US Politics & Policy

 

• U.S. Declassifies Court Order Allowing Record Collection http://t.co/0AOMcCRsGi Perhaps some small step of transparency, we need better $$ Aug 03, 2013
• Obama Urges Business Tax Rewrite to Help Spur New Jobs http://t.co/DmRwtwHS6r Lousy legislation that panders to power, it will pass $$ Aug 03, 2013
• The Very Worst Part of Today’s Lousy Jobs Report http://t.co/Tvn2F6mWQ6 Job quality is low, growth is slow, & incomes don’t grow $$ Aug 03, 2013
• Who Are Worse, Renters or Owners? http://t.co/cHKBfXp210 Govt meddling in housing leads 2 problems favoring old vs young, owners/renters $$ Aug 03, 2013
• American Dream Slipping as Homeownership at 18-Year Low http://t.co/7b6sYVu8Q6 People need place 2 live, but houses r rarely good invtmts $$ Aug 02, 2013
• Freshmen GOP Lawmakers Revel in Maverick Power http://t.co/iGaLIjt2qe We want idealistic politicians until we actually get them $$ #maverick Aug 02, 2013
• Obama open to changes at NSA; intel officials fight to maintain secrecy http://t.co/rZaR9r2aKf Officials task-driven, Constitution blocks $$ Aug 02, 2013
• Cities Grabbing Houses Won’t Fix the Market http://t.co/AXaCHwuIoP @asymmetricinfo on y using eminent domain on mtges is likely 2 fail $$ Aug 02, 2013
• Coburn thinks defunding Obamacare is a horrible idea http://t.co/W2jK00gOgZ Truth-teller Tom Coburn aims to fix PPACA rather than destroy $$ Jul 28, 2013

 

Market Impact

 

• Walsh?s Unconstrained Wins in Bond Rout: Riskless Return http://t.co/W8LNnWE5Kr Unconstrained strategies r easier when u don’t run lotsa $$ Aug 03, 2013
• Blackstone, Deutsche Bank in Talks to Sell Bond Backed by Home Rentals http://t.co/m3cae6mljQ This would b better killed off when little $$ Aug 03, 2013
• Search for Muni-Bond Guidepost Sputters http://t.co/zjQHXiWAqi Start w/illiquid collateral u can’t get a liquid benchmark, pricing issues $$ Aug 03, 2013
• Big Question Hangs Over Small-Caps http://t.co/Ehzm5j9490 Valuations r stretched, but large cap mgrs need a way to beat their benchmarks $$ Aug 03, 2013
• No, Earnings Have Not Been ‘Good’ http://t.co/kT7dfnbeUN Actual earnings growth has been anemic, which matters more in the long-run $$ Aug 02, 2013
• Leveraged Loans Pass ?12 Level With Record Ahead http://t.co/Mf7OHWm5kB Quality & pricing r getting sacrificed 4 quantity; bad long-run $$ Aug 02, 2013
• BlackRock Rolls Out Index 2 Make Inroads in Retirement Market http://t.co/uRpJ6qvfmj How much $$ do u need 4 a decent retirement income $BLK Aug 02, 2013
• Bank commodity earnings are a mystery http://t.co/TjMkuWTnS9 Neglects financialization of commodities by pension plans & retail investors $$ Aug 02, 2013
• This is the cost of sitting on cash in a bull market. Different when valuations are stretched, like now. http://t.co/WYC6bAReyt Aug 01, 2013
• JPMorgan to quit physical commodity trade amid scrutiny http://t.co/VWmtIClYXk Business case: commodities require 2much capital&attention $$ Jul 28, 2013
• Tourre Tells of Low Status at Goldman in Defense Preview http://t.co/uCc7GWK5LB “I didn’t have any significant authority at GS! I didn’t” $$ Jul 28, 2013

 

Rest of the World

 

• How Venezuelan Used ?Scrape? to Make Six Times Her Salary http://t.co/L3rUmVK3vB When currencies r manipulated, clever people play games $$ Aug 03, 2013
• Wheat Costs in Japan to Gain for 3rd Time as Abenomics Bites http://t.co/mPQxXBGAjc Devaluing the yen has negative side-effects $$ #duh Aug 03, 2013
• Merkel?s Green Shift Backfires as German Pollution Jumps http://t.co/JAXdm53hiT Closing down nuclear plants was an unforced error ->coal $$ Aug 03, 2013
• How Big Is China?s Debt? The Best Guesses http://t.co/BzY8f7Gzz3 This estimates total governmental debt at all levels, not total debt $$ Aug 02, 2013
• The $7 Trillion Problem That Could Sink Asia http://t.co/A9y8QzOx54 In the short-run Asians would acquire $$, in long-run it would hurt $$ Aug 02, 2013
• Japan’s Three-Year Fiscal Plan to Urge Sales Tax Rise http://t.co/jxsYhJc24E Will be difficult 2 execute, w/o a lot of political backlash $$ Aug 02, 2013
• Ghana?s Dancing Pallbearers, Insurers Lead Funeral Boom http://t.co/GWd4V8xu3g $$ spent for status events is wasted, & keeps people poor. Aug 02, 2013

 

Companies & Industries

• Tax Shelters, Nebraska Hurricanes And Other Captive Insurance Mistakes http://t.co/V7Xsp1tmek 10 rules 2 keep a captive insurer legit $$ Aug 03, 2013
• 7-Eleven Adds Bento Rigor to Slurpee Appeal in US Push http://t.co/www8ObGqhL 7-11 went from the US 2 Japan, then goes back w/Japan mgmt $$ Aug 02, 2013
• Third Point Hedge Fund Targets CF Industries http://t.co/ioIzcPlFlu Thinks that $CF could free up more cash 4 shareholders $$ Aug 02, 2013
• Uralkali Breaks Potash Accord to Grab Market Share http://t.co/EfyqzqZr8P Amazing the effect a large foreign player can have on US cos $$ Aug 02, 2013
• Burger Costs Rising With Beef Supply at 21-Year Low http://t.co/nXfFXEECbd Should c higher prices, more births, less slaughter, etc. $$ Aug 02, 2013
• SAP Invades Silicon Valley via Acquisitions http://t.co/vXOK0YmIb8 Creates room 4 new competitors as acquirers don’t integrate them well $$ Aug 02, 2013
• Why Are Google Employees So Disloyal? http://t.co/Ye0ZBLADtk Calculate actuarial decrement tables 2 arrive at the truth $$ Avgs don’t work. Jul 30, 2013

 

Central Banking

 

• When you?re rattled by collateral, do the Fed taper talk http://t.co/lImzjMdmT8 Taper talk forced on the Fed 4 market operational reasons $$ Aug 03, 2013
• Near-Zero Interest Rate Trap http://t.co/hjoBF5acb6 If long-term rates rise 2 normal levels, banks holding bonds would b de-capitalized $$ Aug 03, 2013
• Money shot from John Mauldin: “We are watching the Fed employ a trickle-down monetary policy.” Couldn’t have said it better. $$ Jul 28, 2013

 

Other

 

• Afrikaners Reaping Colorado Wheat Threatened by Visa Cap http://t.co/Cj6pTKm5NG 2nd largest immigrant ag labor group might get restrained $$ Aug 03, 2013
• Banker Saves 20,000 From Nepal to Uganda With Her Profits http://t.co/c0HURcg3wJ Rather than wait 4 death, pursues charity personally now $$ Aug 03, 2013
• Pope Signals Openness to Gay Priests http://t.co/t5leZXst4D Jesus said that the sin was not only in the action, but in the thought $$ Matt 5 Aug 02, 2013
• My Life & Past, as Seen Through Google’s Dashboard http://t.co/LPkviIKHGj Would u like 2 review your history? Would u like 2 delete it? $$ Aug 02, 2013
• Famous Restaurant Chains That Have All But Disappeared http://t.co/i5yxIighw7 Remember Chi-Chis, Sambo’s, Bennigan’s, Steak & Ale, HoJo? $$ Aug 02, 2013

 

Replies, Retweets & Comments

• Commented on StockTwits: Thanks, Howard. Coming from you, that is high praise that I hope to live up to. http://t.co/Q5ikvtjzHa Aug 03, 2013
• @zingfinapp That’s part of the nature of the seasonal adjustment factor: when jobs over/undershoot in current month, they adjust prior same Aug 03, 2013
• @Kevin_Holloway This is surfacey, but it looks good for all parties except other Japanese insurers… Aug 02, 2013
• “The keys to merger are keep them small & integrate them well. Does anyone do this consistently?” ? David_Merkel http://t.co/cEGnuBXrYe $$ Aug 02, 2013
• @ReformedBroker But it lowers volatility, I’m sure… and in a real equity market catastrophe, it will be a home run in relative terms. 😉 Jul 27, 2013