Debt Markets

• Leverage Addicts Get Junk-Loan Fix With Derivatives ETF?http://t.co/CWMxLXlz3v?Not much different than a HY closed-end fund or a CLO $$?Jun 01, 2014
• Bond Market Flips the Script on Risk and Reward?http://t.co/3geslTXRMo?Difficult for rates 2 rise when monetary velocity keeps falling. $$?Jun 01, 2014
• Shakeout Threatens Shale Patch as Frackers Go for Broke?http://t.co/pGj2CUiTxG?Not healthy 4 so many 2b financing w/high amount of debt $$?Jun 01, 2014
• Bond Market to Fed: Your 4% Rate Forecast Is Way Too High?http://t.co/Ji55pmAlYZ?Forward rates r much lower than wrong Fed forecasts $$?Jun 01,
• New Fund Stars Ride Junk Bonds to the Top?http://t.co/1WtqogYOZX?Junk credit & HQ long duration risks have paid off, what an odd couple $$?Jun 01, 2014
• The Hidden Risks in Your Local Housing Market?http://t.co/7OcDXnTvGC?As the amount of debt behind housing rises, systemic risks rise also $$?Jun 01, 2014
• Pimco Rehires Former Senior Executive Paul McCulley?http://t.co/7U71N8jO12?Wish he had stayed retired; I enjoyed him not publishing $$?Jun 01, 2014
• And so it begins: Square is to start lending to customers?http://t.co/F7xDzGTxAQ?Harder than it looks 2b a lender; 2 much optimism $$?May 31, 2014
• S&P, Moody?s Lose Bid to Block Calpers $800M Suit?http://t.co/crQdAbw2v2?Ratings r advice not guarantees, sophisticated investors know it $$?May 31, 2014
• How to Manage Bankers Voracious Risk Appetites?http://t.co/yrwkZkQaHW?Criminal liability, clawback of pay, & boards holding mgmt acctable $$?May 31, 2014
• Goldman Shuns Bonds Pimco?s Gross Favors in ?New Neutral??http://t.co/bTPbJpi6Me?Go with Goldman over Pimco; buy tails, short belly $$ $GS?May 31, 2014
• You?re All Whales in Bond Market Now With Trading Volume Slump?http://t.co/ewXmldKzC5?It means that more Tsy notes r held 2maturity $$ $IEF?May 30, 2014
• Pimco Rehires Former Senior Executive Paul McCulley?http://t.co/7U71N8jO12?Wish he had stayed retired; I enjoyed him not publishing $$?Jun 01, 2014
• How to Manage Bankers Voracious Risk Appetites?http://t.co/yrwkZkQaHW?Criminal liability, clawback of pay, & boards holding mgmt acctable $$?May 31, 2014
• Goldman Shuns Bonds Pimco?s Gross Favors in ?New Neutral??http://t.co/bTPbJpi6Me?Go with Goldman over Pimco; buy tails, short belly $$ $GS?May 31, 2014
• You?re All Whales in Bond Market Now With Trading Volume Slump?http://t.co/ewXmldKzC5?It means that more Tsy notes r held 2maturity $$ $IEF?May 30, 2014

 

US Politics & Policy

• Geithner’s Dubious Accounting?http://t.co/8uwwJyeKHo?”justifying the bailouts b/c a simplistic measure shows the govt made $$ is a stretch.”?Jun 01, 2014
• Seven States Running Out of Water?http://t.co/pXpEU9Hu7K?All in southern west & midwest — CA, NV, NM, KS, AZ, OK, & TX $$?Jun 01, 2014
• State Pension Transparency Is Right Message At Right Time?http://t.co/vwGqJn7ZDq?Read about troubles of North Carolina Public Pensions $$?Jun 01, 2014
• ‘Pink Slime’ Makes Comeback as Beef Prices Spike?http://t.co/XmDfVz5zAB?”Finely textured beef” returns to cheap hamburger; ask yr butcher $$?May 31, 2014
• Economy Shrank, U.S. Now Says?http://t.co/qm9rarCX9P?They’re blaming the weather which is always a weak reason 4 the structural slowdown $$?May 30, 2014

 

Rest of the World

• Japan Begins Purposely Dumping 100s Of Tons Of Radioactive Water From Fukushima In2 The Pacific?http://t.co/TklIa4ECs2?Source fish w/care $$?Jun 01, 2014
• Spain Sees Embers Glow in Wreckage of Property Crash?http://t.co/J1KWh56u0l?Prices finally gaining real money buyers $$?Jun 01, 2014
• Escape From Tiananmen: How Secret Plan Freed Protesters?http://t.co/yAmoc6MfKT?Unlikely group of people risked their lives 2 aid escapees $$?Jun 01, 2014
• Iran, Stable but Miserable?http://t.co/1HNuO03Ncv?@Steve_Hanke Once Govts start giving subsidies, is very difficult 2 end them $$ #bigbang?May 31, 2014
• Aging Swiss Face Pension Funding Dilemma on Immigration?http://t.co/9k2X7Oeszf?Demographic eclipse faces Switzerland, needs immigrants $$?May 30, 2014
• No, China Isn’t Really Rebalancing?http://t.co/HbR7rVIiOZ?@WilliamPesek notes quick return of stimulus measures in China as growth flags $$?May 30, 2014

 

Market Impact

• Bad Credit No Problem as Balance-Sheet Bombs Rally 94%?http://t.co/6xLjaGnBCp?A backward-looking insight, one common 2 late bull markets $$?Jun 01, 2014
• Reynolds Aims to Oust Fidelity in Push to Gain 401(k)s?http://t.co/CO9RF3YZsk?401k financial servicing is a scale game 4 Great-West Fin’l $$?Jun 01, 2014
• Bets on Higher Food Costs Reach 11-Week Low: Commodities?http://t.co/Bqi5PPkTsS?Time for food costs to move up $$?Jun 01, 2014
• Neff?s do?s and dont?s?http://t.co/Sx2oExlAHb?The thinking of John Neff is underrated in my opinion; this article summarizes some of it $$?Jun 01, 2014
• Top 10 Valuation Ratios and How to Use Them?http://t.co/bbdT2lMHeI?Worth a read $$?Jun 01, 2014
• Dragon King beats Black Swan: Ted Talk with Didier Sornette?http://t.co/QMJNGE3N8w?Listen to Sornette; black swans can be predicted $$?Jun 01, 2014
• New Rules 2 Alter How Companies Book Revenue?http://t.co/3siTlXkluz?Mostly liberalizes revenues, lowers earnings conservatism, watch $$ flow?Jun 01, 2014
• Nasdaq Nears 13-Year High as Technology Becomes Loved?http://t.co/0Q7VrPsnUy?Note unprofitable IPOs coming 2 market eating sideline cash $$?Jun 01, 2014
• Dennis Gartman: We Were Wrong Calling for a Correction?http://t.co/IhmICbVO2M?Few more capitulations & then the topping process will end $$?Jun 01, 2014
• Managing a Portfolio I – Stop Wasting Time, Start Adding Value, Part V?http://t.co/2z2bLQV7zK?A very good series, very worthy of a read $$?May 31, 2014

 

Other

• Little Children and Already Acting Mean?http://t.co/4RRva4OVu1?Should only surprise if u think ppl r natually good; good must b trained $$?Jun 01, 2014
• The Myth of the Climate Change ‘97%’?http://t.co/BCsHXfzudX?I know science Ph.D.s who don’t agree, but how 2do a fair count? $$?Jun 01, 2014
• How Many Kidneys Is an NFL Career Worth??http://t.co/EdaeHVt8zW?Gives reasons to eliminate team doctors; players, get yr own doc 4 safety $$?May 31, 2014
• Mementos of triumphs make a return to bankers? desks?http://t.co/1fetPsXSrc?Deal toys made of Lucite return to Wall Street $$ $GS $MS $XLF?May 30, 2014
• My Resume?http://t.co/lkMocQczJB?James Altucher spills all of the beans on his business career & life. A train wreck in slow motion $$ $SPY?May 30, 2014
• Railcar Shortage in US Pushes Up Lease Rates?http://t.co/bcaqp0DvwV?If pipelines aren’t built, more crude will flow by rail $$ $GATX $TRN?May 30, 2014

 

Wrong

• Wrong: SEC Set to Spur Exchange Trading?http://t.co/jU2JJvc3vi?This may help mutual fund managers, but it won’t help small investors $$?Jun 01, 2014
• Wishful thinking: Is Hillary Clinton Too Old for the White House??http://t.co/Fy0qYw11a6?People, particularly women live longer than b4 $$?Jun 01, 2014
• Wrong:Annotated History Of The World’s Next Reserve Currency?http://t.co/XtCSg2WQPt?Only free countries w/open markets r reserve curncies $$?Jun 01, 2014
• Fink Says Leveraged ETFs May ?Blow Up? Industry?http://t.co/cVTubsqeiY?More likely they blow themselves up, & not the all mutual funds $$?Jun 01, 2014
• Wrong: Paper money is unfit for a world of high crime and low inflation?http://t.co/XC4pAWjHf2?We need 2get currency out of govt hands $$?May 31, 2014
• Wrong: Borrowers Show in Rush to Grab US Rate Break?http://t.co/H8yJX9TCQQ?Funny how everyone keeps saying rates will rise $$ FD: + $TLT?May 30, 2014
• Wrong: Make more money by dumping your investment adviser?http://t.co/8hSPQqgDlr?Investment advisers can prevent panic & greed $$ $TROW

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Retweets, Replies & Comments

• RT @ReformedBroker: Nice that we printed a new record S&P 500 high today. Too bad so few stocks are involved. Via @allstarcharts?http://t.c??May 26, 2014