#Equities

Jeff Geringer

808sandU3O8

I get asked, "what is the bear case for uranium?" The main answer is demand destruction - cheap gas, low electricity demand or another reactor accident.But I want to cast

Piyush Chaudhry

piyushchaudhry

With US Dollar Index #DXY seems to be bottoming and US 10 Year Yield #US10Y seems to be topping, the Macros appear to be in place to disrupt the Equities.

Arjun Murti

ArjunNMurti

1/ Oil Macro/Equities and US PresidentsDisclaimer: In choosing to engage on Twitter, I had vowed to avoid political commentary. I despise partisan politics. I believe this thread honors the spirit

Chris Burniske

cburniske

The biggest threat to #crypto's current bull market in not crypto petering out, but another destabilization in the macro markets, maybe led by cracks in the mania of US equities:https://www.youtube.com/watch?v=RYfmRTyl56w

Live Monitor

amlivemon

2021 US Political Outlook-Biden centrists vs progressives causes rift internally-Mideast & African tensions-COVID response, new lockdowns for Biden PR-Stalemates in House & Senate bills-Climate initiatives vs on-shoring desire-Rogue

Zafar Shaikh

InvesysCapital

Perfect #StormWhat Happened In 2002-04 & What Is Happening in 2020? Is There Any Hint For #Equities?1. Dollar Index #DXYIn Dec 2002, DXY Broke Multiyear Support Line & Went Into

Harel Jacobson

VolQuant

$EMFX are remarkably resilient in the face of raising yields/inflation expectations.... 5y5y Fwd EM rates are up 60bp from Jan 4th, yet EMFX vols are compressed, EMFX spot is well

Fundoo Professor

Sanjay__Bakshi

One student in my Forensic Accounting course wrote about manipulation in many large companies and how it pushes the retail investor into the corner. My (slightly edited) response: All investing

tp ⟠

tp_1559

1/ Mirror ($MIR/@mirror_protocol) is a Synthetics protocol for on-chain price exposure to real world assets. 2/ Initially, Mirror will target US equities. "Why US equities? First, US companies dominate global

Ari Paul ⛓️

AriDavidPaul

My concise (as I can make it) take on the gamestop short run: Impossible for regulators to prevent this or punish retail for it. All they can do is have

Amit Kumar Gupta

amitgupta0310

(1/n) A thread on the SEBI new circular with respect to increase in equity exposure across multi-cap fundsFor brevity, Large caps (LCs), Mid caps (MCs) and Small caps (SCs) (2/n)

Ahmed H

1ahmedh1

Great report by @mjmauboussin -> Public to Private Equity in the United States: A Long-Term LookIn just 25 yrs, there has been a marked shift in U.S. equities from public

Willem Middelkoop

wmiddelkoop

Now there is no retail physical silver left, the only route open to silver exposure is via listed equities and ETF’s .. expect many to gap open +10-20% .. based

Akid Rosli

AkidRosli

Okay here's my thread on UT. It's gonna be a long one and it may not be entirely comprehensive because there's a lot to talk about. Come back in an

macrocephalopod

macrocephalopod

Say you want to execute a $30k trade in a $1bn mkt cap stock, around 0.2% of adv so not massive but not small. Would that be cheaper in the

Howard Axelroark 💊

axelroark

[Thread]Here's my quick and dirty logic.1. T-bill issuance this week. They need bonds bid, but not so high that our dealers can't grab at a discount.Why a discount?1/nhttps://twitter.com/axelroark/status/1354551624337915910 Foreign

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