Market Impact

• Gold Buyers Throng Indian Stores for Second Week on Rally http://t.co/ilkuosl43D Physical gold is receiving much attention, futures not $$ Apr 26, 2013
• Renaissance Funds Take a Tumble http://t.co/U3x0uboqPA Hedge Funds in aggregate r2 large &2 similar. They r an inferior way 2 invest. $$ Apr 26, 2013
• Investors Say No to Sallie Mae Bond Deal http://t.co/ZOmyJpDWJL Another sign of bad credit building up $$ Apr 26, 2013
• Silver ? The Poor Man?s Gold Crossing Wall Street http://t.co/CTWhiJTXNX @eddyelfenbein retells the attempted corner on silver story $$ Apr 25, 2013
• Cleveland Fed leads in measuring stress http://t.co/sdL7KsNSax Aggregate financial stress gauge measures current risks daily $$ #kicksthevix Apr 24, 2013
• Emerging-Market Returns Unhinge From Developed http://t.co/Ml8iBjGkPy Perhaps a sign that the risk trade is getting past the peak $$ Apr 24, 2013
• TradeBots, Social Media Form Volatile Combination http://t.co/QTiRnL6ZKt U mean u can’t trust everything u read on Twitter? $$ #scandal Apr 24, 2013
• Watchdog: Banks R Still Too Intertwined http://t.co/8hkaUWCJyg TBTF not solved, mortgage assistance may have harmed more ppl than helped $$ Apr 24, 2013
• Pimco?s Rising Stars Pull in Money for Future After Gross http://t.co/Xda08qQ8U4 Pimco is a quant bond shop; not reliant on 1 person $$ Apr 24, 2013
• Hulbert on Investing: How to Time the Market http://t.co/QfH1yd8J70 Value Line’s Median Appreciation Potential is 50%; yellow/red light $$ Apr 22, 2013
• Hedge funds: Launch bad http://t.co/tLk5swElr7 Breaking into the hedge-fund world is harder than before, fees coming down, game 2 tough $$ Apr 22, 2013
• Apollo-to-Goldman Embracing Insurers Spurs State Concerns http://t.co/uMylWdF9pE Newcomers to life insurance invest more aggressively $$ Apr 22, 2013
• Reminds me of bad old days of life insurance investing, thinking the old rules don’t apply, using novel capital structures & investments $$ Apr 22, 2013
• BTW, the bad old days were 1982-2002. Other similarities r the use of too much leverage & scrimping on actuarial/other specialty talent $$ Apr 22, 2013
• Why Does Financial Innovation Sometimes Make System Riskier? http://t.co/WbEHfNyiUc something new to wager on, can amplify bets elsewhere $$ Apr 22, 2013
• Other reasons ? regulatory arbitrage, relief frm accounting rules, tax advantages, agency problems (heads I win, tails the company loses) $$ Apr 22, 2013
• JPMorgan Said to Plan CMBS Deal With Sales at Post-Crisis Peak http://t.co/elhMy69Q2O If u could borrow @ ~4%, u might buy commercial RE2 $$ Apr 22, 2013
• Lurching Gold ETF Veers From Metal Most in Year Amid Selloff http://t.co/8CyKR7Ptsr Less of a factor now, as $GLD is trading near NAV $$ Apr 21, 2013
• Gold slide flashes warning signs for global economy http://t.co/x5w7HWaZ1s Significant but just one sign, Long US Tsys have also rallied $$ Apr 21, 2013

 

Rest of the World

• Japan?s Investment Banks Once Ugly Sisters Turn Into Cinderellas http://t.co/GuRw6T3LLG When finance is expanding, it is not prosperity $$ Apr 26, 2013
• The Poverty Lie: How Europe’s Crisis Countries Hide their Wealth http://t.co/F3OikdTHs6 Germany getting restive over requests 4 bailouts $$ Apr 24, 2013
• After the Flash Crash http://t.co/elcHKBo6hX Andy Xie bullish on Agriculture & Gold, bearish on Japanese monetary policy $$ Apr 24, 2013
• Xinhua: Overcapacity troubles Chinese economy, reform needed http://t.co/UU2Guow1M5 2 much investment in heavy industries 4 export $$ #Japan Apr 24, 2013
• Bernanke Peer Quits in Sweden as Inflation Targeting Tested http://t.co/uM6zq4Gjw0 Apostle of salvation via inflation finally quits $$ Apr 24, 2013
• Spain’s population falls as immigrants flee crisis http://t.co/aNHDMURxqq Foreigners came in good times, now leave in hard times $$ #byebye Apr 24, 2013
• China alert to debt risk fears http://t.co/BjyjB1rEXw Local governments keep borrowing $$ & selling land; how will it get paid back? Apr 24, 2013
• Greece’s great fire sale http://t.co/X6LXA5Wbhd Selling pristine beaches to palaces, entire islands & its London embassy $$ #regretitlater Apr 24, 2013
• Inside Merkel’s Bet http://t.co/uNdfdGUR0U Merkel pushes dirty work to the Troika, stays popular in Germany resisting bailouts 4 fringe $$ Apr 24, 2013
• Japan’s population suffers biggest fall in history http://t.co/I48upsEBQM Japan, Germany, China, Russia lose vitality as populations drop $$ Apr 24, 2013
• Why the US is looking to Germany http://t.co/OtxDy8W5g0 With their labor market, the US is suffering from a rising case of ?German envy? $$ Apr 22, 2013
• China?s cooldown: Charting a new path for commodities http://t.co/L5aFpZ8jml Feels like the global economy is slowing, debt-heavy $$ #soggy Apr 22, 2013

 

Companies

• Jim Grant on the Most Undervalued Stocks http://t.co/xz9K18lKbo Someone must have given him a double-shot of espresso b4 this lively chat $$ Apr 25, 2013
• Few $1-Salary CEOs Make a Buck as Ellison Gets $96MM http://t.co/9HisNA97zH Avg comp 4 S&P500 CEO is $1.1MM, which sounds low $$ #avoidenvy Apr 25, 2013
• Verizon-Vodafone Chatter Picks Up Again – Corporate Intelligence http://t.co/cFu4NsKLYI $VZ should buy $VOD , &sell off what it doesn?t want Apr 25, 2013
• Last tweet full disclosure: long $VOD Apr 25, 2013
• Apple, the Fed and the financial fallacy http://t.co/FdjDLxLoEt @jamessaft compares the Fed’s & $AAPL ‘s willingness2dabble in fin’l mkts $$ Apr 24, 2013
• Illinois Tool Works’ Plan Faces Major Test http://t.co/aF3lEsa1x5 Probably being done 2 meet management ROE incentives $$ $ITW #wouldnotdoit Apr 24, 2013
• Netflix Shows It Pays to Buy Index Flotsam – Focus on Funds http://t.co/3aRurKK4bw Index departees often rally hard after forced selling $$ Apr 24, 2013
• He?s Not Short: Dude Likely Cheered On IBM Plunge http://t.co/CQLhwgusLn Warren the wonderful has $$ 2 reinvest, likely buying more $IBM Apr 24, 2013
• U.S. Aid Drove Fisker to Overreach http://t.co/X4hrc1quB9 It would b cheaper 4 the Govt 2 finance alt energy research, no companies $$ #duds Apr 24, 2013
• Hewlett-Packard and Its Obstinate Director http://t.co/WCqgabIayk Easier 2 toss out a sitting congressman than a public company director $$ Apr 22, 2013
• More than 90 pct of NY, NJ Sandy claims settled -trade group http://t.co/cvnVlJLEwo 3rd largest loss event in real $$ terms v Katrina,Andrew Apr 22, 2013

 

Wrong

• Wrong: Health Insurance Actuaries In the Hot Seat On ?Rate Shock? http://t.co/HQDkLjzfF4 Actuaries r generally honest, unlike politicians $$ Apr 25, 2013
• Wrong: Boston and the Un-Bush http://t.co/AuUBsA1zTH Obama is Bush-plus. That doesn’t make it right. Free societies take losses $$ Apr 25, 2013

 

US Politics & Economics

• It’s A Bit Early To Declare A Winner In The Economic Debate http://t.co/5NAAQJbI8F High debt levels do slow growth; they create uncertainty Apr 26, 2013
• Bombing Victims Get Millions as Internet Redefines Giving http://t.co/mgy3peyEmA It works 4 now, b/c it’s new. Donor fatigue will set in $$ Apr 25, 2013
• Americans Paying Up Wherever They Reside Beseech Congress http://t.co/h9QPtCgpw5 Congress forgets expatriates, IRS remembers $$ #youlose Apr 24, 2013
• Rand Paul Tries to Transform a Moment Into a Movement http://t.co/PbAV8wu4JK Libertarianism rarely wins in the US; here goes another try $$ Apr 24, 2013
• Deflation – A Three Act Play http://t.co/0VvU2Qi8E1 Fed’s lengthy battle w/deflation 2 weaken the $$ & rejuvenate inflation expectations Apr 24, 2013

 

Other

 

• If u want 2learn best tonality 4 your voice, sing the highest note u can clearly, then the lowest note, best tone is 25% from low 2 high $$ Apr 24, 2013
• Changing the Sound of Your Voice http://t.co/xh2ABsnKfw The quality of your voice affects how people perceive u; retraining can help $$ Apr 24, 2013
• Chili Peppers Seen Helping 36 Million Migraine Sufferers http://t.co/RSg5Zk0iHU This is the next hot idea in pharmaceuticals $$ #sorryihadto Apr 22, 2013

 

Replies, Retweets & Comments

• Thx 4 realspeak $$ RT @jckhewitt: but you don’t understand man. They made a spreadsheet error. Infinite debt is infinity plusgood now. Apr 26, 2013
• Not surprising, almost all fail for lack of volume $$ $MKTX RT @Alea_: BlackRock Crossing Bond Platform KAPUT http://t.co/U7Thmd1API Apr 25, 2013
• @AppFlyer Capital needed to escape one’s country during times of panic to obtain a safe life in the US Apr 25, 2013
• @VCEO_Vision I am a life actuary by training. Living benefits r not adequately reserved, & r improperly priced; regulators should ban them Apr 25, 2013
• “Not only was it short, it was small.” ? David_Merkel http://t.co/rI3NOhOD2w Regarding the twitter “Flash crash” Apr 25, 2013
• ‘ @timmelvin @TimABRussell MD searches 4 $$ , then 4 a justification; more imperial overreach in the People’s Republic of MD #raintax Apr 24, 2013
• ‘@dpinsen @EddyElfenbein Here’s my article on the topic: http://t.co/HkHilkN5rV At the end I conclude that 1.5x growth is the outer limit $$ Apr 23, 2013
• Owners of bank common stocks RT @MattGoldstein26: This CSFI, Cleveland financial stress index, is fascinating stuff. So who is shorting it? Apr 23, 2013
• @kyith I would never buy a dread disease policy; typically the claim pmt/premiums ratio is low. People overestimate incidence Apr 22, 2013
• @fundmyfund My wife says @theEconomist always tries to save money on pictures by using funny captions $$ “Plan B for finding seed capital” Apr 22, 2013
• RT @Galrahn: One terrorist had over 1,000,000+ Americans across 100+ square miles hiding in houses for safety. Boston is how not to do Home? Apr 22, 2013

 

FWIW

• My week on twitter: 22 retweets received, 4 new listings, 67 new followers, 25 mentions. Via: http://t.co/cPSEMLXpb8 Apr 25, 2013