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#Forecasts
SpartanBlack
SpartanBlack_1
0/ I decided to do a tweet storm about DCF models and their usefulness re crypto assets for those valuation diehards out there. 1/ I have come across some analysts
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Commercial_Banker
Commerc44498613
Appetite Changes in the Senior Debt Markets (THREAD)After 8 years, the switch from a Borrowers’ market to a Lenders’ market has happened overnight. Your negotiating power is gone - strap
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CrypTwit Signals
signals_fintwit
0/ Here's a thread on my macro $btcusd outlook - TLDR: Mostly bullish, with a possibility of short term correction from $23k or sideways PA with $17.2k and $16.2k acting
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Vitor Constâncio
VMRConstancio
A potential problem is looming, and the media are pursuing a new story that builds on the following chain of reasoning: 1) higher inflation is coming;2) if CBs increase interest
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Prathamesh Godbole
prathgodbole
Thread of random observations and forecasts for the coming decade - on markets and the world in generalCycle lengths to b much shorter. Business cycle is being, and will continue
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Clean Air in London
CleanAirLondon
First signs of a possible #CodeRed particle #AirPollution by mid-next-week, as winds slow and turn easterly, coinciding with #FestivalBonfires and #Fireworks. Could be nasty Thread 2/ On Saturday morning, @DefraGovUK
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DCF GOD
dcfgod
100x VC gains are inaccessible to the peopleVCs get deal access to startups before they IPOWe then have to buy into the businesses at multi billion valuations, missing most of
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Raynar81
Raynar81
Fountaine Pajot ($ALFPC.PA)French microcap selling catamarans worldwide (sails+motors)High growth, high ROE, but very low multiples?It seems the market does not like the combination cyclical+seasonal & covid19. Could be a chance..Quick
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NWS Seattle
NWSSeattle
Alright everyone, let's discuss the active weather pattern for this week. Here are the main areas of focus:Lowland SnowCold Temperatures & Wind ChillLocally Strong Winds The active weather pattern is
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Nate Silver
NateSilver538
This is not correct. Not only was it imaginable... it was widely predicted in March that COVID would be a highly persistent problem.1. An expert panel in March predicted ~200K
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Ruminator Dan
RuminatorDan
SWEDEN & UNITED KINGDOM, SARS-CoV-2AN ANALYSIS & DISCUSSION (v1.1):Despite claims to the contrary the data are clear:The outcomes for both countries have been remarkably similar.This has happened in spite of
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Akshay Rajhans
rajhans
DRS hot take and a mini thread: a) Showing only the most likely trajectory and b) calling the uncertainty 'umpire's call' are doing a disservice to the acceptability of the
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Dan Rose
DanRose999
Amazon launched in July 1995, and every Xmas was a near death experience for the first 7 years. I joined in ‘99 and got to experience this first hand. Starting
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Christian Möstl
chrisoutofspace
We have a new paper out! We predicted how many #solarstorms will impact Earth in the next solar cycle, and there may be a surprise in store for the @NASASun
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Scott Irwin
ScottIrwinUI
1. I am intentionally going to propose a controversial hypothesis in this thread. My hypothesis is that #pftour20 is more valuable now than in the past due to the change
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Tyler Buchanan
Tylerjoelb
There are countless, literally countless examples of Ohio's COVID-19 skeptics (in Statehouse & elsewhere) pointing to the early projections of 6k, 8k, 10k cases per day & urging Ohio to
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