Rest of the World

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• Chinese Workers at IBM Factory on Strike Amid Company Sale?http://t.co/TBE44EtSgI?Chinese workers don’t want to work 4a Chinese company $$?Mar 07, 2014
• China Tropical Island Lures Rich Homebuyers Fleeing Smog?http://t.co/SLi78lj115?Wealthy Chinese find ways 2escape pollution others endure $$?Mar 07, 2014
• China Banks Show Too-Connected-to-Fail Link to Loans?http://t.co/XQXaAJNNy5?Wanna join my exclusive club & make lotsa $$ Chinese Ponzi $FXI?Mar 07, 2014
• China Attack Gives Xi Impetus to Tighten Grip on Security?http://t.co/eM021jQeQ7?No matter how unfair the Communist Party can’t look weak $$?Mar 07, 2014
• Cut Off the Russian Oligarchs and They’ll Dump Putin?http://t.co/WDCDgEXzfd?Argues that economic sanctions would do the job. EU is no go $$?Mar 07, 2014
• US Fighters Circle Baltics as Putin Fans Fear of Russia?http://t.co/XybK3YxHDq?This is ticklish, u don’t want to accidentally start a war $$?Mar 07, 2014
• Merkel Eye 4 Russian Empress Shows Putin Ties Are Complex?http://t.co/2HP4i5xNi0?Putin speaks German, Merkel speaks Russian. Cute Couple $$?Mar 06, 2014
• China heads for 1st corporate bond default?http://t.co/gJRnBMVwrE?1st corporate default on public debt in China since the late 1990s.$$ $FXI?Mar 06, 2014
• Crimea Crisis Haunted by Ghosts of Bungled WWI Diplomacy?http://t.co/YjrQNqkprD?Complexity in foreign relations-> unexpected results $$ $RSX?Mar 05, 2014
• Putin?s Push Into Crimea Shows Cheap Can Get Cheaper in Russia?http://t.co/Qwfpzw6zda?See what sanctions do 2 banking system $$?Mar 04, 2014
• China Central Bank’s Move on Yuan Leads to More Cash Flowing Into System?http://t.co/LHIfEqUveg?Sorcerer’s apprentices find their limits $$?Mar 04, 2014
• In Crimea’s Capital, Gratitude for a Russian Takeover?http://t.co/3HUH1N3N0h?59% Russian, many welcome Russia, as in Georgian invasion $$?Mar 03, 2014
• Putin?s Gamble: Crimea Land Grab Will Be Met W/Western Inaction?http://t.co/TwCab9skoD?Confused article thinks sanctions will move Putin $$?Mar 03, 2014
• Putin Crimea Grab Shows Trail of Warning Signs West Ignored?http://t.co/VmsFLmgBxG?Putin knows that the West will do nothing $$ $EFA $SPY?Mar 03, 2014
• Oil at $100 Loss Warning Rejected by Norges Bank?http://t.co/VhPaLc4zL1?Norway is smart to leave interest rates higher, grow slower $$ $STO?Mar 03, 2014

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Companies & Industries

 

• Safeway to Be Bought by Cerberus?s Albertsons?http://t.co/ivygaGRXxr?Interesting deal, definitely consolidates supermarkets $KR $SWY $WMT $$?Mar 07, 2014
• BP Splitter Refinery Seen Skirting US Oil Export Ban?http://t.co/pTiND92WZ5?Light processing allows crude 2b exported & refined out of US $$?Mar 07, 2014
• MIT?s Liquid Metal Stores Solar Power Until After Sundown?http://t.co/P0XlvhZL7m?New batteries needed to store energy from wind & solar $$?Mar 07, 2014
• RadioShack?s Store Closings to Break Covenant?http://t.co/c1X5mu5erN?So $RSH pays a little $$ to break lease terms & reduce expense $SPY?Mar 07, 2014
• Fannie’s Profits May Be Fleeting–Heard on the Street?http://t.co/lkAiXTGutW?Think $FNMA investors r wrong; belongs 2 the government now $$?Mar 07, 2014
• Amcol Hot Commodity as Bidding War Escalates?http://t.co/biRyucMyqn?Unusual bidding war 4 $ACO | Price moving up slowly “nickels & dimes” $$?Mar 07, 2014
• Behind the $100B Commodity Empire That Few Know?http://t.co/2Y1ivuWvXC?Pay a visit 2 Mercuria & c how the Crude gets traded moved stored $$?Mar 07, 2014
• Chevron pizza ‘scandal’ isn’t one in small town?http://t.co/XYPNDjI6TM?Give $CVX credit, they understood culture of Bobtown, unlike media $$?Mar 07, 2014
• The DJIA’s 22,000 Point Mistake?http://t.co/BgX4W7y8g1?If $IBM had been in the $DJIA 1939-1979, DJIA would be a lot higher today $$ #splits?Mar 06, 2014
• Jain feeds Buffett?s hunger?http://t.co/KKuQyWoe7e?$BRK-B Article ~5 mos old, highlights what might be a chg in U/W philosophy $$ $KIE $IAK?Mar 06, 2014
• Sons of Ikea?s Kamprad Emerge as New Swedish Billionaires?http://t.co/WvH03xylxW?Throw enough trusts together &u can hide almost anything $$?Mar 06, 2014
• The ever-expanding Google juggernaut?http://t.co/TgdZrWGEUM?$GOOG goes from strength2strength; it passes $XOM to have 2nd highest mkt cap $$?Mar 06, 2014
• US Oil-Refineries Bulk Up?http://t.co/wC1kybHjuQ?Annual increase in capacity only 0.5%/yr over the next 5 yrs. Unlikely to change things $$?Mar 03, 2014
• Wi-Fi Phone Upstarts Lure Penny Pinchers From Verizon?http://t.co/xJCplpR9TC?Get 90% of what u want for less than half the cost $$ $VZ $T?Mar 03, 2014
• The Housing Market With Nowhere to Go (but Up)?http://t.co/3gQqi24Nes?San Fran shoots itself in the foot with building restrictions $$?Mar 03, 2014

 

Municipal Finance

 

• Buffett Says Pension Tapeworm Means 10Yrs of Bad News?http://t.co/H8LtRrZueb?”greater electorate ignorance of governmental pension costs” $$?Mar 07, 2014
• Detroit to Pay $77M in Swaps Accord With $UBS & $BAC?http://t.co/Jjd6yFmRgw?Banks took 70% haircut, makes me think all b/ks w/swaps lose $$?Mar 07, 2014
• The Ideologue vs. the Children?http://t.co/cvIKH9XmmM?NY mayor cares more 4 ideology than effective education; Cuomo steps in2 fill void $$?Mar 07, 2014
• North Carolina Is a Case Study in Jobless-Benefits Cut?http://t.co/SjDG0I0BoW?Eliminate computers analyzing resumes & this problem dies $$?Mar 04, 2014
• TARP Funds Demolish Homes in Detroit to Lift Prices?http://t.co/mqF4IKgMfN?Severely blighted areas benefit from destruction of blight $$?Mar 03, 2014
• California’s $600B Sinkhole?http://t.co/mtTvH4ifwL?Pension liabs accrue silently as Brown & legislature dither; bigger problem later $$ $MUB?Mar 03, 2014

 

 

US Politics & Policy

 

• Private health exchanges begin to shift behavior?http://t.co/HbChMXMXJs?People tend 2 choose less expensive plans, and then stick w/them $$?Mar 07, 2014
• Will Obama Ever Enforce His Health Law??http://t.co/zqNln7AR7b?Obama won?t stand up for the hard choices his law requires $$?Mar 07, 2014
• SEC Can Explain Why It’s So Good at Selling Stocks?http://t.co/GIj3HzxxKS?@matt_levine perhaps it takes a thief 2 catch a thief $$ $TLT $SPY?Mar 07, 2014
• Another Obamacare deadline moved: Non-compliant plans get 2-yr extension?http://t.co/6fc8FwM2Wu?Signature law survives by non-enforcement $$?Mar 07, 2014
• How Presidential Budgets Became a Joke?http://t.co/uw78mnO8Wb?Interesting article on how US budget process has changed over time $$ $TLT?Mar 07, 2014
• Supreme Court Has Some Theories on Market Efficiency?http://t.co/OBiMrmVrWs?Sadly, mkt efficiency can’t really b tested w/o a model $$ $SPY?Mar 06, 2014
• Insurers? Obamacare Losses May Reach $5.5B in 2015?http://t.co/cEiFXV7nNp?Defective PPACA law increases medical expenses dramatically $$?Mar 06, 2014

 

Market Impact

 

• Companies Rush to List Shares?http://t.co/FZcfw0AGkV?Initial Public Offerings Hit Pace Not Seen in Years, similar to 2005-7, <2000 $$ $SPY?Mar 07, 2014
• Buffett Cuts Bond Allocation as $BRK-B Warns on Yields?http://t.co/1IlcxihmE7?Can c bond holdings on Sch D: Buffett Buys Boring Bonds $$?Mar 07, 2014
• That’s a compliment to Mr. Buffett by the way. He keeps his bonds relatively safe to compensate for aggressive alloc 2 stock 4 an insurer $$?Mar 07, 2014
• The Great Divide over Market Efficiency?http://t.co/1vls4pokmn?Purists argue ad nauseam & can’t b happy with the idea “mostly efficient” $$?Mar 07, 2014
• Old Mutual Breathes New Life Into the Multiboutique Model?http://t.co/pv0VCH6PGI?Still skeptical; $AMG is the model but $PNX failed $$ $XLF?Mar 07, 2014
• High-Grade Firms Dive Into Debt Market?http://t.co/Kd9hxJmMSj?Whenever there is high issuance of new stocks or bonds, time 2b careful $$?Mar 07, 2014
• Seth Klarman: Investors Downplaying Risk “Never Turns Out Well”?http://t.co/gjgSObhR9m?”Markets don’t exist simply to enrich people $$ $QQQ?Mar 07, 2014
• Buffalo Small Cap Tech Fund Tops Ranking with 61% Return?http://t.co/KyP5qcKx9E?If u r looking 4 aggressive growth funds, many ideas here $$?Mar 07, 2014
• How to invest like a billionaire?http://t.co/8OsYmbDUid?Billionaires build corporations; they don’t just trade stocks $$?Mar 06, 2014
• Deleveraging Is a Drag?http://t.co/nCjzfJc4w2?Gary Shilling tells us what factors may lead interest rates to go down further, not up $$ $TLT?Mar 05, 2014
• Buffett?s Book Pick Guides Fuss to Marks Beating Market?http://t.co/AyJROYpYov?Many investors cut their teeth on The Intelligent Investor $$?Mar 05, 2014
• Buffett Derivatives: back in black?http://t.co/iitbAGrUFQ?Keep it simple — @WarrenBuffett won on this trade, add in the float earnings $$?Mar 05, 2014

 

Other

 

• Fed’s Plosser Asks Central Banks to Get Back to Basics?http://t.co/wiUb3CU9qL?Slight fed funds rise helps money mkts & metal inventories $$?Mar 07, 2014
• How the Chevron RICO Ruling Relates to Abortion Clinic Protests?http://t.co/URsJ3pAuVl?Fascinating analogy, though I think it is flawed $$?Mar 07, 2014
• 95% of bank ATMs face end of security support?http://t.co/WOYOoiB9Kw?Bet u never knew that almost all bank ATMs use Windows XP! $$ $XLF $SPY?Mar 07, 2014
• Food Hacks To Change The Way You Eat?http://t.co/GEAX14oDjy?Cute ideas; I may try a few of them $$?Mar 06, 2014
• Satoshi Nakamoto’s Modest Lifestyle?http://t.co/4UZGSXmyFg?& how Leah McGrath Goodman found the Bitcoin founder http://t.co/qAY239pRZ4 $$?Mar 06, 2014
• Women Could Have Greater Role in Church, Says Pope?http://t.co/4RcQVeWZ5Q?Making them deacons doesn’t make sense; prelude to priesthood $$?Mar 06, 2014
• The Computer Mouse Still Roars?http://t.co/opGReEejHJ?If u want accuracy & speed, nothing beats a mouse, aside from a trackball $$ $LOGI?Mar 06, 2014

 

Wrong

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• Warren Buffett, Climate-Change Denier?http://t.co/A0YFEHjgzk?Buffett didn’t deny climate change; just that it had no impact on P&C ins $$?Mar 04, 2014
• Unlikely: Buffett Power Hunt May Target Wisconsin Energy?http://t.co/kmceBMMY4T?Don’t think Buffett pays up 4 an earnings yield <6% $$ $WEC?Mar 04, 2014
• Wrong: Insurers will destroy themselves 2nudge us in2 robot utopia?http://t.co/pjn4OUNYD3?Systems will never b that good; rates will fall $$?Mar 05, 2014
• Wrong: The well is running dry for big oil?http://t.co/sgzsvu4tkU?Article ignores growing demand 4 crude globally, but depletion is big $$?Mar 03, 2014
• Wrong: Vladimir Putin’s Alternate Reality?http://t.co/M1ioKfzqPg?Putin saw that the West did nothing when Georgia was invaded, he learned $$?Mar 03, 2014
• Wrong: Debt alarmist chart.?http://t.co/uq0cC33Kel?Neglects the entitlement liabilities of the US Government. Wish he gave data source $$?Mar 03, 2014

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Retweets, Replies & Comments

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• RT @footnoted: A bit of hedging in there @vitaliyk my go-to person on Russia/Ukraine situation?http://t.co/bUBvcRj2bm?Mar 05, 2014
• @firstadopter Not worth the paper it is written on, not that Ukraine could have maintained nuclear weapons. The US is an unreliable ally.?Mar 04, 2014

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