Eurozone

 

• ECB Collateral Moves Reopen ?Soup Kitchen? for Struggling Banks http://t.co/CMMkeby9 Euros available in exchange 4 marginal collateral $$ Sep 07, 2012
• Jobless Greeks Resolved to Work Clean Toilets in Sweden http://t.co/EqGuottV Really a sad tale; another way of saying EZone has failed $$ Sep 07, 2012
• Euro: Looks like a duck, quacks like a duck http://t.co/R3y7uG5J Axel Merk argues that current Eurozone troubles will create US Europe $$ Sep 07, 2012
• Draghi Says Officials Agree on ECB Unlimited Bond-Buying http://t.co/Cyn0tu9O The conditionality will eventually render it ineffective $$ Sep 06, 2012
• Fears Rising, Spaniards Pull Out Their Cash and Get Out of Spain http://t.co/EMT40EQK When times get tough, people leave. More in Spain $$ Sep 07, 2012
• Perhaps the Irish economy is rebounding.? Maybe the banks are next? $$ http://t.co/fN5Cyfj4 Sep 05, 2012
• Two Tears for Two-Tiers http://t.co/YuLV0vnN Will Mario Draghi really create an expensive market for <3yr Spanish & Italian debt? $$ Sep 05, 2012
• ECB bond-buying would not breach rules-Draghi http://t.co/9iaSdGnn Of course not pooky. Buying the short debt will draw u2 long debt l8r $$ Sep 04, 2012

 

Politics

 

• California Treasurer Backs Law to Ban Costly Long-Term Bo [sic] http://t.co/P5U2f7DC Capital Appreciation Bonds are expensive 2 issuers $$ Sep 07, 2012
• We’re Not Out Of Money http://t.co/FKDSbBAM There may not be an economic limit on printing $$ but a political limit when inflation arrives Sep 05, 2012
• Top Bank Lawyer?s EMails Show Washington?s Inside Game http://t.co/4sSYxs4n Former SEC Commissioner Annette Nazareth uses her influence $$ Sep 05, 2012
• Suits Challenge Classrooms That Segregate Boys, Girls http://t.co/zHiCmchK My brother ran a school for boys; much better than co-ed $$ Sep 05, 2012
• Fed’s unemployment target is unrealistic http://t.co/1edPuBTC Global labor competition will keep unemployment high, until exports get big $$ Sep 05, 2012
• The Clinton Administration did not offer as much public debt, Social Security was running its largest… http://t.co/mySuAvk1 Sep 05, 2012
• As I said with the Republican Convention, I am very glad that I don’t own a TV. I would rather consider the merits than emotional appeals $$ Sep 05, 2012
• They grow so fast, treasure them while you can $$ RT @TheStalwart: The Obama daughters have aged a lot. http://t.co/2IguOJdj Sep 05, 2012
• A radical tax plan the left and right can agree on http://t.co/84PA1xpp Cut corporate tax rates & eliminate all special preferences $$ Sep 04, 2012
• If You Think Obama?s First Term Was Bad, Imagine a Second http://t.co/4iFeFAfc Same applies to Romney; we will have gridlock either way $$ Sep 04, 2012
• Why Bernanke has become irrelevant http://t.co/dN9b6kVP Inflating financial assets also inflates financial liabilities &so it does little $$ Sep 04, 2012
• Putin to Raise Government Retirement Age to 70 http://t.co/TtluvkN0 We should also. Y should young ppl subsidize oldsters who could work Sep 04, 2012
• The Democrats? Version of Mediscare http://t.co/rRUwEf7s Agreement btw Reps & Dems: cut medicare. The Q is how to do it? $$ Sep 04, 2012
• Long term real rates in the US hit record lows http://t.co/WQns2veU Can you say “financial Repression,” boys & girls? I thought you could $$ Sep 04, 2012
• Gloria Romero: Trials of a Democratic Reformer http://t.co/Hblx3Plk Unions (SEIU, CTA, the CA school employees) dominate $$ in Sacto $$ Sep 01, 2012
• California Lawmakers Send Public-Pension Cutback to Brown http://t.co/pn3uXnjj First, prospective change, next retrospective on actives $$ Sep 01, 2012
• The duopoly doesn’t like interlopers playing on their turf $$ RT @LaurenLaCapra: Why Is Gary Johnson Being Ignored? http://t.co/qgXnrC49 Sep 01, 2012

The Markets

 

• Asset Allocation & Portfolio Management: Is the Industry Shifting to a New Paradigm? http://t.co/u69lGilE 2 complex; parameters unstable $$ Sep 08, 2012
• Student Loans: Debt for Life http://t.co/sd4aNaDo With student loans not dischargable in bankruptcy many students end up debt-slaves $$ Sep 07, 2012
• Commodities Beat Stocks, Bonds for Second Month in August http://t.co/3Ydp0q3t Anticipated inflation (via TIPS) rising over last 2 months $$ Sep 03, 2012
• Should You Wade In With a Windfall? http://t.co/lprP4FbX A perpetual debate; best to decide on your asset allocation and invest $$ Sep 03, 2012
• Are You Making Too Much Money? http://t.co/5uoVQMTF Cramer points out that when a strategy is working too well -> greater prob of blowup $$ Sep 01, 2012

 

Lenders, Insurers, and Housing

 

• Hedge funds face autumn uncertainty http://t.co/lbTBS8Rx Hard not to be uncertain when deficits are high, monetary policy loose, & EZone $$ Sep 05, 2012
• With Lax Regulation, a Risky Industry Flourishes Offshore http://t.co/C3RUhCQD Bermuda reinsurers r better managed than largest US banks $$ Sep 05, 2012
• Assessing Fannie’s Past and Future http://t.co/v5c8Y2QS Sadly, ending the role of the US Govt in lending $$ is not a listed option. Sep 04, 2012
• Home Prices Are Not Rebounding as Fast as You Think http://t.co/qrYYciDr Market will have to digest a lot of dark supply, post-bottom $$ Sep 04, 2012
• Breaking Up Banks Is Hard With Traders Hooked on Deposits http://t.co/CtcyqaiH WIll b made up reducing diseconomies of scale $$ #breakthem Sep 04, 2012
• Bad headline: Nine Insurers Boast Gains On Facebook Positions http://t.co/8rsBZfe1 Read the story: most insurers owning $FB lost $$ Sep 04, 2012
• Big Banks Are Hazardous to U.S. Financial Health http://t.co/8CxiiLqb Implicit promise of US rescue allows large banks to finance cheap $$ Sep 03, 2012
• Fighting financial complexity with simple rules? http://t.co/nU1ypbgK Limit leverage, interconnectedness, analyze risk-based liquidity $$ Sep 03, 2012
• Ranking the Largest U.S. Banks: M&T No. 17 With a Bullet http://t.co/dBLM8EBY Look at how large the top 4 r relative to everyone else $$ Sep 03, 2012
• Index points to new dawn for US housing http://t.co/c04HLluw There is a lot of dark supply to clear, but bottom has passed on low end $$ Sep 03, 2012
• Melbourne Hasn?t Seen Worst of Housing Drop as Glut Builds http://t.co/wJRlFbeR I’m sure glut is temporary, “Contained” & banks r fine 😉 Sep 01, 2012

 

Energy

 

• Shale Boom Cuts Gulf Oil Premium to 24-Year Low http://t.co/O738xxOI Whouda thunk oil production would increase in the US? $$ Sep 07, 2012
• “Green energy ‘is a big area of unfulfilled promise,'” aka “crazy inefficient dreaming.” Send them to study physics $$ http://t.co/VAsgEdVz Sep 04, 2012
• RE: Natural gas prices have fallen; that is most of the new energy produced. Little oil so gasoline prices stay high. http://t.co/XCZBTmSR Sep 03, 2012

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Other

 

• Stanford researchers’ cooling glove ‘better than steroids’ & helps solve physiological mystery, too http://t.co/D5CqAU9x Muscles overheat $$ Sep 07, 2012
• FBI vs. Google: The Legal Fight to Unlock Phones http://t.co/i2VbdISV Interesting that $GOOG resists requests 4 smartphone passwords $$ Sep 07, 2012
• Malware attacks on the rise http://t.co/fzKcSqe8 Now coming to a handheld device near you. Try to decide on a ransom strategy early $$ Sep 04, 2012
• Awkward Belly Dance for Groupon http://t.co/sCxGrpKo As if $GRPN doesn’t have enough troubles, two large founders back a competitor $$ Sep 04, 2012
• China, Germany plan to settle more trade in yuan, euros http://t.co/DFtNGvxi Settling $$ doesn’t matter, where proceeds r invested matters Sep 03, 2012
• The Federal Reserve: From Central Bank to Central Planner http://t.co/YQxbQLq2 The more tasks we give to the Fed, the worse they do $$ Sep 03, 2012
• You Can’t Trust Airport Security http://t.co/TWGMUwP1 Security systems must balance risks of false positives vs missing positives $$ Sep 03, 2012

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BloombergView Hypocrisy

• You Pick: a Strong Recovery or an Accountable Fed? http://t.co/VhxdKBH1 The Fed could b genuinely transparent & the economy prosperous $$ Sep 05, 2012
• Republicans Must Choose: Less Debt or More Jobs? http://t.co/qkV2TPAU The 2r not related. Proceeds of debt do not lead2 hiring necessarily Sep 05, 2012
• @bloombergview , master of the false dichotomy headline: Republicans Must Choose: Less Debt or More Jobs? http://t.co/qkV2TPAU $$ Sep 05, 2012
• @bloombergview , master of the false dichotomy headline: “You Pick: a Strong Recovery or an Accountable Fed?” http://t.co/VhxdKBH1 Sep 05, 2012

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Retirement

 

• Big Firms a Drag on Pension Funds http://t.co/Q1hchNbH Returns at larger private equity funds have lagged their smaller brethren $$ Sep 07, 2012
• Retirement security is a big problem — especially for the young http://t.co/DxTcvg4O The developed world lives in a fantasy re: retirement Sep 05, 2012
• San Jose Cops Rush Disability Retirement Bids as Rules Tighten http://t.co/jSKWSiaQ & I’ll bet the actuary never priced 100% disability $$ Sep 05, 2012

 

Follow

• #FF @cabaum1 @HousingWire @journalistjosh @LizRappaport @CardiffGarcia @simonconstable @agnestcrane @WSJTheSource @maoxian @jsphctrl $$ Sep 07, 2012
• #FF @footnoted @LSPollack @MattGoldstein26 @munilass @williamalden @JeffreyMatthews @PragCapitalist @neilbarofsky @MKTWBurton @petereavis $$ Sep 07, 2012
• @lv_1 I’m doing 1 of these per day listing my favorite tweeps, some of which are lesser known; last group is mostly economics Sep 06, 2012
• It’s not Friday, but please follow: @GonzaloLiraSPG @rajivatbarnard @John_Hempton @SoberLook @groditi @unstructuredfin @historysquared $$ Sep 06, 2012
• It’s not Friday but please follow: @finemrespice @prchovanec @vshih2 @BoydRoddy @dpinsen @niubi @manualofideas @wesbury @merrillmatter $$ Sep 03, 2012

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Retweets

• A permanent problem in a dynamic language $$ RT @BloombergView: These are sad times for grammatical purists | http://t.co/Se0XfLCD Sep 07, 2012
• RT @DennisDMZ: Obama thanked Biden for being “the best VP I could have hoped for.” Proof that America really has become the land of dimi … Sep 07, 2012
• Their headlines mislead more than most RT @LaurenLaCapra: This Bloomberg headline is not only weird, but questionable. http://t.co/0CKK9ATE Sep 05, 2012
• Worth a read $$ RT @TheStalwart: This strikes me as an interesting contribution to the profit margins debate. http://t.co/Bt5S9ZrF Sep 05, 2012
• RT @PlanMaestro: Very good takedown of Taibbi’s Bain Capital piece. There is a story in there just not this one http://t.co/he0VaYo4 @da … Sep 05, 2012
• Oops $$ RT @SecurityTube: [News] BitCoin Exchange Loses $250,0000 [sic] After Unencrypted Keys Stolen http://t.co/Yt2l7bp3 Sep 05, 2012
• How many divisions does Draghi have? MT @TheStalwart: The Most Powerful Man In The World Is Going To Speak Tomorrow. So Is Barack Obama $$ Sep 05, 2012
• Also worth a look $$ RT @_TPR: One of my favorite tables: Shadow Banking Depositors. The plumbing. http://t.co/i6UVAJan Sep 05, 2012
• Worth a look $$ RT @_TPR: Another: Credit-Maturity Transformation Spectrum http://t.co/F98xEbgP Sep 05, 2012
• RT @NickTimiraos: CoreLogic index shows that home prices are now 1.3% above Jan 2009 level. Down 0.7% from June 2010 (tax credit induced … Sep 04, 2012
• RT @TheStalwart: RT @conorsen: @TheStalwart @diana_olick You should probably have

an auto-RT app for Diana’s stuff. Sep 04, 2012

• RT @ReformedBroker: As the politicians descend on Charlotte, Carolinians come face to face with more pork than they’ve ever pulled. #DNC2012 Sep 04, 2012
• Good one, made me smile. $$ RT @pdacosta: This euro crisis thing is really Draghing out. Sep 03, 2012
• My but Congress was farsighted to recognize a banking benchmark & celebrate! $$ RT @ReformedBroker: HAPPY LIBOR DAY EVERYONE!!!!!!!!!!!!! Sep 03, 2012
• RT @mbusigin: You know what’s going to happen? People going to pile into Risk Parity strategies just in time for yield volatility modera … Sep 01, 2012
• RT @simonconstable: ?@Mctaguej: Connaughton is a loyal Democrat–but he pulls no punches in his expose of Obama’s failure to pursue Wall … Sep 01, 2012
• RT @Convertbond: Thought we had an aging population Ben Bernanke? How many jobs have been lost because 150 mln baby boomers are earning … Sep 01, 2012

 

Comments

• @BradErvin1 Fair point; we have skills mismatch here as well, & income differences among regions; not as pronounced though, adjusts better Sep 08, 2012
• @crampell My son thanks you for that article. He runs and the trainers ice him down after practice; going to show it to his coach Sep 07, 2012
• @ToshibaEric Thanks 4 replying. Talked to 10 people @ Toshiba before I got someone to send me a free mailing box for repairs ~ 2 hours $$ Sep 07, 2012
• @toshiba also aggravating sitting on hold, getting dropped three times, and representatives hiding behind the legalese Sep 07, 2012
• @toshiba Really aggravating dealing with your phone support for a new computer that fails on day one, and you do not offer replacement $$ Sep 07, 2012
• ‘ @Fullcarry It’s kind of like the “pop” that happens when a distressed credit does an equity offering in order to survive. $$ Sep 07, 2012
• @niubi Perhaps because that would be blocked. China does not want people 2know how much diverse information 2which they do not have access Sep 07, 2012
• @credittrader The cash he receives will be used to collateralize an account invested in stock index futures $$ 😉 #nevercashonsidelines Sep 05, 2012
• @moorehn Could we pass a law that all politicians have to write their own speeches, so that they say is more likely what they really think? Sep 05, 2012
• @_TPR Okay, so I have missed something. I trust Bermuda; I do not trust Ireland as a regulator. Who has moved? $$ Sep 05, 2012
• @finemrespice Some technological breakthroughs e.g. http://t.co/F4jeyerr, but no 1 mentions costs. Technical efficiency <> Econ progress $$ Sep 04, 2012
• I just left a comment in “How Pimco?s Gross beats the average bond fund – Mutual Understanding – MarketWatch” http://t.co/Nfq2s7Un Sep 04, 2012
• We need a new misery index that includes the future pain of present borrowing. At least Carter kept… http://t.co/honmBXQ5 Sep 04, 2012
• 2, 4, and 6 are not myths. The others are. There are limits to what the government can do. They must tax or… http://t.co/JPa4IGqW Sep 04, 2012
• Alas, modern worship, odious to God. Bring back a cappella singing of Psalms, like the ancient church.? Also, giving ? http://t.co/OBAwBJnx Sep 04, 2012
• It is rational for lower-level German politicians to say Greece must leave the Euro. It is what an average German be? http://t.co/6UUYd6e9 Sep 04, 2012