Rest of the World

• Q&A w/Bill White – former chief economist of the Bank for International Settlements?http://t.co/EoDdKnoD4x?Worth a read, still bearish $$?Jun 07, 2014
• China City Crash-Lands to Zero Growth on Coal Bust?http://t.co/sROcEjLThJ?For Taiyaun, it is a coaled, cruel world $$ $KOL $FXI?Jun 06, 2014
• Welcome to Baku, the Fiercely Modern, Millennia-Old, Capitalist-Socialist, Filthy-Rich Capital of Azerbaijan?http://t.co/SCr1Yyb1o5?LONG $$?Jun 06, 2014
• Swiss Garbage Police Irk Foreigners Reeling After Vote?http://t.co/a2Nul3KysI?Picky, piddly, part of what makes Swizerland unique $$ $SZE?Jun 06, 2014
• China Central Bank Calls for More-Targeted Loosening Measures?http://t.co/fwKv9QQcTa?Central banks r not good @ micromanaging an economy $$?Jun 06, 2014
• China?s Rare Earth Toxic Time Bomb to Spur Mining Boom?http://t.co/XWrbnSKptk?That’s a boom outside of China, as econ policy raises costs $$?Jun 05, 2014
• Obama Pledges to Bolster Europe’s Security?http://t.co/XYVI5Bi9p1?I’m not 4 entangling alliances, but really only $1B 4 E. Europe?! $$ $SPY?Jun 05, 2014
• Dai-ichi to Buy Protective Life?http://t.co/rxdOapKZth?When Japanese life cos buy American life cos they overpay; this 1 is colossal $$ $PL?Jun 04, 2014
• Cameron Threatened as ?People?s Army? Marches on Newark?http://t.co/GZQ4fIdnWR?UK independence Party: anit-EU, anti-immigrant, anti-Tory $$?Jun 04, 2014
• Putin Pausing as Russia Volatility Kills Trade-to-Invest?http://t.co/jZhiKnR8t1?Whaddaya know? Maybe the sanctions do have some bite $$?Jun 04, 2014
• China Builds Sulawesi Smelters as Ore Ban Cuts Jobs?http://t.co/yXCVATdl5l?Unemploy a lot of miners 2 create inefficient smelting jobs $$?Jun 03, 2014

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Companies & Industries

• It’s Watershed v Pipeline in Latest Fracking Battle?http://t.co/D9kHxY9Xmf?High-Profile Spills Prompt Water Utilities to Fight Pipelines $$?Jun 06, 2014
• Amazon Feud With Publishers to Escalate as Contracts End?http://t.co/KRe3cWvSw8?Dominance of $AMZN especially in e-books vexes publishers $$?Jun 06, 2014
• Buffett?s $26B Power Bet in West Seen Paying Off?http://t.co/CZkw7nlZwB?Needed infrastructure financed by insurance premiums: brilliant $$?Jun 06, 2014
• Wells Fargo Requires Principal With Home-Equity Payments?http://t.co/zeNbOeBGhg?Good practice 2 require principal amortization $$ FD: + $WFC?Jun 05, 2014
• US refiners struggle with too much light crude?http://t.co/PcA1I4gymX?Light crude is more volatile; difficult to separate the light stuff $$?Jun 04, 2014
• Abbott CFO: How and Why to Spin Off?http://t.co/ZLgszwAgRM?Explanation of how & why the spinoff unlocked a lot of value $ABT $ABBV $$?Jun 02, 2014

 

US Politics & Policy?

• U.S. Workers’ Productivity Falters?http://t.co/XKmjss5R6o?First-Quarter Decline, Worst in 6 Years, Comes as Job Market Heals $$ $MACRO $SPY?Jun 06, 2014
• Service Industries Propel Broad Rebound in US Growth?http://t.co/Sx8JzPi28F?Let’s see how well this persists $$ $MACRO?Jun 05, 2014
• Smoke and Mirrors Hide the Collapse in Corporate Profits?http://t.co/tKzMwwAKF8?Economy-wide profits take a hit in the revision of GDP $$?Jun 05, 2014
• Obama’s Next Fed Fight?http://t.co/wMrsvbkqA2?Why Michael Barr will be just as unacceptable to progressives as Larry Summers $$ $TLT $SPY?Jun 05, 2014
• Now Who Wants to Change the Constitution?http://t.co/tD35tVeQTj?@CassSunstein I would prefer my anti-gerrymandering amendment $$ $TLT $SPY?Jun 05, 2014
• Fed Officials Growing Wary of Market Complacency?http://t.co/tv1RsY2LLP?Go ahead, Fed: Raise Fed Funds by 0.1% & c how mkt reacts $$ #blammo?Jun 04, 2014
• Growing Student Debt Focus of Senate Hearings Today?http://t.co/4rUJrpv7LY?Expensive colleges extract more $$ from students, parents, govt?Jun 04, 2014
• Waiting game: Why small businesses won’t hire?http://t.co/8LZXP8YqUg?Workforces r not overloaded; if demand really picks up then hire $$?Jun 04, 2014

 

Market Impact

• Morgan Stanley Is Said to Cut London Fixed-Income Traders?http://t.co/W29BnWm9nU?Not enough action for $MS 2 pay in an illiquid market $$?Jun 06, 2014
• Hedge Funds Betting on Calm as Volatility Shorts Increase?http://t.co/vmUQXsSdbB?I get worried when I c exotic side bets grow $$ $SPY $VIX?Jun 06, 2014
• Wall Street Adjusts to the New Trading Normal?http://t.co/41Lzn1AJFA?Transaction Volume in May Fell 2 Lowest Level Since Financial Crisis $$?Jun 06, 2014
• Dueling Indexes: A Big Name Is # 2 in Returns?http://t.co/dltXFxHPeU?Russell 2000 trails enhanced index S&P600. $IWM $IJR Earnings/float $$?Jun 06, 2014
• different this time?http://t.co/BGJ7SSKS3D?@researchpuzzler on the delusions of chasing returns late in this current bull market $$ $SPY?Jun 06, 2014
• Kass: Prepare for a Minsky Moment?http://t.co/fP2m7jtyJk?@DougKass tells us 2b concerned about the low volume accompanying the new highs $$?Jun 06, 2014
• Hedge-Fund Wolfpack Stalks Financials as Alpha Pangs Grow?http://t.co/B28wHitYlQ?Got utilities & other yield sensitive sectors? NO? $$ $XLU?Jun 06, 2014
• The unglamorous life of hedge fund startups?http://t.co/g2rjcehsT3) @JesseSolomonCNN meets w/ @allstarcharts -> lots of work to do $$ $SPY?Jun 06, 2014
• Value Funds Are Beating Growth-Stock Funds This Year?http://t.co/D1yoMyPN8U?This is true most years, nice 2feel the wind @ my back $$ $SPY?Jun 05, 2014
• Fresh Records Get Stale With S&P 500 Volume at 6-Year Low?http://t.co/oeu4OnFmkK?Volume is low & few stocks are reaching new highs $$ $SPY?Jun 05, 2014
• Word Power: A New Approach for Content Analysis?http://t.co/DAd7cyppAF?10K filed, language sounds cautious 2 the computer which sells $$?Jun 05, 2014
• Unstoppable $100T Bond Market Renders Models Useless?http://t.co/GAU74xkHdt?Many bonds forced into being via QE, spread relationship hurt $$?Jun 04, 2014
• Bond Bankers Have 144 Reasons to Fret Over Underwriting Frenzy?http://t.co/66VsCIy8ct?Top 9 banks have lower mkt share & fees then past $$?Jun 04, 2014
• Fortress Tries ?Nuclear Option? for Trups CDOs?http://t.co/RkavoJkPYW?American Back hasn’t paid in 5 years; Fortress takes it to BK court $$?Jun 03, 2014
• Are Stocks Expensive? The 2 Perspectives?http://t.co/uVHaq4Tlsu?On an intrinsic basis, yes. Can the market go up anyway? Yes. Safely? No $$?Jun 03, 2014
• Icahn won?t be joining the Mount Rushmore of insider trading?http://t.co/HJOOM0ez3Y?This one is overblown in terms of facts & size $$ $IEP?Jun 03, 2014
• What investors must know about new accounting rules?http://t.co/Mx6FONELtv?It still doesn’t eliminate uncertainty from earnings accruals $$?Jun 03, 2014
• Investors Rewarded for Trek Into Little Known Markets?http://t.co/VW6N768dUz?I wouldn’t put much trust in the low vol argument; looks odd $$?Jun 02, 2014

 

Other

• With His Eye on the World Cup, Soccer Coach Jurgen Klinsmann Overhauls Team USA?http://t.co/GKnao1ZmtR?New attacking style fits Americans $$?Jun 06, 2014
• In Search of America’s Best Burrito?http://t.co/RaCIa2nXBc?via @fivethirtyeight Visit “The Well Dressed Burrito” in Washington, DC #cult?Jun 06, 2014
• New Chip to Bring Holograms to Smartphones?http://t.co/KaWS9b8T5H?Ostendo’s Tiny Projectors r Made 2Display Video, Glasses-Free 3D Images $$?Jun 05, 2014
• No Pain, No Gain, as Tattoo Regret Fueling Laser Removals?http://t.co/GHS89tzV4A?New pico-second lasers remove tattoos w/moderate pain $$?Jun 04, 2014

 

Wrong

• Maybe not: This Time, Russia-China Alliance Will Last?@BloombergView?http://t.co/NYNTGV1mH3?Cultural alignment is lacking; econ not enuf $$?Jun 06, 2014
• Wrong: Hydrogen Fuel Finally Graduating From Lab to City Streets?http://t.co/lkboflU5Sr??I usually call them ?fool cells.?? – Elon Musk $$?Jun 06, 2014
• What New College Grads Need To Know About Money?http://t.co/mJpL4ckJoa?Disagree. If renter’s insurance optional, take the risk, don’t buy $$?Jun 04, 2014

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Comments, Replies, and Retweets

• RT @derekhernquist: bookmarked “Investment Mgmt: A Science to Teach or an Art to Learn” via @cfainvestored HT @alephblog?http://t.co/ozoStZ??Jun 05, 2014
• RT @susanweiner: Financial #blogging insights from David Merkel of @AlephBlog?http://t.co/PVhL3tX9yq?Jun 05, 2014

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