#Macro

Peter Suzman

Biomaven

Stepping back from the horrible events of yesterday, it's worth talking about what the investment implications are of the Dem's Senate victories in Georgia.So first thing to note is that

Mike McHargue

mikemchargue

I'd like to revisit some of the feedback I got to this thread, because some people made some good points as they pushed back.https://twitter.com/mikemchargue/status/1341052947363319808 The piece of feedback that got

Prathamesh Godbole

prathgodbole

Long thread on the bull case for India 2020-2030Areas covered- food/water, energy, roti-kapda-makan, trade, software tech, market valuations, effects, risks1 #1 food/waterMeat consumption- which takes far more water than veggies,

Claudia Sahm FULL CHECKS NOW

Claudia_Sahm

ok, so pulled some data this morning ...https://twitter.com/Claudia_Sahm/status/1345922009641975808 what set off my sleuthing was @TimDuy highlighting (as others have) that total compensation to employees in US is pretty much back

a h

alexharfouche1

1/13 Thread. Demographics and labour market dynamics. Prelude: the scariest chart for the US eq market, and the reason I believe the upcoming top will be a secular one. Chart

Neil Coleman

NeilColemanSA

It seems like Treasury indeed has a lot to answer for in delaying the procurement of vaccines. In this @FinancialMail article NT is cited as asking "why waste money on

Frank K Tumwebaze,MP : Psalms 124 : 1-8

FrankTumwebazek

This constant screeching noise of @NRMOnline opponents about 35yrs in power i hear, can not be an issue to define their alternate agenda. U can't fault @NRMOnline for winning the

Value Downunder

DownunderValue

Treasury Wine Estates $TWE $TWE.AX is a global premium wine producer, owner of Penfolds Grange – a collector’s item. Recently it has been hit hard by Covid-19 and China-Australia trade

fierza bukan fiersa

fierza

Gue bodo banget kalo masalah teori. Tapi coba gue kasih ilmu lapangan, yang mungkin ngga akan ketemu di buku: 5 Ide usaha modal nol RupiahTapi bukan berarti sama sekali nol

John Street Capital

JohnStCapital

0/ @Affirm filed their S1 after the close today. They highlight 6.2M+ customers, 17.2M transactions, 6,500+ merchants, $10.7B GMV since FY17, 100%+ dollar-based merchant retention rate, 64% repeat customers &

Hugh Hendry Eclectica

hendry_hugh

Gold and silver have been total dogs these last six months. BTC has just outperformed. I attribute this to Wil Self and his Quantity Theory of Insanity. That there is,

calvinfroedge

calvinfroedge

Ok, need to make a post re: $ZIMFirst, this post was a starting point, not an accusation, so please don't take it personally if you're in this name:https://twitter.com/calvinfroedge/status/1360063360226705409?s=20 I've only

Tim

tpsojda

If you're looking for a under-the-radar, large, pre-LOI #SPAC target with top-notch management trading next to NAV ($11; trading low on common around $11.30; hovers $11.75), I highly recommend checking

Peter Foster

pmdfoster

You can read @MichelBarnier remarks on Round 7 of the UK-EU trade talks here (FR and EN). Tl;dr. This sentence - paring back the 'ask' won't move EU stance on

Dr. Diane Thompson

dianethompso

Or you want to have children, but lost your baby this week 1/nhttps://twitter.com/joelmcglothlin/status/1286714493372956673 We’re still raw, and aren’t ready to discuss publicly, but I could not let this one go.

compound

compound100x

Stripe thread (III)1. Stripe's vision goes beyond just that of a payments company and im fascinated to see what new features emerge after they "solve" payments a decade frm now.

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