Companies

?

• Cargill joins Wall Street banks as swap dealer http://t.co/vvamqbSPM0 Could b a good idea 4 any firm that does much commodities hedging $$ Feb 22, 2013
• Office Depot To Buy OfficeMax? And Then There Were Two. http://t.co/VzkCs2aDWl 0 + 0 = -1 Combined company faces $AMZN undercutting them $$ Feb 21, 2013
• U.S. Insurers Resist Push to Make Gun Owners Get Coverage http://t.co/8DvviX2jRU It hasn’t worked that way with cars; this is a good idea $$ Feb 21, 2013
• $OMX & $ODP merge — market doesn’t like it, combined companies worth less than before the merger rumor emerged $$ http://t.co/sy41UOiY Feb 20, 2013
• Buffett brand has more beans than Heinz http://t.co/9xdLHvic The investor has won every advantage in the deal, writes Alice Schroeder $$ Feb 19, 2013
• Bondholders Dislike Uncertainty in Berkshire-Heinz Deal http://t.co/vRylO1uj Bondholders, Buffett *never* assumes acquired debt $$ #patsies Feb 19, 2013
• Annaly Reversing Slump as Denahan Tries to Dodge Fed http://t.co/eFkOQMtc $NLY changes its character as Fed crowds them out of RMBS $$ Feb 19, 2013
• The Pitfalls of Dividend Yield in the Oil Patch http://t.co/CsUPn6T3 The higher the dividend yield the less $$ 2 pour in2 exploration/growth Feb 19, 2013
• Reader?s Digest Is Bankrupt; Iconic Magazine Falters http://t.co/NYzgyqSQ 2 much debt & competition from internet; private equity failure $$ Feb 18, 2013
• Danone Stake Poses a Challenge for Heinz Investor Peltz http://t.co/P492n9ic Much harder 2 get changes in France than the US. Won’t work $$ Feb 18, 2013
• US Airways Wins AMR as Horton Said to Wage Last CEO Push http://t.co/aqTIj0cD CEO job went 2 visionary who saw a way 2 create value $$ Feb 17, 2013
• Amazon Sells Out Predator Drone Toy After Mocking Reviews http://t.co/14FOo6H1 Don’t like it keep quiet; mocking draws more attn & sales $$ Feb 17, 2013
• What? Carl Icahn Just Thinks Selling Diet Shakes And Herbal Tea Is A Really Good Business http://t.co/tZAYwLRZ nuances of synthetic long $$ Feb 16, 2013
• McGraw-Hill Credit Rating Cut by Moody?s After U.S. Sues S&P http://t.co/yV4DMich Less 2 this than some say; it’s just business, baby $$ Feb 16, 2013

?

Rest of the World

?

• Waiting for a Crisis http://t.co/acZOK6tG Wishful thinking on this side of the Pacific, but China needs to reduce the size of government $$ Feb 20, 2013
• Cyberwar With China Is Here, Like It or Not http://t.co/d0GYgZ5z Most systems can be compromised from inside by inviting someone 2 err $$ Feb 19, 2013
• Spanish Debt Grows by Euro146 Billion, Largest Ever Recorded; Debt-to-GDP Highest Since 1910 http://t.co/gvPQntX6 Spain will leave EZone $$ Feb 19, 2013
• G20 currency truce shortlived as Japan mulls foreign bond buys http://t.co/nMpGhREw Japan decided G20 meeting gave a free pass to devalue $$ Feb 19, 2013
• China?s New Leader Needs Grip on Wacko Next Door http://t.co/lEMu4aqM Instead, trade Taiwan for North Korea. Interests become aligned $$ Feb 19, 2013
• Saxo Bank CEO Says Euro Is Doomed as Currency Woes Resurface http://t.co/z3TekaAD CEO: “Right now we?re in one of those fake solutions” $$ Feb 18, 2013
• Billionaire Miner Fights Rivals to Halt Digs on His Ranch http://t.co/GwwtJW78 Interesting Aussie mining claims law; u only own top meter $$ Feb 18, 2013
• Mrs. Watanabe Dumping Australia Debt Signals Turn for Yen http://t.co/jzoAdZi7 JPY Retail FX speculators try to pick a top for the AUD $$ Feb 18, 2013
• How China’s President Is Earning A Nobel Peace Prize http://t.co/ETDm3nU1 If true, many unlawfully detained in China may be freed $$ Feb 18, 2013
• Ugliest Danish Banks Find No Buyers in Toxic Asset Trap http://t.co/r9pJyJbA 2 much leverage in system makes resolutions hard. Who can buy? Feb 18, 2013
• BlackRock Sounds Covered Bond Collateral Alarm http://t.co/2x8TUlAd Weaker collateral & larger haircut did not work well 4 securitization $$ Feb 18, 2013
• CDS Uncertainty Adds to Fear on Europe Bank Bonds http://t.co/iwe0OzAu Y don’t the protection buyers get paid by sellers? No auction poss $$ Feb 18, 2013
• Hugo Ch?vez Returns to Venezuela http://t.co/7zjjeqPZ I wouldn’t get 2 excited; rare that he would fully recover after so many operations $$ Feb 18, 2013
• Japan flirts with equity targets to drive a stake in the zombie economy http://t.co/nUqJzPXQ Targeting yields& equity prices doesn’t work $$ Feb 18, 2013
• EU Economy and Horse Meat Scandal: Both Finishing last at the Gate – Germany to follow? http://t.co/bC79NXaW EZone Core falters, what2do? $$ Feb 18, 2013
• Celebrating the end of the eurozone affair ignores the heart of the matter http://t.co/qH8dbJcl Problems reappear after victory declared $$ Feb 18, 2013
• Group of 20 chiefs take stand on exchange-rate policies http://t.co/sCCweMmW Basically, nothing happened, everyone hopes it goes away $$ Feb 18, 2013
• Hollande Tiptoes Toward Raid on Pensions With EU Pressure http://t.co/i8MZZnCS No way to make the budget balance; needs many, too little $$ Feb 17, 2013
• Walking-Pace Trains Spur $17 Billion India Rail Revamp http://t.co/75U6s3Ch I don’t believe in the BRIC nations; all have huge problems $$ Feb 16, 2013
• Auto Keiretsu Wracked by Antitrust Probes http://t.co/slQiOR5d Friendly collusion 4 the purpose of quality, or profit? Not allowed in US $$ Feb 16, 2013

 

Other

 

• Cardinal Dolan Preps for Conclave Vote on New Pope http://t.co/R0ffQ9Q76J “Bring Peanut Butter” & other tips for traveling Cardinals. 😉 $$ Feb 21, 2013
• Sewage Status Grows as Resource for Utilities to Skiers http://t.co/MCKboprN2P Amazing what we can do2 convert waste to power $$ Feb 21, 2013
• Gasoline Pump Prices Soaring on Refinery Repairs, Oil Rally http://t.co/98E0NlHy Rising crude prices & refinery outages raise gas prices $$ Feb 20, 2013
• Ironing Out the Wrinkles?The Complexities of Madeleine L?Engle http://t.co/ZeU5HKNn As a kid, I loved ML, opinion has always fallen since $$ Feb 19, 2013
• Rotten Egg Gas Seen Offering Promise of Extending Life http://t.co/3GZYNK0f Hydrogen Sulfide – up to a limit we could all use more of it $$ Feb 19, 2013
• What Doesn?t Kill Us Makes Us Stronger http://t.co/zB4cwRkY Small problems lead to product & service improvement & more robustness $$ Feb 18, 2013
• Close Encounter by Asteroids Makes Case for Scrutiny http://t.co/LA5dyO7k We humans always fight the last war; remember the avian flu? $$ Feb 16, 2013

 

Credit Conditions

 

• Junk Bond Froth Seeps into Emerging Markets http://t.co/mIq7e1qt I prefer emerging market gov’ts to corporate junk, they are run better $$ Feb 20, 2013
• Bubbles and fraud: A smoking gun? http://t.co/BBbEsqGn Easy profits always brings out the worst in people; no wonder fraud increases then $$ Feb 20, 2013
• The Indianapolis 500 of Corporate Bonds Yields http://t.co/EpblxrM0 The trend chaser are blowing out of credit; avoid 4 now, b cautious $$ Feb 19, 2013
• Finra bond warning a real worrier http://t.co/E0Y5rI0x Dog bites man. Many have predicted long rates would rise & they haven’t (so far) $$ Feb 18, 2013
• Debt Bubble Born of Easy Cash Prompts Swedish Rule Review http://t.co/BAuPbVVc $$ policy should not be used 2 stimulate; 2 much debt kills Feb 18, 2013
• Super-prime?s invisible driver http://t.co/lrHsHjya Would u rather hold govt bonds or prime property? Which will lose less? @izakaminska $$ Feb 18, 2013

 

US Politics

 

• Obama?s Deficit Commission Leaders Offer New Debt Plan http://t.co/SPlLstx0 50% cuts, 25% adjustments 2 Medicare, 25% close tax loopholes $$ Feb 19, 2013
• How to Fix Too Big to Fail Without Taxpayer Bailouts: Rep. Campbell?s Plan http://t.co/7YGLejaK Plan is reasonable; receivership4BK banks $$ Feb 19, 2013
• Pentagon Budget Stuck in Last Century as Warfare Changes http://t.co/1Qqn5sGP More smaller weapons, lower tech, fewer ppl, more skill&mobile Feb 19, 2013
• All-the-Right-Skills Immigrants Ride US Hiring Wave: Economy http://t.co/YQ5wMqxB Note many in US have those skills & get screened out $$ Feb 19, 2013
• Obama Golf With Woods in Florida Risks Muddling Message http://t.co/DPX5du27 Give Obama a break; he deserves a little fun too $$ Feb 19, 2013
• Fiscal trouble ahead for most future retirees http://t.co/tEMoFpdy I predicted 20 yrs ago: Many Baby Boomers won’t b able 2 retire $$ Feb 18, 2013

 

Market Impact

 

• Paulson Leads Funds to Bermuda Tax Dodge Aiding Billionaires http://t.co/KZINU1G9 After all that Paulson lost $$ rendering no tax savings Feb 19, 2013
• Performance Tops Pedigree in Money Managers? Fortunes http://t.co/LUMTpchB Story of two $$ mgrs & how performance drove their stock prices. Feb 17, 2013
• Upside: Why Most Value Investors Will Burn Out http://t.co/BMicKXex You have to be willing to look like an idiot & be patient 2b rewarded $$ Feb 16, 2013
• Confidence on Upswing, Mergers Make Comeback http://t.co/lzg5cJ7y 2 early 2 say. Profit margins r2 high & interest rates 2 low; unstable $$ Feb 16, 2013

Wrong

• Wrong: Let?s Downgrade S&P, Moody?s Ratings Oligopoly http://t.co/tbh1eBIH Writer does not understand the needs of regulators or bond buyers Feb 19, 2013
• Wrong: Swelling US Labor Force Keeps Fed at Ease http://t.co/V6vKs01q Every statistic I c on labor force participation says otherwise $$ Feb 19, 2013

?

Replies & Retweets

• @TheStalwart Hey Joseph, thou hardest working guy on Wall Street, Congrats on your promotion at BI — it is well-deserved Feb 21, 2013
• If I were long $HNZ now, I would sell; likely there is no better deal coming along, & upside is only 0.5% $$ http://t.co/TiCHLQm7GK Feb 20, 2013
• “Johnson will report to 3G; they have all of the incentives to cut costs and recognize synergies?” ? David_Merkel http://t.co/38KbUtiq $$ Feb 19, 2013
• SEC EDGAR seems to be down, at least the search function isn’t working… Feb 19, 2013
• @TheStalwart pick a medium-nice suburb of Rome. I grew up in the county of Waukesha, WI, FWIW. Feb 19, 2013
• “These aren’t bargains; buying them @ these prices assumes they grow rapidly for the next 5 years.” ? David_Merkel http://t.co/nq2fSMXe $$ Feb 19, 2013
• ‘ @groditi Yes, reviewing it tonight. Agree about conviction; book’s only drawback is that if you get his emails, not much new $$ Feb 19, 2013
• “When I analyze mutual funds, I look at active share and process — are they doing it right? Do?” ? David_Merkel http://t.co/uZ8g1Exi $$ Feb 19, 2013
• Illegal, you used “US postal service” & “innovate” in the same sentence $$ RT @ReformedBroker: CAN THE US POSTAL SERVICE STILL INNOVATE? Feb 18, 2013

 

FWIW

 

• My week on twitter: 34 retweets received, 3 new listings, 49 new followers, 39 mentions. Via: http://t.co/cPSEMLXpb8 Feb 21, 2013