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The Market Dog ™️
TheMarketDog
QE DEBUNKEDI was having some trouble to fully understand QE and how it is impacting us, so I decided to investigate furtherTHREAD 1/ What is QE? CBs buys long-term
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Wild West Capital
BuffaloBillCo
$AER has been our second largest position since July (average cost basis: $26/sh) when the likelihood that vaccines under development would be successful was looking increasingly obvious. At the time,
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Caitlin Long 🔑
CaitlinLong_
1/ HOW TO UNDERSTAND WHAT'S GOING ON IN FINANCIAL MKTS. Western world built up a debt bubble of stunning proportions over past ~50yrs. It's deflating now, just as it tried
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Frontline Llama
valley_llama
Gold stocks.Commodity inputs, commodity output.Poor capital allocation.Poor governance.Growth capex > depletion.Upside operating leverage dampened by resource nationalism.LT fair multiple for an average stock: 20.Fair multiple for a gold
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Private Chad
Privatechad_
My Chads, the rotation from majors to low-caps is starting. $YAM started as a rebase meme coin, but has transitioned into a full-fledged ecosystem developing 4 new products. Not many
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Kostas on F.I.R.E. 🔥
itsKostasOnFIRE
Isaac Newton: A brilliant scientist, a terrible investorHow Issac Newton lost $4 million due to the first stock market bubble in history and insider trading/THREAD/ 1/ Sir Isaac Newton is
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Meb Faber
MebFaber
1/ There are a lot of investment sayings that get repeated by individual & professional investors alike.One I hear parroted over and over again is a variation of “high stock
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Dr Sarah Taber
SarahTaber_bww
Corn is a platform with both limitless purposes, and one purpose:to turn rural land into a dependable & infinitely fungible financial asset.https://twitter.com/SarahTaber_bww/status/1074864735143804928 If you want to understand US agric
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°• Ronda
40_Ronda
#Coronavirus #WallStreetBailOut#StimulusBillThis bill represents a transfer of wealth and power to the super rich from the rest of us, with the support of both political parties ― a damning statement
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Sajith Pai
sajithpai
Thread.Understanding startups (or scaling startups), metrics & valuationsorhow not to be misled by analog metrics when you run digital scalable ventures. 1st a key clarification: there are many kinds of
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YieldFanatic
di_truly
1/ $TRMR vs $MGNIHave had a few people reach out on $TRMR esp vs $MGNI – they arent quite similar. But, $TRMR looks more attractive on relative valuation vs $MGNI
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Clint Jasper
clint_jasper
We are off and away with another episode of the Senate Select Committee, Multi-Jurisdictional Management and Execution of the MDBP! Brett Walker QC - says nothing (esp the flaws) he
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Dan Price
DanPriceSeattle
Compared to white people:*Black-owned homes devalued 23%*Black-owned property taxes 13% higher*Bank fees 2x higher for black customers*Black-owned biz closed at twice the rate in pandemic*Black people w/ NO criminal record
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Simon Wardley
swardley
#Reddit invents the trickle down economy with #GameStop and now the talk is all about regulation. Apparently wealth is supposed to only flow one way whilst promises of future breadcrumbs
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Esha K.
eshaLegal
By unfortunate necessity, I must do a thread on the Reagan years.Millennials: If your life sucks, blame your parents for voting Reagan 1. Ronald Reagan gave a speech in the
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LIZquidity
Lizquidity
Just broke Venkat so I’ll do my own assignment. 1 like = 1 opinion on... investing, I guess.Maybe a few per like if no one wants to play.https://twitter.com/vgr/status/1205977370483556352 1. Fundamental
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