Recent Tweets – The Aleph Blog

Posted on 27 January 2012 by David Merkel

Stinks RT @s_m_i: RT @hedgefundinvest: RT @financialpost: Twitter to censor content in some countries http://t.co/zhnzV1Qo Jan 27, 2012
When the Reps win, wants 2b FedChair RT @pdacosta: Fed activism harms US growth, former Fed board governor Warsh says http://t.co/Tht5YyHi Jan 27, 2012
I’m different. I gained my net worth little by little through investing, and have kept it. My wife is glad she married me, and not my friend Jan 27, 2012
that I made to him in March 2009, with stock conversion rights. Many entrepreneurs r this way; they are not geared to preserving wealth. $$ Jan 27, 2012
An example: I have a friend who is presently very wealthy. He has nearly gone broke four times in the last decade. Pays me 13% on a loan + Jan 27, 2012
Angry about inequality? Don?t blame the rich. http://t.co/CV0GE1Gg Being rich is more fluid than most think. Rise fast, fall fast 4 many $$ Jan 27, 2012
Apple’s Dirt-Cheap Stock and the Fiduciary Theory of the Firm http://t.co/DtV2kK7P Me: Risk of tech obsolesence & mkt saturation -> low PE Jan 27, 2012
@Nonrelatedsense That’s funny. I didn’t see that because my browser blocks pop-ups. Jan 27, 2012
The chase for yield is on http://t.co/ISJ6MmLx High yield market looks a little frothy now. 73% of all HY CEFs trade at a premium to NAV. $$ Jan 27, 2012
Risk Bites Back: Lessons Learned From The Harvard Endowment http://t.co/Ch4s7jbP Similar to my article: http://t.co/Ycu95PCU Guard liquidity Jan 27, 2012
At minimum, desirable asset classes must be chosen and given weights. Then adjustment strategy; rebalance vs momentum. These invlv forecasts Jan 27, 2012
Tactical Management and Flawed Forecasting http://t.co/2VWePjbf All asset allocation implicitly involves a forecast. Jan 27, 2012
US Sovereign Debt Tipping Point Scenarios, Symposium by George Mason University http://t.co/QDFe1BJP 5 scenarios, but I can think of more $$ Jan 27, 2012
Tin Gains as Prospect of Low Fed Rates Boosts Speculation of Higher Demand http://t.co/zYYQXHVM I think the correlation is rather tenuous Jan 27, 2012
The GOP Goes MAD http://t.co/F7CoZQBl The candidates go thermonuclear, but the party itself may get hit. Lotta mudslinging going on $$ Jan 26, 2012
@groditi Yes, and Vale tried to strike some deal w/the Chinese to lessen the pain, and the Chinese stiffed them Jan 26, 2012
New Jersey Pensions Earn 1.7% in 2011 http://t.co/8vHP7Ok7 Add in the effects of low interest rates & funding levels fall considerably $$ Jan 26, 2012
One Third of New Yorkers Can?t Retire http://t.co/o8VFsw2v This is not news; a lot of people did not plan well, compounded w/no interest Jan 26, 2012
Merkel Masters Markets With Euro Austerity Mollifying Investors http://t.co/DSrJaAFZ She seems to be getting her way, bit by bit $$ Jan 26, 2012
Gingrich Attacks Romney Over Swiss Account http://t.co/AXzEC9ij Populism is a dangerous thing to swallow; read the warning label first $$ Jan 26, 2012
The squeeze on dollar funding in the Eurozone continues http://t.co/BZxSdJOc Will probably continue the demand for USD swap lines by ECB $$ Jan 26, 2012
US Banks Face Pressure on Margins From Fed Policy http://t.co/yzXGroUm Flat front end of yield curve steadily crushes interest margins $$ Jan 26, 2012
No Slower Steaming as Container Lines Run Like Clippers http://t.co/N9G7Ltgu This one made me pause. The shipping glut has funny effects Jan 26, 2012
Deteriorating employment situation in France http://t.co/EuTX0Go0 A clear sign of deteriorating economic conditions in the E-Zone as a whole Jan 26, 2012
Uralkali Ready to Cut Potash Output to Shield Price http://t.co/yqPjHQEZ Potash producers cutting production globally; can’t b good 4 Agri Jan 26, 2012
?Stop-Newt? Republicans Confront New Base http://t.co/UZEdELQr This ain’t your Father’s Republican Party. Less of a party more of a fracas Jan 26, 2012
The Real Margaret Thatcher Story http://t.co/Ul6dyr3N “Lesson: governments cannot permanently live beyond their means had been learned.” Jan 26, 2012
More Drones, Fewer Troops http://t.co/D94fBRsm This doesn’t look smart to me, & makes America look like more of a empire than it is. $$ Jan 26, 2012
@The_Analyst After Great Depression the Flubs were established by the Flub Act of 1932 – provide funds 2 “building and loan” institutions $$ Jan 26, 2012
Egypt Bans LaHood, Other Americans From Leaving http://t.co/SVz5DBAn Military alleges foreign nationals are sowing dissent among masses Jan 26, 2012
Banks Hoarding ECB Cash to Double Company Defaults http://t.co/TPPvb33z European companies needing liquidity are not getting it from banks Jan 26, 2012
Ron Paul, the Fed and the Need for a Stable Dollar http://t.co/fwTrW2B3 Fed policy hurts savers aids government. Policy stability needed Jan 26, 2012
2 bright ladies who know bonds RT @cabaum1: I’ll be opining on Fed folderol w/ my pal @Kathleen_Hays on WBBR’s Hays Advantage @12:45pm today Jan 26, 2012
@munilass It’s been fun 4 us. I hope u have an even better time of it. Jan 26, 2012
@munilass My wife says that u forget the pain w/the joy of the child. We also have 5 adopted kids; youngest turns 10 soon. Life changes fast Jan 26, 2012
@munilass My sympathies. Having a baby is wonderous, though I always pitied my wife during her 3 deliveries. Hope it goes well for u & baby. Jan 26, 2012
@SoberLook Thanks. Appreciate your blog. Jan 26, 2012
@interfluidity Thanks. Many thanks. Jan 26, 2012
@interfluidity Thanks, I appreciate it. I always wonder at myself when I get too hard. Jan 26, 2012
@interfluidity Thanks. I am not trying to beat up on Bernanke, as much as trying to point out the inconsistencies involved in his policies. Jan 26, 2012
@PlanMaestro Not sure, I am imitating @HistorySquared, who I appreciate. Aside from that, a number of readers asked for it. $$ Jan 26, 2012

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