#Macro

Rebecca Mann

BCmann_5

You know when you start TAing a pretend section of the asynchronous history class that your friend is teaching, as a JOKE for a few of your friends. But then

Julien Bittel, CFA

BittelJulien

ISM Manufacturing New Orders rose to 67.9 in October, their highest lvl since Jan ‘04.While quite a few US macro indicators continue to track an ‘01 analog (NFIB, consumer conf.,

Brad Stulberg

BStulberg

THREAD: stress + rest = growth. The most useful mental model for sustainable success I've come across in over 10 years of research and practice coaching executives, entrepreneurs, and athletes.

Alex Krüger

krugermacro

This guy @profplum99 is just another guy in denial who doesn't understand crypto. He has a large followship and has been trying hard to sound smart (he doesn't) and convince

Frances Donald

francesdonald

Did you catch my '21 Outlook? This yr, I’m taking a different approach. Sure, the base case is the same as everyone else's: first half bad, second half good. Some

Yana

SizableSongster

I'm gonna bandwagonMight not get through many tonight cos it's late, and I'm not even sure I can keep up but I will try! Okay, let's start on these. Obvious

Brian Romanchuk

RomanchukBrian

New article: The Implausibility Of The Chapwood IndexYes, “Shadowstats 2.0” gives implausible results. http://www.bondeconomics.com/2021/01/the-implausibility-of-chapwood-index.html My stance is pretty standard for fixed income people:

John Huber

JohnHuber72

A lot of air time being given to Berkshire's investment in $GOLD, but it's less than 0.2% of BRK's equity capital; worth about $0.23 per B share. AAPL is worth

contrarian 8888

contrarian8888

Although I’m super bullish uranium & oil/gas i think there is a reckoning that will occur in the not too distant future. Right now there is a trifecta of +ve

Jeric Rustia

jericrustia

Lecture time!In our work back in 2015-2017 we had the goal to come up with guidelines to design disaster resilient architecture around the country literally based on our pre-colonial vernacular

Sicarious

Sicarious_

A thread on the "trick question" pitfall.My wife & I have been watching Suits, & there's a scene where Rachel is studying for the LSATs. Mike realizes that she keeps

Philip Ball

philipcball

Hi @skdh, just saw your letter about free will in @PhysicsWorld. I’m puzzled. You say we should just stop talking about free will because no one knows what it means.

Sol 太阳 쏠

Solzi_Sez

This chart is called REVERSION TO THE MEAN.Here’s a macro-historic analysis of China’s economy as a percentage of global GDP over the last 2000 years. Data from the Madison Project.

Center Right Millennial

CenterRightMil1

This. "The Democrats would be right wing in Europe" is one of the dumber takes on this hell hole of a site, and that says somethinghttps://twitter.com/nickroberts317/status/1359201786171707394 It is certainly true

Ryan Selkis

twobitidiot

1/ Many of you will likely be fielding texts from friends, family and colleagues about #Bitcoin this week. Here's a list of resources you can share with them to

Capitalist Exploits

capitalistexp

THE biggest macro story of our lifetimes is the global Marxist power grab underway right here, right now.Covid is a smokescreen.https://twitter.com/CharlieEmma85/status/1351507371386949639 And the repercussions will involved stagflation, fo

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