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Teddy Vallee
TeddyVallee
Current positioning backdrop from our October note: US Tech = $11T or 31.2% of aggregate $SPX+ $RTY mkt capAdding in bond proxies/lower real rate beneficiaries ( $XLV, $XLU, $XLP) total
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Trading Places Research
LookingGdLouis
The Greatest Economy Ever? A RequiemI hear even smart people repeat the lie that somehow the Trump economy was far better than the Obama economy. It’s amazing how this has
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Steve Austin
iAmSteveAustin
Today, my therapist asked me what my perfectionist nature thinks a perfect life looks like. I told her:1. Lose 40 pounds.2. Finish my degree (I'm only 30 hours away).3. Get
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Benjamin Young
BJYoung1990
Some takeaways on CH tonight with @PastorCarlDay :Disconnects between black millennials and the church:1. Tradition2. Trauma3. Transparency4. Truth-telling5. Tenacity6. Talking 1. TraditionWhile there’s nothing wrong with tradition, it of
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Dr. Jessica Taylor
DrJessTaylor
You know something? I’m sick of women having to be everything to even have an opinion on something whilst men can have no experiences, no qualifications and no fuckin idea
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Nora Loreto
NoLore
Thread --Pay attention to how the UK variant continues to be reported. Journalists are focusing on the public threat (you can get this within seconds of contact!) That may be
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Vitruvius
VitruviusCurve
I have cannibalised this from another conversation I had earlier but the words are mine so my corespondent won’t mind- When you are looking back at historical
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Phillipe Cunningham
CunninghamMPLS
I DEEPLY care about the safety of my neighbors and community. I mourn with those who have lost family members to this senseless violence and stand with those who have
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cherry🍒🌈🌸🦄
chwafl
A person dressed in cosplay performing a routine of the character they are dressed as is fine, but it's not the same as like, being a real idol. It's cosplay
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Jessica Shortall🧂🥴
jessicashortall
This country is so uneasy & so ripe to engage in a cycle of moral panic(s) - be it about “antifa,” whatever QAn*n is on about, or an explosion of
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KITTY FUSHITOGE
HR2C_TD
There’s a huge difference betweenFiction affects reality AndFiction = reality Yes fiction does affect reality! Why wouldn’t you be crying when a character dies? Why wouldn’t you kin a character?However
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A.R. (Actually Republic) Moxon
JuliusGoat
Wondering when rural elites will reach out of their conservative bubbles to understand how they can win over the hearts and minds of hardworking Real Americans from the urban heartland,
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Frosty Flying Porn Artist ♀
Sexycandycomp
I see this argument a lot so I'm going to make a thread explaining and detailing things so if you ever want to you can use itWhy people create and
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iggykimi 🌺
iggythustra
Manga recommendation: REALThread Takehiko Inoue is a renowned author, Vagabond and Slam Dunk are masterpieces in their genres, but for me, there is one work that surpasses both, and
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VLAD
vladtenev
It’s time for T+2 to go. (1/9) Last week we saw the impact the two-day trade settlement period has on investors and ultimately the entire American financial system. Clearinghouse deposit
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Jim Bianco
biancoresearch
CRB Raw Industrial Spot up 25% since April.It is made up of largely non-fut traded commods, so should not be subject to speculative money flowsHides, tallow, copper scrap, lead scrap,
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