#Forecasts

Dave Mazzoni

MazzoniDave

What I picked up from Dr Mike Yeadon’s and Dr Claire Craig’s interview with Reiner Fuellmich for the German Corona investigation committeeNote: Prof Reiner Fuellmich has successfully prosecuted Deutsche Bank

sonia aggarwal

cleantechsonia

For international #energytwitter friends watching CA...what happened with the blackouts? A thread.This darkly gleeful article from the @wsjournal ed board is dead wrong. We can say definitively that these blackouts

Ruminator Dan

RuminatorDan

SWEDEN & UNITED KINGDOM, SARS-CoV-2AN ANALYSIS & DISCUSSION:Despite claims to the contrary the data are clear:The outcomes for both countries have been remarkably similar.This has happened in spite of the

Oleg Urminsky

OlegUrminsky

I have reservations about this opinion I'm seeing expressed quite a bit:"academics on campus specializing in social sciences should have been more involved to better factor in human behavior." Thread...https://www.bloomberg.co

3 STOCKS A DAY

3Stocksaday

When to Sell a StockTheoretically, the ability to make money on stocks involves two key decisions: buying at the right time and selling at the right time. In order to

Points

Points18

GS revises their 12m #Copper forecast from $7500 to $9500. $OCO $SLS“The bull market for copper is now fully underway with prices up 50% from the 2020 lows, reaching their

Sahara

saharainvesting

As promised, a thread on one of my largest holdings going into the new year...Allow me to introduce Smart Eye, "the king of DMS" A little background firstDriver monitoring systems

Christian Roselund

croselund

Some of y'all are concerned about the Democratic Party draft platform, especially the #climate section.I think some of those concerns are valid, like the relative lack of ambition in transportation

Daniel Swain

Weather_West

Mid-storm update (yes, this multi-day event is less than half over). Last night brought a multitude of wild weather across NorCal, including heavy snow at low elevs that rarely see

Michael Story ⚓

MWStory

People are really forgetting how strong UK government anti-mask measures were! Mask adverts were banned in March on the evidence-free assertion from PHE that "prolonged use of masks was likely

Sudarshan Varadhan

sudvaradhan

In one day, presumably over a few hours of rain, 83 people have died in Bihar due to lightning strikes. I thought it was 2020 doing 2020 things, but I

Occam

OccamInvesting

I used to be convinced of the merits of active investment management.The more I researched, the less confident in active management I became. Now I invest all my cash into

Martin Bruteig

aksjefokus

[Thread] David Dreman's "Contrarian Investment Rules" Rule 1:Do not use market-timing or technical analysis. These techniques can only cost you money. Rule 2: Respect the difficulty of working

Coal Transitions

CoalTransitions

New data for #coal exports by @ArgusMedia shows grim outlook for thermal coal in 2020, with #COVID19 causing declines in global coal exports of 2.7mn t in March and 3mn

Armine Yalnizyan

ArmineYalnizyan

Another argument for boosting the economy from the bottom up.Over 82% of all population growth in Canada came from newcomers in 1st quarter 2020.https://www150.statcan.gc.ca/n1/pub/91-002-x/91-002-x2020001-eng.htm Will be sole source of lab

Will Schoebs

willschoebs

1/x Thread discussing European serial acquirers as pulled from a fantastic recent investor letter by Scott Management. Highly recommend reading it in whole via below link...I was tempted to tweet

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