US Policy & Politics?

• Nearly Half of Dodd-Frank Rules Still Unwritten?http://t.co/TwzSawT298?Experiment of regulation by study committees continues albeit slow $$?Apr 12, 2014
• Banks Given Two Extra Years to Fully Comply With Volcker Rule http://t.co/XVfO9CKMm7?Banks prefer abolition; Fed offers a delay $$ #more??Apr 12, 2014
• How Big Banks Created a Fed to Serve Their Own Interests?http://t.co/tUlNYE3px5?Fed almost always ends up being a shill 4 the banks $$ $XLF?Apr 12, 2014
• Angry students snap photos of lunches, tell Michelle Obama: ‘You call this a [expletive] lunch?’?http://t.co/PY4gfa90oI?Food Nazis r mean $$?Apr 12, 2014
• On equal pay for women, Obama challenges GOP to ‘join us in this the 21st century’ http://t.co/wthQJKwsOO?White House has own disparities $$?Apr 12, 2014
• When the Messenger Is Worth Shooting?http://t.co/GGuAxpkizc?Fewer & fewer people think teaching financial literacy 2 avg ppl works $$ $SPY?Apr 12, 2014
• Republicans should be friendly to markets, not to business?http://t.co/YXEWNr9MEh?Big business excellent at co-opt laws 4 their own good $$?Apr 12, 2014
• Maybe a Gender Pay Gap Is OK?http://t.co/2rtYIZ6MFo?This argumentation isn’t new; economists have been making this argument since the 70s $$?Apr 12, 2014
• The Best SEC Money Can Buy?http://t.co/wbwBB0CYd4?@ritholtz on Jim Kidney’s excellent retirement speech on the SEC which is worth reading $$?Apr 12, 2014
• Food Price Shock, 2014 Edition?http://t.co/u79xlrwK1I?Note that the last time this happened, wars & other pains hit developing world $$?Apr 12, 2014

Market Impact

• Hedge Fund Industry Growing With Pensions To Thank?http://t.co/RF2FTh3YsD?Probably a mistake as hedge funds tend not 2b good w/volatility $$?Apr 12, 2014
• Hedge Funds Unwind As Growth To Value Rotation Intensifies?http://t.co/XoK1RFKiAg?As growth stocks correct, hedge funds chase performance $$?Apr 12, 2014
• How Money Managers Fight Their Emotions and Sometimes Lose http://t.co/J0KH06m12P Too Bold? Not bold enough? Tough 2strike right balance $$?Apr 12, 2014
• The Buys You Can?t Make Yourself?http://t.co/0swRNG0Eyo?@reformedbroker points out the value of @MebFaber ‘s global value ETF $GVAL $$?Apr 12, 2014
• Humble Student of the Markets: A quant lesson from a technician http://t.co/svQilIRW4m Useful way to understand indicators & mkt regimes $$?Apr 12, 2014
• 2014 crash will be worse than 1987’s: Marc Faber?http://t.co/Guil41sSvP?Bold w/respect to timing &severity of the next crisis, prob wrong $$?Apr 12, 2014
• Do ‘rising rate’ ETFs really protect investors??http://t.co/tcx2p4qtuc?I would b wary here; additional yield often carries hidden risks $$?Apr 12, 2014

Rest of the World

• Kuroda Seen Brewing Yen-Weakening Surprise Action?http://t.co/fVpFvwEiJz?Don’t b shocked if the BOJ does yet more to weaken the yen $FXY $$?Apr 12, 2014
• This is the bank to watch for a Chinese credit implosion?http://t.co/sKL9NPruZz?Minsheng is an aggressive lender 2the most dodgy credits $$?Apr 12, 2014
• China?s steelmakers have branched out into shadow banking?which is funny since they owe $484B?http://t.co/Z1IzHBJJ7G?Brief stmt of prob $$?Apr 12, 2014
• China Pizza Passion Has Fonterra Riding Mozzarella Wave?http://t.co/J4605GnGK4?Pizza is so different than traditional Chinese food $$ $YUM?Apr 12, 2014
• Ukraine?s Rust Belt Faces Ruin as Putin Threatens Imports?http://t.co/7BYk6ULy3t?Russia has more ec influence on Ukraine thn US on Russia $$?Apr 12, 2014
• Saudi Banks Reject Algosaibi Meeting on $5.9B Default?http://t.co/6eZwowBlZW?Islamic finance struggles w/debt that isn’t debt but is debt $$?Apr 12, 2014
• Lavender-Filled Teddy Bears From Tasmania Are a Big Hit in China http://t.co/ubhWoUSnQz?Bobbie Bear touches the hearts of Chinese ladies $$?Apr 12, 2014
• Top economists warn Germany that EMU crisis as dangerous as ever http://t.co/gsqrbZ5ox0?Overall & banking leverage still higher than safe $$?Apr 12, 2014
• Fracking’s hottest year in China?http://t.co/5xVoKK6K0d?China finds gas & tight oil in their shale formations. Who knew? $$ $FXI $XLE?Apr 12, 2014

Companies & Industries

• Time Inc. to Raise $1.4B in Debt for Spinoff?http://t.co/8QUGvyKhrv?I would b careful here; levering up old media not a recipe 4 success $$?Apr 12, 2014
• Vox Takes Melding of Journalism and Technology to a New Level http://t.co/YdMuuu0ZQC?Vox Media creates a content mgmt system 4 journalism $$?Apr 12, 2014
• Trailer Parks Lure Wall Street Investors Looking for Double-Wide Returns http://t.co/zym4OmSDP5?Poor people have a hard time moving $$?Apr 12, 2014

Other

• Stay-at-Home Moms Rise in Reversal of Modern Family Trend http://t.co/sCBErpTIhk?Children deserve attention to help them grow up $$ $SPY?Apr 12, 2014
• More Moms Staying Home, Reversing Decadeslong Decline?http://t.co/w7bnhw8tQd?Value in efforts 2 produce better children w/more parenting $$?Apr 12, 2014
• Font War: Inside the Design World’s $20M Divorce?http://t.co/4YpYf1x5UN?Not clearly spelling out a partnership agreement: font of trouble $$?Apr 12, 2014
• Windows XP Goes Dark; Will Hackers Be Lurking??http://t.co/GPBJKpzdhf?XP has been debugged; odds of significant holes are low $$?Apr 12, 2014
• After Heartbleed Bug, A Race to Plug Internet Hole?http://t.co/HCBfcHBl5O?A significant part of internet affecting privacy had a hole $$?Apr 12, 2014
• Global solar dominance in sight as science trumps fossil fuels?http://t.co/BZOdAVwYbA?Can capture 31% of sun’s energy with a 111V Solar Cell?Apr 12, 2014
• At Gross’s Pimco, El-Erian Says ‘Different Styles’ Stopped Working Well Together http://t.co/vRqPfRA67m?Oil & water eventually separated $$?Apr 12, 2014

Wrong

• Unsafe: Greece Plans to Issue Long-Term Bond on Wednesday?http://t.co/X4gnld481q?Lust 4 yield guides the behavior of debt investors $$?Apr 12, 2014
• Misleading: Oklahoma Swamped by Surge in Earthquakes Near Fracking http://t.co/nHfPIWys3q?All quakes r little which avoids big quakes $$?Apr 12, 2014
• Wrong: Are Safer Cars Worth the Money??http://t.co/1N0Y9aklJb?Misapplies benefit-cost analysis; may b cheaper ways 2 save more lives $$ $F?Apr 12, 2014

Retweets, Replies & Comments

• ‘ @foxjust Nice going; EEBS is breaktakingly honest with respect to earnings manipulation. cc: @jciesielski $$?Apr 12, 2014
• RT @ReformedBroker: Reminder: The Fed?s own economic forecasts are basically worse than your dog?s.?http://t.co/uLYirMA5zB?Apr 09, 2014