- FCX (copper) had great week, +10% on blowout earnings (+70%) and reinstated dividend. I own a bunch as bet on China growth, inflation bet. #
- In the 1502 p. Sen Healthcare Bill the term “Tax” used 124 times, “taxable” 158x, “excise tax” 12x http://bit.ly/1i14LI http://bit.ly/ciWpW #
- Great graphic on the taxes in Sen Healthcare bill from my friends at ATR http://yfrog.com/678s6p http://bit.ly/1i14LI #
- Great piece on the lunacy of Google's campaign for net neutrality rules from my friend Adam Thierer at PFF. http://bit.ly/1a696B #
- Agency neutrality, not net neutrality, is the real key to Internet freedom. http://bit.ly/4nbSxC #
- @DLesh Thanks David, will do. John in reply to DLesh #
- Cool stuff! New cell phone software helps epidemiologists analyze data remotely and map findings across the world. http://bit.ly/3E8a85 #
- New paper from friend Tom Willett. 'The reversibility of different types of capital flows to emerging markets" http://bit.ly/1fgJNK #
- New paper concluding "fixed exchange rate regime system can help reduce the cost of capital in emerging markets" http://bit.ly/6kXNV #
- God stuff here. New issue of merging Markets Review. http://bit.ly/36g8Iy #
- Stealth lawmaking. Keep on eye on these clowns. House Democrats are looking at re-branding the public health insurance option as Medicare. #
- survey. 90%+ of private equity investors think China priv eq mkt will grow next year. http://bit.ly/4tStOA #
- Bad joke on small bus owners denied access to capital. Will produce nothing. "White House Plans Small-Business Aid" http://bit.ly/CVoYZ #
- JPMorgan Leads Goldman Sachs Advising on Mergers for First Time Since 2000. I own both stocks. Big M&A activity coming up next year. #
- Sucky Asian markets last night. Looks like I get to lose some money today. #
- Why so few loan mods? Mortgage servicers find it cheaper to foreclose on homeowners than offer loan modifications. http://bit.ly/3dPzKs #
- A little late guys? S&P Downgrades Mortgage Guaranty Insurance Corp. (MGIC) Q3 Losses. http://bit.ly/4luRzq #
- Rating agencies aren't worth a damn. 'Rating Agencies See Pain Ahead for Commercial MBS.' http://yfrog.com/1rennp http://bit.ly/1yEnJC #
- Web video, between 2007 and 2009, jumped to 52% of all Internet traffic from 42%. #
- Sept payroll employment decreased in 43 states & DC (yay!), incr in 7 states. http://bit.ly/26Ymw5 #
- Doogie finally gets one right! 'Geithner Says Some TARP Programs to End' #
- Cool stuff! New cell phone software helps epidemiologists analyze data remotely and map findings across the world. http://bit.ly/3E8a85 #
- New paper from friend Tom Willett. 'The reversibility of different types of capital flows to emerging markets" http://bit.ly/1fgJNK #
- New paper concluding "fixed exchange rate regime system can help reduce the cost of capital in emerging markets" http://bit.ly/6kXNV #
- emerging markets are likely more dependent on the world market during large joint losses than large joint gains. http://bit.ly/2Vbart #
- Good stuff here. New issue of merging Markets Review. http://bit.ly/36g8Iy #
- Stealth lawmaking. Keep on eye on these clowns. House Democrats are looking at re-branding the public health insurance option as Medicare. #
- survey. 90%+ of private equity investors think China priv eq mkt will grow next year. http://bit.ly/4tStOA #
- Bad joke on small bus owners denied access to capital. Will produce nothing. "White House Plans Small-Business Aid" http://bit.ly/CVoYZ #
- Investor risk appetite increasing. Hedge funds pulled in $1.1B in Q3, first time investors added money after a full year of heavy outflows. #
- Icahn Says Offered $6 Billion Loan to CIT. I own CIT today, betting on them not dying. #
- SEC Pursuing 'Significant' Insider Cases: Source. SEC is trying to show (pretend?) it is alive and well. Driving funds offshore. #
- "The Decentering of the Global Firm" idea of firms as national actors rooted in home countries becoming outdated. http://bit.ly/2hAcqO #
- Australian central bank raised rates by 1/4% to 3.25% this month-first G20 country. Look for Austr $ market to rise. I am long Australia. #
- BOJ Signals It May Soon Stop Buying Debt. Another sign of impending rate increases around the world. (I am NOT long Japan). #
- Important. Retaliation for US act. China made prelim ruling to impose tariffs up to 36% on nylon imports from U.S. http://bit.ly/23FXGF #
- Vietnam Targets 6.5% GDP in 2010. (per capita output of $1,200) Many companies moving there from southern China, http://bit.ly/4eg5w2 #
- Apple (AAPL) rose 6% after it trounced Q4 profit estimates selling 7.4 million iPhones and > 3+ million Mac computers. I am way long AAPL. #
- Earnings today looking good. Apple, DuPont, #
- @coldebella You are right Joe, often the case. in reply to coldebella #
- Strong earnings report from Apple good for Asian market, espec. Chinese suppliers. Shanghai up 1.5% last night. #
- Caterpillar 3Q EPS 64c Vs Est. 5c; Year Forecast Raised. Strong profits (global sales) pushing market up, not dependent on US GDP. #
- Shocking! Pelosi, not popular in Cali, Field says survey. 44% don't approve of Pelosi's performance, (35% March) http://bit.ly/vukwh #
- Fiels poll in Cal. 66 percent disapprove of job Congress is doing (+13% from March). only 23$ approve. http://bit.ly/vukwh #
- R @cmmjaime "No generation has a right to contract debts greater than can be paid off during …its own existence." George Washington. in reply to cmmjaime #
- Vote whoring. White House, Reid offering doctors a deal: freeze Medicare pmt cuts to drs in exchange for drs' support of healthcare bill. #
- This is cool! First-time Internet Users Find Boost In Brain Function After Just One Week. http://bit.ly/qUtX3 http://yfrog.com/0exr1nj #
- Very cool, potentially huge. Physicists Develop Multifunctional Storage Device For Light. http://bit.ly/47MIYv http://yfrog.com/7hyrnij #
- @phonemanA Lord Monckton is right. This is very scary. Much larger potential for damage to the US than even healthcare bill or tax increases in reply to phonemanA #
- Want to know why jobs still falling? Banks have loaned -240 $B to small bus in last 12 months! http://yfrog.com/0o4cgp #
- @ScottRasmussen Obama: Strongly Approve 28% Strongly Disapprove 40%… http://tinyurl.com/preztrack #
- The average hedge fund has gained more than 17 percent since January, and asset inflows have been positive for four straight months. #
- Huge exodus of hedge funds from London to Geneva due to the regulation ramp-up there. #
- From 1980 to today, global financial assets quadrupled in size relative to global GDP. #
- Developing economies investments between now and 2020 will add up to > 50% of the capital stock in place in 2020-and it will all be new . #
- Strong growth in china is pushing oil prices higher. Oil prices rise to 12-month high above $78 http://bit.ly/3CKZ6S #
- U.S. budget deficit hits record $1.4 trillion. 10% of total U.S. econ output, the biggest since World War Two. http://bit.ly/3lcR3C #
- September deficit came in at $46.6 — the first time EVER the UShas had 12 consecutive months of budget red ink. (Health care still to come) #
- Investors searching for income have put $200B into bond funds this year. Big mistake. Bonds more risky than stocks at today's rate levels. #
- Junk-Bond Returns Leap 50% This Year. Spent week reviewing global invest opps with large Gulf investor. Interesting (12-15%) opps in CMBS. #
- @kathylns Thanks K I will take a look. JR in reply to kathylns #
- Cnooc Is In Talks with Norway's StatoilHydro For Leases In U.S. Gulf. I own bunch of Statoil (STO), like the company. http://bit.ly/3CNKoH #
- Gonna see a lot more Chinese cos (CNOOC) buying energy and mineral assets around world. One reason I own coal stocks (BHP) today. #
- TIPS market underestimating 10 yr inflation at 1.75%. That's why I own (TIP) and (WIP). http://yfrog.com/7h6mjlj http://bit.ly/442eAx #
- As emerging market economies grow, their underdeveloped capital markets (and equity values) will grow even faster. http://yfrog.com/5hz2gp #
- For those who think the real estate crisis has only happened in the US. http://yfrog.com/1cyqzj #
- Check out these 2 charts. Gulf investor portfolios to quadruple next 10 yrs to $8T .http://yfrog.com/0bwocg http://yfrog.com/2qqtfg #
- Very cool interactive graphic showing oil demand next 10 yrs. (+30%, incr all emerging economies) http://bit.ly/3itHxh #
- @CreateCapital hi Scott. Never get sick of Maui. But work to do in Geneva getting a new hedge fund off the ground. Colder than heck here. in reply to CreateCapital #
- #investors #investing #stocks For those who think the real estate crisis has only happened in the US. http://yfrog.com/1cyqzj #
- @StewartCook Dr. John, re inflation. Where are you putting your money? Here you go Stewart. Copper (FCX), coal (BHP), oil (STO), TIP, WIP. #
- @StewartCook I know you're probably a busy man, Dr. John, but I'd really like to see you tweet more. Thanks Stewart, will try my best. JR #
- Small business jobs are the core of the economic problem this time. 45% of job losses in companies < 50 workers. http://yfrog.com/9g6yqj #
- This is why the dollar is falling and will keep falling. Fed flooded the market with bank reserves; others have not.http://yfrog.com/0qh3jp #
- 90% of the increase in energy demand is from emerging markets. China is 1/3 of it. http://yfrog.com/0qnybp #
- R Congrats Nathan! All, read Nathan's article. @NathanLindley @johnrutledge John, just got my first article published http://bit.ly/2ykUHx in reply to NathanLindley #
- @nathanlindley Nathan that's great. I will give it a read and hope others do too. http://bit.ly/2ykUHx #
- Deficit Triples In FY09, Reaches 10% Of GDP. CBO said Wed FY09 deficit, ended 9/30, $1.4 Trillion, +$950B over FY08. http://bit.ly/1CptFE #
- Anyone else have a problem with this? Justice Dept. Blocks Officials From Testifying Under Oath to House Intell comm http://bit.ly/29ibe #
- This is cool. (I love weird science inventions) Food 'Tattoos' An Alternative To Labels For Identifying Fruit. http://bit.ly/gElca #
- cool. Rotating E. coli flagella key to gradient climbing behavior. new method for studying bacterial swimming. http://bit.ly/IXEQ9 #
- OK, that's depressing! Depression Predicts Increases In Inflammatory Protein Linked To Heart Disease. http://bit.ly/1ST9rq #
- I knew it all along. Study result: Married Men Nearly Three Times As Likely To Develop Noise-induced Hearing Loss. http://bit.ly/2I1lVm #
- These guys created the global economy. Nobel In Physics: Creators Of Optical Fiber Communication And CCD Image Sensor. http://bit.ly/ap2Sp #
- Interesting work on the brain as a 'poised system'. New Mathematical Model Suggests How Brain Might Stay In Balance http://bit.ly/13zj9c #
- Quiz: Who first wrote about a 'neural netwwork'. Answer: Friedrich von Hayek when he was 19 years old. Hebb's work was much later. #
- Speed of light commun. makes protectionism obsolete. In face of protect. pressures, G20 nations invest in technology http://bit.ly/Qhyia #
- Interesting study: Diffusion Of Information In Social Networks. http://bit.ly/MifiX #
- Law and Development Review 'Law in Asia: Role of Law as Force for Development' http://bit.ly/4JQ9w #
- Lack if credit hurts small bus chart: 45% of job loss in this recession at firms with less than 50 workers. http://yfrog.com/0wz7rsj #
- Still no lending. Consumer credit -$12 billion in Aug, (-5.8%), 7th straight month of decline, longest since 1991. http://bit.ly/AysJM #
- Attn. geeks! I gave a lecture at the UC Berkeley School of Info on global econ. crisis. mp3 file to download. http://tinyurl.com/ksqxe7 #
- @life_abundant Thanks Kim. You are doing great work on your site. John in reply to life_abundant #
- Thanks Jordy! @bailoutgame: Recommended @johnrutledge to @MrTweet 'John is a great supporter of new businesses and provid…' #
