US Politics & Policy

 

• How the Tea Party Will Die?http://t.co/EgEnMQVsZB?Gets 1thing right: gerrymandering is behind much of our gridlock $$ http://t.co/rOugB104TN?Oct 18, 2013
• Even When the GOP Loses, It Wins?http://t.co/6CLe41CJDp?New baseline favors deeper cuts as we may go through sequestration again $$?Oct 18, 2013
• The Tea Party and the GOP Crackup?http://t.co/a3wLOJ7raO?t-party represents Jacksonian America: angry & in full revolt against new elite $$?Oct 17, 2013
• How Delayed Inflation Data Mess With Social Security and More?http://t.co/d8BKFRd1g3?US Treasury will have 2 estimate best they can $$?Oct 16, 2013
• Though it might b better if the govt weren’t calculating the data; gives them too much power to fiddle w/the #s. But no one is neutral $$?Oct 16, 2013
• McConnell?s Favored Dam Project Included in Debt Deal?http://t.co/8d9jraD29v?Pork is not dead in DC, whether GOP or Democrats $$ #shame?Oct 18, 2013
• Crop-Insurance Cuts Test Farm Power as Lobbies Push Back?http://t.co/p59uqsRgDX?If can’t be cut when Ag does well, then nothing can b cut $$?Oct 16, 2013
• Factional conflicts have the power to destroy empires – and republics?http://t.co/TeuFlo7tsW?Reminds me of Europe in 1840s: too much debt $$?Oct 14, 2013
• Reformers hail limit on US crop insurance subsidies?http://t.co/EEn5n9jOYX?Let’s c if it actually gets passed; Ag subsidies tough 2 kill $$?Oct 14, 2013
• EPA?s McCarthy Says No Decision Made on Renewable Mandate?http://t.co/wi7kzgGl0L?Believe no rumor until it is officially denied $$?Oct 14, 2013
• A Slowdown on the Road to Recovery?http://t.co/3Pd6dDeVgL?Decaying Bridges, Highways Raise Costs for Truckers, Manufacturers $$ $SPY $TLT?Oct 14, 2013
• Fiscal negotiations sputter as deadline looms?http://t.co/h73IOeaS36?Obama could end this here by tossing the GOP a bone 2 avoid MAD $$?Oct 14, 2013
• America?s default on its debt is inevitable?http://t.co/jLSqxj42gG?America has defaulted 3 times already. No way we can fund entitlements $$?Oct 13, 2013
• Republicans Need a Graceful Exit Strategy, Now?http://t.co/9hjoD6L0hV?@asymmetricinfo explains y the GOP should cut their losses here $$?Oct 12, 2013
• Is US Political Bubble About to Burst??http://t.co/bipVe5brA0?If there is no permanent default, no, b/c the world needs flexibility of US $$?Oct 12, 2013
• How to Handle a Debt Default. You Know. Just in Case.?http://t.co/m3j1wilU7R?In a longwinded way comes 2 correct answer: no good strategy $$?Oct 12, 2013
• 10 ‘Poorest’ Members of Congress Owe Big?http://t.co/cmMpRI2rNR?The same list with a little more data to flesh it out $$?Oct 12, 2013
• The 10 least wealthy members of Congress, from Roll Call?http://t.co/pO7HBfAlkh?They r not just least wealthy; they r broke 8 Ds, 2 Rs $$?Oct 12, 2013

PPACA / Obamacare

 

• Health Website Woes Widen as Insurers Get Wrong Data?http://t.co/kNIQrXoDVK?4 something so critical, the healthcare website has failed $$?Oct 18, 2013
• Another reason y PPACA is a sham; resources don’t appear from nowhere; low cost plans don’t chg the underlying cost of services $$ $SPY $TLT?Oct 16, 2013
• Patients Pay Before Seeing Doctor as Deductibles Spread?http://t.co/SGly5lDxX7?Big: as deductibles rise, so does prepayment, b/c bad debt $$?Oct 16, 2013
• Obamacare Needs a Drop-Dead Date?http://t.co/Qe4OORe5AV?@asymmetricinfo ably argues if exchanges aren’t functioning by 11/1, delay PPACA $$?Oct 16, 2013
• Petco, Applebee’s employees join growing list on private exchanges?http://t.co/00tiYWUrPz?If this works, maybe can replace govt exchanges $$?Oct 16, 2013
• Obamacare marketplace could get partial rebuild?http://t.co/cwjqbEakyT?If ppl have a hard time signing up, they will have to fix or delay $$?Oct 14, 2013

 

Rest of the World

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• Time to take bets on Frexit and the French franc??http://t.co/McwX1vZNvG! Weird: Marine Le Pen’s Front National most popular French party $$?Oct 16, 2013
• China CPI Speeds Up in September, Mainly on Food Prices?http://t.co/blyIxmplSq?Woe betide when Chinese Inflation starts running hot $$?Oct 14, 2013
• Merkel Faces Decision on Coalition Partner?http://t.co/0BqUYzoiV6?Grand coalition coming, may have impact on German Constitution $$?Oct 14, 2013
• The Long, Slow Process of IKEA Design?http://t.co/O6FWUi8RHh?Company’s Commitment to Shaving Costs Makes Designing a Kitchen a 5-Yr Task $$?Oct 14, 2013
• Japan May Hire Firms to Manage Foreign Reserves?http://t.co/EWOzlEKp1d?A small experiment where they take illiquidity & credit risk $$?Oct 14, 2013
• Malaysia Rules Catholic Paper Can’t Use ‘Allah’?http://t.co/OLNJiLId6q?Go back to the original, and use “Elohim,” not the Arabic version $$?Oct 14, 2013
• French Fume Over Speed Traps That Cut Hollande Budget Gap?http://t.co/solddgufg3?An irritating way 2 tax people, would try 2 avoid that $$?Oct 14, 2013

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Berkshire Hathaway

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• Buffett?s Son Calls Junk Bonds Model for Charities?http://t.co/QF89ou2F0S?Howard Buffett wants charities 2try hard projects, risk failure $$?Oct 18, 2013
• Buffett Adds Stocks in Pension Handoff to Lieutenants?http://t.co/zdgnFteYp3?Long duration, higher cost float 4 $BRK.B 2 invest $$?Oct 18, 2013
• Buffett Defends Dimon, Says Regulators Take Ton of Flesh?http://t.co/Ax3YjbANui?Difficult to pin down liability w/large complex firms $$?Oct 16, 2013
• As a result, there is the bias toward fines, a little criminal prosecution. Fines should go to those harmed, rather than govt $$ $JPM $BRK.B?Oct 16, 2013
• Tracy Britt Cool on Management Lessons From Warren Buffett?http://t.co/7s5QP3I9Pw?Buffett gives his managers freedom & flexibility $$ $BRK.B?Oct 16, 2013
• Buffett Turns to Deputies to Help Find Successors for Unit CEOs?http://t.co/YLt3NquVbM?Berkshire is a complex company; requires much mgmt $$?Oct 14, 2013
• Warren Buffett’s Lieutenants at Berkshire Hathaway?http://t.co/nclA8Vqsep?Possible Buffett replacement Matthew Rose, CEO of BNSF $$ $BRK.B?Oct 14, 2013
• CEOs to Face Berkshire-Loyalty Test?http://t.co/peoPfaJ2Hb?How will $BRK.B retain managers after there is no Warren Buffett 2 disappoint? $$?Oct 14, 2013

 

Companies & Industries

 

• Can Coke and Pepsi Overcome Shrinking Juice Demand??http://t.co/6JzH27NKSQ?Far better to have fruit & get the fiber, not just the sugar $$?Oct 18, 2013
• A SWAG Surprise in the $19 Billion Chevron Case?http://t.co/PUrxEMlmvp?Defense atty surprised when witness says the damage # was made-up $$?Oct 18, 2013
• Ursula Burns: ‘Chill out a little bit’?http://t.co/j80WyoKUQq?Pick the places where u want 2b great, focus energies there & then go do it $$?Oct 18, 2013
• Hollywood Steps Up Security to Keep Scripts Secret?http://t.co/We49CbLssh?Interesting: tech & methods Hollywood uses 2 protect scripts $$?Oct 14, 2013
• ‘Clean Coal’ Costs Are on Display at Mississippi Plant?http://t.co/omVqqflAl7?Clean coal is likely a pipe dream 4 coal producers $$?Oct 14, 2013

 

Finance

 

• Dimon Said to Have Given Up Role at Bank Unit on OCC Request?http://t.co/KC09IBMymM?He stepped down, but not w/o the OCC giving a push $$?Oct 18, 2013
• Stockbroker Requests to Scrub Complaints Are Often Granted?http://t.co/Hpiir2YBtg?Bad stuff; makes u want to beef up the SEC & end FINRA $$?Oct 17, 2013
• NY Fed Fired Examiner Who Took on Goldman?http://t.co/z2CBD8DmLw?$GS $$ $SPY She analyzed conflict of interest rules & found them lacking.?Oct 16, 2013
• Simon Says: ?Toughen Up??http://t.co/yDmroZcNDz?Simon Business School attempts to get students ready 4 the hard aspects of business $$?Oct 14, 2013
• Big Banks Can Be Dismantled, Say US & UK Regulators?http://t.co/i0KCOMIl4d?I will believe it when I see it. Regulators r2 optimistic $$?Oct 14, 2013
• Debt moves the world?http://t.co/knHet0TrjN?This article moves the ball forward; overall debt levels should help decide monetary policy $$?Oct 14, 2013
• Beyond Earnings: A Simple Method 2Pick a Winning Stock?http://t.co/N2AlhUTX2K?”Quality” or gross return on assets, measures moat strength $$?Oct 12, 2013
• When Analysts Sober Up?http://t.co/yPt8kJO8gr?Sell side analysts tend 2b very optimistic & revise as reality intrudes. CFOs don’t mind $$?Oct 12, 2013

 

Other

 

• Houston Texans Running Back Arian Foster Is Going Public?http://t.co/GG11tRFIbe?Step right up, buy a share of a football player’s pay $$ #no?Oct 18, 2013
• How I Learned to Haggle Over Prices?http://t.co/LMgLRP1GQs?Never thought I would b good at haggling until I traded corporate bonds $$?Oct 17, 2013
• Harrisburg?s Parking Bond Sale Avoids Chicago Regret?http://t.co/sT0dSsUmhS?Key is 2align incentives; Harrisburg/investors both make $$ same?Oct 16, 2013
• Axel Merk: In our assessment, a central bank pursing an employment target… has given up its independence?http://t.co/tp4MDrixjm?$$ $TLT?Oct 16, 2013
• Regional Fed Bosses Struggle With Communication Issue?http://t.co/aOZ2CQ2iGt?Talk is cheap 4 the Fed; the expenses get charged to us $$?Oct 14, 2013
• BuzzFeed’s Brazen, Nutty, Growth Plan?http://t.co/YMYFpymfEI?Translation by foreign-language speakers learning English using Duolingo $$?Oct 14, 2013
• Google Is Going to Include Your Face in Its New Ads?http://t.co/MbV0XgLphb?U did not know that u have signed up 2b an ad pitchman w/G+ $$?Oct 14, 2013
• The Cheap Way to Watch Every NFL, NBA, NHL Game Online?http://t.co/hsrxfC4XDm?The genie is out of the bottle, will b hard 2get it back in $$?Oct 14, 2013
• Bit by Bit, Virtual Reality Heads for the Holodeck?http://t.co/U1l99HThFa?Think the technology will get bogged down on multiple players $$?Oct 14, 2013
• ‘Jumping Genes’ Bring Unexpected Twists 2 DNA?http://t.co/0IXG7BvBlO?1 shouldn’t b overly impressed w/idea of strict genetic heritability $$?Oct 12, 2013
• Wire Fraud Is on the Rise?http://t.co/dlDn7nBMHK?Double check transfer requests; you could be on the hook for any losses $$?Oct 12, 2013

 

The Swedish Central Bank Prize

 

• If you have 2shorten it further, call it The SCB Prize. But it is not a Nobel Prize; none of the economists winning it deserve the honor $$?Oct 14, 2013
• The official name is The Sveriges Riksbank Prize in Economic Sciences in Memory of Alfred Nobel. Call it the Swedish Central Bank Prize. $$?Oct 14, 2013
• Note2journalists: there is no Economics Nobel Prize . Nobel knew economics was not a science. We should agree given failures of ec theory $$?Oct 14, 2013
• Fama, Shiller, Hansen Win 2013 Nobel Prize in Economics?http://t.co/R5Vg7XM67P?Can anyone explain why Hansen shared the SCB prize? $$?Oct 14, 2013

 

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Wrong

• Unreliable research: Trouble at the lab?http://t.co/hXsQYejcTR?The main problem is that scientists do not understand statistics $$?Oct 19, 2013
• Also, they r incented to find positive results, when there may be none, & they are not neutral observers, sometimes they push an agenda $$?Oct 19, 2013
• Wrong: Fed Official Says Big Banks Should Be Required to Hold Long-Term Debt?http://t.co/9KVgFf66NW?Job is 2 protect subs not holdcos $$?Oct 18, 2013
• Wrong: Hey China, Stop Laughing at the US?http://t.co/t9dulVuJ6z?W/any fair rendering, China’s economic &political problems > those of US $$?Oct 18, 2013
• Wrong: Al Gore: ?Carbon Bubble? Is Going to Burst ? Avoid Oil Stocks?http://t.co/ShdX90aLeD?The “carbon bubble” is between his ears $$?Oct 18, 2013
• Difficult to say: Investors Seek Bargains in Battered Munis?http://t.co/LoBJgds82u?2 many major weak credits & 2 many weak holders $$?Oct 14, 2013
• Tenuous: US Corporate Profit Growth Slows as Shutdown Risks Rise?http://t.co/EPZedodSTn?Link more tenuous as economy was slowing already $$?Oct 14, 2013
• Bad HL: Default Doubters Repudiated by Republican Economists?http://t.co/GClDYBVnLF?Comments of GOP economists r more nuanced than that $$?Oct 14, 2013
• Wrong: Don’t Shoot the Messaging?http://t.co/prnAskf4ZB?Fed puts 2much effort into fwd guidance, should not b surprised @ mkt reactions $$?Oct 12, 2013

 

Replies, Retweets & Comments

• @marcmakingsense A competitive market in data. Let the best data win. Democracy ain’t what it used 2b w/gerrymandering, thus current fight?Oct 16, 2013
• @JPDesloges not my article, but the Economist’s. Do what you like.?Oct 16, 2013
• @pkedrosky I wouldn’t have said it that way, but you are correct.?Oct 15, 2013
• Commented on StockTwits: Good point. The successor will have 2go2 great pains to prove he will keep the old hands …?http://t.co/ky8jWaL9n3?Oct 14, 2013
• RT @EpicureanDeal: Want cleaner banking? Pay litigation, settlement, and penalty costs directly out of the employee bonus pool. $JPM?Oct 13, 2013