Recent Tweets

Posted on by David Merkel
  • Probable RT @moorehn: Because I’m pretty sure John Reed was super-excited to bust Glass-Steagall until Sandy Weill outsmarted him. Jan 31, 2012
  • RE: @finadd I think the US has two possible ways out with $AIG. Take control, break it up, and auction off the piece? http://t.co/RjjxqMpG Jan 31, 2012
  • Modern version of the Roman Empire: the Greeks resume their role as slaves; sadly, they don’t regain their position as intellectuals $$ 😉 Jan 30, 2012
  • Germany Wants Veto Power Over Greek Budgets http://t.co/7PmugGmy “odds would favor Greek politicians rebuffing Merkel?s power move” $$ Jan 30, 2012
  • Corporate cash hoard screams ‘buy’ for investors http://t.co/mVtjHeey Not so. Large amounts of excess cash rarely get used well $$ #paydivs Jan 30, 2012
  • Why Tech Stocks Look Better?Even 4 the Risk Averse http://t.co/HOA9QqIX Valuation, Volatility, Financial strength & Low expectations $$ Jan 30, 2012
  • Spanair Collapse Puts Europe?s State Airlines on Alert http://t.co/XGrgHnbt Too much capacity & govts strapped, can’t bail them out $$ Jan 30, 2012
  • Greek Debt Talks Risk Derailing EU Summit Plan http://t.co/7B83ydbn Any relief will b temp; how much sovereignty r they willing to lose $$ Jan 30, 2012
  • Are Pension Forecasts Way Too Sunny? http://t.co/J9NLBgl9 They assume the weather of Hawaii while their clients live in Alaska. $$ Jan 30, 2012
  • Weaning Off ‘Alternative’ Investments http://t.co/kbViW06T Alternative became faddish & overused, now SC pensions reduces exposure $$ Jan 30, 2012
  • The Coming Tech-led Boom http://t.co/upoH7PoK Overly optimistic in my opinion, but does give a decent feel for where growth may come $$ Jan 30, 2012
  • Just Too Much Money http://t.co/QBltc7em Tough for companies to use a lot excess cash wisely, so valuation suffers. $$ #paydividends Jan 30, 2012
  • Money From MF Global Feared Gone http://t.co/iflSoXDJ Saying the money is gone isn’t news; acctg is double entry, this can be tracked $$ Jan 30, 2012
  • The fundamentals behind strong HY fund flows http://t.co/MUMwnX7J There seems to be a lot of retail money chasing yield at present $$ Jan 30, 2012
  • Thanks, James, I’ll give it serious thought, as I have been approached to write a book on Value Investing. http://t.co/D0J7puh3 Jan 30, 2012
  • Time to ride the commodity bull http://t.co/Awnruk2F I’m less certain here, this looks like a rally by specs, not from end-user demand $$ Jan 30, 2012
  • Hedge Funds Lift Bets to Two-Month High as Rally Accelerates: Commodities http://t.co/HuPyLVV7 Interest coming from specs, not hedgers $$ Jan 30, 2012
  • Living In A QE World http://t.co/HIqfrZp5 The degree to which central banks around the world are printing money is unprecedented. $$ Jan 29, 2012
  • I get a special enjoyment out of cutting up an AARP card after they mail one to me or my wife. I do not agree with the intergenerational war Jan 29, 2012
  • Yes! RT @Convertbond: There’s only one @rcwhalen must follow Jan 29, 2012
  • Francis Fukuyama on the Financial Crisis http://t.co/3WaRPv66 Five good books on the crisis; I’ve read 3 of them. Well-done Q&A. $$ Jan 29, 2012
  • Amazon’s Hit Man http://t.co/mBzIFjGb Larry Kirshbaum was the ultimate book industry insider?until $AMZN called. Industry disruption here. Jan 29, 2012
  • Taking Your Pension Private http://t.co/1lwRZSHG Consistent cash flow & want to shelter a lot of $$ from taxes? Set up your own DB plan. Jan 29, 2012
  • Inflation and the central banks? new paradigm http://t.co/C6kM8rTG Base money eventually turns into price inflation after 5-10 years $$ Jan 29, 2012
  • Two articles from the Economist on Private Equity http://t.co/sOCGpsB2 & http://t.co/4ldGEIbT Returns r not high 4 current vintages $$ Jan 29, 2012
  • What You Can Learn From Mitt’s Tax Return http://t.co/0ODXKrLX Clever tax planning, plus playing it conservative to avoid audits $$ Jan 29, 2012
  • Sumup Yr Inv Philosophy 10 Words? http://t.co/EOntUSQT Margin of Safety. Understand Industries. Analyze Cashflow. Buy Quality. Rebalance Jan 27, 2012
  • A Wave of Sovereign Debt Defaults and High Inflation Would be Normal, suggest research from Rogoff and Reinhart http://t.co/2Ot0ExaA Wow $$ Jan 27, 2012
  • A less opaque Fed will become boring http://t.co/Ul8sA3Jn Reads like the author wants to do Bernanke’s authorized biography $$ Jan 27, 2012
  • The End of Japanese Mercantilism http://t.co/KKpGsCHR Ends not with a bang but a whimper. But will it be the same for China? $$ Jan 27, 2012
  • Investors Abandoning Copper, Cotton, Crude http://t.co/gFXJ6LeG Often after price peaks, volumes reduce, specs don’t have one-way bet $$ Jan 27, 2012
  • Greek Debt Wrangle May Pull Default Trigger http://t.co/XwNISUaH Collective Action Clause may allow CDS 2 trigger, avoids outright default Jan 27, 2012
  • New York Times Co. Faces Leadership Vacuum http://t.co/WT2c6m5y $NYT core business has continued margin pressure from loss of ad revenues Jan 27, 2012
  • Maybe the trading robots hit a feedback loop. http://t.co/tFCcFi6l Jan 27, 2012
  • Words Not Spoken in Obama State of Union Address Speak Volumes, Too http://t.co/Tghox7qE Education, Public Pensions, Entitlements, Fgn pol Jan 27, 2012
  • Smurfs Get Caught Short as $JAKK Toy Takeover Seen 4 20% Less http://t.co/3aladAYA @reformedbroker: Smurf Alert & profitability stinks $$ Jan 27, 2012
  • Innovate Without Mercy Is Lesson of RIM http://t.co/tcF4AL0a Engage in creative destruction of your own company, or someone else will $$ Jan 27, 2012
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