Federal Reserve

 

• Why Central Banks Should Be Vague?http://t.co/iVO9s9l3il?They would b better off saying nothing, as their ability 2analyze future is poor $$?Mar 21, 2014
• Yellen and the Curse of Forward Guidance @BloombergView?http://t.co/kAWJg4vrEN?Better the Fed should shut up & let the market adjust $$ $TLT?Mar 21, 2014
• Yellen and the Fed Go Dark?http://t.co/M70bG02KZ3?@M_C_Klein tells the truth, better the FOMC should say nothing, words don’t mean much $$?Mar 21, 2014
• Yellen Punt Prompts Panic?http://t.co/ztlpEuEGp6?Interesting to be quoted in the article above. Author liked my comment on the weather $$?Mar 20, 2014
• Essentially Yellen said monetary policy will b the same as before, only more so. But the forecasts show a faster removal of accommodation $$?Mar 19, 2014
• Level of Central tendency of FOMC Fed Funds forecasts 2014-6, LR — 0.30%, 1.13%, 2.42%, 3.88% Change -0.04%, 0.07%, 0.25%, -0.01% $$?Mar 19, 2014
• Level of Central tendency of forecasts for when the Fed first starts tightening Fed funds: October 2015, change from prior January 2016 $$?Mar 19, 2014
• Level of Central tendency of FOMC PCE Inflation forecasts 2014-6, LR — 1.55%, 1.80%, 1.84%, 2.00% Change 0.04%, 0.03%, -0.03%, 0.00% $$?Mar 19, 2014
• Level of Central tendency of FOMC Unemp forecasts 2014-6, LR — 6.21%, 5.73%, 5.41%, 5.45% Change -0.24%, -0.20%, -0.13%, -0.08% $$?Mar 19, 2014
• Level of Central tendency of FOMC GDP forecasts 2014-6, LR — 2.81%, 3.04%, 2.76%, 2.21% Change -0.13%, -0.09%, -0.08%, -0.05% $$?Mar 19, 2014
• Low-Wage Workers Are Finding Poverty Harder to Escape?http://t.co/RQP18XOPQA?Low Marketable Skills plus divorce or no marriage w/kids $$?Mar 18, 2014
• Fed set to roll out new low-rate pledge?http://t.co/WXYH7aiBcK?Fed spends 2much time on words, not enough on long-term efficacy of policy $$?Mar 18, 2014
• Yellen should take away the punch bowl?http://t.co/VzkzJZr83D?Fed will never do that; doesn’t like 2 take actions that point back @ them $$?Mar 18, 2014

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Rest of the World

 

• Bloomberg Hints at Curb on Articles About China?http://t.co/q1R6Xsa8fF?Bloomberg makes its $$ by renting out terminals; wants more China biz?Mar 21, 2014
• CPI Credibility Lasts 34 Days as Doubts Return?http://t.co/qtUNozXPnZ?Well, that was quick – guess Argentina doesn’t want 2 pay more out $$?Mar 20, 2014
• Putin?s Tools of Sabotage Beat Urgency of Ukraine Invasion?http://t.co/Yv3rRkrdnd?Putin ready 2 play a rougher game, understands politics $$?Mar 20, 2014
• Putin Is No Madman to Russians as Power Play Trumps Economy?http://t.co/hOPPmnCF5u?We shouldn’t fight over this, Crimea is Russian $$ $RSX?Mar 19, 2014
• ?Nobody Knows Anything??http://t.co/WTlzkgXvkM?Knowledge lost as Cold War Generation gone from foreign policy: C: http://t.co/0KvkZIqlHW $$?Mar 18, 2014
• How China’s official bank card is used to smuggle money?http://t.co/2PIMdctQu5?Between Macau Casinos & UnionPay, wealthy get $$ out of China?Mar 18, 2014
• China to Spend More Than $162B on Shantytowns?http://t.co/l0HKesS6lr?Herding people into cities, but what will they do for work? $$ $FXI?Mar 18, 2014
• Alibaba Confirms It Will Begin IPO Process in US?http://t.co/jkdScz12kQ?Could be valuable 4 $YHOO who owns ~24% $$?Mar 18, 2014
• The Welsh dairy farmers who bought 320 buy-to-let properties in Sweden?http://t.co/haGuwFQXGn?Worry when it seems easy 2 make $$ in housing?Mar 18, 2014
• Chinese Companies Caught in Yuan Riptide?http://t.co/BnKss6ZQvN?What was once viewed as “free money” proves to have a cost, panic ensues $$?Mar 18, 2014
• Musk Jab at Rival Shows US Space Reliance on Russia?http://t.co/NBun2inY5Q?Interesting how we rely on Russia 4 manned space flight $$?Mar 18, 2014
• Nigeria Overtaking South Africa Masks Poverty Trap?http://t.co/Bf2ZGIXuHl?When economy is mostly resource extraction inequality common $$?Mar 18, 2014
• Putin?s Motives Rooted in History Remain a Mystery Abroad?http://t.co/ckRcNaYgUj?Should b happy that most of Ukraine is allied w/West $$?Mar 18, 2014
• Chinese Developer Bonds Sink in Secondary Trade Amid Collapse?http://t.co/LDVrHVdptU?Test 4 Govt: how much bad credit will u bail out? $$?Mar 18, 2014
• Japan Analysts Split on Fiscal Crisis Time as Tax Looms?http://t.co/9VQPhtQaoD?Testing the limits of how much a govt can borrow b4 crisis $$?Mar 18, 2014

New Businesses

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• Rock-Climbing Generation at Foot of US Startup Ascent?http://t.co/dQjCDlYNVL?Example of an unusual business catering to exercise wants $$?Mar 21, 2014
• Zuckerberg, Musk Invest in Vicarious?http://t.co/C5avwXQ0mi?Part of brain that sees, controls the body, understands language & does math $$?Mar 21, 2014
• Personally, I think Artificial Intelligence won’t succeed w/ that. No surprise that Vicarious is trying, though — would save lotsa time $$?Mar 21, 2014

?

Finance

 

• Credit Card Data Security Standards Don’t Guarantee Security?http://t.co/Kky2011rLb?Antiquated technology relatively ez2hack, no surprise $$?Mar 21, 2014
• Why Do High Frequency Traders Never Lose Money??http://t.co/V3CdYpzVZx?Why do auctioneers & brokers rarely lose money facilitating trades $$?Mar 21, 2014
• How to Decide on Your Investment in Bonds?http://t.co/9ApVxQkxyG?When rates are so low you should b extra careful, stay short & hi qual $$?Mar 21, 2014
• Shadow Banking Deals Prompt SEC Plan to Cap Broker Leverage?http://t.co/6CKxLVDYT5?SEC does not go far enough, repo mkts should b ended $$?Mar 21, 2014
• SEC to take another look at ETF regulation?http://t.co/pKPQeUvVqU?Should leveraged products & inverse products b allowed? Lousy returns $$?Mar 20, 2014
• Junk Bonds at $2T as Gundlach Pulls Back?http://t.co/CMRM6cLF6E?Markets always seem large when they are overvalued, Gundlach is right $$?Mar 20, 2014
• Seth Klarman warns of impending asset price bubble?http://t.co/oa49IEj68A?When he runs out of safe places 2 put $$ the red lights flash?Mar 18, 2014
• ARM Loans?a Vestige of the Housing Bubble?Are Making a Comeback?http://t.co/BrrfQlDwni?True 4 wealthy & those with prime credit scores $$?Mar 18, 2014
• Buffett gets the better of everyone, version 4,762?http://t.co/uCq0dE1Uo8?Parts w/his holdings of $GHC, retires shares of $BRK.A & $BRK.B $$?Mar 15, 2014

 

Politics & Policy

 

• Uneven Wage Gains Restrain Recovery?http://t.co/LD5h31WFxO?Article has a lot of interesting data on what jobs r available to semi-skilled $$?Mar 21, 2014
• Obama Keystone Choice Pits Donors Against At-Risk Senate?http://t.co/jCNbOFTg0w?Kind of a no-win situation 4 Obama; should ok the deal $$?Mar 20, 2014
• Young Invincibles Are Killing Obamacare?http://t.co/AcNg9p83d7?Obamacare destroys the healthcare system as healthy young people leave $$?Mar 20, 2014
• Christie Counts on Revenue Surge Not Seen in Most States?http://t.co/dfOkM7gy8V?A Reaganesqe flaw: relying on the rosy scenario w/Dems $$?Mar 20, 2014

 

Companies & Industries

 

• Phillips 66 Considering Splitter at Sweeny Refinery?http://t.co/9g7NefuiTJ?New trend: Partial refining. Those products can b exported $$?Mar 21, 2014
• TV Subscriptions Fall for First Time as Viewers Cut the Cord?http://t.co/M984bGpJfr?It is cheaper to not have a cable subscription $$ $SPY?Mar 21, 2014
• A Sour Bean Sweetens Cocoa Supply?http://t.co/AsUOr8cBlM?Fascinating story of a high-yield bean that is more sour than low-yield beans $$?Mar 21, 2014
• Buffett Cuts Tax Bill, Tells Others Not 2 Complain?http://t.co/bbjxWcyy8i?If Buffett weren’t so sanctimonious on taxes this would b small $$?Mar 20, 2014
• IBM’s Watson to help in brain cancer research?http://t.co/EozXiEIXq8?Fascinating 2c Watson sequencing DNA of cancer & suggest treatments $$?Mar 20, 2014
• TED Winner Launches Campaign to Unmask Shell Companies?http://t.co/g7FXj6ca2I?Ambitious effort 2unmask those using shells 4 bad purposes $$?Mar 20, 2014
• Windows XP: What to Do When Microsoft Ends Its Support?http://t.co/MSKGTC0ofU?Article agrees w/my answer; get a copy of Windows 7 $$ $MSFT?Mar 20, 2014
• Fannie Mae Wind-Down Deemed Threat to Home Recovery?http://t.co/L8Bg5wd7bz?It will be painful, but we need to delever housing $$?Mar 19, 2014

 

Other

 

• IFRS could be stripped of accountancy watchdog role?http://t.co/zxcHHBaUcW?This would be very good. US GAAP is far superior to IFRS $$ $SPY?Mar 19, 2014
• Bugatti-Driving 26-Year-Old Tied to Penny-Stock Website?http://t.co/p9J5FOb6kx?Of John Babikian & the misnamed AwesomePennyStocks $$ $SPY?Mar 18, 2014
• Behind The Scenes With Dream Team, CytRx & Galena?http://t.co/xFC3DgsVT9?He gets inside firm paid/undisclosed promotions 4 $CYTR & $GALE $$?Mar 18, 2014
• Individual investors Lose Money When Using Technical Analysis?http://t.co/dVLgjWUOk8?I can hear it now, “But they’re doing TA wrong!” $$?Mar 18, 2014
• The Hidden Rot in the Jobs Numbers?http://t.co/R0FHIrKaVt?Here’s another way 2c it: http://t.co/KtoClJngXF $$ $TLT $MACRO?Mar 18, 2014
• Want Success? Choose the Right Parents?http://t.co/AverC5lySd?Not sure I believe it, but interesting thesis $$?Mar 18, 2014
• Pssst! Everything’s a Conspiracy?http://t.co/cFUH0dK9eo?Tough 2hold a significant conspiracy together, high incentives 2eventually reveal $$?Mar 18, 2014
• To Make an Airplane Disappear, Start by Getting Through the Cockpit Door?http://t.co/AVcMjSG1LY?How difficult it would b2 take over a 777 $$?Mar 18, 2014

 

Wrong

 

• Late: City vs. Country: How Where We Live Deepens the Nation’s Political Divide?http://t.co/lDKNT0bOjx?This isn’t news; no surprises here $$?Mar 21, 2014
• Wrong: ?Ring of Death? Throttles Georgia as Small Banks Close?http://t.co/g9VGMPkKx0?Lent 2 much on overvalued properties, their fault $$?Mar 20, 2014
• Weak: Why gaining from value investing is hard?http://t.co/hGY8Xnr6p7?Value investing typically does better on other side of mkt peaks $$?Mar 18, 2014
• If We?re Going to Take Budget Forecasts Seriously, Then This is a Good Way To Present Them?http://t.co/yk9asr52HT?Kinda naive about stats $$?Mar 18, 2014
• Wrong: Why equities sold off despite a dovish Fed?http://t.co/pyUW8FebAB?Fed was not dovish. Yellen’s comments & Fed forecasts bearish $$?Mar 21, 2014
• Weak: Robert Shiller On The Tech Economy?http://t.co/tvvo8uzgot?Some innovations save labor; others create demand 4labor through new svcs $$?Mar 21, 2014

 

Replies, Retweets & Comments

 

• The bigger change was the shift in the time tightening is likely to happen. That shifted up 3 months on…?http://t.co/dIxt1tcxgB?Mar 19, 2014
• “Interesting to be quoted in the article above. If you want to see the other things I wrote about?” David_Merkel?http://t.co/k0NyUsgTzG?$$?Mar 20, 2014
• RT @treehcapital: Credit investors like the elves in LOTR~when they leave Middle Earth, time to pay attention “Gundlach Pulls Back” http://??Mar 20, 2014
• @treehcapital That’s a great analogy. I’ve lightened up as well, time to do more.?Mar 20, 2014
• We’ve been through periods like this before in human history. Inventions that save labor in an area…?http://t.co/ajY9DJwns6?Mar 21, 2014