Rest of the World

 

• Aberdeen Buys Thailand?s Stocks Amid Worst First-Day Drop http://t.co/3W6F8v7APS Thailand is worth a look, the Army tends to stabilize $$ Jan 04, 2014
• Rousseff Buoyed by Rising Poor as Brazil Rating Drop Looms http://t.co/u28ILaBsSe Y I sold all Brazil investments when Dilma was elected $$ Jan 04, 2014
• Who Needs Bitcoin? Venezuela Has Its ‘Sucre’ http://t.co/mO29dvSb5Q Trade Bolivars @ official rate 4 Sucre 2 Dollars 2 black mkt Bolivars $$ Jan 04, 2014
• JPMorgan Halts Latvia Dollar Deals After Probes, Group Says http://t.co/hrsCfHXxG1 Latvian banks do $$ laundering w/sloppy investment banks Jan 03, 2014
• Cheaper Hanoi Pork Shows Crops Ease World Food Cost http://t.co/Lh7AJ0W4jX Bumper grain harvests in the US & India lower world food costs $$ Jan 02, 2014
• Chinese Banks Eye Global Bond Market http://t.co/NWMZPwzggu B leery of Chinese bank subordinated debt convertible into equity in failure $$ Jan 01, 2014
• Explaining Hybrid Securities to Chinese Investors http://t.co/PlNYC6iZ55 Think the Chinese will regret this financial innovation in time $$ Jan 01, 2014
• Unusual Emerging-Market Bond Bet Pays Off http://t.co/9RDw5iKLnl W/lots of liquidity, this was a year 4 the trash 2 fly: Argentina/Greece $$ Jan 01, 2014
• Israel’s Christian Awakening http://t.co/KnXrPhf9lp Arab Christians find common ground w/Israeli State vs Arab Muslims to defend Israel $$ Jan 01, 2014
• Bank Borrowing From ECB Jumps http://t.co/LkOcZ9kn4c Every bank likes 2 look liquid at year end 4 the snapshot of its balance sheet $$ Jan 01, 2014
• The unintended consequences of Abenomics http://t.co/iZkiKE1vWD @soberlook shows us how the poor & elderly r hurt by Abenomics $$ Jan 01, 2014
• Repeated Liquidity Crunches Beg a Question: Where’d the Money Go? http://t.co/el0ITutTxc Provides liquidity 2 WMP Ponzi schemes of banks $$ Jan 01, 2014
• The Rise and Fall of a Local Official Obsessed with GDP Growth http://t.co/rDltv3HwiV Statistics stretched2make things look better $$ Jan 01, 2014
• Argentina?s socioeconomic statistics: Still lying after all these years http://t.co/UUCPLhqOY2 Official statistics r fudged 2help govt $$ Jan 01, 2014
• Miss Japan Ikumi Yoshimatsu joins battle against mafia in the media http://t.co/riMMv8TSMd Can one beauty take on the Yakuza? She can try $$ Jan 01, 2014
• It’s Official: Pope Has Not Abolished Sin, Says Vatican http://t.co/WBrqw5HJEn That may be, but he certainly downplays its importance $$ Jan 01, 2014
• Turkey first of Fed Taper victims as political crisis scares investors http://t.co/wQssI4hIeO monetary policy tightening reveals weakness $$ Jan 01, 2014

 

US Politics & Policy

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• MIT Economist Seeks Facts in Health-Care Policy Debate http://t.co/yY96lxT5dJ Amy Finkelstein worth watching as she measures healthcare $$ Jan 04, 2014
• Someone Please Help New York Times With Econ 101 http://t.co/yABRFhpHve I’m sorry @cabaum1 , but there is no hope 4 the NYT, e.g. Krugman $$ Jan 04, 2014
• America Burning – The Yarnell Hill Fire Tragedy and the Nation’s Wildfire Crisis http://t.co/lE5bjUwbba Volunteer firefighters risk lives $$ Jan 03, 2014
• Bakken Crude More Dangerous to Ship Than Other Oil http://t.co/v7w5NdaTDu Lighter hydrocarbons tend to b more flammable, need 2 test them $$ Jan 02, 2014
• If 2013 Was Hard on Obamacare, Just Wait for 2014 http://t.co/VSkDtqznNR An actuarially unsound program will get worse over time $$ #watch Jan 01, 2014
• Obamacare Enrollments Hit 1.1M W/December Surge http://t.co/cbZ2tjDZmD B interesting 2c how well the policy is liked as taxes/prems go up $$ Jan 01, 2014
• Americans on Wrong Side of Pay Gap Run Out of Means to Cope http://t.co/ymB8hshL8L Labor is not scarce & QE inflates necessities & stocks $$ Jan 01, 2014
• TRICKY DICK: Only Nixon less popular than President Obama in Year 5 http://t.co/ingFHQhzjt B interesting 2c if it affects 2014 elections $$ Jan 01, 2014
• Portfolio Hedging Is Alive and Well Under Volcker http://t.co/72w48Apm4A The “London Whale trade” & things like it r legal w/Volcker Rule $$ Jan 01, 2014
• Buffett’s year-end bet: Pipelines http://t.co/B4bjfvCNjN Fits in nicely w/Lubrizol & $BRK-B other chemical assets | FD: + $BRK-B & $PSX $$ Dec 31, 2013
• Icahn to FT: Why Shouldn?t My Board Picks Share in Profits? http://t.co/exjNK6Mbk3 Company Sale not always S/H best interests in long run $$ Dec 31, 2013
• North Dakota Train Fire Adds Fuel to Keystone XL Debate http://t.co/H60WTHlrB8 Pipelines r more reliable than trains on average $$ $SPY $TLT Dec 31, 2013
• SEC pushes US insurers for details on ‘captives’ http://t.co/Q0Wiw3otmK Isn’t primarily a GAAP issue, so the SEC is on the wrong track $$ Dec 31, 2013
• Acquisitions Continue to Support AJG http://t.co/Pb6iGPuMkb Zacks goofs again. Validus $VR isn’t an insurance broker, but a P&C reinsurer $$ Dec 31, 2013

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Companies & Industries

 

• Can’t Get Tenure? Then Get a Real Job by @asymmetricinfo http://t.co/E5mZEqxexH Professors are in ovversupply, look outside of academia $$ Jan 04, 2014
• Yet Another Housing Cover Story From Barron’s http://t.co/2hv4FhM5Ft @ritholtz takes under on 5% growth in housing prices 4 next 3 yrs $$ +1 Jan 04, 2014
• How Wall Street got snowed on weather derivatives http://t.co/3jDAqJ7dCi Weather is different everywhere; bespoke market can’t get volume $$ Jan 04, 2014
• Cox to Buy Back Stake in AutoTrader http://t.co/R7EAcHANiM Who knew that AutoTrader was worth ~$7B; web middlemen can b worth a lot $$ $PCLN Jan 04, 2014
• Berkshire Seen Failing Buffett 5-Year Test for First Time http://t.co/HUNer4hK0Y Had 2 happen sometime, amazing it went on4so long $$ $BRK-B Jan 02, 2014
• Buffett?s Media General Deal Makes a Lot More Financial Sense Now http://t.co/YhI7BhxeFl Buffett has aready made what he put in in equity $$ Jan 02, 2014
• The first 3D printed organ — a liver — is expected in 2014 http://t.co/jdOdK4MMwH If we can create native organs, impact will be huge $$ Jan 02, 2014
• Stop Pouting About Tech’s Next Big Thing, It’s Here http://t.co/muEZd8l0lB We still haven’t maxed out utility of smartphones & tablets $$ Jan 02, 2014
• Hertz Runs Over Activist Shareholders http://t.co/pTPzixT7Lc A strong poison pill; I’m surprised the price of Hertz went up on the news $$ Jan 02, 2014
• Health: Scientists Look to Improve Cost and Time of Drug Trials http://t.co/xI21QAj5Ln Sounds promising, but will lose double blind rigor $$ Jan 01, 2014
• Bitcoin Is a High-Tech Dinosaur Soon to Be Extinct http://t.co/OgVFDpcxmZ Bitcoin will die, but it is not right 4 governments 2monopolize $$ Jan 01, 2014
• Home Prices Back at Peaks in Some Areas http://t.co/Z8WVCyff5i Most of it depends on how well the underlying local economies r doing $$ Jan 01, 2014

 

Market Impact

 

• Why ‘Wildly Overvalued’ Stocks May Keep Rising http://t.co/wT6vprAEAl @ritholtz Low short rates, steep yield curve good 4 PE multiples $$ Jan 02, 2014
• Pension Funding Levels Surged in 2013 http://t.co/zOSFbl18vY If a Defined Benefit plan is not fully funded now, likely it never will be $$ Jan 02, 2014
• Finra to Crack Down on Brokers With High Number of Complaints http://t.co/mCzrlW71Jv If FINRA is prioritizing now, y didn’t they do it b4 $$ Jan 02, 2014
• Amid Record Rally, Stock Picker Keeps Focus on the Basics http://t.co/pIO25JTQOa Sam Eisenstadt, a Pioneer at Value Line, Remains Bullish $$ Jan 01, 2014
• Private Equity Enjoys a Record Year http://t.co/eRdqannfjW Firms That Buy & Sell Companies Are Set to Return >$120B to Investors for 2013 $$ Jan 01, 2014
• Paulson Gets $490 Million as ?Mooch? Rotates to Equities http://t.co/btjTtZ0gIR Not sure y an action of Scarmucci’s firm gets such play $$ Jan 01, 2014
• Persistence is a Killer http://t.co/U8HtQzBBje @reformedbroker points out how hard it is 2 keep outperforming; as AUM rises harder still $$ Jan 01, 2014
• Stocks $3.7T Year Beats Bonds Most Ever on Funds http://t.co/2DHvPluCO8 What a year; I’m glad I limit my ability2b bearish w/my portfolio $$ Jan 01, 2014
• S&P 500 Price to Book Value http://t.co/YGJJ7aDpjz Worth a look- P/B is around 2.7 at present up from 1.8 at the beginning of 2009 $$ $SPY Jan 01, 2014
• Guess which hedge funds beat the roaring S&P 500? http://t.co/9286hLNy40 Robbins, Paulson, Loeb, Peltz, Tepper, Pucillo $$ $SPY Dec 31, 2013

 

Other

 

• Green Bay Cold Threatens to Outfreeze NFL Ice Bowl Record http://t.co/aEZ7QK3JEA Cheeseheads will watch&freeze as 49ers go to their knees $$ Jan 04, 2014
• Plosser: May Need to Employ Aggressive Tightening Campaign http://t.co/hIdwcS1ijH Fed doesn’t know what will happen & can’t control it $$ Jan 04, 2014
• Auburn-Alabama: Inside the Greatest Play of All http://t.co/NK5tiEQTV4 Interesting details on the strategies employed by the two coaches $$ Jan 04, 2014
• Business Buzzwords Generator http://t.co/e8E1MBN1ph Generate random buzzword phrases for cheap fun $$ Jan 02, 2014
• Which Buzzwords Would U Ban? http://t.co/TswImvO8mc Going Forward, Low-Hanging Fruit, Disrupt, Epic, Incentivize, Game Change, Reach Out $$ Jan 02, 2014
• Apple, Jacob Appelbaum and the National Security Agency http://t.co/vJrTmaKlHm Scary article & video of NSA projects by a security expert $$ Jan 02, 2014
• Scott Yancey – FREE Live Real Estate Income Event http://t.co/85hnNPy2PP For losers only; learn how to attempt flipping property & lose $$ Jan 01, 2014
• The Ride-Sharing, Handbag-Borrowing Productivity Revival http://t.co/E7orfPRiAW The internet allows people 2 share capital goods easily $$ Jan 01, 2014
• Say Goodbye to the Same Old Steakhouse http://t.co/5A6cjn4E4L That most hidebound of dining institutions is long overdue for an update $$ Jan 01, 2014
• 2014 Resolution: This Year, I Will Blog http://t.co/UuaIej3QIw Easy 2 say, hard 2do. Tonight, Aleph Blog will give pointers on how 2do it $$ Jan 01, 2014
• 2013 Year in Review by David Collum http://t.co/PF4HnO2aWA “Austerity is not a policy; it is a consequence of bad policy” Bad year 4 him $$ Dec 31, 2013

 

Wolf of Wall Street

 

• How the “Wolf of Wall Street” Is Still Screwing His Real-Life Victims http://t.co/ziYCK3MAoY 20% restitution made to victims. Not enough $$ Jan 01, 2014
• An Open Letter to the Makers of The Wolf of Wall Street, and the Wolf Himself http://t.co/8PnIZp2Azy Daughter of a scammer critcizes film $$ Jan 01, 2014
• Daughter of the Boiler Room http://t.co/7ajMRjN2mv What would it b like2b daughter of Jordan Belfort’s associate? Lots of $$ -> lots of debt Jan 01, 2014
• My ?Wolf of Wall Street? Review http://t.co/sFFcCqeGte @reformedbroker validates much of the tale from his own early experiences $$ Jan 01, 2014

 

Wrong

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• Wrong: The Pope Is Right: Inequality Is Unjust http://t.co/0ZelLyi3V6 God is Sovereign & gives different people differing abilities $$ Jan 04, 2014
• Wrong: Homebuyers Missing Housing Rebound Depend on Yellen http://t.co/uNmbAFB3S5 Too optimistic; Fed no longer controls long rates $$ $TLT Jan 03, 2014
• Wrong: In Search of the Perfect Portfolio http://t.co/dOil5koE8p A fool’s errand. Environments change & no simple universal method $$ Jan 01, 2014

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Comments, Replies & Retweets

 

• @groditi For you, I think it would be worth $50+ to review what someone who used 2do it at Credit Suisse thinks. Get the company to pay $$ Jan 03, 2014
• Commented on StockTwits: First time I have heard of Perceptron, thanks for introducing me to it. No, I don’t know… http://t.co/d2EtHTLFFi Jan 03, 2014
• Commented on StockTwits: Also be aware that distributions from $AMLP have been somewhat irregular in the past:… http://t.co/Utul6cspT6 Jan 01, 2014
• Commented on StockTwits: Just be aware that you have a concentrated position in an income vehicle. If interest ra… http://t.co/RDgBeiecyq Jan 01, 2014
• Commented on StockTwits: What proportion of your investable assets is held in it? http://t.co/x6MUov551z Jan 01, 2014
• @maoxian @randomroger But I’m glad you like it. I got the idea from @historysquared but realized it could be better 4 readers if I sorted Dec 31, 2013
• @maoxian @randomroger I use “Allmytweets” http://t.co/xiSnKRldBe & since I do it weekly, search the word “sorted” to find where I left off Dec 31, 2013
• @dpinsen @PortfolioArmor Go for it! Dec 28, 2013