Rest of the World

 

• Risks of Capital Account Liberalization in China http://t.co/WkuOTqJsid Need stable macro policy, sound banking, & developed finl mkts $$ Sep 07, 2013
• Putin Overwhelms Obama at the Sulky Summit http://t.co/5Hh3ShOjkp Putin is in a stronger position, b/c blocking is easier than attacking $$ Sep 07, 2013
• China Beats US for Korean Students Seeing Career Ticket http://t.co/k2OK4qbWW3 English is common; learning Mandarin adds 2 skills $$ Sep 07, 2013
• China and its Financial System: What Could Go Wrong? http://t.co/FBWAcwC792 Carl Walter explains it all in this well-written article $$ Sep 07, 2013
• No Swift China Breakthrough Seen by Mao-to-Xi Scholar of Economy http://t.co/nwrmjWwpnF “You sow dragons? teeth, but you harvest fleas.” $$ Sep 06, 2013
• Rich Norwegians Turn Down Labor Party as Welfare Loses Its Allure http://t.co/mpdTvgL3mu Fiscal policy about 2 get aggressive in Norway $$ Sep 06, 2013
• Pension Stealth Rule Clears Path to Buy 60 Stocks: Korea http://t.co/ok3yTplmzy Natl Pension Svc receives approval to hold >10% of 60 cos $$ Sep 06, 2013
• Banks Employing ‘Princelings’ Played Roles in Big Hong Kong IPOs http://t.co/jLPUCmKy7M Difficult to stop cos from hiring connected ppl $$ Sep 06, 2013
• Europe?s Workers Flock to Norway for Better-Paying Jobs http://t.co/FsrMAaVHYJ Migration of under- & un-employed 2 stronger economies $$ Sep 06, 2013
• The economics of China’s one-child policy http://t.co/tsSiRgnUdH Number of workers in China is already shrinking, aged are growing fast $$ Sep 06, 2013
• The EU budget is a disaster that cannot save Greece http://t.co/6u6n2HArPB You can get money 4 capital projects, but not relief $$ Sep 05, 2013
• Rajan Brings Stature to RBI Hamstrung by India?s Deficits http://t.co/dotiRrfaS4 Monetary policy forced to undertake impossible goals $$ Sep 05, 2013
• The one map that shows why Syria is so complicated http://t.co/ElpNdB54pM Nations r hard 2 govern when they r collections of diff tribes $$ Sep 05, 2013
• Fire and Water: China’s Looming Coal Problem http://t.co/LisCi2ocIJ China is short on water & long on coal. But u need water 2 get coal $$ Sep 02, 2013
• Norway Oil Riches Up for Grabs as Anti-Tax Group Set to Win http://t.co/TlvF1ZcQ5K Politicians discover Sovereign Wealth Fund Cookie Jar $$ Sep 02, 2013
• Plunging Currencies Plague Asian Companies http://t.co/qLhM89yUtZ Decoupling? The volatility machine of Fed policy smashes decoupling! $$ Sep 02, 2013
• Today’s Alarming Japan-China Charts – James Fallows http://t.co/k8pLOfMZVd This should not be a surprise, they irritate each other often $$ Aug 31, 2013 *

US Politics & Policy

 

• Push Intensifies for House Backing on Strikes http://t.co/bxnmgS9kRj House Emerges as Formidable Barrier for Attacks on Syria $$ Sep 07, 2013
• Summers Faces Key ‘No’ Votes if Picked for Fed http://t.co/TGmWutqb8C Will be an interesting vote; how many Reps would support Summers? $$ Sep 07, 2013
• Noonan: Why America Is Saying ‘No’ http://t.co/6esab4sOt4 We get that prior interventions haven’t helped, & we don’t have interests there $$ Sep 07, 2013
• NSA Code Cracking Puts Google, Yahoo Security Under Fire http://t.co/2XNaPYKSi6 Foreign govts will cease to trust US internet companies $$ Sep 06, 2013
• Congressional Vote Count on Syria http://t.co/y8DrdvFEjc Congress may not vote for military action. Graphic: http://t.co/czjHlMzT4Z $$ Sep 06, 2013
• Edward Snowden and Chelsea Manning, the New Dissidents? http://t.co/pvy4J0lM4X US govt has too many secrets, collects data it should not $$ Sep 06, 2013
• Abortion Clinics Close at Record Pace After States Tighten Rules http://t.co/Xw7rlQyyQu Many would like 2 adopt babies that r not wanted $$ Sep 06, 2013
• Health Savings Accounts as Antidote to Obamacare http://t.co/BfoHItREQi HSAs r closer to a first party payer model & reduces costs $$ Sep 06, 2013
• Why Wall Street Wants Larry Summers (and Why the Rest of Us Should Not) http://t.co/fgkERCxJHV We lose either way; Yellen is no prize $$ Sep 05, 2013
• Budget cuts laying off scientists http://t.co/OLSk4V7t7J Scientist shouldn’t b given special status, their labor doesn’t always work out $$ Sep 05, 2013
• Across U.S., bridges crumble as repair funds fall short http://t.co/iEZdmTdLAE Deferred Maintenance takes its toll on bridges $$ #sadbuttrue Sep 05, 2013
• Bloomberg United States Financial Conditions Index Chart – BFCIUS http://t.co/bf6Df4mCNA Lending markets r calm, even complacent $$ #uhoh Sep 05, 2013
• The White House walk-and-talk that changed Obama’s mind on Syria http://t.co/q47QbKgLe3 Syria is not our responsibility; let others fight $$ Sep 03, 2013
• Wall Street Knows a Bad Trade When it Sees One http://t.co/WrqYD97yrV Cold. Calculated. Politically savvy. @reformedbroker nails it $$ Sep 03, 2013
• Judge Rules in Case of Fortune Tied to Buffett http://t.co/Vzfu6CUaRr Fascinating, tangled tale of the invasion of endowment funds $$ $BRK.B Sep 02, 2013
• Have to give Obama some praise. War is such a serious thing that it should run through Congress, to get the wide assent of the people. $$ Sep 01, 2013

 

Market Impact

 

• In a cold market, typically some of the best IPOs get done. They have economic purpose when capital is skittish. $$ http://t.co/vUZYJ6PifB Sep 06, 2013
• Don?t cry for ?the little guy on Wall Street? http://t.co/yxshyVk1ZI @felixsalmon argues that added liquidity benefits small investors $$ Sep 06, 2013
• Dealers in Debt Pare Commitments Raising Risk as Rules Bite http://t.co/rDNO5bjGb9 Given new regulations, using capital 2hold bonds loses $$ Sep 06, 2013
• Buybacks to Dividends at Risk With Record-Low Yields Ending http://t.co/FmgW7Enddq If due to rises in real rates, yes. Inflation, no $$ Sep 06, 2013
• Have ‘Alternative’ Investments Lost Their Diversification Value? http://t.co/bqviG1zz6o When buyer base gets broad, correlations increase $$ Sep 05, 2013
• Money Fund Lehman Moment Lurks as New Protections Stall http://t.co/nYWXGT237C Better to eliminate units upon defaults & keep stable NAV $$ Sep 05, 2013
• Mortgage Rate Flip-Flop: Jumbo Loans Now Cheaper http://t.co/X5lsOnm1eU Low mtge loan demand & fedfunds may allow this 2 persist 4 awhile $$ Sep 05, 2013
• Mad Men or Wise Men? Investors Today vs the 1960s http://t.co/t4mgitnOTZ We turn over portfolios 10x faster, but business is not faster $$ Sep 03, 2013
• The Number One Threat to the Market http://t.co/sIlbEa3T1s @reformedbroker argues that a quick bond market meltdown is the worst scenario $$ Sep 03, 2013

 

US Economics & Monetary Policy

 

• Economy recovers, income doesn’t http://t.co/TdJovea4GZ More of the total earnings stream flows through profits, median doesn’t have that $$ Sep 05, 2013
• QE3 is ineffective in growing credit in the US http://t.co/EfbCDHpEdW Banks r content to not take much risk 4 now $$ Sep 05, 2013
• America’s ‘Baby Bust’ Starts to Ease http://t.co/s2NNshIR6t When total fertility rates decline, it is almost impossible 2 get them 2 rise $$ Sep 05, 2013
• Money For Nothing:Inside the Federal Reserve- Coming to a theater near you! Check out the trailer: http://t.co/Mi1umflvO6 @FedDocumentary $$ Sep 04, 2013
• Starbucks Pastor-to-Be Shows Shift in US Part-Time Job Market http://t.co/RSAVmIYcM3 Part-time work fits the lives of childless students $$ Sep 02, 2013
• Investors Are Doing Better Than Workers http://t.co/48jh3R8nxl Wages stagnant, stocks rising from buybacks, dividends, little new capex $$ Aug 31, 2013

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Companies & Industries

 

• Gorman Says Chance of Another Financial Crisis ?Close to Zero? http://t.co/BZlTXxjfQX Revisit when the Fed starts tightening; 2 early now $$ Sep 07, 2013
• Batista?s $1B Put Propels OGX to Record Gain http://t.co/iEYE6XOAqf Avoid: novel financing, currency mismatches, forced recapitalizations $$ Sep 06, 2013
• Tankers Worst Since 1997 on Africa Oil Slowdown to China http://t.co/z0t63Q5CWl Chinese economy slowing down, reveals tanker glut $$ Sep 05, 2013

 

Other

 

• NASA Set to Launch Moon Probe http://t.co/BPAF7X5OlU I have neighbors going to the local high spot 2c if they can see the rocket ascend $$ Sep 07, 2013
• The rocket blasts off from NASA Wallops Flight Facility on the Eastern Shore of Virginia near Chincoteague National Wildlife Refuge Sep 07, 2013
• Your Phone Is Deadlier Than Pacific Sushi http://t.co/sqNFG9r55d Interesting argument about radiation levels, but watch the mercury $$ Sep 06, 2013
• President Tyler?s Grandson on Being Alive http://t.co/X3AX9vchEn Long generations 63 & 75 yrs, he’s ~84. 1790 + 63 + 75 + 84 = 2012 $$ Aug 31, 2013
• The Rubber-Band Millionaire http://t.co/8uHOqQJPbB The pit in the stomach, staring @ a ton of rubber bands in garage, bot w/kids college $$ Aug 31, 2013

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Retweets, Replies & Comments

• Thanks @garyvee @DonnyGoines for being top new followers in my community this week 🙂 | insight by http://t.co/sern3wLA13 Sep 06, 2013
• Thanks @moneyscience @japhychron for being top engaged members in my community this week 🙂 | insight by http://t.co/sern3wLA13 Sep 05, 2013
• “There are many more AAA companies in the US, but they aren’t publicly traded; only 4 publiclytraded.” ? David_Merkel http://t.co/mcv5KS3AsK Sep 03, 2013
• Thanks @garyvee @OGMarcusC for being top new followers in my community this week 🙂 | insight by http://t.co/sern3wLA13 Sep 03, 2013
• Thanks @GaelicTorus @The_Analyst for being top engaged members in my community this week 🙂 | insight by http://t.co/sern3wLA13 Sep 02, 2013
• There is little proof that price inflation will drive real growth. The result could be stagflation which… http://t.co/wEehl1ryyZ Aug 31, 2013
• @felixsalmon Fisk away, there is a lot of low-hanging fruit. Aug 31, 2013
• RT @jake_f: Niederhoffer down 11% in July. Managed futures has been just brutal past three years. Time for an industry reboot. http://t.co/? Aug 31, 2013 *