#Equities

Mostly Borrowed Ideas

borrowed_ideas

1/ @mjmauboussin recently published "Public to Private Equity in the United States: A Long-Term Look".It's a 56-page document containing full of interesting data, charts, and insights. Here's a thread with

SouthernValue

SouthernValue95

Broken clocks are right twice a day and Jeremy Granthams perma bear calls are right once a cycle. A timeline and cautionary lesson for investors:2010: Grantham sells stocks out of

🌚Timeless_Being🌍

Timeless_Crypto

I think it's safe to say that anyone who says $BTC is asymmetric and not subject to the whims of global forces can be put to rest. I am curious

𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐌𝐚𝐫𝐤𝐞𝐭 𝐇𝐲𝐩𝐞

EffMktHype

Was reading through a private group chat yesterday discussing the forward path for market+economy. A lot of much smarter people in that chat than me, but it did get me

Adrian Boucek

adrianboucek

I'm just about ready to throw in the towel. This is a total casino. The way I see it, the world's wealthiest investors are sucking capital out of the system

a h

alexharfouche1

1/13 Thread. Demographics and labour market dynamics. Prelude: the scariest chart for the US eq market, and the reason I believe the upcoming top will be a secular one. Chart

𝚁𝚘𝚋 𝙳𝚊𝚢

cleantechinv

Some of what’s going on in the world of sustainability SPAC activity is a bit silly. But a lot of it is not. It’s reflective of how bad the acquirers

boepd

boepd

(1/4) Some of you may be wondering what's the impact of the shift in oil futures on asset valuations? Although E&P equities have been on a tear (), the implied

RamaKrishna Vadlamudi, CFA

vrk100

0/n Let us rewind to January of 2018. As you know, much water--not wholly clean--has flowed down the Mithi River in the past three years, impacting equity markets in a

Sanjana Kadyan

KadyanSanjana

Third edition of our Macroeconomics of COVID in India weekly series with @tulsipriya_rk #EconTwitter Macro of Covid needs an unusual federal perspective since our urban areas( growth engines) are Covid

Rep. Joe Webster

RepJoeWebster

This week, the majority party voted to put a flawed referendum on the May primary ballot. With HB 55, three proposed amendments that would have fixed those issues were voted

Rory Green

rorygreen5

Huge implications of semiconductor shortageShort term, the chip famine will hit German and Mexican growthTwo countries with a high reliance on vehicle production + low domestic semiconductor output@TS_Lombard 1/4 Rising

1 Main Capital

1MainCapital

GS Tactical Fund Flows 2021 - some interesting tidbits:We are set up to see a massive wave of inflows [in 2021]. The “January Effect” will be exceptionally strong this year.

Life of Adventure

wealthyhealthyl

Cars are not investments right? But ....What if investments were cars?What would you drive?//Thread\\ Equities would be a sports carFastFlashyBut you need advanced drivingOtherwise you will crash and burn Bonds

David Galbraith

daveg

This is a profound insight. Of course equity bubbles have always existed through memes to a degree, but this time is different. Zero transaction costs, stimulus and QE and the

Josh Marshall

joshtpm

I’m seeing say the GameStop carnival shows the need for financial market regulation. I’m not sure that’s quite right. And bear in mind I think we already know we need

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