Bond Markets

 

• Pimco Sells Canadian Provinces After Worst Rout Since ?94 http://t.co/POYIjfboYV Fascinating 2c everything hit after shift in Fed Lingo $$ Jul 05, 2013
• Fund Manager Ducks Mortgage Trouble?at His Peril http://t.co/SX3sFQ0jX5 When Krsnich can’t find mtges worth investing in, he gives $$ back Jul 05, 2013
• Wealthy Americans Benefit From Banks Hunting Jumbos http://t.co/FJbeZimpim Jumbo 5/1 ARMs 0.09% under prime, 30Y fixed 0.16% over prime $$ Jul 03, 2013
• Gross Caught in TIPS Trap Gundlach Sidestepped in Tumble http://t.co/aT1cJZv0wh Until 2 months ago, TIPS had expectations 4a rising CPI $$ Jul 03, 2013
• Bond Market’s Memo To The Fed: This Is Not A Misunderstanding, This Is A Blow-Up http://t.co/jLBbFDT7f1 Expect short rates 2 rise: Boom! $$ Jul 02, 2013
• Bernanke’s Misfired Shot Heard ‘Round The World http://t.co/AlsbrOpGht The bond market understands the Fed; Fed doesn’t get the bond mkt $$ Jul 02, 2013
• Who Goes to Cash Shows Extent Bonds Will Become Bear Market http://t.co/atkAmUbJoK Worries over a self-reinforcing rout a la 1994 $$ Jul 01, 2013

 

Rest of the World

 

• Obama Call for Muslim Brotherhood Role Overtaken in Egypt http://t.co/eJquVIdGED Democracy is only as good as marginal person who votes $$ Jul 05, 2013
• Few Roads Leading to China Tell Tale of Mongolia Fears http://t.co/O9KIR9lc5i Long article on Mongolia/China frictions & opportunities $$ Jul 05, 2013
• Mobius Weighs Private Equity as Way to Access African Growth http://t.co/m3D1CKiFeF The world has changed, if Africa is investable $$ Jul 05, 2013
• Toronto?s soaring condo market ignites fears of a US-style crash http://t.co/LYnhx5dK8l That is what u r facing a US-style crash, sorry $$ Jul 05, 2013
• Britain’s baby boom will affect our economy more than anything Mark Carney does http://t.co/ti8aiU4jFX Demography is destiny, no doubt $$ Jul 05, 2013
• Lottery Raided as $115 Billion Hole Filled http://t.co/vvyH4CE6pN Appreciate the growing Argentine Kleptocracy 4 what it is, a failure $$ Jul 05, 2013
• The US Should End the Cuban Embargo http://t.co/aU6562c3BM The ability 2 trade w/the US will increase demand 4 more freedom in Cuba $$ Jul 03, 2013
• Emerald Thieves Brave Dogs to Sap Zambia?s Gem Revenue http://t.co/4TKAKutxxP People will take many risks in order 2 take care of family $$ Jul 03, 2013
• Mursi No Longer Egyptian President After Military Action http://t.co/VuyzxXCU8s Now 2c how much public & Brotherhood supports military $$ Jul 03, 2013
• Loan Practices of China?s Banks Raising Concern http://t.co/QdOVNNx1q8 Lure depositors into illiquid nonguaranteed products w/high yields $$ Jul 03, 2013
• Portugal Resignation Rocks European Markets http://t.co/v3bEhcXwrW Foreign minister resigns, Yields Rise Sharply, Stocks Fall in Europe $$ Jul 03, 2013
• Looking abroad for better investment http://t.co/ayUAUFNU5l Not only investment, but a better place to live. Well-off Chinese try2leave $$ Jul 02, 2013
• Chinese Malls Waive Rents as Vacancies Loom http://t.co/lpWb0yQV75 How do the malls stay afloat in the long run? Banks will loan 2 them? $$ Jul 02, 2013
• Unrest Roils Egypt as Army Deadline Moves Markets http://t.co/mddmYI82I7 Stocks rally; in some nations, stability of army rule is prized $$ Jul 02, 2013
• Give Us Your Real Dollars for Our Fake Dollars: http://t.co/ioBcU1N2U7 Argentine govt attempts to soak up USDs held by citizens 4 itself $$ Jul 02, 2013
• Syria?s Annual Inflation Hits 200% http://t.co/QsqIPNc52G Wars, especially civil wars r ripe to create inflation, even Sun Tzu knew that $$ Jul 02, 2013
• EU Leaders Set to Slow Support for Ailing Banks http://t.co/yrwTgNbqor ?Banking union is, to all intents and purposes, dead.” $$ Jul 01, 2013
• Tempers fray in France as drastic cuts loom http://t.co/l8EPQPKCQ4 Eurozone will end with France withdrawing, it is too big to bail out $$ Jul 01, 2013
• After the liquidity crunch http://t.co/sAp85eE4GH Keeping inter-bank interest rates stable – a key to $$ policy – is not yet a policy target Jul 01, 2013

 

Companies & Industries

 

• Why Are California’s Businesses Disappearing? http://t.co/CdRcmrWZ6s The right Q is “Why Do Any Businesses in California Decide to Stay?” $$ Jul 05, 2013
• Answer: Clumps of talented people & industries that would b difficult to relocate. Network effects that would b tough 2 duplicate $$ Jul 05, 2013
• & a bunch of clever people built their biz there, & don’t want to leave their poorly-run home state, same as MD http://t.co/3Bm0REbYGc $$ Jul 05, 2013
• Inland US refiners hit by collapse in Brent-WTI oil spread http://t.co/79yEHqYvLt Adequate tankcars send gas prices down in CA up Midwest $$ Jul 05, 2013
• Truckers Are Losing Sleep Over 70-Hour Workweek Limit http://t.co/aXRhVvq6er It pushes trucking costs up, causes industry to complain $$ Jul 03, 2013
• Samsung Slides Equivalent of Sony as S4 Sales Disappoint http://t.co/aae6GoUdPe Smartphones become a commodity business; multiples drop $$ Jul 01, 2013

 

US Health Insurance

 

• Health-Law Employer Mandate Delayed by US Until 2015 http://t.co/f4waOST0ax A small boon 2 employers who hire many unskilled workers $$ Jul 03, 2013
• Long-Term-Care Insurance Gap Hits Seniors http://t.co/QkWlGDfCdA No surprise. Long-term care is not insurable. Companies lose $$ ;prems go ^ Jul 02, 2013
• Health-Insurance Costs Set for a Jolt http://t.co/C4B8c2FzUj For the Healthy, Rates Will Soar Under New Law; Sicker Consumers 2c Relief $$ Jul 01, 2013
• Obamacare 1.0: States brace for Web barrage when reform goes live http://t.co/1YU4Bey8ZL Biggest unforced policy error inflates premiums $$ Jul 01, 2013

 

US Politics & Policy

 

• Elizabeth Warren Tackles Wall Street http://t.co/3HjkAZcuNY Article begins about Warren, ends w/complaints about the unaccountable Fed $$ Jul 03, 2013
• 10 things Social Security won?t tell you http://t.co/G7JIC1fK68 Small error: SS benefits will be cut in 2026, not 2033, but a good piece $$ Jul 03, 2013
• Exclusive: Edward Snowden’s father suggests son’s leaks may be protected by Constitution http://t.co/1ZOiwHqKYj Sad 2c a father lose son $$ Jul 02, 2013
• How Not2Misunderstand Scalia http://t.co/HETEmoM4yd Some ethics r not in Constitution; Congress makes sum unethical laws constitutionally $$ Jul 02, 2013
• IOW, Scalia looks2 original intent of Constitution; where it is silent, that means Congress has power to act, & can lead 2 unethical laws $$ Jul 02, 2013
• The Criminal NSA http://t.co/mK1wulNL0t 4th Amendment obliges government 2demonstrate probable cause b4 conducting invasive surveillance $$ Jul 01, 2013
• FBI?s Data Mining Needs Scrutiny, Too http://t.co/eeuDaL6IYK We need to move back 2 limited government & realize terror is a small threat $$ Jul 01, 2013
• Simons Strategy to Shield Profit From Taxes Draws IRS Ire http://t.co/vKAKFfbQja Another reason why investors should be taxed as traders $$ Jul 01, 2013
• Last tweet: it also helps explain y all income should be taxed at the same rate, with no ability to defer income taxes $$ Jul 01, 2013
• Uninsurable Risks http://t.co/ezcqpSiYmt I’m not worried about climate, that’s cyclical, but abnormal $$ policy is running into the wall Jul 01, 2013
• US Economy:7 Critical Indicators of Potential Recession Flashing RED http://t.co/sSTItHGd6J YOY declines 4 7 indicators:hi recession odds $$ Jul 01, 2013

 

US Monetary Policy

 

• How Fed?s 7% Jobless Avoids Deterring Bondholders Is Mystery http://t.co/tcqXDr1KBt It confuses & it raises the path of forward rates $$ Jul 02, 2013
• How Sensitive we are to Interest Rates: A Scary Picture? http://t.co/Re8aDixkFf Central banks will do all they can to keep rates low $$ #FTL Jul 02, 2013
• Sizing Up Bank Risk Using VAR Is a Stab in the Dark http://t.co/wi3ZJsod1u Only long-term stress testing is adequate 2 manage risk $$ Jul 02, 2013
• Fed Voting to Bring US Capital Rules in Line With Basel http://t.co/BiCBh3Y4MR Basel offers 2much flexibility 2mgmt teams 2 shape result $$ Jul 02, 2013

 

Other

 

• Doug Engelbart Delivered the Mouse and Other Large Inventions http://t.co/jxo6H50Xk2 Died @ 88, made a lot of $$ 4 others, changed computers Jul 05, 2013
• Confessions of a Stay-at-Home Mom http://t.co/Sc3J3oj1QX True 4 men 2; employers pay less to those who won’t sacrifice home 4 work $$ Jul 03, 2013
• Single-Father Households Are Growing Much Faster Than Single-Mother Ones http://t.co/B1kUluZxxt Still, the real problem is female poverty $$ Jul 02, 2013
• Cheating Wives Narrowed Infidelity Gap Over Two Decades http://t.co/6VhGcyBDPl We can make women bad, but we can’t make men good $$ #sad Jul 02, 2013
• Ellison Speeds Up America?s Cup With Flying Cats in Spectacle http://t.co/uqD71IjSkU He has remade the America’s Cup, & made it hi-tech $$ Jul 02, 2013
• Gold Traders Seeking Floor After $66B Rout http://t.co/s0xwQdqtx2 Not much different than any market fallen hard: where’s the bottom? $$ Jul 02, 2013
• Of course, what’s new with gold is all of the derivative activity going on around ETPs, the facility of trading paper gold, etc. $$ Jul 02, 2013
• The Cost of Cashing Out Your Life Insurance Policy http://t.co/4hra2qGlMK Selling a policy 2a third party has tax and other implications $$ Jul 01, 2013

 

Wrong

 

• Wrong: Odds you?ll save enough to retire? 50/50 http://t.co/cMPTzPiESe Sorry, but the odds are lower. The writer does not understand. $$ Jul 05, 2013
• Wrong: Warren Buffett: More myth than legend http://t.co/SJZEmEc9MW Buffett runs so much money he can’t run it like a value index fund $$ Jul 03, 2013
• Wrong: Fed Ready for September Taper After Shocking Market, Meyer Says http://t.co/M70XlUXbNP Fed will find it very difficult 2 taper $$ Jul 03, 2013

 

Replies, Retweets & Comments

 

• RT @JamesGRickards: Just in case you think the #Fed has any idea what they are doing, this graph will cure you of that delusion. http://t.c? Jul 05, 2013
• @OccupyWallSt @JamesGRickards Given that most babies born @ 20 weeks, aided by technology would survive, abortion after that is infanticide Jul 04, 2013
• . @davidmanheim I’ve known too many truckers & I would b loath 2 take bread from them; bankers r another matter & should b regulated tightly Jul 03, 2013
• . @davidmanheim Could b… 1 of the few professions that works as long & hard as investment bankers (w/externalities). Hey Comparable Worth! Jul 03, 2013
• . @ProForexCourse Nothing has intrinsic value; it’s all a question of how much u r willing to exchange of A for B at a given moment in time Jul 03, 2013
• @wggm Macro plays a role in my bond investing, not so much with stocks Jul 03, 2013
• @wggm I think the Fed will find that it can’t reduce the flow of policy accomodation without violent reactions like this w/weak economy Jul 03, 2013
• @marcmakingsense @ballenmo Still, the amount of gold used 4 industrial purposes is piddly compared to uses 4 jewelry, bars & coins Jul 01, 2013
• . @stockbets I am sorry but I have seen many cases where arithmetic averages r put into simulations as if they r geometric averages $$ Jun 30, 2013
• . @davidmanheim BP’s sloppy safety record is the main issue, but this article is about grifters wanting to score when they weren’t hurt $$ Jun 30, 2013
• . @ballenmo You are right, gold does nothing, & that is why it is valuable http://t.co/pojnNG1fkE Gold is anti-financial repression $$ Jun 30, 2013