#Macro

Michael Pettis

michaelxpettis

1/5For over 15 years Chinese regulators have implemented one reform after another aimed at taming the wildly speculative Chinese stock markets in an attempt to make them converge with more

Paul Krugman

paulkrugman

The news is all Kalama, and rightly so, but let me counterprogram and talk about economics. Over the next few weeks I'm scheduled to talk everywhere and nowhere about the

Ohad

ohadsamet

Let’s talk about luck in startups. Before anyone goes up in arms, a disclaimer. In my friend group we like to say success is like being hit by lightning: it’s

knwang

knwang

Lately there’s been a lot of talk about #DeFi in the blockchain community. Is #DeFi overhyped? Is there a #DeFiBubble? Here are my thoughts (thread): All types of Defi tokens

Adam Alpha

AdamAlpha13

My guy @Crypto_Gambit_ asked me for a macro alt overview today, so here's a thread presenting the facts on where we stand at the minute, and both the bullish, and

Shales From The Crypt

ViscosityRedux

$XOM issued a press release 11/30 with updates across a number of fronts, including a significant impairment of upstream assets. A discussion follows.https://corporate.exxonmobil.com/News/Newsroom/News-releases/2020/1130_ExxonMobil-to-prior

El Sandifer, Rationality Expert to the Stars

ElSandifer

I’m quoted in this, which does about as good a job overviewing the topic as a New York Times profile can be expected to.https://www.nytimes.com/2021/02/13/technology/slate-star-codex-rationalists.html Major oversights in it as I

Benjamin Lemoine

benjlemoine

Note fondamentale de @DanielaGabor.Les politiques non conventionnelles de la BCE ne sont pas à la hauteur de la situation (sanitaire et climatique) et enferment, jusqu’ici, dans un « shadow monetary financing » et

Jason Kint

jason_kint

Great report, good statement by Apple on Facebook’s deceptive advocacy. Happy to back it up on behalf of publishers. “We need the world to see those arguments for what they

Duncan S. Campbell

duncan__c

@drvolts you should write about the new @VibrantCE energy study. It's the first effort I've seen that layers in a model of the distribution grid to its macro-grid analysis and

philippe laffont

plaffont

To be a good public investor, you don’t need to be a genius or own a crystal ball but you do have to make a few big calls. 2/ In

Lucas Guttenberg

lucasguttenberg

The negotiation box by @eucopresident does two tweaks to the RRF: It changes the allocation key to take into account actual GDP loss and it increases the role of the

Julia C Carreon

juliaccarreon

What @TheCrownNetflix has to do with #finserv: If you are old enough to remember Princess Diana when she was alive (I was 27 when she passed) then you know she

Chinmay Tumbe

ChinmayTumbe

Kalyani Vartak and I have a book chapter on 'Migration and Caste' that came out a few months back. A very short thread with link to the article in the

BroncosEye

BroncosEye

I looked into one of the more popular Fintech ETF's recently $FINX and searched through the total holdings. I came across $INTU & decided to do some personal analysis since

The C O N T R A R I A N

ZeContrarian7

HOW TO USE TWITTER TO BECOME A GREAT INVESTOR:I’ll start by saying that learning from Twitter, if used correctly, is better than books. Twitter is full of good mentors, even

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