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Niranjan Avasthi
avasthiniranjan
A simple thread to understand relationship between US Dollar and Emerging Markets. The relationship between the performance of Emerging Market stocks and the US Dollar is one of the tightest
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Jesse
AlmostVested
What are the indexes?You can't be a passive investor without knowing the indexes. I did the homework for you. Learn the 4 main indexes below.......//...........THREAD 1/ S&P 500The Standard
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Schalk Louw | Mr Louwcal 🇿🇦
SchalkLouw
#Global #ETF Weekly (thread): 15 Jan 2021- 2020 worst perf #sector making comeback in 2021 $IXC- This is helping #oil producing countries with #Nigeria, #UAE & #Russia in top5 #Country
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Talbott
talbottzink
Linde $LIN recently merged w PraxairI have great respect for Artisan Partners' global equity, and they talk Linde frequently. Here's the recent thesisLargest in an oligopoly. Strong bargaining power +
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George Selgin
GeorgeSelgin
Thread: It's very important to distinguish the implications of Fed monetization of _outstanding_ Treasury debt from those of Fed monetization of net Treasury security issues.https://twitter.com/TheStalwart/status/1324446235776921600 Mon
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4737
Q4737
21 Stocks on 2021 2020 Recap of profitable stocks + unexpected bagger2021 Stocks in Mind for Q1 onlyThere will be One for Everyone.A thread. Making money in #PSE is hard.
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Investment Books
InvestmentBook1
How to Make money buying Good business paying a high multiple? Terry Smith (Fundsmith) Presentation Investment Strategy Importance of ROCE Which one do you want ? High sustainable ROCE means
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Tay
TaylorQuant
NOVACYTBlackRock are currently buying Novacyt.But in which funds, and what does any of it mean?It means a lot, so...Thread #NCYT #ALNOV #NVYTF #GDR #AVCT #SNG #SYME #QGEN #FAB First thing
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Patrick Jahnke
pdjahnke
Some thoughts on the extent to which index providers’ decisions affect not only the flows of index funds but also the everyday investment dections of active investment managers, sometimes forcing
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Myles Danielsen
MylesDanielsen
Some thoughts on luck vs skill in manager selection:If we think about investment returns as a bell shaped distribution centered on an given index (since alpha is zero sum), then
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Stan Druckenmiller's Snow Tiger
ZARTechnical
Global Equity Positioning Thread 1/5$SPX $ACWI $EEM $EFAUS equity % in MSCI All World Index:- 59%, an ATH & well > DotComUS GDP as % of world:- 24%Global investors are
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Office of Unspecified Services
ONAN_OUS
Now how do the big boys do this in the real world? They use @AxiomaInc or @MSCI_Inc (formerly called MSCI BARRA but I think they dropped the name)https://twitter.com/ONAN_OUS/status/1278722283519873024 The main
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🎅🏼 PiQ 🎄
PriapusIQ
Goldman Sachs | Guide to European Indicies Hopefully, this is a useful resource for folks new to financial markets, and old hands might even pick up something new.
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Raoul Pal
RaoulGMI
Is the dollar bull market now over?I'm not yet convinced but my final dollar spike view is clearly under immense pressure. I've essentially been long since 2013 but now the
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🇯🇲 |👑ᴄᴏʀᴛᴇxᴋɪɴɢ👑| 🧠
shaineNeuro
I’ll start my #BlackJourneyToNeuro with my dad. The child of Jamaican parents (Windrush) who came to the UK in the 60s. My dad's story is a painful one but it
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Akinloye Ayorinde
Ayo_Akinloye
NSE IN 2021...MY PLENTY COINSSo, like I love to do, I will be examining the Nigerian Stock Market from my tripod (Technical, Fundamentals & Sentiment Analysis) to guide expectations for
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