Rest of the World

 

• Malaysia Plane Traced in Inmarsat Engineer London Huddle?http://t.co/roKtJSY9WY?How they managed to figure out the area of the crash $$ $SPY?Mar 30, 2014
• UK Pension Revolution Putting Long-Term Bonds at Risk?http://t.co/o8TNO4lgAn?Need 2 match liabs drives demand 4 long bonds, lowers yields $$?Mar 30, 2014
• Putin Has Exposed NATO’s Weakness?http://t.co/xDs2X10AKg?US & NATO Europe willing to agree upon? What r they willing 2 risk? Be careful $$?Mar 30, 2014
• China Said to Expand Property Survey Amid Oversupply Concern?http://t.co/m0VAkijXmi?Will b difficult 2 end overinvestment by fiat $$?Mar 30, 2014
• Chinese Pigs Eating Soybeans Cut US Supply to 1965 Low?http://t.co/hLfrB2MXM1?Chinese demand 4 pork drives demand 4 US Soybeans $$?Mar 30, 2014
• Lira Fate Tied to Real Assets as Hot Money Flees?http://t.co/GpdoGuymdO?In countries where inflation is a threat, invest in property $$?Mar 30, 2014
• Business not ipso facto criminal: Tendency of presuming it guilty without proof is damaging India?s economy?http://t.co/HgpdxdNrbu?$$?Mar 30, 2014
• Mr. Putin’s Revealing Speech?http://t.co/BTQ2IDbny5?Defender of Orthodox civilization as he sees it pushes back against encroahing NATO $$?Mar 30, 2014
• Russian Forces on Border Stir Concern as Crimea Annexed?http://t.co/b7SLK8wTTH?Threats of more economic sanctions will not deter Putin $$?Mar 23, 2014
• What the West Can Learn From Putin’s Other Neighbors?http://t.co/NB4aeGih9D?Don’t make promises that u won’t keep; Putin is not scared $$?Mar 22, 2014

 

Financial Sector

 

• So what is today’s nonbank business model??http://t.co/awllKHMHK1?Legalized extortion done to ?protect consumers,? objective is political $$?Mar 30, 2014
• Wall Street Banks Cut Out of Prized Commercial Mortgages?http://t.co/xImkJXAwC7?$MET $PRU originate commercial mortgages 2 fund own liabs $$?Mar 30, 2014
• SEC Is Probing Dealings by Banks and Companies in Loan Securities?http://t.co/yseFiyZvFJ?Current CLO issuance drives loan issuance $$ $BKLN?Mar 30, 2014
• Pimco Chases BlackRock in ETFs as Money Returns to Bonds?http://t.co/rL9Bm40rHm?Amazing how people follow anything w/positive momentum $$?Mar 30, 2014
• And if banks start lending aggressively, it will b time to radically shrink asset maturities in bond portfolios, velocity will b rising $$?Mar 30, 2014
• Banks Lending Like It?s 2007 Belied by $10T Hoard?http://t.co/Ef6yHiVNSu?But they aren’t lending heavy yet, if they do FOMC has 2tighten $$?Mar 30, 2014
• Scandal-Hit British Banks Turn to ‘Weirdy Beardy’?http://t.co/XGv1Bt9af1?”Why do you exist?” “Who r u?” Pondering existence bugs bankers $$?Mar 30, 2014
• Josh Rosner: The Wrong Remedy for Fannie and Freddie?http://t.co/ExIuZxRlyM?Better to wind them up & get Govt out of the Mtge mkts $$?Mar 30, 2014
• Iowa?s Friendlier Watchdogs Lead Insurer Pack to Des Moines?http://t.co/UPug7MJA7I?Iowa DOI will regret embracing complexity, gtee funds2 $$?Mar 30, 2014

 

Market Impact

?

• Which will win? $BRK.B or $IWM ? 3views:?http://t.co/P4rWOG283S?& http://t.co/c20Fbqh2b6 & http://t.co/QMIWqojPnB BRK will beat smallcaps $$?Mar 30, 2014
• Americans Can?t Retire When Bill Gross Sees Repression?http://t.co/4hNi5jAH2U?Investments eventually reflect the underlying cash flows $$?Mar 30, 2014
• Financial scars linger: 1/3 of investors wary of stocks?http://t.co/xbFcGeOykX?Have 2 wait 4 these people 2 come & put in the top $$ $SPY?Mar 30, 2014
• 1999 Buffett: stocks can’t possibly meet public’s expectations. Internet? Notes how few got rich in auto &aviation?http://t.co/2FsC9vuvKe?$$?Mar 30, 2014
• Declining Pension Benefits Leave Workers Uneasy?http://t.co/A5RmBueODe?Difficult 2 fund high benefits when interest rates r so low $$ $TLT?Mar 30, 2014
• Google Traders See Opportunity in Confusion on New Shares?http://t.co/2bTfXy75ol?New nonvoting shares may allow 4 some arbitrage plays $$?Mar 30, 2014
• Attention Suckers: Please Send Us Your Money?http://t.co/Mibp1EXWh3?@Ritholtz comments how the JOBS Act weakened investor protections $$?Mar 30, 2014

?

US Housing

 

• High Prices Partly to Blame for Slow New Home Sales?http://t.co/rSHWH4Uzra?When markets near their peak, frequently volumes drop off $$ $LEN?Mar 30, 2014
• Time might be ripe for boomers to sell their homes and move on?http://t.co/hzL9mMImDS?Sell them 2whom & @ what price? Lack move-up buyers $$?Mar 30, 2014
• Finding a House That Won’t Destroy You?http://t.co/kJNQf3upos?Buy a house u can afford even under stressed conditions, reduce risk $$?Mar 30, 2014

 

US Politics, Policy & Economics

 

• Florida?s Scott Travels on Corporate Tab as Lobbyists Tag Along?http://t.co/qhDVzIgXO1?Governors increasingly use corporate $$ 2fund trips?Mar 30, 2014
• IRS Takes a Position on Bitcoin: It’s Property?http://t.co/aCbGKvWGRT?Thus any trading of bitcoins involves capital gains &losses $$ $BTCUSD?Mar 30, 2014
• Google, EBay and the Roots of Collusion?http://t.co/Vc2SMUU5T5?Some don’t want to annoy companies that r complementary 2their biz goals $$?Mar 30, 2014
• The Individual Mandate Goes Poof?http://t.co/PvjexmswaF?Barack Obama undoes what House GOP would like 2undo, just not permanently totally $$?Mar 30, 2014
• Global Warming Will Not Cost the Earth, Leaked IPCC Report Admits?http://t.co/hziljg2Npp?Will b interesting 2c how gets spun by bothsides $$?Mar 30, 2014
• Economists: Rising interest rates are the biggest threat to recovery?http://t.co/gPQ1c2ZHAQ?More evidence that rates will stay low $TLT $$?Mar 24, 2014
• Kocherlakota: Don’t raise rates to head off possible crisis?http://t.co/yxAGSWGmGQ?There may come a time when you will have no choice $$?Mar 22, 2014

Other

 

• Advice for a Happy Life by Charles Murray?http://t.co/7y51RDeGy3?Marry young & someone similar 2u, don’t try2get rich, Groundhog Day $$ $SPY?Mar 30, 2014
• Why Runners Can’t Eat Whatever They Want?http://t.co/FLMOWE8sC1?Studies Show Heart Risks to Devil-May-Care Diets?No Matter How Much U Run $$?Mar 30, 2014
• Speed Reading Returns?http://t.co/EwxEFe6Paz?Apps and Classes Help People Adapt 2Reading on Their Phones | More content 2 read everywhere $$?Mar 30, 2014
• The book Scientology tried to ban?http://t.co/g4GeTda7bS?Read about the *real* L. Ron Hubbard, from a book Church of Scientology hates $$?Mar 30, 2014

?

Wrong

• Wrong: Not Voting Should Not Be a Choice?http://t.co/UlBFwMe6fi?Seems fundamental that no one should b forced to vote; it’s a protest $$?Mar 30, 2014
• Wrong: Japan Is Doomed Unless It Learns to Love Inflation?http://t.co/AFD8QA1d8Z?More “hair of the dog that bit you solutions” $$ $JPY $JOF?Mar 30, 2014
• Wrong: Digital v human: the new debate?http://t.co/PiUgvNHm6x?We’ve seen transformational technologies b4, takes a while 4 new jobs 2show $$?Mar 30, 2014
• Wrong: Fed?s Bullard: Yellen?s ?6 Months? Comment Doesn?t Represent Change in Policy Stance?http://t.co/v7gzHBobVw?Could have fooled me $$?Mar 22, 2014

?

Notes, Comments, Reples & Retweets

• RT @ReformedBroker: In November 1999, Buffett wrote this op-ed for Fortune on why he doesn’t bet on innovation. @pmarca @hblodget http://t??Mar 27, 2014
• RT @felixsalmon: “This means Bitcoins are not fungible, and that makes it unworkable as a currency.??http://t.co/JjFOO8Z2Xq?cc @pmarca @bar??Mar 27, 2014
• RT @journalistjosh: Crowdfunding emptor: Attention Suckers: Please Send Us Your Money?http://t.co/gvxeT4SyOW?via @BloombergView?Mar 27, 2014
• We enjoyed having @susanweiner speak to us at the #CFA Institute – Baltimore; we can all benefit from learning to write more engagingly $$?Mar 26, 2014
• ‘ @PlanMaestro Yes, I remember that piece?http://t.co/YDhQTnNopk?and the series that followed it http://t.co/OC2PfnWc1z $$ Capital efficient?Mar 26, 2014

?