects poorly on the Obama administration $$ May 10, 2014
  • SEC Finds Illegal or Bogus Fees Majority of Buyout Firms http://t.co/TwU954gwzm Who pays what expenses? How r fees & returns calculated? $$ May 10, 2014
  • What Timothy Geithner Really Thinks http://t.co/CxMmqJF18b Just don’t blame him, didn’t want the job & wanted 2 leave it sooner, Really? $$ May 10, 2014
  • Railroad: Federal order won’t affect oil shipments http://t.co/9nFXjxRTcP BNSF carries most of the oil coming from Bakken FD: + $BRK.B $$ May 10, 2014
  • Why Nonbank SIFI Designations Put the Cart Before the Horse http://t.co/oRQCv7r5jf FSOC & Fed don’t get systemic risk & designating SIFIs $$ May 10, 2014
  • Massachusetts Scraps Its Health Insurance Exchange http://t.co/nVB3C17iVg Fascinating how many states had to scrap their healthcare sites $$ May 06, 2014
  • Why Weather Could Determine Who Wins a Race To Measure Inflation http://t.co/2PTidHexu6 Billion Prices Project inflation measure 1%>CPI $$ May 06, 2014
  • The End of the Permissionless Web http://t.co/MWyAraGxUT Regulators want 2 become the gatekeepers for Internet innovation. It ain’t broke $$ May 06, 2014
  • Toilet Bowl Kills Fan in Violence at World Cup Host Brazil http://t.co/Qx0HSiv0dB Soccer hooliganism hits a new low, death by toilet $$ $EWZ May 05, 2014

 

 

Other

 

  • Woman With Printer Shows the Digital Ease of Bogus Cash http://t.co/kN4Ua9zZl0 Fascinating 2c how easy it is to convert $5s into $100s $$ May 10, 2014
  • Career Advice for Managers: Learn to Execute Strategy http://t.co/jI85DW4Itj Strategy should come b4 reaction to the problems of the day $$ May 10, 2014
  • Growing Number of Hispanics in US Leave Catholic Church http://t.co/0jXt2caYjl Most of those leaving go evangelical protestant $$ #readbible May 10, 2014
  • Economics students call for shakeup of the way their subject is taught http://t.co/vv8OL1xq9m Right diagnosis, wrong cure, need Austrian $$ May 07, 2014
  • Rethink The Word ‘Cancer,’ Panel Says http://t.co/jiuSNLF4JM Cancer comes in many different forms; with some, early treatment is needed $$ May 06, 2014
  • Virtual reality preps 4 impact in healthcare, manufacturing, finance http://t.co/taBVd2dFy1 Retirement planning, worker safety, training $$ May 06, 2014
  • MLB: The Year That No One Got Caught Stealing http://t.co/Pn3itlbi36 Catchers now spend more time practicing hitting than throwing $$ $SPY May 06, 2014
  • Elite Colleges Don’t Buy Happiness for Graduates http://t.co/H2S5hTml6g Happiness stems more from personal attitudes than college type $$ May 06, 2014

 

US Economy

 

  • Cancer Doctors Join Insurers in US Drug-Cost Revolt http://t.co/OrqflkeN32 Drug costs reflect price 4 successes but paying 4 failures $$ May 10, 2014
  • Later Easter Drives Retail Sales in April http://t.co/VAuXPhVGR7 Never thought Easter was that big of an economic factor $$ May 10, 2014
  • Record Meat Costs Mean Pricey Barbecues http://t.co/tNr7vcb11K Herds r smaller, as ranchers shake off past water & feed problems $$ $TSN May 10, 2014

 

Wrong

 

  • Wrong: Happy Hedge Fund Managers Earn Money for Nothing http://t.co/pOSYH3SSXO Wrong benchmark S&P 500 4 hedgie comparison s/b t-bills $$ May 10, 2014
  • Wrong: Blackstone’s Schwarzman Says Individuals Need More Alternatives http://t.co/Mnp0cjlXZ5 He’s just trolling 4 dumb $$ folks. Ignore him May 10, 2014

 

 

Comments, Replies & Retweets

 

  • If the treatment is cheap enough, & has no harmful side-effects, investors will benefit from fat returns ;) http://t.co/ROAQUU6Rpu $$ $ELOS May 07, 2014
  • “He might be comparing IRRs on PE to total returns on stocks. Trouble with that one is that capital…” — D. Merkel http://t.co/MhXU9vLCvG $$ May 07, 2014

 

Sorted Weekly Tweets

Saturday, May 3rd, 2014

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 of many US cities w/tight budgets $$ May 03, 2014
  • Railway exec: Keystone debate not about rail versus pipes http://t.co/bVKjkcvnq0 Aiming 4 safer tank cars & separating out natgas liquids $$ May 02, 2014
  • Xerox CIO Fixing Nevada Health Exchange, as Tough Decisions Loom http://t.co/brbP5LD0Ru Bad job by $XRX but at least they trying 2 fix it $$ May 02, 2014
  • For Now, Justice Ginsburg’s ‘Pathmarking’ Doesn’t Include Retirement http://t.co/xduXEt5OUV Interesting piece on liberal SCOTUS leader $$ May 02, 2014
  • The Supreme Court’s EPA Ruling Dims Lights on Coal Power Plants http://t.co/eAIlagHyqe This will eventually be reversed when shale fails $$ May 02, 2014
  • The Coming Two-Tier Health System http://t.co/xpIMjPnvhc The longer PPACA goes on the more people will c benefits limited & costs rise $$ May 02, 2014
  • California City of Torrance Grapples With Toyota Relocation to Texas http://t.co/OljCzROHlq Despite denials this happened b/c hi CA taxes $$ May 01, 2014
  • The Missing Benghazi Email http://t.co/amNnz6KAWT New evidence that Ben Rhodes told Susan Rice and Hillary Clinton to blame the video $$ May 01, 2014
  • Shifting Demographics Tilt Presidential Races in US Burbs $$ http://t.co/Ut6WAHwu91 Demographic effect politics will shift when OASDI chokes May 01, 2014
  • Half of people living in Illinois and Connecticut want to get out http://t.co/ewsu2wu8HT Maryland #3 b/c of high taxes $$ $SPY $TLT May 01, 2014
  • Yellen Concerned Fed Model Fails to Predict Price Moves http://t.co/P1NXGaHY6w Been true 4 a long time; Neoclassical Macroeconomics fails $$ May 01, 2014
  • U.S. on Highway to Flunking Out http://t.co/yvRybDP3Bp @Ritholtz Maybe US gasoline taxes could b dedicated to infrastructure & fix this $$ May 01, 2014
  • Property-Tax Collections Rising at Fastest Pace Since US Crash http://t.co/GoC12zZltE My, but that was a short respite from hi prop taxes $$ May 01, 2014
  • Student-Debt Forgiveness Plans Skyrocket, Raising Fears Over Higher Tuition http://t.co/ZaHVqZG6ft Forgiveness programs abused 2milk Govt $$ May 01, 2014
  • Lawyers Sue Stock Market for Being Rigged http://t.co/ntCxkptCw8 @matt_levine tells us about a plaintiff suing every broker & exchange $$ Apr 30, 2014
  • Will the Fed s Capital Rules Interfere with Monetary Policy? http://t.co/UpWnLNwIff Leverage affects banks short-run-> margins adjust up $$ Apr 30, 2014
  • The Economic and Environmental Costs of Wasted Food http://t.co/3YqsPbZzJv Difficult to avoid; need for inventories, transport costs high $$ Apr 23, 2014

 

Financials

  • Treasuries Irresistible to America’s Banks Awash in Cash http://t.co/wHjk3cRPn2 Clip a small interest margin, take little risk $$ May 03, 2014
  • Big US Banks Make Swaps a Foreign Affair http://t.co/5DD7en8pBG 5 banks intermediate 95% of derivatives $$ May 03, 2014
  • Fidelity Reaps Rewards as Banks Lose Bond Muscle http://t.co/mSTelgwh0d If the sell side does not provide liquidity, the buy side will $$ May 03, 2014
  • Bank of America Lost $2.7B in a Maze of Accounting http://t.co/K05aIQBhQE Acctg gets screwy when you mix fair value & book value elements $$ May 02, 2014
  • Traders Join Exodus as Forex Probes Add Pressure on Costs http://t.co/Aqlsb6vElW Difficult to dominate such a big mkt, but maybe they did $$ May 02, 2014
  • Warren Buffett Does Not Understand the J.P. Morgan Derivatives Positions http://t.co/poMfOnAhOS He acts to protect Berkshire vs bad debts $$ May 02, 2014
  • Fed Citing Wall Street Lapses Leads Drive on Bonds as Pay http://t.co/Ad2DOnjZYl Light version of the old “double liability” regime $$ $XLF May 02, 2014
  • Stress Tests Forecast $190B in Losses at $FNMA, $FMCC in Severe Downturn http://t.co/UA9S5Jj13a also this article http://t.co/Wh2QlFzqZh $$ May 02, 2014
  • Traders Denied M&A Payday as Firms Use Cash http://t.co/hSw2BGNjWh Global firms buy assets in native currency, thus don’t need FX traders $$ May 01, 2014
  • Fixed-income houses double down http://t.co/1rm6QHbjgc Less yield to fight over makes the fight all the tougher $$ $TLT May 01, 2014
  • Easier Homeowner Credit Compelling $WFC http://t.co/AzcGHepiJJ Cut min credit score 4borrowers of $FNMA & $FMCC loans 660->620 $$ FD: + $WFC May 01, 2014
  • Wall Street Bond Dealers Whipsawed on Bearish Treasuries Bet http://t.co/S6X2QhUgRV Caught leaning the wrong way as US economy weakens $$ Apr 30, 2014

 

China

  • Chinese Bad-Loan Ratio Rises ‘Significantly,’ Huarong Says http://t.co/Eu5AAeyGp5 Costs of prior malinvestment weigh on China $$ May 03, 2014
  • Xi’s Squeeze Leaves China’s Heartland Missing Boom http://t.co/Bt0L96guqH Efforts to constrain bad bank loans slows Chinese economy $$ $FXI May 03, 2014
  • Wealthy Chinese replace Russians as top apartment buyers http://t.co/zEWVg7dOOC Better to buy in NYC than Shanghai, Hong Kong, Singapore? $$ May 02, 2014
  • How Women Lost as Out China’s Property Market Boomed http://t.co/MXkG2udq0t China lacks law protecting married women’s property interests $$ May 02, 2014
  • Green Batteries’ Graphite Adds to China Pollution http://t.co/rxZufzpj9H Buy a $TSLA or a $HMC Prius, send polluted rain to China $$ $SPY May 01, 2014

 

Rest of the World

  • Poland’s Tusk Proposes Energy Union 2 Break Russian Hold on Gas http://t.co/CzDr3evIhe Wishful thinking as infrastructure 2 deliver lacks $$ May 03, 2014
  • More Italian Women Are Choosing to Have No Children http://t.co/fSghk0oKwP A nation that does not have children is irrelevant $$ May 03, 2014
  • Portugal Grabs Cheap Bond Deal With Eye on Bailout Exit http://t.co/9gEDWEIuYh Debt problems r not resolved, but mkts feel better 4 now $$ May 03, 2014
  • German Ship Captain Swamped in Debt Underscores Bank Risk http://t.co/eP7Xhvj67X Current EU economic policies hide bad debt risks $$ May 03, 2014
  • GoldenTree Goes Bold in Buying Russian Corporate Bonds http://t.co/d0nvYJ7Ah2 “Russia, it’s a strong credit in a difficult environment,” $$ May 03, 2014
  • One Missing Jet, One Sunken Ferry, Two Responses http://t.co/I1ZgkwQyLo @WilliamPesek compares Malaysia & S. Korea & responses 2 disaster $$ May 02, 2014
  • Turkey’s Erdogan: 1 of the World’s Most Determined Internet Censors http://t.co/12ALhoW2i3 #twitterisblockedinTurkey $$ #internetchangesall May 02, 2014
  • German Businesses Urge Halt on Sanctions Against Russia http://t.co/bJho1CvvIP Is business so global that major wars can’t be fought? $$ May 02, 2014
  • How Canada’s Flirtation w/a China Oil Market Soured http://t.co/h5HPS7pnM8 Why Canada will NEVER ship crude to China via a Pacific port $$ May 02, 2014
  • Georgia Pushes for Fast Path 2 NATO on Russian Threat http://t.co/bYY8LK1pla Is Georgia worth annoying Russia? Avoid entangling alliances $$ May 02, 2014
  • US sanctions raise concerns for foreign investors http://t.co/XWbwvPXyir Or, maybe not: http://t.co/rhsqIHCafl $$ May 02, 2014
  • Google Warning on Russia Prescient as Putin Squeezes Web http://t.co/pVedAtqcAx Social Media has its downsides if Govt uses it against u $$ May 02, 2014
  • Liquidity Trap Hitting AAA Bonds Has ATP CEO Sounding Alarm http://t.co/bhWlb1EjxQ Curbing speculation has led 2 decreased bond liquidity $$ May 02, 2014
  • Israelis Without ABCs Unready2Power Startup Nation’s Economy http://t.co/q2V1IwGrIZ He that doesn’t teach his son a trade teaches him2rob $$ May 01, 2014
  • Tokyo Inflation Quickens to Fastest Since 1992 http://t.co/khjhBvHgWT Worth watching, as inflation is not the friend of Japan ultimately $$ May 01, 2014

 

US Economy 

  • Colleges, Employers Rethink Internship Policies http://t.co/RMievOB82U Unpaid internships often don’t lead to jobs, just use your time $$ May 03, 2014
  • Apprenticeships Help Close the Skills Gap. So Why Are They in Decline? http://t.co/pCnZCgXqAr If they weren’t tied 2 labor unions… $$ May 03, 2014
  • Calculated Risk: Ranking Economic Data http://t.co/l4X9wcjrEw) Bill McBride gives his opinions on what economic data is most important $$ May 03, 2014
  • Union Blasts Staples-Run Postal Outlets http://t.co/qmmc4iXhIS Of course, they don’t want the competition $$ May 03, 2014

 

Energy

  • Energy Future Junior Creditors Test Bid for Fast Bankruptcy Deal http://t.co/ZFgWCteuh0 A warning to those doing big LBO deals in a boom $$ May 03, 2014
  • Shale Drillers Feast on Junk Debt to Stay on Treadmill http://t.co/qG9WwN63V0 Fascinating look many junk-rated E&P companies paying 5.4% $$ May 02, 2014
  • Valero to Suncor Shun Overseas Imports in Eastern Canada http://t.co/dco5QQdox4 Oil imports falling in Eastern N.America, Brent spd eases $$ May 02, 2014
  • Berkshire Hathaway Energy Buys AltaLink Power-Transmission Company http://t.co/K95RDCbYM8 Buffett wants long-lived infrastructure assets $$ May 02, 2014
  • Shale Revolution Lures Trading Houses 2US Energy Assets http://t.co/6WTGDZNLzl If u can understand physical flows, there’s a value chain $$ May 01, 2014
  • Drones Are Becoming Energy’s New Roustabouts http://t.co/e2OBYmeV48 Can cover more area and c things that a person could not c & record $$ May 01, 2014
  • Challenges Lie Ahead for North American Oil Production http://t.co/m7vvemlw6m We’re running out of cheap crude oil $$ Apr 22, 2014


Market Impact

  • Defensive Value ETF Races to New Highs http://t.co/KOKo14nkDk This isn’t defense; many people throw $$ at stocks that offer dividends May 03, 2014
  • Chile CEF’s Premium a Case of Yield Lover’s Mirage http://t.co/blhZjCHLzN Be wary: not all distributions indicate recurring yield $$ May 03, 2014
  • Hedge Funds Short Small Caps Most Since ’04 http://t.co/2hLYbzM521 Dangerous trade, b/c mkt can b insane longer than u remain solvent $$ May 03, 2014
  • Howard Marks’ Brilliant Observation On What It Takes To Be A Great Investor http://t.co/yeJnpION8s Be different, & right often enough $$ May 02, 2014
  • Junk Loans Pulled as Buyers Say No After Fed Voices Worry http://t.co/lCDRdfFvV6 Junk-loan MFs had their 1st outflow in week ended 4/16 $$ May 02, 2014
  • Why This Bull Market Feels Familiar http://t.co/8JXl7JGwMe Low earnings in tech IPOs, momentum & loose monetary policy $$ $SPY May 01, 2014
  • Why Investors Love Hedge Funds http://t.co/uFjN76R9KT @Ritholtz teaches us about high fees, & decrasing effectiveness as they grow large $$ Apr 30, 2014

 

Companies

  • Ballmer Becomes Largest Individual Microsoft Shareholder http://t.co/DvWSRZAb1Z Bill Gates always had an exit strategy from $MSFT $$ May 03, 2014
  • Apple Sells $12B of Bonds to Keep Cash Overseas http://t.co/FiSK8eJS5C Avoiding the tax hit is more important leverage across borders $$ May 03, 2014
  • Berkshire Meeting, Now ‘Woodstock for Capitalists,’ Had Humble Start http://t.co/wbYCcKc8yr Nobody goes there anymore; it’s too crowded $$ May 02, 2014
  • Buffett Wants Tough Questions? How About These? http://t.co/m36vBV6VIe Ask him about the Harney Investment Trust, his shadowy creation $$ May 02, 2014
  • Verizon Loses Cellphone Customers for First Time http://t.co/6DbXOm993W Interesting, wonder if it is a trend… $$ $VZ May 01, 2014
  • IBM End to Buyback Splurge Pressures CEO to Boost Revenue http://t.co/D657Dc27mX Buybacks can only do so much; organic growth needed $$ $IBM May 01, 2014
  • FM Global CFO: Know Your Supply Chain http://t.co/dBTc6MYXXY Real disasters happen when multiple things go wrong at the same time $$ $SPY May 01, 2014
  • ‘I Think Google’s Pretty Dangerous and Thuggish. I’ve Always Said That.’ http://t.co/jYZBaewNjZ Trying 2 defend yourself; not saying much $$ Apr 28, 2014

 

Personal Finance

  • Does Anyone Play It Straight in Markets? http://t.co/MRZY1ro2as @ritholtz warns u that many in the mkts r trying to separate u & your $$ May 03, 2014
  • Feeling Cool About A Hot Personal Finance Book http://t.co/hwFULepE8v When someone tries to sell u insurance 4 a savings need, go away $$ May 03, 2014
  • 4 Alternatives to Reverse Mortgages http://t.co/6Wmd2kYQmz Refinance, Home Equity Loan, Sell the Home (maybe to your kids) $$ #sell May 02, 2014
  • Work and Live, Retire and Die @Ritholtz http://t.co/t1YWHoG6NO People plan to retire later than they actually do & life interferes $$ $SPY May 02, 2014
  • How to Choose the Right Mutual Fund http://t.co/4kvyh8rZZK Omits active share, good mutual funds typically look un-indexlike $$ May 01, 2014
  • If You’re Not Saving, You’re Losing Out http://t.co/QtG87rNHPF It’s not the money u make, it’s the money u keep that counts $$ $SPY $TLT May 01, 2014

 

Other

  • The Questionable Link Between Saturated Fat and Heart Disease http://t.co/32pwYj4Z6i There has never been more disagreement over food $$ May 03, 2014
  • Will That Golfer Choke? New Field of Mental Analytics Tees Up Answer http://t.co/B8dxIYL1Jf Can analytics make u think better in sports $$ May 03, 2014
  • Cyber security: business is in the front line http://t.co/RXkfEDaPu0 This isn’t a soft cost anymore; the need to secure IT is vital $$ May 03, 2014
  • Remember Life Before Antibiotics? No? Wait, It’ll Come to You http://t.co/g9uQajBJJL Antibiotic resistance grows, obsoleting some drugs $$ May 02, 2014
  • How the ‘Jesus’ Wife’ Hoax Fell Apart http://t.co/Kdswi39oZr Hoaxes & apochrypha have circulated since the Apostles. They always crumble $$ May 02, 2014
  • Why Some MBAs Are Reading Plato http://t.co/ltj9Y8QYyV Schools Try Philosophy to Get B-School Students Thinking Beyond the Bottom Line $$ May 01, 2014
  • Does Baseball Have to Be So Slow? http://t.co/8PRcoei9Ua Dawdling by batters & pitchers, & an increase in strikeouts makes games drag $$ May 01, 2014
  • The world’s smallest magazine cover is 2,000 times smaller than a grain of salt http://t.co/o4H7mfHCDE Nanotech: we do it because we can $$ May 01, 2014
  • Why Militaries Mess Up So Often http://t.co/39NKx6YPUn Officers trained during peacetime tend not to take the risks necessary in wartime $$ May 01, 2014

 

Wrong 

  • Wrong:Nontraded REIT returns: Where to put cash now? http://t.co/EPykRK8e7S Avoid illiquidity unless u r paid 4 it. Avoid big commissions $$ May 03, 2014
  • Wrong: China’s Century Starts Now @BloombergView http://t.co/UUziinXlqJ Wait until after the banking crash & recovery, then write this $$ May 01, 2014
  • Wrong: Money-Market Funds As Safe as Banks, Except When They’re Not http://t.co/7S2TEDpk7Q Banks fail more often & losses r more severe $$ May 01, 2014

 

Retweets, Replies, and Comments 

  • “Ask Buffett about the Harney Investment Trust:http://t.co/KUHnslWBFv…” — David_Merkel http://t.co/bLVAj6OY7O $$ May 02, 2014
  • Commented on StockTwits: Whoops, and I should have gotten that one right http://t.co/nB9lRK14kb May 01, 2014
  • “Paul, try valuing BRK off of increase in book value per share, and the metric comes out to a more…” — DavidMerkel http://t.co/cm2Rdhkzfn $$ May 01, 2014
  • “Now try to explain how long yields fell the last time the Fed tightened.” — David_Merkel http://t.co/MwJL3d6KQX $$ FD: + $TLT May 01, 2014
  • “If citizens are not created/educated by 18, you won’t have good citizens.” — David_Merkel http://t.co/TzfQsJULED $$ http://t.co/eiOLPqNuub Apr 29, 2014
  • “This may be a game of “Who has the stronger balance sheet?” $HLF or Ackman?” — David_Merkel http://t.co/2QCjheaJjd $$ Apr 29, 2014
  • @Peter_Atwater @Minyanville @Socionomics Thanks, Peter. Means a lot coming from you. Apr 28, 2014
  • @ReformedBroker @ritholtz feel free to repost it (w/credit to me) if you like Apr 28, 2014
  • RT @felixsalmon: For the record, I never said, nor do I believe, that text is over. I’m still going to be writing lots of text! Apr 28, 2014
  • RT @victorricciardi: @researchpuzzler @AlephBlog @jciesielski @tobyshute Tom Great meeting you Thanks for your ideas for promoting my new b… Apr 25, 2014
  • RT @researchpuzzler: thanks to CFA Society Baltimore @AlephBlog @victorricciardi @jciesielski @tobyshute for the great exchange of ideas Apr 25, 2014
  • RT @ppearlman: summer must read – “@reformedbroker: CLASH OF THE FINANCIAL PUNDITS: COUNTDOWN BEGINS NOW! http://t.co/iZqYTs8OFt” Apr 25, 2014
  • RT @abnormalreturns: Had to Google ‘cable network Fusion’…RT @felixsalmon: It’s out: I’m going to Fusion http://t.co/B1EK0eJmc8 Apr 24, 2014
  • RT @ChemistryVines: Mercury(II) thiocyanate (Hg(SCN)2) https://t.co/Ar2yhIlOwo Apr 23, 2014
  • @Calvinn_Hobbes I don’t know. We all want to grow up, until we do grow up. Only the foolish regret growing up. Apr 22, 2014

Sorted Weekly Tweets

Friday, April 18th, 2014

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 $$ Apr 19, 2014
  • Makani, a $GOOG subsidiary makes an airborne wind turbine that dramaticlly increases power generation efficiency http://t.co/0Fug49o7gC $$ Apr 18, 2014
  • Google to Buy Titan Aerospace as Web Giants Battle for Air Superiority http://t.co/HjJ8wKtnjM Makes me think $GOOG has 2much $$ 2spend Apr 18, 2014
  • Profit Tastes Like Chicken in Hunt for Cheaper US Meat http://t.co/drgQbwEiKR With recent rise in beef & pork prices people substitute $$ Apr 18, 2014
  • Roads Versus Rail:The Big Battle Over Public Transportation http://t.co/ydBxEglexC Makes case that American will own fewer cars in future $$ Apr 18, 2014
  • Barclays Ups $LNC To Buy, Says $MET , $PRU Are Undervalued – Stocks To Watch http://t.co/c7yNaVZqdp Stock Market sensitive insurance cos $$ Apr 18, 2014
  • Bidding War Looming for Aspen? Analysts Say Don’t Count On It http://t.co/iMotqyAgHv Offer 4 $AHL looks pretty full 2me, dont look4more $$ Apr 18, 2014
  • Biggest LBO Demise Poised to Put Oncor in Play http://t.co/d30djwOa5M Buffett is unlikely 2 enter into bidding in a competitive sale $$ Apr 18, 2014
  • Target of Naked Short Sellers Is Angry, Confused http://t.co/I3ZZDn5JNp @matt_lavine takes on imaginary naked shorting in $LPHI $$ Apr 18, 2014
  • Radioactive Waste Is North Dakota’s New Shale Problem http://t.co/BiMkO0ZdgK Significant amounts of low level radiation from radium $$ Apr 18, 2014
  • The death of mortgage lending http://t.co/u8uQBvZCuS Loan yields must rise in order to compensate for higher required capital at banks $$ Apr 19, 2014
  • Kochs’ Flood Insurance Opposition Becomes Campaign Issue http://t.co/b1iuvoVhZK 1 of the few businesses the Kochs’ aren’t in is insurance $$ Apr 18, 2014
  • Office Markets Strengthen Where Tech, Energy Jobs Are http://t.co/sESuHUeAVr Helps explain the spottiness of commercial RE prices $$ $CMBS Apr 18, 2014
  • Labor Shortage Threatens to Bust the Shale Boom http://t.co/R1TctaTelD Can’t find a job? Consider learning to weld; monotonous but pays $$ Apr 18, 2014
  • Koch Brothers Net Worth Tops $100B as TV Warfare Escalates http://t.co/XgH0M6CNIR Almost as wealthy as extended Walton family $$ $WMT $SPY Apr 18, 2014
  • Big Banks Ramp Up Business Lending http://t.co/83dMAPIQia Signs of life spotted in big corporations, but r they just buying back stock? $$ Apr 18, 2014
  • How Can Yahoo Be Worth Less Than Zero? http://t.co/sr3owwkyNE @matt_levine argues a breakup of $YHOO makes sense even if core biz loses $$ Apr 18, 2014
  • Wal-Mart Undercuts Rivals With New U.S. Money Transfer Service http://t.co/a4vq0HYALi Useful if u need 2 transfer $$ inside the US $WMT $SPY Apr 18, 2014
  • How Chick-fil-A Spent $50M to Change Its Grilled Chicken http://t.co/Q9kpXoSIbF The marinade matters, but the grill design was the key $$ Apr 15, 2014
  • Small US Colleges Battle Death Spiral as Enrollment Drops http://t.co/nHRhO4Gc1R Too much capacity & affordability is a problem $$ $APOL Apr 14, 2014

Outside the US

  • China GDP Gauge Seen Showing Deeper Slowdown http://t.co/ntIxxdXcpO If China increases consumption GDP growth will fall faster still $$ $FXI Apr 18, 2014
  • Housing Trouble Grows in China http://t.co/Z4tKUuqLFd Overbuilding by Real-Estate Developers Leaves Smaller Cities W/Glut of Apartments $$ Apr 18, 2014
  • Suddenly, Europe Is Taking a Harder Line on Russia Sanctions http://t.co/MnzxvMP3pe Nations can solidify when they face a common threat $$ Apr 18, 2014
  • Las Bambas Copper Mine Purchase Shows China’s Still in the Hunt for Commodities http://t.co/h1cqGERGCu China may not b changing much $$ Apr 18, 2014
  • Forgetting How to Speak Russian http://t.co/D0UwT6unki Among former Soviet republics knowing Russian is less important for business $$ Apr 18, 2014
  • The Middle East War on Christians http://t.co/BW1NwCAXuH Israeli Ambassador 2 UN argues Israel is tolerant of Christians, not like some $$ Apr 18, 2014
  • Britons Struggle to Save for Home Down Payments as Prices Surge http://t.co/M6vH0vDlDs Space is constrained in London & foreigners buy $$ Apr 18, 2014
  • US Said to Warn Money Managers of More Russia Sanctions http://t.co/rB8AUQTsnc Putin knows Iran survived worse sanctions; Russia tougher $$ Apr 18, 2014
  • China Sentences Four Activists on Disturbing Public Order Charge http://t.co/Tx95rrhWsb Mostly, US has rule of law, China has rule by law $$ Apr 18, 2014
  • US govt isn’t perfect, but in principle the govt is subject to the Constitution & laws, & not merely able 2 use law 2 enforce its will $$ Apr 18, 2014
  • Frontier Fund Buyers Find It Pays To Look Under The Hood http://t.co/JQ6khwYllJ 2much $$ is being thrown @ frontier mkts; crowded trade $FM Apr 18, 2014
  • Why iShares’ ‘FM’ Is About To Get Better http://t.co/4FiqlfW0YS Diversifies out of Middle East, but frontier market vals r stretched $$ $FM Apr 18, 2014
  • Putin’s 21-Year Quest to Be Russian Guardian Began in Estonia http://t.co/5oelLBHCmN Father was betrayed by Estonians in WWI, almost died $$ Apr 15, 2014

Market Dynamics & Fundamentals

  • Bridgewater Founder Says 85 Percent Of Pensions will Go Bankrupt http://t.co/YknEmyGgfJ 9% pension returns required, 4% is most likely $$ Apr 19, 2014
  • The Fitch Fundamentals Index Dashboard http://t.co/OzI6KWUFfs Interesting little utility 4 understanding where we are in the credit cycle $$ Apr 19, 2014
  • Rich Start-Ups Go Back for Another Helping http://t.co/ZbFbpLVgmM When capital is plentiful, bad decisions get made. expected returns low $$ Apr 18, 2014
  • Stumbling S&P 500 Reaches Worst Stretch of Election Cycle http://t.co/zgJTynu2od Interesting timing, wonder whether past is prologue? $$ Apr 18, 2014
  • How a 56-Year-Old Engineer’s $45K Loss Spurred SEC Probe http://t.co/3HfdH2aqxK Always read the risk factors in the prospectus or 10K $$ Apr 18, 2014
  • High-Speed Traders Said to Be Subpoenaed in NY Probe http://t.co/2qxmrxeVd7 What level of technology is legitimate 2 gain an advantage? $$ Apr 18, 2014
  • Nuggets of Corporate Governance Wisdom From Charlie Munger http://t.co/gMFIE9jlRM Also c this paper: http://t.co/033v0bgdYr $$ $BRK.B $SPY Apr 18, 2014
  • Global stock rally: World market cap reached record high in March, &is $2.4T above pre-recession, pre-crisis level http://t.co/iMq0IoBhch $$ Apr 18, 2014
  • Speed—the only HFT advantage? Not so fast—Flash Boyshttp://www.cnbc.com/id/101586488 Algorithms may also be an advantage w/price patterns $$ Apr 18, 2014
  • Investor Alert – Exchange-Traded Notes—Avoid Unpleasant Surprises http://t.co/NqhUr2whsJ A helpful reminder 2b wary of exotic ETNs $$ $SPY Apr 18, 2014
  • Americans Sold on Real Estate as Best Long-Term Investment http://t.co/La4UROU0ie Helps explain y retail investors lose on average $$ $GLD Apr 18, 2014
  • Destroying Smart Beta 2: Ground Rules http://t.co/uecYqZLCEe Smart beta is a trendy but vapid concept, factors should be part of alpha $$ Apr 18, 2014
  • Gross Loses to Goldman in Hot Bond Strategy as Pimco Lags http://t.co/VWv7UC72bS Series of bad bets makes Pimco a laggard as AUM flees $$ Apr 15, 2014
  • Trillion-Dollar Firms Dominating Bonds Prompting Probes http://t.co/RXZNkNwtFs Concentrated markets can lead to bond pricing distortions $$ Apr 15, 2014

US Politics & Policy

  • What’s the Matter With Illinois? http://t.co/wmDiyWDN1e They r the exemplary state for shortsightedness & corruption $$ Apr 19, 2014
  • Heartbleed Hackers Steal Encryption Keys in Threat Test http://t.co/dYfezfXe8A >6 people were able to extract private key of a website $$ Apr 19, 2014
  • Elijah Cummings, W/IRS, Targeted Tea Party Group True The Vote http://t.co/TE5A1zTM0y I live in his gerrymandered district; kick him out $$ Apr 18, 2014
  • Yellen Lays Groundwork for Rules on Short-Term Credit Markets http://t.co/z03MWlpsqI Fed doesn’t regulate the banks well, y try 4 more? $$ Apr 18, 2014
  • Schooling on a ‘Debit Card’ http://t.co/wwixbB0pqy Arizona created a program so that special needs kids can get specialized schooling $$ Apr 18, 2014
  • IRS Among Agencies Using License Plate-Tracking Vendor http://t.co/HTs5aEMNtK Howard County Police use it & catch people 4 old crimes $$ Apr 18, 2014
  • Wealth Effect Failing to Move Wealthy to Spend http://t.co/R3vfD5i94J Wealth effect, if it exists, is small, FOMC is pursuing illusions $$ Apr 18, 2014
  • NSA Said 2 Exploit Heartbleed Bug for Intelligence for Years http://t.co/9XvcLX9ZTE NSA quietly knows security vulnerabilities; uses them $$ Apr 15, 2014
  • The Wall Street second-chances rule: scandal makes the rich grow stronger http://t.co/8HhscWJjMN What does not kill us makes us stronger? $$ Apr 14, 2014

Practical

  • How well do you know your insurance policy? http://t.co/szp3G8H4kN Know what is covered & what isn’t, how much is covered & options $$ Apr 19, 2014
  • Attention Shoppers: Fruit and Vegetable Prices Are Rising http://t.co/MMdPOLry9A As are meat prices & most food prices $$ #agflation Apr 18, 2014
  • How to start investing http://t.co/yGyziE8Tac Good advice from a credible source $$ Apr 18, 2014

Other

  • El Nino Signs Detected, Presaging Global Weather Change http://t.co/D1uDLS9aJ0 El Nino exists 2 give us something 2 blame when frustrated $$ Apr 18, 2014
  • More People Pick Elimination Diets to Discover Food Sensitivities http://t.co/ftQkzs3PxP Fad and Science of Not Eating Entire Food Groups $$ Apr 18, 2014
  • SAT Adopts Real-World Questions and Jettisons Obscure Words http://t.co/Mspw9EG3OV In 2016, changes from intelligence to achievement test $$ Apr 18, 2014
  • Scientists Make First Embryo Clones From Adults http://t.co/e5qlwyiWwj Cloned cells 2create early-stage embryos, matching DNA tissue $$ Apr 18, 2014

Comments, Replies & Retweets

  • RT @howardlindzon: Funds still paying up (I say silly overpay) for private over public, this is spooking IPO ‘s for sure http://t.co/mclSd9… Apr 15, 2014

Sorted Weekly Tweets

Saturday, April 12th, 2014

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 almost always ends up being a shill 4 the banks $$ $XLF Apr 12, 2014
  • Angry students snap photos of lunches, tell Michelle Obama: ‘You call this a [expletive] lunch?’ http://t.co/PY4gfa90oI Food Nazis r mean $$ Apr 12, 2014
  • On equal pay for women, Obama challenges GOP to ‘join us in this the 21st century’ http://t.co/wthQJKwsOO White House has own disparities $$ Apr 12, 2014
  • When the Messenger Is Worth Shooting http://t.co/GGuAxpkizc Fewer & fewer people think teaching financial literacy 2 avg ppl works $$ $SPY Apr 12, 2014
  • Republicans should be friendly to markets, not to business http://t.co/YXEWNr9MEh Big business excellent at co-opt laws 4 their own good $$ Apr 12, 2014
  • Maybe a Gender Pay Gap Is OK http://t.co/2rtYIZ6MFo This argumentation isn’t new; economists have been making this argument since the 70s $$ Apr 12, 2014
  • The Best SEC Money Can Buy http://t.co/wbwBB0CYd4 @ritholtz on Jim Kidney’s excellent retirement speech on the SEC which is worth reading $$ Apr 12, 2014
  • Food Price Shock, 2014 Edition http://t.co/u79xlrwK1I Note that the last time this happened, wars & other pains hit developing world $$ Apr 12, 2014

Market Impact

  • Hedge Fund Industry Growing With Pensions To Thank http://t.co/RF2FTh3YsD Probably a mistake as hedge funds tend not 2b good w/volatility $$ Apr 12, 2014
  • Hedge Funds Unwind As Growth To Value Rotation Intensifies http://t.co/XoK1RFKiAg As growth stocks correct, hedge funds chase performance $$ Apr 12, 2014
  • How Money Managers Fight Their Emotions and Sometimes Lose http://t.co/J0KH06m12P Too Bold? Not bold enough? Tough 2strike right balance $$ Apr 12, 2014
  • The Buys You Can’t Make Yourself http://t.co/0swRNG0Eyo @reformedbroker points out the value of @MebFaber ‘s global value ETF $GVAL $$ Apr 12, 2014
  • Humble Student of the Markets: A quant lesson from a technician http://t.co/svQilIRW4m Useful way to understand indicators & mkt regimes $$ Apr 12, 2014
  • 2014 crash will be worse than 1987′s: Marc Faber http://t.co/Guil41sSvP Bold w/respect to timing &severity of the next crisis, prob wrong $$ Apr 12, 2014
  • Do ‘rising rate’ ETFs really protect investors? http://t.co/tcx2p4qtuc I would b wary here; additional yield often carries hidden risks $$ Apr 12, 2014

Rest of the World

  • Kuroda Seen Brewing Yen-Weakening Surprise Action http://t.co/fVpFvwEiJz Don’t b shocked if the BOJ does yet more to weaken the yen $FXY $$ Apr 12, 2014
  • This is the bank to watch for a Chinese credit implosion http://t.co/sKL9NPruZz Minsheng is an aggressive lender 2the most dodgy credits $$ Apr 12, 2014
  • China’s steelmakers have branched out into shadow banking—which is funny since they owe $484B http://t.co/Z1IzHBJJ7G Brief stmt of prob $$ Apr 12, 2014
  • China Pizza Passion Has Fonterra Riding Mozzarella Wave http://t.co/J4605GnGK4 Pizza is so different than traditional Chinese food $$ $YUM Apr 12, 2014
  • Ukraine’s Rust Belt Faces Ruin as Putin Threatens Imports http://t.co/7BYk6ULy3t Russia has more ec influence on Ukraine thn US on Russia $$ Apr 12, 2014
  • Saudi Banks Reject Algosaibi Meeting on $5.9B Default http://t.co/6eZwowBlZW Islamic finance struggles w/debt that isn’t debt but is debt $$ Apr 12, 2014
  • Lavender-Filled Teddy Bears From Tasmania Are a Big Hit in China http://t.co/ubhWoUSnQz Bobbie Bear touches the hearts of Chinese ladies $$ Apr 12, 2014
  • Top economists warn Germany that EMU crisis as dangerous as ever http://t.co/gsqrbZ5ox0 Overall & banking leverage still higher than safe $$ Apr 12, 2014
  • Fracking’s hottest year in China http://t.co/5xVoKK6K0d China finds gas & tight oil in their shale formations. Who knew? $$ $FXI $XLE Apr 12, 2014

Companies & Industries

  • Time Inc. to Raise $1.4B in Debt for Spinoff http://t.co/8QUGvyKhrv I would b careful here; levering up old media not a recipe 4 success $$ Apr 12, 2014
  • Vox Takes Melding of Journalism and Technology to a New Level http://t.co/YdMuuu0ZQC Vox Media creates a content mgmt system 4 journalism $$ Apr 12, 2014
  • Trailer Parks Lure Wall Street Investors Looking for Double-Wide Returns http://t.co/zym4OmSDP5 Poor people have a hard time moving $$ Apr 12, 2014

Other

  • Stay-at-Home Moms Rise in Reversal of Modern Family Trend http://t.co/sCBErpTIhk Children deserve attention to help them grow up $$ $SPY Apr 12, 2014
  • More Moms Staying Home, Reversing Decadeslong Decline http://t.co/w7bnhw8tQd Value in efforts 2 produce better children w/more parenting $$ Apr 12, 2014
  • Font War: Inside the Design World’s $20M Divorce http://t.co/4YpYf1x5UN Not clearly spelling out a partnership agreement: font of trouble $$ Apr 12, 2014
  • Windows XP Goes Dark; Will Hackers Be Lurking? http://t.co/GPBJKpzdhf XP has been debugged; odds of significant holes are low $$ Apr 12, 2014
  • After Heartbleed Bug, A Race to Plug Internet Hole http://t.co/HCBfcHBl5O A significant part of internet affecting privacy had a hole $$ Apr 12, 2014
  • Global solar dominance in sight as science trumps fossil fuels http://t.co/BZOdAVwYbA Can capture 31% of sun’s energy with a 111V Solar Cell Apr 12, 2014
  • At Gross’s Pimco, El-Erian Says ‘Different Styles’ Stopped Working Well Together http://t.co/vRqPfRA67m Oil & water eventually separated $$ Apr 12, 2014

Wrong

  • Unsafe: Greece Plans to Issue Long-Term Bond on Wednesday http://t.co/X4gnld481q Lust 4 yield guides the behavior of debt investors $$ Apr 12, 2014
  • Misleading: Oklahoma Swamped by Surge in Earthquakes Near Fracking http://t.co/nHfPIWys3q All quakes r little which avoids big quakes $$ Apr 12, 2014
  • Wrong: Are Safer Cars Worth the Money? http://t.co/1N0Y9aklJb Misapplies benefit-cost analysis; may b cheaper ways 2 save more lives $$ $F Apr 12, 2014

Retweets, Replies & Comments

  • ‘ @foxjust Nice going; EEBS is breaktakingly honest with respect to earnings manipulation. cc: @jciesielski $$ Apr 12, 2014
  • RT @ReformedBroker: Reminder: The Fed’s own economic forecasts are basically worse than your dog’s. http://t.co/uLYirMA5zB Apr 09, 2014

Sorted Weekly Tweets

Friday, April 4th, 2014

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 advertised, debts r private, bank & muni $$ Apr 03, 2014
  • China Unsated by US Ham Means More Food Deals http://t.co/Cn7hFTEGwP If China is rebalancing to consumption, expect large food imports $$ Apr 03, 2014
  • Rajan Offers No Solace as Developers Fight Rut http://t.co/Ml8RhIt7Eb Rising rates put pressure on Indian businessmen $$ Apr 03, 2014
  • CHINA IS IMPORTING GOLD SECRETLY USING MILITARY CHANNELS http://t.co/gYAjRrwz1c @JamesGRickards new book is coming out in a few days $$ $GLD Apr 01, 2014
  • How rumour sparked panic and three-day bank run in Chinese city http://t.co/i3K74leRHG All it took was a rumor that went viral $$ $FXI $SPY Apr 01, 2014
  • Foreign Policy Legacy of Obama Administration in European Hands http://t.co/LTF2ozdpyA U don’t want Europeans 2question the value of NATO $$ Apr 01, 2014
  • Chinese Private Sector Debt http://t.co/4LMSyjvEV9 China’s ratio of private debt to GDP is higher than the US & EU http://t.co/lXhCxlzumX $$ Apr 01, 2014
  • Poor Coordination Led to Flawed Search for Missing Malaysia Airlines Flight 370 http://t.co/RugoIUSm1y Maybe, but would have been hard $$ Apr 01, 2014
  • South Sudan Ethnic Hatred Drives Rebel Leader’s White Army http://t.co/diy5Tk9W8M Read the last sentence & u will c y this war persists $$ Apr 01, 2014
  • She’s lost 3 sons in the war & is adamant should continue. “The war will not be stopped until we kill all Dinka, including the children,” $$ Apr 01, 2014
  • China Burns Speculators as $5.5B Lost on Yuan Bets http://t.co/srRCSJ9kmU Real market goes more than 1 way, doles out punishment 2losers $$ Apr 01, 2014
  • Almost 10,000 Divorces Each Day in China’s Breakup Boom http://t.co/0T7pTpeg4e Driven by increasing economics & greater freedom 2 do so $$ Apr 01, 2014
  • Dashed Ikea Dreams Show Decades Lost to Bribery in Ukraine http://t.co/9fU4nPMnSj Corruption & denial of propty rights keep nations poor $$ Apr 01, 2014
  • China’s $14.5B Test http://t.co/W9lO6L2LDc China seizes $14.5B assets from family, associates of ex-security chief http://t.co/6STqFY74DB $$ Apr 01, 2014
  • China Lake Saved From Stink Leaves Fiscal Cleanup for Li http://t.co/lAOloKNSxo Ability 2 service municipal debt is a problem 4 China $$ Apr 01, 2014

US Politics & Policy

  • A Catastrophe Like No Other http://t.co/zKuULERWYm Peggy Noonan: The president tries to put a good face on ObamaCare $$ #unforcederror $TLT Apr 05, 2014
  • Janet Yellen’s Human Message Gets Clouded http://t.co/8oYHkdPN4W Truth is monetary policy is weak w/respect to unemployment $$ Change regs Apr 03, 2014
  • Yelp Reviews Brew Fight Over Free Speech, Fairness http://t.co/2SoSO8K54f Free speech doesn’t mean u can say anything, libel is a crime $$ Apr 03, 2014
  • Democrats Bet on Technology Instead of Paying Down Debts http://t.co/UjTKK9VFjC Dems put lack of $$ where mouth is, b/c debts don’t matter Apr 01, 2014
  • Constitutional conundrum: Michigan demand 4a balanced budget could trigger amendment convention http://t.co/UU2pVgEnuu States take power? $$ Apr 01, 2014
  • The House Republican Mess http://t.co/COfoZ0303M GOP leadership held unannounced voice vote on a one-year unfunded “doc fix” 4 Medicare $$ Apr 01, 2014
  • What Is a Patent Troll? Congress, Courts Try to Find Out http://t.co/BDDs3DOccp Should not be able to patent ideas, many ways 2 implement $$ Apr 01, 2014
  • Controversial FHA payoff rule to end http://t.co/gopPWWpQYL At closings, FHA required one month’s interest from sellers who prepaid mtge $$ Apr 01, 2014
  • Supreme Court skeptical of computer-based patents http://t.co/nHLTpDyP8J Multiple ways 2 achieve same results w/computer code $$ $MSFT $GOOG Apr 01, 2014
  • Yellen Assures Markets on Interest Rates http://t.co/OeOTmQHZuj In the short-run, monetary looseness helps, in the long-run it hurts $$ $TLT Apr 01, 2014
  • GOP Sees a New Path for Senate Through Iowa http://t.co/wsb8jJKpWd Looking at the data, the GOP will have a hard time taking the Senate $$ Apr 01, 2014            

Market Impact

  • Buying Bonds in Sellers’ World: Prepare to Fail http://t.co/y7DBRjX57P If u r a life insurer, don’t want 2 give up income from prem bonds $$ Apr 05, 2014
  • Emerging markets ETFs take off in March and June http://t.co/Dd5IMvcU8B Bear market rallies r short & sharp, watch monetary tightening $$ Apr 03, 2014
  • Investors Clamor for Risky Debt Offerings http://t.co/pYAj8nxQve High yield isn’t so high anymore, & income starvation leads ppl astray $$ Apr 03, 2014
  • Gross Worst as Volatility Spikes in Fund http://t.co/V1ncKkJNHW Bad idea to move to 5s just as Yellen began to speak unguardedly $$ #taper Apr 03, 2014
  • Forget the lottery. Time for the Billionaire ETF? http://t.co/K2IZvH5CuA Kind of a follow the 13Fs of the wealthy fund, could do worse $$ Apr 03, 2014
  • Vanguard Beats BlackRock Winning Most ETF Money This Year http://t.co/V1IppyRKyv Low fees, sticky clients, tracks index well, low fees $$ Apr 01, 2014
  • Andreesen On How To Kill Stock Market http://t.co/sbgdxaumyy Personal pet peeve is how Sarbox killed off sponsored listings of fgn firms $$ Apr 01, 2014
  • Activists Beat S&P 500 in 48% Gain for Shareholders http://t.co/TwRuCI4lp3 Cool interactive graphic $$ $SPY Apr 01, 2014
  • Investors Picking Fights Enhance Value as Stocks Beat S&P 500 http://t.co/c7N0cM7ytB Problem: avg investors can’t find those stocks early $$ Apr 01, 2014
  • Biggest ETF Flow From US Debt Since ’10 on Growth Optimism http://t.co/YEy2MGXYKI Funny how long Tsys haven’t tanked yet $$ $TLT Apr 01, 2014
  • So Far, So Meh http://t.co/0dCzzhpav3 @ReformedBroker tells us to expect a boring year when all is done with lots of jolts inbetween $$ $SPY Apr 01, 2014
  • Flows Don’t Follow Value, They Follow Performance http://t.co/lwe3zP0zIX @reformedbroker tells u small investors r always late & lose $$ Apr 01, 2014  

High Frequency Trading (Boo!)

  • Michael Lewis Feels No Shame as Book Curdles Tempers http://t.co/qIbX9ztO2r Must admit, I lost respect 4 him on this last media circus $$ Apr 05, 2014
  • High-Frequency Trading May Be Too Efficient http://t.co/3yLdqjijcA @matt_levine explains the effect of HFT, who gets hurt, who doesn’t $$ Apr 03, 2014
  • High-Frequency Traders Chase Currencies as Stock Volume Recedes http://t.co/YSHRec5emx Ponder how HFT can b good 1 place & bad in others $$ Apr 03, 2014
  • What Michael Lewis Gets Wrong About High-Frequency Trading http://t.co/1kf3Uh9fDH He gets quite a bit wrong; this is a good summary $$ Apr 03, 2014
  • An Adaptation From ‘Flash Boys: A Wall Street Revolt,’ by Michael Lewis http://t.co/8TB1fkkzbt Tells story creating a fair stock exchange $$ Apr 01, 2014  

Marvel Comics Movies

  • Kevin Feige, Marvel’s Superhero at Running Movie Franchises http://t.co/R5wWdhlAUX Great article. Explains the strategic aspects well $$ Apr 05, 2014
  • Comic Wars: How Two Tycoons Battled Over the Marvel Comics Empire–And Both Lost http://t.co/NuRuteq8f1 Provides backstory for Marvel $$ Apr 05, 2014  

Companies & Industries

  • Energy Future Talks Pit Billionaires Against Billionaires http://t.co/Foaq3v50rf & the IRS, who is owed billions, creditors want 2 stiff $$ Apr 03, 2014
  • Old Math Casts Doubt on Accuracy of Oil Reserve Estimates http://t.co/wM1FQHAKvz Life of fracked wells is a lot shorter than conventional $$ Apr 03, 2014
  • New $GOOG Shares Hit Market as Founders Cement Grip With Split http://t.co/FdYqQCPFPR Won’t hurt much, just don’t issue2many C shs $$ $GOOGL Apr 03, 2014
  • The Argument for $75 Oil Should Be $95 Oil http://t.co/2EZdu90Scv W/weak global econ, oil should b falling but it is not; new equilibrium $$ Apr 01, 2014  

Other

  • Loans Are Finally Easier to Get http://t.co/JaVFE1LBLG If this persists for 6 months, start watching consumer price inflation $$ Apr 03, 2014
  • Jules Kroll’s KBRA Out to Disrupt Cozy Ratings Agency Business http://t.co/xGOiU3Tg7V Starts in area of greatest failure: securitizations $$ Apr 03, 2014
  • So U Think You’re Smarter Than A CIA Agent http://t.co/OLWUPMnQi9 Good Judgment project finds bright ppl who predict better than experts $$ Apr 03, 2014
  • Do We Hate Female Bosses? http://t.co/0oR9PBiSLe Never had one, so I don’t know. ;) $$ Apr 03, 2014
  • How Americans Meet Their Spouses http://t.co/f5L9GZ6i8K Fewer people meet their spouses @ work, more meet them over the internet than b4 $$ Apr 01, 2014
  • US Airports Are Off the Chart http://t.co/s1dO4kOeOR @Ritholtz shows how lack of infrastructural investment hurts the US $$ $SPY $TLT Apr 01, 2014
  • Millennials Mired in Wealth Gap as Older Americans Gain http://t.co/OfXlbWIV0l If u had lots of debts & few assets going into 2008, ouch $$ Apr 01, 2014  

Wrong

  • 2hard: US Seeks Changes to ‘Skewed’ Data in UN Climate Draft http://t.co/udApXg8XFq Models r 2complex 2produce any sort of accuracy $$ $SPY Apr 05, 2014
  • Wrong: Investment strategies you’d be foolish to ignore – Pros http://t.co/CTaNMR01Sb Many of these might work in the short-run, not L-T $$ Apr 03, 2014
  • Wrong: Schwab: HFT a cancer that needs to be stopped http://t.co/iVh9eatou2 It’s more complex than that; improves mkts in some ways $$ $SPY Apr 03, 2014
  • Wrong: Christine Lagarde: global economic growth is still too slow http://t.co/doefcWDiLN Aside frm degegulation govts can’t affct growth $$ Apr 03, 2014
  • Wrong: This Ratio Reveals The Market’s Top Bargains http://t.co/Hs9A55z9To Makes rookie error of applying FCF 2 financials, can’t b done $$ Apr 03, 2014
  • Wrong: The Modern View of the Stock Market http://t.co/OnhWdKgPrj Value of MPT is that it sidelines smart people who would b competitors $$ Apr 01, 2014
  • Meh: Flight 370 Search Gains Vessel With Black Box-Detector http://t.co/5PhcNkIEhL Late 2 arrive; can’t probe more than 1 mile deep $$ $BA Apr 01, 2014
  • Maybe: Home Sales in US Poised to Surge With Spring http://t.co/Pi2oE4es0n Maybe if prices come down this might happen, few moveup buyers $$ Apr 01, 2014
  • Very Wrong: When You Really Look, Financial Quicksand Turns Into Oligarchical BS http://t.co/LhiEZNxtas Claims Govt debt doesn’t matter $$ Apr 01, 2014  

Comments, Replies, and Retweets

  • @charlie_simpson Marry young, have children, a recipe for happiness that fights loneliness — true for men as well. Apr 02, 2014
  • @insidermonkey @jimcramer @katsuyama Stupid argument. Read & learn http://t.co/AtOpRCaRrN $$ Apr 02, 2014
  • . @dpinsen seems he just wants it 2 stop. Also notes Darfur attacked once again http://t.co/HRQ1xRLNYc & http://t.co/dDE995HFi0 $$ $SPY $TLT Apr 01, 2014
  • @dpinsen I’m not backing the Ukraine in NATO — only caution. NATO should be bold or silent, but not in-between, counting the costs. $$ Mar 30, 2014

Sorted Weekly Tweets

Saturday, March 29th, 2014

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 Europe willing to agree upon? What r they willing 2 risk? Be careful $$ Mar 30, 2014
  • China Said to Expand Property Survey Amid Oversupply Concern http://t.co/m0VAkijXmi Will b difficult 2 end overinvestment by fiat $$ Mar 30, 2014
  • Chinese Pigs Eating Soybeans Cut US Supply to 1965 Low http://t.co/hLfrB2MXM1 Chinese demand 4 pork drives demand 4 US Soybeans $$ Mar 30, 2014
  • Lira Fate Tied to Real Assets as Hot Money Flees http://t.co/GpdoGuymdO In countries where inflation is a threat, invest in property $$ Mar 30, 2014
  • Business not ipso facto criminal: Tendency of presuming it guilty without proof is damaging India’s economy http://t.co/HgpdxdNrbu $$ Mar 30, 2014
  • Mr. Putin’s Revealing Speech http://t.co/BTQ2IDbny5 Defender of Orthodox civilization as he sees it pushes back against encroahing NATO $$ Mar 30, 2014
  • Russian Forces on Border Stir Concern as Crimea Annexed http://t.co/b7SLK8wTTH Threats of more economic sanctions will not deter Putin $$ Mar 23, 2014
  • What the West Can Learn From Putin’s Other Neighbors http://t.co/NB4aeGih9D Don’t make promises that u won’t keep; Putin is not scared $$ Mar 22, 2014

 

Financial Sector

 

  • So what is today’s nonbank business model? http://t.co/awllKHMHK1 Legalized extortion done to “protect consumers,” objective is political $$ Mar 30, 2014
  • Wall Street Banks Cut Out of Prized Commercial Mortgages http://t.co/xImkJXAwC7 $MET $PRU originate commercial mortgages 2 fund own liabs $$ Mar 30, 2014
  • SEC Is Probing Dealings by Banks and Companies in Loan Securities http://t.co/yseFiyZvFJ Current CLO issuance drives loan issuance $$ $BKLN Mar 30, 2014
  • Pimco Chases BlackRock in ETFs as Money Returns to Bonds http://t.co/rL9Bm40rHm Amazing how people follow anything w/positive momentum $$ Mar 30, 2014
  • And if banks start lending aggressively, it will b time to radically shrink asset maturities in bond portfolios, velocity will b rising $$ Mar 30, 2014
  • Banks Lending Like It’s 2007 Belied by $10T Hoard http://t.co/Ef6yHiVNSu But they aren’t lending heavy yet, if they do FOMC has 2tighten $$ Mar 30, 2014
  • Scandal-Hit British Banks Turn to ‘Weirdy Beardy’ http://t.co/XGv1Bt9af1 “Why do you exist?” “Who r u?” Pondering existence bugs bankers $$ Mar 30, 2014
  • Josh Rosner: The Wrong Remedy for Fannie and Freddie http://t.co/ExIuZxRlyM Better to wind them up & get Govt out of the Mtge mkts $$ Mar 30, 2014
  • Iowa’s Friendlier Watchdogs Lead Insurer Pack to Des Moines http://t.co/UPug7MJA7I Iowa DOI will regret embracing complexity, gtee funds2 $$ Mar 30, 2014

 

Market Impact

 

  • Which will win? $BRK.B or $IWM ? 3views: http://t.co/P4rWOG283S & http://t.co/c20Fbqh2b6 & http://t.co/QMIWqojPnB BRK will beat smallcaps $$ Mar 30, 2014
  • Americans Can’t Retire When Bill Gross Sees Repression http://t.co/4hNi5jAH2U Investments eventually reflect the underlying cash flows $$ Mar 30, 2014
  • Financial scars linger: 1/3 of investors wary of stocks http://t.co/xbFcGeOykX Have 2 wait 4 these people 2 come & put in the top $$ $SPY Mar 30, 2014
  • 1999 Buffett: stocks can’t possibly meet public’s expectations. Internet? Notes how few got rich in auto &aviation http://t.co/2FsC9vuvKe $$ Mar 30, 2014
  • Declining Pension Benefits Leave Workers Uneasy http://t.co/A5RmBueODe Difficult 2 fund high benefits when interest rates r so low $$ $TLT Mar 30, 2014
  • Google Traders See Opportunity in Confusion on New Shares http://t.co/2bTfXy75ol New nonvoting shares may allow 4 some arbitrage plays $$ Mar 30, 2014
  • Attention Suckers: Please Send Us Your Money http://t.co/Mibp1EXWh3 @Ritholtz comments how the JOBS Act weakened investor protections $$ Mar 30, 2014

 

US Housing

 

  • High Prices Partly to Blame for Slow New Home Sales http://t.co/rSHWH4Uzra When markets near their peak, frequently volumes drop off $$ $LEN Mar 30, 2014
  • Time might be ripe for boomers to sell their homes and move on http://t.co/hzL9mMImDS Sell them 2whom & @ what price? Lack move-up buyers $$ Mar 30, 2014
  • Finding a House That Won’t Destroy You http://t.co/kJNQf3upos Buy a house u can afford even under stressed conditions, reduce risk $$ Mar 30, 2014

 

US Politics, Policy & Economics

 

  • Florida’s Scott Travels on Corporate Tab as Lobbyists Tag Along http://t.co/qhDVzIgXO1 Governors increasingly use corporate $$ 2fund trips Mar 30, 2014
  • IRS Takes a Position on Bitcoin: It’s Property http://t.co/aCbGKvWGRT Thus any trading of bitcoins involves capital gains &losses $$ $BTCUSD Mar 30, 2014
  • Google, EBay and the Roots of Collusion http://t.co/Vc2SMUU5T5 Some don’t want to annoy companies that r complementary 2their biz goals $$ Mar 30, 2014
  • The Individual Mandate Goes Poof http://t.co/PvjexmswaF Barack Obama undoes what House GOP would like 2undo, just not permanently totally $$ Mar 30, 2014
  • Global Warming Will Not Cost the Earth, Leaked IPCC Report Admits http://t.co/hziljg2Npp Will b interesting 2c how gets spun by bothsides $$ Mar 30, 2014
  • Economists: Rising interest rates are the biggest threat to recovery http://t.co/gPQ1c2ZHAQ More evidence that rates will stay low $TLT $$ Mar 24, 2014
  • Kocherlakota: Don’t raise rates to head off possible crisis http://t.co/yxAGSWGmGQ There may come a time when you will have no choice $$ Mar 22, 2014

Other

 

  • Advice for a Happy Life by Charles Murray http://t.co/7y51RDeGy3 Marry young & someone similar 2u, don’t try2get rich, Groundhog Day $$ $SPY Mar 30, 2014
  • Why Runners Can’t Eat Whatever They Want http://t.co/FLMOWE8sC1 Studies Show Heart Risks to Devil-May-Care Diets—No Matter How Much U Run $$ Mar 30, 2014
  • Speed Reading Returns http://t.co/EwxEFe6Paz Apps and Classes Help People Adapt 2Reading on Their Phones | More content 2 read everywhere $$ Mar 30, 2014
  • The book Scientology tried to ban http://t.co/g4GeTda7bS Read about the *real* L. Ron Hubbard, from a book Church of Scientology hates $$ Mar 30, 2014

 

Wrong

  • Wrong: Not Voting Should Not Be a Choice http://t.co/UlBFwMe6fi Seems fundamental that no one should b forced to vote; it’s a protest $$ Mar 30, 2014
  • Wrong: Japan Is Doomed Unless It Learns to Love Inflation http://t.co/AFD8QA1d8Z More “hair of the dog that bit you solutions” $$ $JPY $JOF Mar 30, 2014
  • Wrong: Digital v human: the new debate http://t.co/PiUgvNHm6x We’ve seen transformational technologies b4, takes a while 4 new jobs 2show $$ Mar 30, 2014
  • Wrong: Fed’s Bullard: Yellen’s ‘6 Months’ Comment Doesn’t Represent Change in Policy Stance http://t.co/v7gzHBobVw Could have fooled me $$ Mar 22, 2014

 

Notes, Comments, Reples & Retweets

  • RT @ReformedBroker: In November 1999, Buffett wrote this op-ed for Fortune on why he doesn’t bet on innovation. @pmarca @hblodget http://t… Mar 27, 2014
  • RT @felixsalmon: “This means Bitcoins are not fungible, and that makes it unworkable as a currency.” http://t.co/JjFOO8Z2Xq cc @pmarca @bar… Mar 27, 2014
  • RT @journalistjosh: Crowdfunding emptor: Attention Suckers: Please Send Us Your Money http://t.co/gvxeT4SyOW via @BloombergView Mar 27, 2014
  • We enjoyed having @susanweiner speak to us at the #CFA Institute – Baltimore; we can all benefit from learning to write more engagingly $$ Mar 26, 2014
  • ‘ @PlanMaestro Yes, I remember that piece http://t.co/YDhQTnNopk and the series that followed it http://t.co/OC2PfnWc1z $$ Capital efficient Mar 26, 2014

 

Disclaimer


David Merkel is an investment professional, and like every investment professional, he makes mistakes. David encourages you to do your own independent "due diligence" on any idea that he talks about, because he could be wrong. Nothing written here, at RealMoney, Wall Street All-Stars, or anywhere else David may write is an invitation to buy or sell any particular security; at most, David is handing out educated guesses as to what the markets may do. David is fond of saying, "The markets always find a new way to make a fool out of you," and so he encourages caution in investing. Risk control wins the game in the long run, not bold moves. Even the best strategies of the past fail, sometimes spectacularly, when you least expect it. David is not immune to that, so please understand that any past success of his will be probably be followed by failures.


Also, though David runs Aleph Investments, LLC, this blog is not a part of that business. This blog exists to educate investors, and give something back. It is not intended as advertisement for Aleph Investments; David is not soliciting business through it. When David, or a client of David's has an interest in a security mentioned, full disclosure will be given, as has been past practice for all that David does on the web. Disclosure is the breakfast of champions.


Additionally, David may occasionally write about accounting, actuarial, insurance, and tax topics, but nothing written here, at RealMoney, or anywhere else is meant to be formal "advice" in those areas. Consult a reputable professional in those areas to get personal, tailored advice that meets the specialized needs that David can have no knowledge of.

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