Predicting the future of interest rates and debt refinancing may be a fool’s errand, but the Twitterati are undeterred. So what will it be – a coming flood of high-yield defaults and 20%Treasury yields?

Also on their minds this week: the gold rush, the vindication of Dick Fuld, and the political charms of Acapulco.

Time to Windex those crystal balls….

The Economy/Politics

Marc Faber sez 10-yr treasury yield headed to 10% to 20% over next decade. Thx for the pick-me-up, Marc.
Carl Quintanilla, co-anchor of CNBC’s Squawk Box, referring to Marc Faber, the publisher of investment newsletter “The Gloom Boom & Doom Report.”
Twitter.com/carlquintanilla

Business

Lehman’s Bizarro World: Former Execs Say Hiding $50B WASN’T A Big Deal, Fuld Feels Vindicated
Twitter feed of the Huffington
Post’s business section.
Twitter.com/HuffBusiness

Just b/c this is a time of transformation doesn’t mean it’s easy to sell transformational ideas
Rosabeth Moss Kanter, professor, Harvard Business School.
Twitter.com/RosabethKanter

UK: “The days of web sales nearly doubling each year are long gone.”
Tim O’Brien, editor of the Sunday business section at The New York Times.
Twitter.com/TimOBrienNYT

Companies moving to 2x/yr bonuses is terrible idea Should shift to long-term restricted stock for long-term performance
Bill George, former CEO, Medtronic.
Twitter.com/Bill_George

The Markets

The yield game is back on. Refinancing the HY debt in 2012 will not be a problem, despite what other doomsayers may say.
Anonymous hedge fund investor, on high-yield debt.
Twitter.com/hedgefundinvest

Goldman Sachs derivative liability = 33,823% of assets
Twitter feed in the name of Lucy Parson, a deceased anarchist labor organizer.
Twitter.com/lucyparsons4ev

was’nt [sic] Gold supposed to crash already as dollar rallied and the stock market too…still think the big move lies ahead and to the up $gld
Howard Lindzon, co-founder and CEO of real-time trading information
site, www.stocktwits.com
Twitter.com/howardlindzon

PIMCO TRF Hits $214 Billion, Gross Cuts Cash By $14 Billion, Buys Treasuries And Foreign Government Holdings
Editors of the finance blog, zerohedge.com, on trading by PIMCO’s flagship Total Return Fund.
Twitter.com/zerohedge

The Lighter Side

if Kucinich changed his mind for a trip to Cleveland, imagine what he would do if Bama took him to Acapulco
Joe Donohue, CEO of Desert Shores Capital, on Rep. Dennis Kucinich’s switch to a “yes” vote on health-care reform.
Twitter.com/upsidetrader

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