#Macro

Hugh Hendry Eclectica

hendry_hugh

I had a great chat with @RobinWigg. It’s unfortunate that he chose the term “blamed”, that i blamed central banks. I don’t believe that’s true. I made my peace with

Ty Young

YoungCryptoPM

This week in Crypto:1. Tesla invests $1.5B in #Bitcoin 2. New #Bitcoin ATH3. St. Louis Fed tweets DeFi paper 4. Miami Mayor to add BTC to BS5. BNY Mellon

Calle Börstell

c_borstell

OK, so sometimes you may want a map showing the distribution of #signlanguages in the world, maybe for a #lingtyp presentation. I struggled to find such maps, especially different classifications/regions,

Alex Barrow

MacroOps

1/A LOT of critically important charts in this week's #DirtyDozen. I cover growing trend fragility, a monthly sell signal, discuss why this *isn't* a major top buy why we should

Lishu

lishu_he

1/ I've been having some bad mental health days and reflecting on this 2020 shitshow. I'm turned into an absolute potato, and as a grad student whose research was thrown

Kinjal Shah

_kinjalbshah

1 / Excited to share @blockchaincap 2020 Year in Review and our bold predictions for 2021!Short recap below - find the full deck here:https://bit.ly/3qOtgeW 2 / On a macro level,

Institutional Allocator

InstAllocator

For me the best manager commentary teaches me something I didn't know.So let's dive in on manager commentary and how it might be improved: Let's start with the bad.Most manager

Guru@Lightspeed

guruchahal

Recently years have seen a strong resurgence in investments and M&A in network infra. Acquisitions include Silverpeak, CloudGenix, Cumulus, Metaswitch, Affirmed... And new investments include Arrcus, Aviatrix, Alkira, DriveNets... Let&#

CaseBitcoin

case4bitcoin

1/ Bitcoin was born in the aftermath of the Great Financial Crisis. It traded for pennies, yet a handful of people thought it might one day play a key role

Daniel Kaufmann

KaufmannDani

1/ What does the agreement on the distribution of @SNB_BNS profits imply for the size and volatility of distributions? This note aims at providing some answers applying the new rule

John McNally

johngmcnally

Thinking a lot about policy research gaps post Mandate letter binge. The last thing this country needs is another white paper, but there are the five macro areas where Canada

Blockworks

Blockworks_

We could see negative 5-10% real interest rates in the U.S. soon.@LukeGromen believes a bubble in sovereign debt could lead to these negative interest rates.So what would this mean for

Deven Morgan

devenmorgan

Make no mistake. Taking this approach to youth baseball & discarding what doesn’t serve the long term goal can have consequences.The choice is whether we fear those consequences enough to

𝕮𝖍𝖎

chigrl

What are the global macro drivers for energy transition? The same conduits for any macro change: 1. Demographic 2. Economic3. Socio-Cultural4. Technological5. Ecological6. Politicallet's take a look 1. Population growth

memtezeh

nadamoum

Thank you Muzna for bringing that up. This is something I have thought a lot about, so threadhttps://twitter.com/zamakan/status/1287119390526386176 1/ Of course, we are familiar with Maysoun’s brilliant article and are

Alex Good

goodalexander

The past month I've been focusing on monetizing meme stocks through algo trading. It's gone well (now ~12.2% ytd with .1% drawdown). Macro has been playing out too though -

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