Category: Tweets

Sorted Weekly Tweets

Sorted Weekly Tweets

Rest of the World

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

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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

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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

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Sorted Weekly Tweets

Sorted Weekly Tweets

Debt Markets

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

 

US Politics & Policy

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

 

Rest of the World

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

 

Market Impact

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

 

Other

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

 

Wrong

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

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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

Sorted Weekly Tweets

Market Impact?

  • Giving Yourself an Investing Makeover?http://t.co/u1MmwlWiKP?@jasonzweigwsj describes Guy Spier & his efforts 2b a more rational investor $$?May 24, 2014
  • The Bearish Signs Junk Buyers Reject in Stoking ?14 Rally?http://t.co/xsYEJeKTnU?BBs beat CCCs amid a falling Russell 2000 index $$ #odd?May 23, 2014
  • Penny Stocks Like Latteno Foods Rally, Fueling Big-Dollar Dreams?http://t.co/IiqCWeAyOW?Fascinating 2c this amid 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

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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

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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

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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

Sorted Weekly Tweets

China

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

Sorted Weekly Tweets

Market Dynamics

?

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

Sorted Weekly Tweets

US Politics & Policy

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

Sorted Weekly Tweets

Stocks & Industries

  • Invest In Stubs, Spin-Offs And Liquidations For Alternative Returns?http://t.co/ccezep0K9Y?Cites a Gabelli article http://t.co/xTrqEfmQeq $$?Apr 19, 2014
  • Real Estate Management Better Than Owning Real Estate??http://t.co/IFaDLiwTRa?Sometimes yes, sometimes no. Definitely adds more leverage $$?Apr 19, 2014
  • Wells Fargo Securities Lending Lawsuit Ends in Settlement?http://t.co/w3lSY4Cw8D?Low margin business that can go badly wrong in a crisis $$?Apr 19, 2014
  • Makani, a $GOOG subsidiary makes an airborne wind turbine that dramaticlly increases power generation efficiency?http://t.co/0Fug49o7gC?$$?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

Sorted Weekly Tweets

US Policy & Politics?

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

Sorted Weekly Tweets

Rest of the World

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

Sorted Weekly Tweets

Rest of the World

 

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

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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

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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

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