#Macro

Sony Kapoor

SonyKapoor

#BorisJohnson may end up being worse than #DonaldTrump ... A #thread Despite the obvious similarities of privileged background, crazy hair, narcissistic personalities, dubious morality and dog-whistle race baiting EVERYONE has

𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐌𝐚𝐫𝐤𝐞𝐭 𝐇𝐲𝐩𝐞

EffMktHype

As promised, a thread on my approach to building a rules-based model. There's no perfect way, you won't get a blueprint of what I do, just how I approach a

Freedom Designer

FreedomDSGNR

Things Won’t Be Better Than How High You Aim ToGoals are inevitable.I tried to set, track, adjust, and in general use goals for the last 4 years… with much less

UnusualValue

unusualvalue

0/n. Thread on various investing beliefs. My analytical style is to find value in duration by finding assets which have high barriers to replicate. Usually when there is some 'flaw'

Arpit Gupta

arpitrage

Thread on "In Search of the Origins of Financial Fluctuations" by @xgabaix and @rkoijen. One of the most exciting agendas in asset pricing. See video (https://www.youtube.com/watch?v=OQnHosZPuKQ). They estimate $1b investment

𝗧𝗲𝘀𝗹𝗮 𝗙𝗮𝗰𝘁𝘀 🔋

truth_tesla

If we revisit the TSLA volume comparison between the +$200 stock-split rally back in August and the current S&P 500 addition one, it's striking how much lower trading volume TSLA

Seismologie.be

Seismologie_be

New paper!“The 23 February 1828 Belgian earthquake: a destructive moderate event typical of the seismic activity in Western Europe” by Thierry Camelbeeck, E. Knuts, P. Alexandre, @seismotom and @Koen_VanNoten. Link:

Amit Goldenberg

Amit_Goldenb

A new preprint with Mac Abruzzo,@RobbWiller, @eranh75_eran & James Gross in which we explore political acrophily (love of extremes), which is the tendency to prefer social ties that are more

Brennan Schlagbaum, CPA

Budgetdog_

I’m 2006, Warren Buffett challenged the Hedge Fund industry. He publicly stated that...Over a period of ten years, an S&P 500 index fund would outperform a collection of hedge

Anwar

AnwarDTX

SalesForce has officially signed the paperwork to buy Slack! The SalesForce vs. Microsoft enterprise software battle continues. Here’s a rundown of their previous showdowns (thread ): 2016: Microsoft and SalesForce

Urban Carmel

ukarlewitz

Plunge and bounce. All the market is doing now is debating whether we’ll be on the red line or the green line next yearhttps://twitter.com/adam_tooze/status/1250506680367935488 Everyone has an opinion on red

Catherynne M. Valente

catvalente

As an addendum to my previous thread, let me tell you a story about when I realized that the on-the-ground 2016 Trump supporter was very seriously fighting a war the

Beth LaPensée

odaminowin

World building in games involves everything from geography to culture. It can involve plants, waters, lands, animals, and the characters that live there, which may even be animals or plants

Capybara Capital

capy_capital

If you only have to read one book on investing, make it "100 Baggers" by @chriswmayer. It is direct and completely changed my investment mindset for the better. My takeaways

A.R. (Actually Republic) Moxon

JuliusGoat

VIRUS Let me give you a hypothetical scenario.Imagine, as best as you can, that there's a virus.To help your imaginations, I'll describe this virus. Let’s suppose it’s a novel new

Corporate Machiavelli (Attending To Final Matters)

corporatemach

Narcicistic men usually stand out like a sore thumb. They instincivtely care a great deal about their physical appearance, and often dress with a style that is flashy; they stand

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