#Bubble

Chamath Palihapitiya

chamath

Some people scratch their heads when they see valuations of stocks justified by 2024E or 2025E numbers. Their instinctive reaction is to be dismissive but that’s lazy thinking.Here’s a secret

Jon Worth

jonworth

Thanks to a tweet from @JonathanStubbs0 earlier, I came across this 2016 Simon Jenkins column about Brexithttps://www.theguardian.com/commentisfree/2016/jul/06/brexit-britain-property-bubbleNow ignoring Jenkins is normally a good strategy *

Jo Hook

JoJohook2003

Whilst I hate to sound pessimistic this is my honest no holds barred view of travel this year. Group travel will not happen. The vaccine is game changer without question.

Ferris Jabr

ferrisjabr

A soap bubble is a layer of water molecules sandwiched btwn two layers of soap molecules. It begins freezing at its coldest point, but the fluid inner layer shears off

💥Prole Playing Games💥

rabblecat

Imagine being wealthy and privileged enough to think that if a dollar isn’t being used to generate a return, it must be “theft”. Now imagine if everyone actually took this

akram's razor

akramsrazor

The SEC move today on Dl ipo’s is a win for “choice” in raising capital no doubt. But cycle wise it warrants some observations.... The last time there were this

DMC

AssetReset

I have seen so many $BTC “the top” calls on Fintwit. These top callers have also been calling equity market tops and SPAC tops. Now, their battle cry is “you

Awais Aftab

awaisaftab

Many of my psychiatric colleagues in the real world (outside my little bubble of philosophically minded friends) are so eager to avoid dualism that they fall right into the lap

2022 Olympian Balding 大老板

BaldingsWorld

There is astounding poverty of foreign policy thinking. It is both Trump obsessed and gratuitously narcissistic in US political self absorption. Virtually any geopolitical problem you cite will NOT be

Logan Mohtashami

LoganMohtashami

Remember, the big key here is that the debt quality is good when the loan was issued. When incomes come back for those that actually needed to take Forbearance, mostly

A.R. (Actually Republic) Moxon

JuliusGoat

This is true, and I'll add to it one point I think is quite important.Because one side supports a corrupt fascist bully, and refuses to engage with reality on pretty

Patrick McCraney

patrickmccraney

The Fire are in the bubble in Orlando. MLS sent out a bunch of hotel video, and it's pretty great, actually.I call this one "Beric rides an escalator." Maybe if

Rebecca Speight

BeccyRSPB

Right then. My wishes for 2021. In no particular order. To be joined with yours. But I warn you I may get arsey if they don't happen..... 1. That we

owen cyclops 🎴

owenbroadcast

im just some painter but, feel like its hard to exaggerate the speed at which usonian politics has been accelerating. i remember when normal people wouldnt even use the terms

Mark Toshner

mark_toshner

I've been tweeting about vaccines for a while now. Next 6 months are crucial in misinformation war so here are a few things I have learned 1/n 1) Vaccine hesitancy

Rachel Evey Aslanian

erysseraina

The longer COVID goes on, the more perspectives I get to learn and experience. As I learn more, my opinions on how to handle it shift. A thread/ At the

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