1 470 Has anyone done modeling to project use & prices w/ per unit of GDP energy efficiency? Is there enough oil to pay back the debt? $MACRO Tue Feb 09 12:53:15 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8853131861 19111917 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> MACRO Another day where risk assets & risk-free assets fall in synchronicity. $MACRO Mon Feb 08 19:07:34 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8820622936 19111917 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> MACRO $$ WWII gave the US massive political capital, allowed the USD hegemony via Marshall Plan, massive weapons exports .. not seeing that after Mon Feb 08 02:50:08 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8792680963 19111917 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> $MACRO Is the continuing USD support good for the recovery? Less contention for oil & cheaper inputs, but exports less competitive.. Mon Feb 08 02:28:35 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8791787691 19111917 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> MACRO $$ Stop investing? Mon Feb 08 02:24:51 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8791610949 19111917 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> $$ and -- as the FT article this morning pointed out -- the bulk of their finance & trade partners are zone members Mon Feb 08 02:12:01 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8791058739 19111917 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> $$ Since Greece's debt is priced in Euros, that still has consequences to the rest of the zone... Mon Feb 08 02:11:25 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8791032257 19111917 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> $$ It's actually taken some time to get used to the multi-tasking and multi-windows. Mon Feb 08 02:08:58 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8790921585 19111917 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> $$ Taxes! Mon Feb 08 02:03:52 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8790698149 19111917 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> $$ Gregor > SB in the Busigin household Mon Feb 08 02:01:51 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8790612456 19111917 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> $$ Hello, Gregor & alll Mon Feb 08 02:00:40 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8790560038 19111917 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> Are US housing prices somewhat a reflection of an upcoming massive tax liability? $MACRO Sun Feb 07 21:34:45 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8779798135 19111917 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> MACRO @mika2k1 The nuclear issue could mean big business for $UTX, $GE, $HON, etc. Sun Feb 07 17:15:00 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8771152542 19111917 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> GE HON UTX @InEgoVeritas I personally think such pressing issues need direct solutions, and not another court for $GS to game. Sun Feb 07 02:45:30 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8747616250 19111917 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> GS Nice job. RT @VIXandMore: Long $SPX (and lots of other things) at 1047 Fri Feb 05 20:41:16 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8692538817 19111917 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> SPX LOL RT @aiki14: Dear Nigerian Rebels, I think you guys are a bunch of fairies, What do you think of that? Sincerely R.D. Shell Oil Co. $$ Thu Feb 04 18:57:13 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8643431177 19111917 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> $MACRO Consider this: Portugal, Italy, Greece & Spain comprise of 33.1% of the Eurozone GDP. Thu Feb 04 10:44:19 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8627492436 19111917 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> MACRO @IRON100 That explains the $RSH out-performance today :-) Wed Feb 03 21:30:34 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8604011779 19111917 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> RSH @IRON100 FWIW, I've found a lot of alpha in $XLU and the Dow Utilities over the years. Wed Feb 03 21:23:08 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8603751349 19111917 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> XLU .@aiki14 Synthetic short on future wage growth: long $AEA, short $XLY Wed Feb 03 16:20:00 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8593444196 19111917 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> AEA XLY .@GregorMacdonald IMO, asset prices are reflecting the game of chicken the People's Bank is playing against FRB. Inflation normalisation. $$ Wed Feb 03 14:10:06 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8588714428 19111917 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> $$ Even better hour than usual. Mon Feb 01 03:00:01 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8480497384 19111917 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> $$ It's a fair point to say that it isn't just labour which is out-sourced to China - also pollution. Mon Feb 01 02:56:02 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8480257601 19111917 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> $$ I call bullshit. No-one who burns that much coal can ever be considered green. Mon Feb 01 02:52:26 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8480041523 19111917 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> $$ @PoliticalMath is responsible for a lot of those visualisations. Mon Feb 01 02:45:19 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8479653888 19111917 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> $$ On an another topic, could you expand on numbers (even if they're napkin numbers) on HSR and commuter rail? Mon Feb 01 02:34:08 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8479108405 19111917 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> $$ Americans aren't divorced from the idea of America - stilly largely fat, happy, apathetic, ignorant and naive. (like every other country) Mon Feb 01 02:27:08 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8478751410 19111917 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> $$ @NanceFinance & @TamelaRich probably disagree - they don't seem to be here, or are laughing too hard ... Mon Feb 01 02:11:34 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8477972164 19111917 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> $$ Something is going to have to change: either moving to a much more or much less authoritarian model. Current balance unworking. Mon Feb 01 02:07:47 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8477780196 19111917 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> $$ Hi everyone & Gregor Mon Feb 01 02:01:18 +0000 2010 mbusigin http://a1.twimg.com/profile_images/660654716/n717405110_1079122_9198_normal.jpg 8477449380 19111917 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a>