Sorted Weekly Tweets
  Maryland vs. Illinois   @AmyResnick One more note: MD benefits from the presence of Johns Hopkins, biotech, NIH, the REIT industry, hotel industry, etc. $$ Jun 02, 2012 @AmyResnick Martin O’Malley spoke2the Baltimore CFA society. Slick. Made many of us wonder if we lived in the same state that he governs $$ Jun 02, [...]


Maryland vs. Illinois


  • @AmyResnick One more note: MD benefits from the presence of Johns Hopkins, biotech, NIH, the REIT industry, hotel industry, etc. $$ Jun 02, 2012
  • @AmyResnick Martin O’Malley spoke2the Baltimore CFA society. Slick. Made many of us wonder if we lived in the same state that he governs $$ Jun 02, 2012
  • @AmyResnick That’s true.We live next to the US money sink, DC, and we profit from the woes of the nation along with Virginia. $$ Jun 02, 2012
  • @AmyResnick If my state passed a budget like that, I would b ill & annoyed. Oh wait, I live in the People’s Republic of Maryland. Never mind Jun 02, 2012




  • GM cuts $26bn from pension liability $GM buys annuities from $PRU, and cashes out other pensioners; amazing gain. $$ Jun 02, 2012
  • Groupon Sinks to New Low as Lock-Up Expires A $GRPN share is now cheaper than the amount 1 can save w/a Groupon. ;) $$ Jun 01, 2012
  • Chesapeake Valuation Seen Luring Major Deal Natural gas assets r not worth as much; too much marginal cheap supply $$ May 31, 2012
  • Toyota Tsunami Recovery to Be Seen in 93% U.S. Sales Gain $TM stock below where it was one year ago, as w/many autos $$ May 31, 2012
  • “Chesapeake’s equity and net debt was valued yesterday at $9.19 for each barrel of oil equivalent” Key phrase: “barr… May 31, 2012
  • @TheStreetHub @abnormalreturns will publish my pick 4 the next decade next week. It may not beat $CHK, but there is less risk to it. $$ May 31, 2012
  • @TheStreetHub Once fracking starts, difficult2turn off economically; there r a lot of places to frack; don’t c NG prices rising anytime soon May 31, 2012
  • $JPM CIO Swaps Pricing Said 2 Differ From Investment Bank via @BloombergNews | Not2surprising since trades moved market May 31, 2012
  • Icahn’s Chesapeake Stake Puts Governance Before Value Icahn has his own version of “doing well by doing good.” $$ $CHK May 31, 2012
  • Toll Buying Half of a 2,379-Home California Subdivision “There’s not much inventory now in Orange County…” $$ May 31, 2012




  • Heavy rain on Baltimore. Just went out with 3 of my kids. We dug a trench diverting water awa from the house. Boy, did we get wet & dirty $$ Jun 01, 2012
  • @Alpha_Rook I was proud of their initiative & that they executed my idea, and not theirs, which would not have worked. Yes, it was fun. $$ Jun 02, 2012
  • Dating Shanghai-Style Draws 38,000 Hopefuls as Weddings Fall More men than women, but fewer desirable men than women $$ Jun 01, 2012
  • Indian-American wins U.S. Spelling Bee Nandipati became the 5th consecutive Indian-American winner & 10th of last 14 $$ Jun 01, 2012
  • Defectors Cast New Light on Korean Camps US intervenes in so many places; one that is @ the top of the list ignored $$ May 31, 2012
  • Thx, I’m Touched & Impressed $$ RT @valueprax: Notes – AlephBlog Digest #1 – David Merkel On Corporate Bonds ( #bonds ) May 31, 2012
  • Energy assets in front line of cyber war Ability2use stuxnet2take over SCADA systems running energy/utility assets risk May 31, 2012
  • 10 Things Presidential Candidates Won’t Say 1. “I’m powerless to change the economy.” Honest talk u will never hear $$ May 29, 2012
  • For Healthy Eating, Bitter Is Better “It’s also the first step toward eating a broader, healthier diet.” $$ May 28, 2012
  • Sudan, South Sudan Trade Accusations Ahead of Crisis Talks Unless there is a way to share oil revenues, war is possible May 28, 2012
  • Funds May Wrong-Way Bets Before Price Slump “surprising to see so much on the long side…trend is down in commodities” May 28, 2012
  • Why ‘Value’ Stocks Lag After reading this article & the comments on it, I still don’t get value is doing poorly $$ May 28, 2012
  • @felixsalmon I would be honored to have you as a client. I’ve done well over the last 12 years, but not the last 16 months. $$ May 27, 2012




  • Euro Area Is Running Significant Risk of Breakup, Rehn Says Presence of negative German short rates is a danger sign $$ Jun 01, 2012
  • Negative interest rates are like antimatter. They never exist for too long, and the presence of a lot of them means things r dangerous $$ Jun 01, 2012
  • Berlusconi Says ECB Must Print Euros or Italy May Say ‘Ciao’ Taking aim @ those who ejected him, back in the hunt $$ Jun 01, 2012
  • @The_Dumb_Money It’s the 5%+ spread over bund yields that gets people antsy; it indicates a crisis in Italian ability to pay; unstable. $$ Jun 01, 2012
  • “German 2-yr yields fell below 0 for the 1st time this wk while the yield on similar-maturity Spanish notes rose 11.8 bps to 5.11% today” $$ Jun 01, 2012
  • It may be wrong, and may harm Italy deeply, but it makes for great politics by encouraging popular resentment of fore… Jun 01, 2012
  • Why France Has So Many 49-Employee Companies “Sir, we r up to 49 again, shall I start another new company?” “Oui!” $$ May 31, 2012
  • Spain Ejects Clean-Power Industry With Europe Precedent Amazing what happens when u stop subsidies;companies fold/leave May 31, 2012
  • Iceland Property Bubble Grows With Currency Controls Classic. Trapped cash needs 2 protect value so buys real estate $$ May 31, 2012
  • ECB Opposes Spain Bank Idea Spain has reached its notional credit limit, can’t borrow more w/o driving rates up $$ May 31, 2012
  • EU Proposes ‘Banking Union’ This is an easy thing to propose, but hard to achieve without nations giving up power $$ May 31, 2012
  • Greek Democratic Left Demands Euro Pledge to Back Syriza They dream that they can stay in Euro, and not pay promises $$ May 29, 2012
  • Leveraged Loan Defaults May Surge to 25% in Europe, Moody’s Says If credit tightens in Europe, many defaults come $$ May 29, 2012
  • Greek Pro-Bailout Parties Gain Amid Euro Collapse Concern “Greece is the only country…we can say it’s a failed state” May 28, 2012
  • Spain roundup: & & Credit situation for Spain as a whole is troubled $$ May 28, 2012
  • Unsecured Creditors Face Losses in EU’s Plan for Failing Banks No free lunch; watch unsec rates rise 4 bonds & CP $$ May 28, 2012
  • @japhychron No decoupling there that I can see. The likely credit panic is in Europe, with limited spillover the US. $$ May 27, 2012


Financial Sector


  • Regulators Adopt New Tools to Prevent Another Flash Crash These regulations seem reasonable. I’m not used 2 saying that Jun 02, 2012
  • Volcker Rule? We need a Slurpee Rule “Lose $1B -> lose your job.” Great, can we apply this 2 government officials 2? $$ Jun 01, 2012
  • Bank says: We’re defaulting, but don’t you dare! Strange that many think they don’t have to pay if their creditor is BK Jun 01, 2012
  • Insurance Supervisors Ready to Identify Too-Big-To-Fail Insurers Less risk than banks; liab structures can’t acelr8 $$ May 31, 2012
  • Woman Who Couldn’t Be Intimidated by Citigroup Wins $31 Million Post-2008 $C employee blows whistle onlousy mtges $$ May 31, 2012
  • Look for corporate incest, where capital structures are interlaced between parent & subsidiaries. $AIG had that in sp… May 31, 2012


Speculating on the Long Bond


  • @shamir_k @SoberLook Only 10% of my portfolio; ask u what I asked Shiller, Hoisington & Lacy Hunt: when do u leave? $$ FD: +$TLT Jun 01, 2012
  • @SoberLook I have too many friends who were burned on $TBT, it will b right eventually… but the trade was 2 popular amid deflation $$ Jun 01, 2012
  • @SoberLook True enough. I just sold my last TIPS. $TIP Thinking of kicking out my last chunk of $TLT. FD: Long $TLT (me & clients) Jun 01, 2012
  • Ten-Year Treasury Yield Hits Record Low The benchmark 10-year U.S. Treasury yield sank to an all-time low of 1.659% $$ May 31, 2012
  • CHART OF THE NIGHT: What A Difference A Year Makes Global deflation drives people2grab 4 predictable income streams $$ May 31, 2012


Federal Reserve


  • He’s pretty connected $$ RT @pdacosta: Done deal? Morgan Stanley Fedster Reinhart now sees 80 percent chance of Fed easing in June. Jun 01, 2012
  • Rosengren Says Renewed Fed Operation Twist to Spur Growth If we all clap Tinkerbell will live! Hasn’t worked yet… $$ Jun 01, 2012
  • They assume that lowering long Treasury rates will aid growth; it did not work in the Great Depression & WWII. The Fe… Jun 01, 2012


On Gold


  • David Einhorn Mocks Warren Buffett’s Stance on Gold Good piece, I have questioned it as well: $$ Jun 01, 2012
  • @vjnttp That’s why I included a link to my article on the topic; it’s more complicated than what Buffett wrote in his annual report $$ Jun 02, 2012


My Goof on NFP


  • @andrewhorowitz I don’t trust the ADP #s. My model uses 4 wk avg of jobless claims, adjusts4past model errors b/c errors r autocorrelated $$ Jun 01, 2012
  • @andrewhorowitz Yes, a little above consensus, that’s what the models show, personally I’m more bearish but the models r better than me. $$ Jun 01, 2012
  • @Estimize I looked at estimize for a place to lodge an NFP est, and couldn’t find it. Do you do those? May 31, 2012
  • @joelight It’s a blend of 2 models which have different error properties — their point estimates r 145 & 171K. Don’t know CI 4 combined $$ May 31, 2012
  • I don’t do this often, but here goes — projecting NFP at +158K +/- 13K May 31, 2012


US Economics


  • RE: @SoberLook This is what stagflation looks like.  Copper reacts to GDP. Gold reacts to real rates. Jun 01, 2012
  • The Surprising Global Shortage of Skilled Workers There r skilled workers w/o work, they don’t have the *right* skills May 31, 2012
  • Some people kvetch. Some start their own firms, and hire people that don’t kvetch, with skills that match.  The latte… May 31, 2012
  • Totally agree, let govts protect depositors @ most, not banks RT @simonconstable: also a stupid thing to propose. Bust companies should fail May 31, 2012


Rest of the World


  • Dumb: China’s Blog Censorship Rules Have U.S. Parallels Even in colonial times restrictions on speech in US were modest Jun 01, 2012
  • Intervention From Rupee to Real Shows Focus on Inflation Emerging Markets face inflation & policy tightens, currs rise May 31, 2012
  • China Has No Plan for Large Stimulus to Counter Slowdown Maybe they figured out extending more loans won’t help growth May 31, 2012
  • Egypt’s Next Leader Won’t Be A Creature of Tahrir Square Revolution in Egypt subverted by military & muslim brotherhood May 28, 2012


US Politics


  • Startup Act Shows Silicon Valley Clout Growing in DC How Silicon Valley pushed 4 the JOBS Act. Scammers, PE rejoice $$ May 31, 2012
  • Note: the same thing will happen in 10-15 years to Social Security, but it will b cut by 25%. A series of bad surprises May 29, 2012
  • Congress Unwilling to Address Disability Plan’s Shortfall In a few years, disability payments will b cut by 21%. $$ May 29, 2012


Related Stocks:
Stock Market XML and JSON Data API provided by FinancialContent Services, Inc.
Nasdaq quotes delayed at least 15 minutes, all others at least 20 minutes.
Markets are closed on certain holidays. Stock Market Holiday List
By accessing this page, you agree to the following
Privacy Policy and Terms and Conditions.
Press Release Service provided by PRConnect.
Stock quotes supplied by Six Financial
Postage Rates Bots go here