Interest Rates

• How Sensitive we are to Interest Rates: A Scary Picture? http://t.co/gkKi3sSLbs Argues moderate rise in rates inverts banks & governments $$ Oct 25, 2013
• Fixing Economy As Easy As 1-2-3 http://t.co/sbW97kL2n7 Axel Merk says 2 make policy predictable, let interest rates rise & allow failure $$ Oct 25, 2013
• Low Rates Bring Bond Bonanza http://t.co/f8gQ0rjcTB Corporations act to lock in cheap long-term financing 2pay dividends & buy back stock $$ Oct 25, 2013
• Fed QE Taper Seen Delayed to March as Shutdown Bites http://t.co/v2Bo85GP9m Would not b so sure here; this is only a survey of economists $$ Oct 20, 2013
• The ‘Rate Gap’ Is Rising http://t.co/w9dSYfQCl5 Gap between deposit rates & borrowing rates is higher than it’s been in 32 of last 40 yrs $$ Oct 20, 2013
• Alan Greenspan: Where the Economy Went Wrong http://t.co/a7t3RGvbSZ Fed does not get they created the housing bubble; learn the bond math $$ Oct 20, 2013
• Javelin Files 2 Trade Interest-Rate Swaps, Spurring SEF Shift http://t.co/B6KOHsmmpy Smart. Start w/simple liquid derivatives @ exchanges $$ Oct 20, 2013

?PPACA/ Obamacare

 

• Court could block Obamacare subsidies in 34 states http://t.co/ej65x9fALf Legal challenge could knock out the federal exchanges $$ Oct 25, 2013
• Botched Launch of Health Site Blamed on Poor Coordination http://t.co/iwH5vsbftX The software developers point the finger at one another $$ Oct 25, 2013
• Federal Centers 4 Medicare and Medicaid Services acted as its own systems integrator for the site: unusual arrangement 4a complex project.$$ Oct 25, 2013
• White House Sets Late-November Target for Fixes to Health Site http://t.co/WebNZLBebq UnitedHealth Group Unit Tapped to Oversee Repairs $$ Oct 25, 2013
• Obama Says Health Care Law More Important Than Website http://t.co/SopPqG99ky If a law can’t b administered properly what good is it? $$ Oct 25, 2013
• Why Obamacare Is Like Three Mile Island http://t.co/STOU4Ng3KL Problems in overall plan design were foreseeable; not merely and accident $$ Oct 25, 2013
• Noonan: ObamaCare Takes On Water http://t.co/cpKjIyJZWg Software development is difficult when no single party responsible for everything $$ Oct 25, 2013
• Contractors See Weeks of Work on Health Site http://t.co/WUoqiaiMtZ Have friends that once worked 4 CGI; to them this is no surprise $$ Oct 22, 2013

Rest of the World

 

• Top China Banks Triple Debt Write-Offs as Defaults Loom http://t.co/DYNZ8shAV5 They trying to get ahead of the problem, but it’s too big $$ Oct 26, 2013
• Local Governments Have Borrowed a Pile of Money in Recent Years, Leaving Even Beijing Wondering How Much $$ http://t.co/YZKTKDUjs0 Oct 25, 2013
• Jail Time No Bar to Tea-Server Turned Top Woman Bureaucrat http://t.co/WKWO4MmPwu While detained, she used the free time 2 read 150 books $$ Oct 25, 2013
• Yakuza Bosses Whacked by Regulators Freezing AmEx Cards http://t.co/qCKQI7Mo4s Money is often the easiest thing to track; leaves a trail $$ Oct 25, 2013
• I realize that @Borderscrossed , & I phrased that tweet wrong — the Chinese typically play w/lower risk ventures. This is unusual 4them $$ Oct 25, 2013
• China Inc. Battles Big Oil for Century?s Biggest Find http://t.co/CCm4QxgpC8 They have capital, but not expertise, & r rolling the dice $$ Oct 25, 2013
• Obama Joins Putin War as Syria Jihadists Stalk Olympics http://t.co/zxwpTvWiv1 The Winter Olympic games in Sochi could be a real blast $$ 😉 Oct 25, 2013
• Saudi Women Plan to Hit Roads in New Push for Right to Drive http://t.co/Iu78Zmsxp0 Fear: if they r allowed 2 drive, will drive out of SA $$ Oct 25, 2013
• 40 Years After Embargo, OPEC Is Over a Barrel http://t.co/6CcliMnOkv Few things r truly certain. Dead Worries: OPEC, Russia, Japan, China $$ Oct 20, 2013
• The Chinese Characters Dictation Competition Is a Test Few Could Pass http://t.co/5MnpMaMozF Chinese spelling bee w/ideographs; tough $$ Oct 20, 2013

US Politics & Economics

 

• Financial Report of the US Government http://t.co/9rknzA89Te Here’s my piece. The unfunded liabilities of the Fed Govt r ~$78T $$ 5x GDP Oct 26, 2013
• If you call a crash & you get the reason right, that *is* impressive; timing is always tough. Hint: look for a arb that has gone negative $$ Oct 25, 2013
• ?Outrageous? tax loopholes in Democrat?s sights http://t.co/ibntGjND15 Every loophole has coalition to block its elimination; won’t work $$ Oct 25, 2013
• Budget Discord Simmers Among Democrats http://t.co/gdNJqQTXEI Some Liberal Groups, Lawmakers Worry About Cuts 2Entitlements $$ biggest issue Oct 25, 2013
• Treasuries Lose Cachet on Lowest Foreign Demand Since ?01 http://t.co/0PhlcmXXqv Bondholders have short memories; wouldn’t worry $$ $TLT Oct 25, 2013
• Hillary Clinton’s 2016 Chances: The Coming Train Wreck http://t.co/JN61FbNNrY Will test whether having a long political resume is good $$ Oct 25, 2013
• Never believe anything in Washington, DC until it is explicitly denied. The US Government has lied to us in the past $$ Oct 25, 2013
• The Lessons of Classified Information: From Mossadegh to Snowden http://t.co/Ab7ytJrdRA CIA plot in Iran widely suspected, now confirmed $$ Oct 25, 2013
• Middle Class Americans Face a Retirement Shutdown; 37% Say ?I?ll Never Retire, But Work Until I?m 2 Sick or Die,? $$ http://t.co/oGDNMful7I Oct 25, 2013
• Reality is setting in if 37% think they won’t b able to retire. http://t.co/LA9KI4Tvrx Reality will arrive when number is 80% $$ $TLT $SPY Oct 25, 2013
• Selling the Good Life on the Great Plains http://t.co/fKl4Jh8syI Rural areas pitch the slower pace to city dwellers in order to survive $$ Oct 25, 2013
• Stanley Druckenmiller: How Washington Really Redistributes Income http://t.co/Cbkv9FyRu9 Baby Boomers suck the blood of those younger $$ Oct 20, 2013
• Banks Pushed by Regulators Send ?Nastygrams? to Car Dealers http://t.co/W9RC6BJP7x Discrimination in lending is taking heat from the CFPB $$ Oct 20, 2013
• Two articles on States Clamping Down on Workers as Contractors http://t.co/QQXoTSRZOU & http://t.co/a1OUq8MvNE Develop significant skills $$ Oct 20, 2013

Companies & Industries

 

• Abby Johnson, the rarely seen face of Fidelity http://t.co/6dJHDIm7ES Wonder if the Washington Post pulled the story under pressure $$ $WPO Oct 25, 2013
• Might Google Have a Sly Motive Behind Motorola? http://t.co/FwtqFYXYoV Argues that $GOOG bot Motorola 2 poison profits 4 $AAPL & $SSNLF $$ Oct 25, 2013
• Cruise Prices Sinking: Some Now Cheaper Than Motel 6 http://t.co/dhjvxc8ytS They will leave the light on 4u; the buffet will b open 2 $$ Oct 25, 2013
• Buffett says he passed on buying Washington Post http://t.co/dvZciwJDJh Definitely one to avoid, or throw in the “too hard” bin $$ $WPO Oct 25, 2013
• Wal-Mart Now Draws More Solar Power Than 38 US States http://t.co/ysFvCFHWgr Drop the solar subsidies, and see if $WMT would still do it $$ Oct 25, 2013

The Financial Sector

 

• Margin Debt Hits New High http://t.co/r0bXQwBs6X Where will additional buying power come to push up stock prices? Only game left is QE? $$ Oct 25, 2013
• House flipping makes a comeback http://t.co/VAIcl86lQk Speculation returning to housing market; remember, only cash flows matter 4 prices $$ Oct 25, 2013
• PCAOB Warns on Internal-Control Problems http://t.co/ZKZQwBnICe 15% of Auditors didn’t get enough data on internal control effectiveness $$ Oct 25, 2013
• Weitz to Yacktman Hold Cash as Managers Find Few Bargains http://t.co/RXFoMbBJfX Not many places 2 compound value w/margin of safety $$ Oct 25, 2013
• US extends backing for higher-priced mortgages http://t.co/Yk5zHr9CcW Continuing to subsidize overinvestment in residential real estate $$ Oct 25, 2013
• Buffett Says Gains in Housing Fall Short of Equilibrium http://t.co/aMp5aawapZ Rare wrong Buffett; US overinvests in residential RE $$ Oct 25, 2013
• Dollar Drops to 8-Month Low as Risk Appetite Swells on Fed Bets http://t.co/KtQDmkS4Yf Fed surprising w/unexpected looseness so $$ falls Oct 20, 2013

Other

 

• A CIO?s First Task: Understanding the Culture http://t.co/4cg1GdKBZo Understanding the culture is a key to most leadership roles $$ Oct 25, 2013
• Never Shop in October and Other Secrets From a Retail Guru http://t.co/KoWB9NYsmt Tips on how to avoid how retailers try 2 influence u $$ Oct 25, 2013
• The Boss Is Watching: Tracking Technology Shakes Up Workplace http://t.co/WDAzYg1MJK Little brother watches 4 employees who shirk $$ Oct 25, 2013
• Ex-Madoff Employee Tells Jury of ?Cut And Paste? Trades http://t.co/SJCd2TU13b Employees claim they were duped by Madoff. Q: were they? $$ Oct 25, 2013
• Book Review: ‘Johnny Carson’ by Henry Bushkin http://t.co/OTB8HMQK6e Bombastic Bushkin gets 2 dance on the grave in this tell-all book $$ Oct 20, 2013
• So You Want to Go to Winemaking School? http://t.co/JdpI5QCE6t Visit the UC-Davis viticultural & oenology program. $$ #wine Oct 20, 2013
• It isn’t only one of the oldest winemaking programs in the country, but arguably the most prestigious $$ #wine Oct 20, 2013
• The First Car You Can Build Yourself… in an Hour http://t.co/bZF43gH3ti Pretty cool for a little more than $8000 $$ Ships in a box Oct 20, 2013
• The Gap Between Schooling and Education http://t.co/zJGqxgkoTT @AnnieLowrey interviews author of forthcoming book: http://t.co/bgftBBsT7d $$ Oct 19, 2013
• Schools amplify parenting cultures. Motivated parents create good schools; too many top-down demands on schools inhibits true learning $$ Oct 19, 2013

Wrong

• Wrong: Another billionaire is predicting doom. Ignore him. http://t.co/qh8BBp0izo Rather ignore this writer; doesn’t understand the stats $$ Oct 26, 2013
• Wrong: Does the United States have $128 trillion in unfunded liabilities? http://t.co/D5Z3dkPICT Writer does not understand the figures $$ Oct 26, 2013
• Wrong: Stanley Druckenmiller crisis predictions: Anyone can call a bubble years in advance. http://t.co/0W9FhMyHKT But few succeed $$ Oct 25, 2013

Retweets, Replies & Comments

• I wrote about that more than once @DividendMaster . E.g. http://t.co/SrBiSHsHVZ $$ Oct 25, 2013
• “They are reinvesting their free cash flow, which is different than profits.?” ? David_Merkel http://t.co/bt0CCZW9zH $$ $AMZN Oct 25, 2013
• Same Old Amazon: All Sales, No Profit http://t.co/FL6ZbcGh8j $AMZN borrows2fund investment & uses free cashflow, much like private equity $$ Oct 25, 2013
• RT @JimPethokoukis: 11.2%: What the unemployment rate would be if labor force participation was the same as when the recession started Oct 23, 2013
• Experian Sold Consumer Data to ID Theft Service http://t.co/tjJbAXXxuN @japhychron yes, significant reason to worry & watch 4 ID theft $$ Oct 22, 2013