Joined September 2010
Photos and videos
Behavior Co. retweeted
30 Oct 2014
1
3
Behavior Co. retweeted
10 Sep 2014
1
23
16
Behavior Co. retweeted
GMO: “There Is No Safe Place To Hide” advisoranalyst.com/glablog/2…

2
15
13
Behavior Co. retweeted
Missing word, wrong ticker. Otherwise fine. RT @BloombergNews Investors buy Tim Cook with record $APPL close: bloom.bg/1kSxC08

1
4
Behavior Co. retweeted
Hindsight bias is brain pollution... learning about an illusion doesn't eliminate it though. [h/t @jposhaughnessy]
2
7
Behavior Co. retweeted
4 Aug 2014
Internally consistent that banks lobby against D-F to maximize profits, AND it wouldn't work in a crisis.
1
2
1
Behavior Co. retweeted
"Almost all" of the improvement in consumer confidence "came from those households that make under $75,000."
1
4
1
Behavior Co. retweeted
28 Jul 2014
What happens when you are allowed to build cars without regulation. green.autoblog.com/2014/07/2…

1
21
23
Behavior Co. retweeted
Is it really a surprise why new home sales have slowed? These homes are expensive. Builders choose price over volume:
3
12
9
Behavior Co. retweeted
MSFT job massacre at time of enormous profitability not exactly a story of greater returns to labor now is it?
6
20
18
$VRX CEO delivered 500k shares in error, stock ~$75. Returned value of shares at delivery. Restore PSU and keep gain? sec.gov/Archives/edgar/data/…

Behavior Co. retweeted
The crazy $KO LBO idea reminds me: Good source at big event-driven hedge fund told me $FDX was LBO bait. I wrote it up. That was July 2007.
1
7
6
Behavior Co. retweeted
Valeant: the CEO comes from McKinsey, the CFO is a former Goldman Sachs partner. What could possibly go wrong? $VRX
4
4
6
Behavior Co. retweeted
22 May 2014
Cuban made a single sane decision to collar his $YHOO 15 years ago during "the crazy" so now we're stuck hearing his opinion on everything.
5
4
Behavior Co. retweeted
Housing's problem: it's not a great deal for marginal buyers anymore on.wsj.com/1qXTiuf
4
29
20
Behavior Co. retweeted
Tom Lawler says that RealtyTrac report that got a ton of media attention last week on cash sales just doesn't add up calculatedriskblog.com/2014/…

2
3
2
Behavior Co. retweeted
Quits rate back to 1.8% in March. February also revised up.
4
1
Behavior Co. retweeted
9 May 2014
Beats Music streaming is based on the acquisition of MOG in 2012 for $10 to $16 million.
2
10
5
Behavior Co. retweeted
9 May 2014
Buying Beats? Bad Idea.
19
30
32
Behavior Co. retweeted
Replying to @Hedge_FundGirl
@Hedge_FundGirl @Nonrelatedsense @JacobWolinsky Health expenditure to GDP in US is twice Europe. Living expenses include tax and health.
2
1
1