#Markets

Eric Hanss

hanss_eric

I see lots of people dragging this Op Ed disguised as an intellectual contribution to the study of urban wealth extraction and displacement, thought I might join in!https://twitter.com/theatlantic/status/1345392735151382529 The scene

Bachman

ElonBachman

1\ Ok, I have to do a thread on vaccine distribution, because it is just so insaneAs everyone knows by now, governments around the world are paralyzed by vaccine logisticsWho

Masa Capital

MasaSonCap

THREADCrown Castle $CCI responds to Elliott and says actually, fiber is a great business worth investing in, potentially an even better business than towers, and definitely better than dividends. Fiber

Nick🇬🇧🇪🇺

nicktolhurst

+UPDATE+EU & US do deal to open up EU financial markets to US banks.As UK banks have only time limited access to EU financial markets it is likely that without

☀️Dr. Nisse🌙⚗️

doctoryock

At the end of the day Biden represents ports who make their money bringing imports in, and Trump represents the interior of country that produces exports (or used to). Biden

Roberto Perli

R_Perli

1/10 This incorrect reading (summarized in the story below) of what’s going on in the TIPS market is pervasive these days. Here is a refresher of how to interpret signals

baufinanciaphaster 👹

bauhiniacapital

Carson Block of @muddywatersre writing in the FT lays the blame of stonk gyrations like GameStop (sub $20 on 12 Jan, up 18-fold in 10 trading days) squarely on low

Luke McInnes

lukemac16

One of the best @RealVision interviews in recent times with @RaoulGMI & Felix Zulauf. The opening half hour where he describes the current structural shift in global markets (and society

Cody Hill

cody_a_hill

Opinion: Storage As a Transmission Asset (SATA) is almost always a utility stuffing the ratebase with something that makes no sense and will never pay for itself unless they can

Can it get more petty? 🤢

wakeywakey16

Intesa San Paolo Italian bank chosen to consult Russia/Rosneft on its 19.5% sale.Announced May 25 2016.https://www.bloombergquint.com/markets/2016/05/24/russia-picks-intesa-for-rosneft-sale-as-sanctions-hurt-market https://twitter.com/wakey

𝔰𝔱𝔬𝔫

stonXBT

A reminder to self and whomsoever needs it. (1/8)If you trade the Market Profile, one of the premises is to use the Profile to recognise "market generated information".To recognise, in

Yasmin Razavi

YasminRazavi

Best companies/founders find ways to expand their TAM by venturing into adjacent markets. Inevitably the core product will tap out&maintaining high growth rates at scale requires strategic product expansion beyond

Johannes Stroebel

stroebel_econ

Over the past months, I worked with >30 others from industry & academia as a member of the CFTC’s Climate-Related Market Risk SubcommitteeToday, we released a report on climate change’s

Ernie Tedeschi

ernietedeschi

We need to be sober and rigorous when evaluating the positives and negatives of emergency UI, and not be wooed by simple, emotional stories. There's no evidence in the data

Cole

coIecp

A thread!Many people see the NFT craze as a fad, but it's actually just a decentralized rendition of a decade-old trend that has captured billions of dollars in value.Some thoughts

Peter Sutherland

econ_713

1/n This thread will address some of the GME saga talking points that are currently being oversimplified. Note that, other than being friendly with ppl at Melvin Capital, I do

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