#Macro

Shales From The Crypt

ViscosityRedux

It’s all the same tradeUS $A top down look with thoughts on implications for Energy Some context – the USD smile theoryThe USD holds both domestic and int’l elements driving

Delphi Digital

Delphi_Digital

0/ [PUBLIC RELEASE] The Bitcoin Bull Case: 2021 & BeyondAfter 1,081 days of waiting, #Bitcoin recently reached a new ATH. So what’s next?We’re making our latest report public to

David Beckworth

DavidBeckworth

Great thread from @GeorgeSelgin on the 13(3) imbroglio.https://twitter.com/georgeselgin/status/1340031364406624260 This 13(3) thread from @BharatRamamurti is also good:https://twitter.com/bharatramamurti/status/1340382408328294402 Senator T

Private Chad

Privatechad_

My Chads, If you are crushing trading BTC / futures on leverage, that does NOT mean you are any good at picking projects based on fundamentals.If you made a lot

Ed Clissold

edclissold

A thread on Sept slide and how it's come when several cycles turn weaker:Options appear to be part of the trigger. The equity P/C ratio fell to a 20-yr low

Mostly Borrowed Ideas

borrowed_ideas

1/ Notes from $FB 2Q'20 call1.8 Bn DAU/2.7 Bn MAU (+12% YoY) 9 mn active advertisers180 mn businesses who use FB products"...the tech industry is an American success story. Products

Maurice Rahmey

mrahmey

Today's messaging from Facebook was shared with high level details, but if you dig deeper, there's a lot to be concerned about. There's also some potential reasons to NOT be

Mayur मयूर Thaker ठाकर

freshjiva

A lot has been said about $TSLA's future returns given its monster 20X move from the 2019 "restructuring story" Adam Jones bottom.A valid point is brought up by the bears:

Renee Autumn Ray

reneeautumnray

"When these operators actually do have something tangible to offer their callers, they jump at the chance." 1/9 So starts a really accurate and visceral description of the work of

Abdu Sharkawy

SharkawyMD

Thread. A lot of misconceptions exist re: "health care capacity" (HCC), what it means on both micro and macro levels. Let's break down how we actually define this and what

Travis (not a Cylon) Kimmel

coloradotravis

Let's talk bonds.Because they didn't do great the last couple days and people are taking that as a confirmation that they're dead forever.But I don't think that's what we’re seeing.1/

Otavio (Tavi) Costa

TaviCosta

The Spanish flu of 1919 serves as a roadmap for the current macro environment.Thread Similar to today, the outbreak of the pandemic severely limited the industrial capacity of the

Jason Furman

jasonfurman

I did a talk in the excellent @MarkusEconomist Academy series yesterday on “Do Debt and Deficits Matter Anymore.” You can watch the video, see the slides, or read this longish

Not Quite Midlife

NotQuiteMidlife

Unofficial FinTwit podcast review thread I’m a hedge fund manager but solely my personal opinionsI subscribe to most money manager podcasts – listen to some (at 1.5-2X speed), read transcripts

Andy Crouch

BeerScribe

Much has been said about People's Republik in Cambridge, but Will is spot on here. It had character. And characters. Across the whole spectrum. You'd see well heeled professionals drinking

Rewilding Science

RewildingS

The #rewilding session kicks off with @JCSvenning from @BiochangeAU giving a macro-scale overview of rewilding, and how megafauna reintroductions and rewilding could provide a sustainable future under global change #BES2020

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