Sorted Weekly Tweets
Cyprus & The Eurozone   Betray Your Bank Before Your Bank Betrays You Deposits over insured limit r a sitting target 2b taken in a crisis $$ Mar 29, 2013 Demolishing some myths about the single currency A euro in Nicosia isn’t worth the same as a euro in Berlin $$ #ulose Mar [...]

Cyprus & The Eurozone


  • Betray Your Bank Before Your Bank Betrays You Deposits over insured limit r a sitting target 2b taken in a crisis $$ Mar 29, 2013
  • Demolishing some myths about the single currency A euro in Nicosia isn’t worth the same as a euro in Berlin $$ #ulose Mar 29, 2013
  • Neatest thing about the Eurozone interactive graphic: crisis comes in fits & spurts; u think it is over,& it’s not $$ Mar 29, 2013
  • Eurozone crisis: three-and-a-half years of pain Cool graphic that allows u2 explore the Euro-crisis blow-by-blow $$ Mar 29, 2013
  • Lines Form as Cyprus Banks Reopen How 2 destroy your banking system & bungle rescue, courtesy of the EZ & #Cyprus $$ Mar 28, 2013
  • MANDATORY CREDIT: BLOOMBERG SURVEILLANCE Marc Faber talks2 Tom Keene & Alix Steel on stocks, Europe, Cyprus & gold $$ Mar 28, 2013
  • Italy’s failure to form a government doesn’t bode well for the euro EZone a political creature w/lousy economics $$ Mar 27, 2013
  • Money fled Cyprus as president fumbled bailout Give the Russians credit (figuratively) 4 squeezing $$ out of Cyprus Mar 27, 2013
  • Euro zone overrates ability to curb contagion: Moody’s Taxing insured deposits has opened up a can of worms $$ #dumb Mar 27, 2013
  • As a kid, we had a rule, “You can’t beat up my little brother. Only I get to beat up my little brother.” Cyprus: deposit insurance & levy $$ Mar 27, 2013
  • Cyprus banks remain closed to avert run on deposits Won’t help; trust broken. Better 2 take money home, buy gold $$ Mar 26, 2013
  • Cyprus: It’s not over yet There will be a lot of pushback from Russia & wealthy Cypriots. Taxing Insured deposits? $$ Mar 26, 2013
  • Spain’s Swelling Debt Seen Impeding Rajoy Deficit Battle Unsure how Spain can escape. After that comes France $$ #woe Mar 25, 2013
  • Cyprus: crossing the green line If I had $$ in a Greek, Italian, French or Spanish bank, I would withdraw some #theft Mar 25, 2013
  • Cyprus: The Operation Was a Success. Shame the Patient Died. Misery of Cyprus is a feature, not a bug $$ #norelief Mar 25, 2013
  • Cyprus weighs big bank levy; bailout goes down 2wire Small depositors lose 4%, big 20%. Policymakers gain new tool $$ Mar 25, 2013


Financial Sector


  • Why Bad Directors Aren’t Thrown Out Large Institutional Shareholders go along 2get along. Y irritate powerful ppl? $$ Mar 29, 2013
  • Surging Student-Loan Debt Is Crushing the System Avoid student debt if u can; most onerous form of debt in US now $$ Mar 29, 2013
  • Wells Fargo Beats Rivals to Oil-Boom Deposits, Study Says FD: + $WFC | WFC bot little banks, grew them organically $$ Mar 29, 2013
  • Swiss Re settles dispute w/Berkshire Hathaway Hasn’t developed same expertise U/W life policies as P&C $$ FD:+ $BRK/B Mar 29, 2013
  • 5 Financial Advisor Red Flags There r2 many fake “credentials” in investing; the person matters more than letters $$ Mar 28, 2013
  • 5th Anniversary of Credit Crisis: Should u Buy CLOs? All loan participation funds@ prem2NAV $$ Mar 28, 2013
  • We’ve Already Built the Next Banking Disaster At minimum, we need to break up biggest 4 banks $C $JPM $BAC $WFC $$ Mar 28, 2013
  • Citigroup looks to cut cash holdings to boost earnings Every bank hates 2 keep slack liquid assets. Lowers ROE $$ $C Mar 27, 2013
  • The Best Way to Save Banking Is to Kill It @Matthew_C_Klein Separating deposit-taking from credit creation $$ #yes Mar 27, 2013
  • A successful failure by @researchpuzzler Amazing what @pimco can do when it has less money to invest $BOND $$ Mar 27, 2013
  • US Cracks Down on ‘Forced’ Insurance Restrictions on banks profits on force placed insurance won’t harm insurers $$ Mar 27, 2013
  • Warren Buffett and Goldman Sachs: Explaining the Math Buffett receives $GS shares equal 2 his profits on the trade $$ Mar 27, 2013
  • 44% of Americans think they’re covered 4 weather-related floods. Only 15% have bought a supplemental flood policy. $$ Mar 25, 2013
  • Falcone Follows Michael Jackson Path Taking Fortress Loan $HRG Falcone tapping every loan source he can $$ #desperate Mar 25, 2013
  • Dealer inventory slump threatens market stability Intermediation brings stability 2 mkts if intermediaries solvent $$ Mar 25, 2013
  • Mortgage Securitizers Didn’t Know Housing Was Going Bust Many drank the same poison Kool-aid they served to others $$ Mar 25, 2013


Rest of the World


  • US Writes Its Worries About Buying IT Gear From China Into Law Just imagine the backdoors that could be installed $$ Mar 29, 2013
  • Grooms at $18 Fuel IPO Ambitions for Indian Matchmaker India needs 2 have dowry go reverse way; husband pays $$ Mar 28, 2013
  • How Asia and Robotland have dramatically changed the US labor market Biggest thing killing off low-end jobs: tech $$ Mar 28, 2013
  • Mr Yen cautions on Japan’s ‘unsafe’ debt trajectory Takehiko Nakao warns of consequences from 2 much govt debt $$ Mar 27, 2013
  • John Mauldin:”Might I suggest that a good trade would be to be long German government debt, short French debt? ” $$ neg carry, long disaster Mar 27, 2013
  • North Korea’s Economic Outlook: Cloudy with a Chance of Statistics by @steve_hanke Communism often cre8s inflation $$ Mar 27, 2013
  • Japanese Investors Start to Cut the Cord Mrs Watanabe starts to buy stocks, even foreign & many other investments $$ Mar 27, 2013
  • Chinese housing bubble fears grow China grew its economy by forced investing, & the central planning is failing $$ Mar 27, 2013
  • Abe’s Inflation Exceeds Merkel’s After 14-Year Lag All a race to the bottom; sound $$ will produce greater growth. Mar 27, 2013
  • US shale no panacea for Japan’s crippling energy bills Infrastructure doesn’t exist 4 getting lotsa LNG 2 Japan $$ Mar 27, 2013
  • Brazil Soy Boom Bottlenecked as China Left Waiting Need 2invest transport infrastructure; tax importers/exporters? $$ Mar 26, 2013




  • REITs Trigger Fed Warning as Kain Tops $100 Billion Shadow banking returns amid unconventional Fed policies $$ #panic Mar 28, 2013
  • M&A Stumbles Amid March Deal Drought “Can u say overvaluation, boys & girls? I thought u could; you’re special.” $$ Mar 28, 2013
  • Here’s Why Marissa Mayer Is About To Spend ~$200 Million On A YouTube Wannabe Buy small $ grow organically, smart $$ Mar 27, 2013
  • Is the $DELL Stub the Right Investment for You? Gun to the head, I would say “no.” 2 much leverage & excess supply $$ Mar 27, 2013
  • Summaries of What’s Wrong w/ $YHOO ‘s Summly Buy & & $$ Mar 27, 2013
  • How the Maker of TurboTax Fought Free, Simple Tax Filing Intuit benefits from complexity in the tax code $$ #simplify Mar 27, 2013
  • Fredriksen Bets $2.6B New Ships Will Beat Glut: Freight A bold bet that may fail 4 lack of sufficient capital $$ $FRO Mar 27, 2013
  • The Scariest Stock Chart in Town @ReformedBroker Good example of analyzing balance sheet strength of stockholders. $$ Mar 27, 2013
  • Cisco Is Keeping Its Promise Not To Buy Companies In The US Makes sense given US Tax laws | FD: + $CSCO $$ Mar 27, 2013
  • T-Mobile Becomes First Major Carrier to Drop Subsidies Probably a good strategy; differentiates & unbundles $$ Mar 27, 2013
  • Customers Flee Wal-Mart Empty Shelves for Target, Costco I see it also $$ Mar 26, 2013
  • Dell Says Blackstone, Icahn Offers May Be Superior Not sure I would want 2 win $DELL game; fixing ops very hard $$ Mar 25, 2013
  • Blackstone’s $DELL Bid Sets Stage for Rare Buyout Bidding War Michael Dell may lose control of company he built $$ Mar 25, 2013
  • Heinz Sells $3.1B of New Bonds Deal upsized, rated B1/BB-/BB-, lowest financing cost ever 4a LBO@ 4.25% 7.5yrs $$ #no Mar 25, 2013


US Monetary & Fiscal Policy


  • How the Fed Can Create a Market-Friendly Exit Strategy: Jeremy Siegel’s Proposal Listen 2 bank shareholders scream $$ Mar 29, 2013
  • Pentagon to Cut $41B After Getting More Funding We could a lot of dead wood @ the Pentagon, expensive non-soldiers $$ Mar 29, 2013
  • Big Business Spars Over Rewriting Tax Code Importer, Exporter, Services, REIT, MLP, PE: no common corptax position $$ Mar 29, 2013
  • The Exhausted US Consumer Spent-up, not pent-up $$ Looks at Disposable Personal Income, which recently dropped Mar 28, 2013
  • Restaurant Chains Cut Estimates for Health-Law Costs Test Q: List all the ways that the PPACA fails $$ #needmorepaper Mar 28, 2013
  • Best Predictor of Financial Crisis: Huge Inflows of Foreign Money Long assets financed w/short liabilities is why $$ Mar 28, 2013
  • Stockton Deficits May Total $100 Million, Forecast Shows That’s the cash pmt curve of generous employee benefits $$ Mar 27, 2013
  • Stockton Bankruptcy Decision to Come Monday, Judge Says $BEN $AGO & $MBI argue city didn’t negotiate in good faith $$ Mar 27, 2013
  • US Retail Sales: Very Soft Indeed! Unusual in that seasonal adjustments typically go away on YOY figures $$ Mar 27, 2013
  • Brenner and Fridson: Bernanke’s World War II Monetary Regime Sad but true. Bernanke robs savers to fund US Govt $$ Mar 26, 2013
  • States Build Cash Reserves, Raising Rainy-Day Debate State budgets should balance on an accrual basis. None do $$ Mar 25, 2013




  • Wrong: Gold Declines in Worst Run Since 2001 as Economic Concerns Ease Gold is falling because of debt deflation $$ Mar 28, 2013
  • Wrong: Proving Greenspan Wrong Shows Why Rey Became Worthy to Bernanke Proving Greenspan wrong is trivial $$ #tiny Mar 28, 2013
  • Wrong:Key US senator blames speculators for high ethanol RIN price Note Senator is from Iowa, which benefits most $$ Mar 27, 2013
  • Wrong: Why the Rich Don’t Give to Charity The missing variable here is Christian faith; media is blind to that $$ Mar 27, 2013


Market Dynamics


  • Everybody is Furiously Looking for Bubbles Bubbles are financing phenomena; look 4 short finance of long assets $$ Mar 29, 2013
  • Morningstar: Stocks Are Close to Fair Value “US stock market is some 50 percent above its historic mean value” $$ Mar 28, 2013
  • Crises exist 2 eliminate things that don’t need 2b done; governments interfere w/ this process b/c they r in league w/those who skim society $$ Mar 28, 2013
  • When will the Bond Bubble Finally Burst? Fund flows, Fed, other CBs, Banks, & measured inflation supportive 4 now $$ Mar 27, 2013
  • Investors face a shrinking stock supply Maybe we can get rid of Sarbanes Oxley b4 it kills the equity mkt entirely $$ Mar 27, 2013
  • Investing in a High Debt Environment Concentrate on inflation, study interest rates & focus on business fundamentals Mar 27, 2013
  • Low Volume = Good Investment? Analysis of David’s “Neglected Stocks R Typically in Strong Hands” Thesis Good Stuff $$ Mar 27, 2013
  • Use free cash 4 buybacks when price < 90% of franchise value [FV], issue dividends above that. FV is where u rather issue stock than debt $$ Mar 26, 2013
  • Not Everyone Loves Dividends: Guy’s Argument is Worth Hearing Buybacks vs Divs: depends on undervaluation of stock $$ Mar 26, 2013
  • Warren Buffett and John Hussman On The Stock Market The Market Cap/GDP ratio indicates significant overvaluation $$ Mar 26, 2013
  • Investors Pile Into Housing as Landlords Anytime investors become a large part of residential RE-> trouble $$ #bubble Mar 25, 2013
  • Buttonwood: Credit watch New book argues that investors should focus on the credit cycle, not economic growth $$ #duh Mar 25, 2013
  • How to Unlock That Stashed Foreign Cash If there are attractive foreign companies 2 buy, would b best use of $$ Mar 25, 2013




  • Corn Supply Slumps Most Since ’75 on Ethanol Profit Corn supplies may tighten by summer, tough if another bad crop $$ Mar 29, 2013
  • Business Insider Just Told College Students Their Secrets of Success Sprinter & marathoner, act dumb, ask Qs, etc. $$ Mar 28, 2013
  • Leaked Photos of Johansson Expose Cloud’s Vulnerabilities to Social Engineering Take security seriously $$ Mar 28, 2013
  • Methadone Deaths Tied to For-Profit Clinics Prompt Bills They get paid per visit; few incentives 2 act ethically $$ Mar 28, 2013
  • 6 Reasons You Should Have Cyber Liability Insurance U can make your computer invisible 2 the internet in 15 mins $$ Mar 28, 2013
  • Arms Race to Grow World’s Hottest Pepper Goes Nuclear I don’t get this; I eat spicy food for taste, not 2b macho $$ Mar 27, 2013
  • The New US Industrial Renaissance A bit overstated but cheap energy & rising wages in China aid US competitiveness $$ Mar 27, 2013
  • Falling US Gasoline Demand: A Weaker US Economy? Gasoline is fairly core 2 consumption, when it goes down, trouble $$ Mar 27, 2013
  • Case-Shiller: Home Prices Post Biggest Rise Since 2006 But after the huge drop, it’s really just a dead cat bounce $$ Mar 27, 2013
  • Wringing Out Laundered Cash Always easier 2 press a civil suit than a criminal suit; look at the bankers 4 proof $$ Mar 27, 2013
  • 3D-Printed Polymer Skull Implant Used For First Time in US Offers high degree of customization 4 surgical repairs $$ Mar 26, 2013


Retweets & Replies


  • The local situation in the US can’t run too far ahead of the world. Too interconnected $$ RT @boes_ America Mar 29, 2013
  • ‘ @JaredKastriner As for me, I play banker for my children. I pay 4 tuition & unavoidable costs. They pay avoidable costs& I lend 2 them $$ Mar 29, 2013
  • @JaredKastriner No, but it should make us consider whether college is needed, and maybe borrowing against the house might b better $$ Mar 29, 2013
  • ‘ @AndreCimini There r many incentives 4 politicians, regulators & businessmen 2 prolong a boom; I worked 4 a firm that foresaw it & made $$ Mar 25, 2013
  • I hold a CFA Charter, (and was an FSA — dues too expensive) but credentialing is overrated in almost all… Mar 28, 2013
  • Commented on StockTwits: Banks got bailed out after so many bad mortgage & other loans. A few hedge funds properl… Mar 28, 2013
  • @EddyElfenbein As a Christian, it embarrasses me. They misinterpret Revelation & it makes people think they can gauge when Christ will come Mar 28, 2013
  • ‘ @kyles09 My point is this: in 2007, the last time I saw something like this, it was right before loan pricing fell apart. That’s all. $$ Mar 28, 2013
  • ‘ @Nonrelatedsense I’m wrong, cancel that comment on the $PSX midstream assets. Thanks 4 the correction $$ Mar 28, 2013
  • Bitcoin $$ RT @groditi: OK, spill it, who’s gonna be the Big Short for BitCoin?. that parabola looks like it’s about to break any second now Mar 27, 2013
  • RT @SoberLook: Chart: Bitcoin’s unprecedented rally. Another way for Cyprus citizens to take funds out of the country – … Mar 27, 2013
  • I like it, thanks $$ RT @adamjbonesjones: @AlephBlog Short Frenchies vs EFSF bonds (over-collateralised, positive carry)…. Mar 27, 2013
  • Monster, yes. Greatest? No $$ RT @MattZeitlin: Whoever decided that tables and figures go at the end of papers is history’s greatest monster Mar 27, 2013
  • @Matthew_C_Klein Sometimes they hand out the Nobel Peace Prize 4 what they wish the world could b, hence Obama (drones), EZ (fantasyland) $$ Mar 27, 2013
  • RT @Matthew_C_Klein: For this they won the Nobel Peace Prize MT @SonyKapoor: EZ has made every country feel that they’ve been hard done by Mar 27, 2013
  • Patient is dying. More morphine. $$ RT @TheStalwart: RT @CNBC: Fed’s Kocherlakota: “Monetary policy is currently not accommodative enough.” Mar 27, 2013
  • Controlling system changes it RT @MatthewPhillips @CardiffGarcia:Fantastic NYFed paper financial risk monitoring $$ Mar 27, 2013
  • Extra points 4 USSR & Japan parallels RT @prchovanec: Apply these last three quotes (from “This Time is Different”) to China … discuss. Mar 26, 2013
  • [cute dog warning] I guess you did have to. RT @moorehn: Sorry. I had to. Mar 26, 2013
  • ‘ @kyles09 Good point, the rule mostly deals with excess cash over and above a low regular dividend $$ Mar 26, 2013
  • @ToddSullivan I could live with the word “moderate” :) Mar 26, 2013
  • “Thing about low vol investing is that it is a moderate risk strategy, b/c it invests in stocks…” — David_Merkel $$ Mar 25, 2013




  • My week on twitter: 57 retweets received, 2 new listings, 60 new followers, 57 mentions. Via: Mar 28, 2013


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