#Allocation

Sean Casten

SeanCasten

I spent a few days before Xmas checking in our mayors in #IL06. Wanted to share some observations on a common theme that came up, and how you all can

Deven Morgan

devenmorgan

Make no mistake. Taking this approach to youth baseball & discarding what doesn’t serve the long term goal can have consequences.The choice is whether we fear those consequences enough to

Harish Krishnan,CFA

hktg13

"% of GDP"- see this sprouting everywhere- be it market cap of Apple to GDP of India or IPO funding of ANT to GDP or the even more sacrilegious reversal

Tom Harwood

tomhfh

Nicola Sturgeon likes to suggest that Scotland would be better off with its highest level of Government resting in Brussels rather than Westminster.Shall we put that to the test with

Lucas Guttenberg

lucasguttenberg

The Recovery and Resilience Facility (RRF), the core of 's recovery fund, enters the implementation phase now. @onethuthree has the overview of it all until 2026. But what can we

Lingxuan Chen

LingxuanC

Ready to explore the intrinsic world of neurons during the evolution of memories? Check out my newly published review from the Cai lab (@denisejcai) on neuronal intrinsic excitability and memory!

Ali Aydar📚

eyedar

The podcast hosted by @APompliano with @m2jr was like a master class in early stage investing.These are my notes from it, along with my application of @m2jr's principles my three

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

A Marm Kilpatrick

DiseaseEcology

FDA Pfizer/BioNTech vaccine efficacy results are great, but aren't nearly as great as presented for severe infections.Everyone has seen fig below on cases in vaccine (blue) & placebo (red) over

Data & Policy

data_and_policy

The @data_and_policy journal has 6 Areas of Interest for authors; what have we have published in the past?In Area 1, Data-driven Transformations in Policy and Governance, there is "The role

Josh Wingrove

josh_wingrove

Pfizer says it has "millions more doses" of its vaccine waiting in a warehouse for the U.S. government to tell it where to send it, via @TheTerminal."As of now, we

Maciek Boni

maciekboni

Hi #epitwitter short summary here on @athutran's results on optimal vaccine allocation using real-time seroprevalence estimates, for MA and RI (abt 25% to 30% seroprev on Jan 1). Results exactly

Jon Levy

jonlevyBU

1. We don’t talk enough about the complex and wrenching moral dimensions of #CovidVaccine allocation and distribution - an open discussion about the issues and tradeoffs could give us a

Santiago R Santos

santiagoroel

.@ARKInvest produces A+ research. Some highlights of their “Big Ideas” report re: crypto:1. Bitcoin - a 2.5% to 5% allocation by institutions could rise BTC price by $200-500k2. Bitcoin -

Matt Bennett

LongvueMatt

There is real opportunity to:- scale a HoldCo - focused on a portfolio of software & digital-forward assets- serving niche and/or traditionally sleepy verticalsA playbook to follow... But first... why

10-K Diver

10kdiver

1/Get a cup of coffee.In this thread, I'll show you a simple way to understand and analyze stock buybacks. 2/Imagine that you're a part owner of a pizza shop.The shop

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