Rest of the World

 

• Iraq Is New Schism for Saudis in Strained Alliance With West http://t.co/WiNnlXIhzI This piles on top of Iran & Syria; Sunni-Shi’a divide $$ Jan 11, 2014
• Hollande Deplores Magazine Splash of Affair With Actress http://t.co/xVSPTk9f3r Many enjoy scandals, even if they say nothing is wrong $$ Jan 11, 2014
• Surprise drop in euro zone inflation shows deflation risk http://t.co/BE8iIa4ENn Economic conditions are so weak, should we b surprised $$ Jan 09, 2014
• Area Evacuated After Fiery Derailment in Canada http://t.co/fYOHtW5ZOy Pipelines are environmentally safer; send the memo to Obama $$ $XLE Jan 09, 2014
• South Sudan Peace Talks Falter http://t.co/OVw1hj1fuM Africa is essentially tribal, which does not mix well w/democracy, most of the time $$ Jan 09, 2014
• Good News and Bad News About Global Inequality http://t.co/t01kegmAL3 Many non-economic indicators show inequality is declining $$ Jan 09, 2014
• Rich Danes Face Benefit Cuts as Universal Welfare Abandoned http://t.co/6k9Y0HJukb Non-universal entitlements tend2get viewed as welfare $$ Jan 08, 2014
• Bond Tab for Biggest Economies Seen at $7.43T in ?14 http://t.co/Zq3VTSJAKi The debts will roll over, the only question is the yield $$ $TLT Jan 06, 2014
• Euro Jobless Scourge Seen Defying Leaders? Growth Pledge http://t.co/32L7Hx2qsQ 12%+ unemployment &little improvement, makes US look good $$ Jan 06, 2014
• Dirtiest Coal?s Rebirth in Europe Flattens Medieval Towns http://t.co/w6KWbpzzLr Trading nuclear power for lignite seems a bad trade $$ Jan 06, 2014
• Shadow Banking Risks Exposed by Local Debt Audit http://t.co/KzlEW24cbH The problem is that it is tough to count all the opaque debts $$ Jan 06, 2014
• China?s Runaway Train Is Running Out of Track http://t.co/IAHF6JCUta! The Chinese debt bubble nears its demise, what will Chinese govt do $$ Jan 06, 2014
• South Sudan Peace Talks Start as Army Pushes Back Rebel Assault http://t.co/aqwnwYxEhX Hard to have peace talks while pushing back rebels $$ Jan 05, 2014

 

Companies & Industries

 

• Who Wins, Who Loses if the U.S. Starts Exporting Oil? http://t.co/vN2BTl7kwE Missed the effect on the commodity petrochemical industry $$ Jan 11, 2014
• Dish Seeks to End $2.2B Bid for LightSquared Asset http://t.co/VjxnNgBsTV Ergen wants to end the deal b/c LightSquared missed milestones $$ Jan 11, 2014
• Target Data Breach Much Worse Than First Thought http://t.co/GnaR3VwHeu 70M customers had home & email addresses & phone #s stolen $TGT $$ Jan 11, 2014
• Intel Has Its Eyes Fixed on Networking http://t.co/AGlmAad3rY Intel thinks they have 4 openings 4 networks to aid the telecom companies $$ Jan 11, 2014
• Lenovo Dominated Worst-Ever World PC Market in 2013 http://t.co/GhmqSwuIGf Lenovo has the lead in a big but shrinking business $$ $HPQ $SPT Jan 11, 2014
• IBM Doubles Down on Watson http://t.co/op7SD7gIiS Watson is a genius, but it takes lots of effort to make the four areas of strength work $$ Jan 11, 2014
• Wells Fargo Creates SWAT Team to Keep Loans In-House http://t.co/xxyrsqJcr6 Putting loans on the balance sheet? How quaint. $$ FD: + $WFC Jan 09, 2014
• Americans Are Eating More Velveeta, and Now There’s Not Enough http://t.co/1fqq5dxvgC As a cook, contemplating this makes me queasy $$ $KFT Jan 08, 2014
• How Companies Face Up to Human Trafficking Risk http://t.co/qE4zzQ8bve Very difficult to get all slave labor out of int’l supply chains $$ Jan 08, 2014
• Why business schools charge so much and pay their teachers so little http://t.co/dBepTcQ2ba They’re amoral bastards w/a profit motive $$ Jan 11, 2014
• Bank of America ramps up credit card loans http://t.co/UXRDzeM4Xp If the big banks r starting to open the lending spigots — inflation? $$ Jan 08, 2014

 

US Politics & Policy

 

• Taxes Have Congress Avoiding Roads Bill as Money Runs Low http://t.co/x2UDQbheq7 Let the states prioritize their road construction/repair $$ Jan 11, 2014
• What Liberals Don?t Get About Single Payer http://t.co/MaQQZQh2kM Insurers a small part of costs, Drugs, Medical equipment & Doctors big $$ Jan 11, 2014
• Christie and the IRS http://t.co/dWHZskMLHU Contrast the Governor’s contrition with Obama’s lack thereof; tho if Christie lied he is dead $$ Jan 11, 2014
• HARP: How the Mortgage Program Has Panned Out http://t.co/ZDN94uFdsg It does leave the taxpayer w/a contingent liability 4 defaults $$ Jan 11, 2014
• Puerto Ricans Flock North Away From Battered Economy http://t.co/LhchTMo3Q0 Self-reinforcing cycle as better off Puerto Ricans come to US $$ Jan 11, 2014
• How the War on Poverty Was Lost http://t.co/uujlzrRkDp Goal was give fellow citizens a fair chance to develop their own capacities $$ #fail Jan 11, 2014
• Chris Christie Is Not a Bully. These Guys Were http://t.co/pxYg6RBYCs John Adams, RFK, LBJ, Andrew Jackson, Nixon hurt political enemies $$ Jan 11, 2014
• Millionaires’ Club: For First Time, Most Lawmakers are Worth $1 Million-Plus http://t.co/PMBoM3NyJA A million ain’t worth what it used 2b $$ Jan 11, 2014
• Clickable Consent at Risk in Internet Privacy Lawsuits http://t.co/KFghV2XJ4s How much do u give away accepting information use policy? $$ Jan 09, 2014
• Poverty level under Obama breaks 50-year record http://t.co/87feDKj7SN Be sure & give Congress, Bureaucracy & the Federal Reserve blame 2 $$ Jan 09, 2014
• How Not to Regulate http://t.co/isrkmSd0l4 Good regulations r holistic & ignore special pleading from politically connected entities $$ $SPY Jan 08, 2014
• Congress Makes NASA Finish Useless $350 Million Structure http://t.co/QlvScdhRab If we can’t make easy cuts, hard cuts will never b made $$ Jan 08, 2014
• Cull the Stupid Tax Breaks http://t.co/j2UWBPZkwe Mostly we need to eliminate tax breaks that are not generally available to all business $$ Jan 06, 2014
• Study Shows Fracking Is Bad for Babies http://t.co/i8KWfQpO5t Studies shouldn’t be released until peer review complete; statistics abuse $$ Jan 05, 2014
• Darrell Issa’s Mischievous Postal Reform Bill http://t.co/YtisT8Yjey Eliminates Saturday delivery to restore COLAs for military retirees $$ Jan 05, 2014

 

US Economics

 

• Is Jobless Rate Really Falling? http://t.co/pF2yH72N2B I find it dubious that falling labor participation rate is due to natural reasons $$ Jan 11, 2014
• Payrolls Rise Less Than Forecast; US Jobless Rate at 6.7% http://t.co/ux3LHxbobh We need to have a different H/L #, U-3 is 2 unreliable $$ Jan 11, 2014
• Highlights From the December Jobs Report http://t.co/3ZGjwho4Pv The December civilian labor force participation rate was a low 62.8% $$ $TLT Jan 11, 2014
• Best Year Since 2007, Even Better 2014 http://t.co/CKxqxhYHbd Still haven’t made it back to 2000-2007 levels, projects better 2014 $$ Jan 06, 2014
• What Do You Call 12,000 Economists Trudging Through Snow? http://t.co/xX7zlqcMne Not enough snow 😉 $$ Jan 05, 2014
• Arthur Laffer Interview http://t.co/pKFx0aTPFV Difficult 2 deal w/a paradigm shift; inflation not realistic during deleveraging $$ Jan 04, 2014

 

Market Impact

 

• When Does A Bubble Spell Trouble? http://t.co/pq9hFV9ywz Many transformative technologies get overvalued b4 producing real cash returns $$ Jan 11, 2014
• Looking for Alternatives to Bonds http://t.co/2n1ehNPQgu Until negative part of the credit cycle bites it works; keep one eye on the exit $$ Jan 11, 2014
• Skagen Says Ignore Wall Street, Bet on Emerging Markets http://t.co/pYIwqoL7kD Alternative POV, but emerging mkts do bad amid $$ tightening Jan 11, 2014
• 10 Reasons the Gold Bugs Lost Their Shirts http://t.co/MroSlPib0A @ritholtz writes a great piece on investing in an mistitled article $$ Jan 09, 2014
• Older Americans Shun Retirement at 65 for Risky Startups http://t.co/cvhiw8zRZC I’ve run into these in PE, the desperation can be felt $$ Jan 08, 2014
• Bull Market Has Years Left for Shaoul on S&P 500 Values http://t.co/pOWNFznDSG Argument is that breadth leads to long market rallies $$ Jan 06, 2014
• Wall Street’s Reading List http://t.co/jvhIzbPtLC Great list, but add in Michael Pettis’ The Great Rebalancing http://t.co/C4jKcrUNHV $$ Jan 06, 2014

 

Other

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• Marriage Makes You Rich and Stupid http://t.co/9mIBOTCz44 Another factor here is that the productivity of stay-at-home spouse isn’t taxed $$ Jan 11, 2014
• The Open-Office Trap http://t.co/nnjZnr8ycb Open offices promote distraction, which reduces productivity; it takes courage to resist it $$ Jan 11, 2014
• To Stop Procrastinating, Look to Science of Mood Repair http://t.co/Ruw3YnrcvW Just get started, avoid a pity party, look to the future $$ Jan 09, 2014
• Website helps students find freelance gigs, avoid unpaid internships http://t.co/NYbdKlHHJs Interesting stuff, sent it to my college kids $$ Jan 08, 2014
• Payout May Come for an ABA Team That Is Long Gone http://t.co/qs8Fb6yl8v Half Billion comes 37 years later 2 owners of marginal ABA team $$ Jan 08, 2014
• Frigid Air Threatens Coldest US Weather in Two Decades http://t.co/7xtE649g4l Things are extra cold in the Northern Hemisphere on average $$ Jan 06, 2014
• Noah?s Ark Risks Collapse Without Bond Buyers by February http://t.co/0eBaSP8x1I It would be sad to see Noah’s Ark underwater 😉 $$ Jan 05, 2014
• The Scandal Bowl: Tar Heels Football, Academic Fraud, and Implicit Racism http://t.co/J2CERTqxYa Phony classes &grades 4 football players $$ Jan 05, 2014

 

Information Security

 

• Security Experts Pull Out of RSA Conference in NSA Protest http://t.co/Cyk8yREEVU & they should, y support those who compromise security? $$ Jan 11, 2014
• Is the NSA spying on Congress? http://t.co/FIeYlyIVUV Not long, worth a read; NSA responses to Sanders and Grayson indicate yes. $$ Jan 04, 2014

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Wrong

• Wrong: Federal Probe Targets Banks Over Bonds http://t.co/ODCDpENNQo Vacuous, the bond market requires that you research what u buy $$ $AGG Jan 09, 2014
• Wrong: Why great CEOs ignore their stock price http://t.co/MrxV9cKI6N Great CEOs use their stock price to guide buybacks & acquisitions $$ Jan 09, 2014
• Wrong: Is China Losing Hong Kong? http://t.co/ZOtl520jK9 I don’t think the Party cares much over whether those in Hong Kong are happy $$ Jan 06, 2014

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Comments, Replies & Retweets

• RT @MacFarlaneNews: EPIC FAILURE- U.S. Navy accidentally sends reporter its strategy memo for dodging his FOIA request cc: @gregorykorte ht? Jan 08, 2014
• RT @OracleofWallSt: @MatthewPhillips Myth: companies investing more cash in buybacks and not reinvesting. This chart debunks this view. htt? Jan 08, 2014
• @hblodget @MatthewPhillips How much of the cash is collateral for derivatives, and other lending agreements? Different world today. Jan 08, 2014
• @Mr_Berman Brainy, and cool-looking for his era. We all age. 🙂 Jan 07, 2014
• I review more books than the above personalities. I nominate The Great Rebalancing by Michael Pettis…. http://t.co/4zknuYQS16 Jan 06, 2014
• Bitcoin, like a promoted penny stock, is easily manipulated, because there is little intrinsic value http://t.co/5qyxzDVU68 Jan 06, 2014
• The big question is when deleveraging stops, and individuals and banks start borrowing… http://t.co/ZQLyY5kc4L Jan 04, 2014

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