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Jurrien Timmer
TimmerFidelity
(THREAD) 1/ Is the market’s current valuation really as bad the Shiller CAPE suggests? In my view, the answer is no. Here’s why. 2/ This shows the Shiller CAPE, or
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College Wealth | Micah
college_wealth
A lot of talk about $T (AT&T) on the timeline lately So here’s a list of why $T is so popular, especially right now (Thread) 1a. High dividend yieldIt has
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♧ cindii ♧ m/w Sky
cindiicore
thread on how to not get s worded because some of ya'll need it 1. Don't ratio people everyday, especially if it's a keysmash like ''shwduioq'', twt WILL s word
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Peter Lohmann
pslohmann
Forecasting growth for a recurring revenue service business (property management) - what we've learned over the last seven years and how we're doing it differently for 2021. For property management,
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Adam Kucharski
AdamJKucharski
Suppose we have a SARS-CoV-2 variant that is inherently more transmissible, and another that is more likely to reinfect people who've previously developed immunity. Which will spread more easily? A
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Tony Breu
tony_breu
1/Does the tryptophan in turkey really cause a food coma?I've heard this repeatedly, while also being told that it is a myth. Let's have a look at the physiology of
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a h
alexharfouche1
1/13 Thread. Demographics and labour market dynamics. Prelude: the scariest chart for the US eq market, and the reason I believe the upcoming top will be a secular one. Chart
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Charlie Gardner
OldUrbanist
Finally, after 30 years or more of NU experimentation with the reintroduction of rear alleyways, one builder simply substitutes narrow alleys for streets and, through convergent evolution, arrives at what
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𝐊𝐡𝐚𝐧𝐡💎
KhxnhFCB
Luis Suarez in 2016:72 G/A in 49 games, 1.47 ratio58.4 minutes per G/A Robert Lewandowski in 2020:60 G/A in 39 games1.54 ratio55.6 minutes per G/A If it wasn’t for Corona
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fredtheinvestor 📈
fred_babu
Finding out what kind of shape a company is in financially before before owning a stock is a major key.The balance sheet can give you all the information you need
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Alex Krüger
krugermacro
Scarcity drives prices. Scarcity is determined by the relationship between Supply vs Demand.Supply = Selling volume coming from new production (Flow) or existing stocks (Stock).To analyse scarcity can look into
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Gene Kim
RealGeneKim
"In 1999, at the startup I was at, it was an amazing realization to see how my leadership would pay almost anything if we could ship one day sooner. So
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Michael Pettis
michaelxpettis
1/9While debt-to-GDP ratios already have a limited but very misunderstood use, it seems economists are finding bright new ways of misunderstanding them. Now we say that when nominal interest rates
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Aaron T.
TBFUnreality
A little bit ago I held a poll on move ordering! 949 people responded. Let's go into those numbers and poll questions! (i am not a statistician)Almost everyone played VGC,
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Brad Cherniak
SapientCapital
This I'm sure is the question on everyone's minds this crisp Family Day holiday afternoon in Canada: Is there an objective technical standard for composing original, quality music (ie. a
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Trevor Bedford
trvrb
With @CDCgov's update to their seroprevalence results across sites in the US, it's possible to see if with increased availability in testing whether we're catching a larger fraction of infections
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