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Eric Clark
Dynamicbrands
1/please show me market that has more pent up demand than travel and social gathering? Timing tough but outcome=certain=massive pent up demand building. THEY will say these stocks mostly reflect
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Philipp Heimberger
heimbergecon
The consequences of "output gap nonsense" in applying the fiscal rules will endanger Germany’s recovery from the Corona crisis. @AchimTruger and I provide an analysis of the underlying problems: Thread
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Dominique Heinke
Epi_D_Nique
Hold please. No mention of ventilation as a key mitigation measure? Seriously? Not only does that not make sense based on what we understand about how Covid is transmitted, it
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Andy
DowneastCapital
1/ A quick thread on Auto OEM Enterprise Values 2/ Auto OEMs present a unique challenge from a valuation Perspective, and it takes some time to untangle the GAAP/IFRS statements
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Sarah Drasner
sarah_edo
If I get a question a few times, I try to post it here: if you're trying out contracting in 2021, the pricing model that worked best for me wasn't
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JohannesBorgen
jeuasommenulle
An update post lockdown. Unfortunately, we don't have Google mobility data post-Oct 30th (start date of the lockdown) yet, so let's look at how hospital data changed since then. Quick
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ʜᴇɴᴋ ᴠᴀɴ ᴇss
henkvaness
Just moments ago, the whole account of @realdonaldtrump is gone, so now the bio info is deleted too (1/..) Now @parler_app or @getongab would be the next best place for
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The Costs of War Project
CostsOfWar
On Mon, we released a new study on civilian casualties due to U.S. and allied forces’ airstrikes in Afghanistan between 2017 - 2020. Yesterday, the U.S. military questioned our report,
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Robert Dingwall 🏴 🇪🇺 Reunite
rwjdingwall
There is currently a great deal of fear-mongering about Christmas visits in the UK. In order to assess the risk associated with a family or social visit within the rules,
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Riuji
weakconvergence
It is common to approach problems via approximation in analysis. Often, we know how to solve the problem in special cases. This allows us to obtain a sequence of approximate
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Jon Huang, MPH, PhD | BLM | 🙏🏽
jon_y_huang
Because I am a glutton for punishment, here's a tiny thread about why causal inference and policy is so tricky re: "masks and COVID-19" Disclaimer #1: Mute this thread if
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Peter Ganong
p_ganong
new predictions of effects of alternative UI benefit supplements The UI supplements have expired. Congress is considering a range of options.What will happen to 1) *consumption*2) *UI replacement rates*Thread w/@JoeVavra
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Peter Sagal
petersagal
Getting a lot of pushback on this, some of it angry, so a few points you can ignore and then yell anyway:https://twitter.com/petersagal/status/1334889052139565057 There are, by some estimates, up to 9M
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Alicia Planincic
AliciaPlanincic
Since COVID, how single moms are faring - juggling work/childcare - has been a major area of concern. I've been looking at the data available via StatsCan but have hesitated
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Jason DaSilva Boudrias
Jason_D_B_07
$GRWG HUGE GAP UPUP 43% ON 10 x Avg Daily VolumeClosing in top 92% of bar. Higher prices likely. May be start of a trend. Daily and weekly chart attached.Long
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David Fickling
davidfickling
What's pretty much the best-performing major industrial product in China this year?Industrial boilers for coal power plants:https://data.stats.gov.cn/english/tablequery.htm?code=AA0701 Only industrial tractors, primary plastics and &quo
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