#Supply

Francis McRae

FrankMcRae

High rents are a disgrace & I love anything that gives landlords a kicking but the case for rent control is not overwhelming. It has serious unintended consequences & can

Paul Nuki

PaulNuki

1/4 Quick thread on vaccine rollout globally. Key message: supply is super tight and will remain so for some time yet. Global coordination urgently needed... Israel ahead in % population

Alexander Clarkson

APHClarkson

UK businesses and government need to get their heads around the fact they are in direct competition with societies in or aligned with the EU system with skilled workers and

David Andolfatto

dandolfa

Many great points here, though personally am not ready to abandon "monetarism" as my provisional theory of (trend) inflation.https://twitter.com/VMRConstancio/status/1284549107990888452 Monetarism explains price-level as being det

Anthony Wang

anthony_wang4

1/ I learned an interesting fact about Green Premiums in hydrogen supply chains today:The premium on a car made from green steel made from green hydrogen would add 3-5% to

Gregory Vousvounis

GregVous

Sorry people but I have to get this out of my chest. No matter how much money is created you don't get inflation until you hit a bottleneck in the

Hancen A. Sale

Hancen4Sale

1/ Some housing economics for you. Here's a visual showing how supply constraints could impede the Knox housing market.Pended listings (i.e. under contract) is a forward-looking indicator for home sales

David Doney

David_Charts

THREAD: How much vaccine can the U.S. expect to have available over the course of 2021?Pfizer and Biontech have pledged to deliver 200 million doses, enough for 100 million people,

Mike O'Donnell

MikeO_CIRAS

This is an opportunity for the U.S. to re-invest in the electronics supply chain.Short thread...https://twitter.com/PaulPage/status/1357081763256926211 1. Nothing will fix this specific shortage other than time. The capital-intensive nature

Matthew Green

matthew_d_green

I couldn’t tweet a better description than the headline for this piece: After SolarWinds breach, lawmakers ask NSA for help in cracking Juniper cold case.https://www.cyberscoop.com/nsa-juniper-backdoor-wyden-espionage/ For those who haven

A.J. Herrmann

ajherrma

A quick thread addressing some feedback I'm seeing on affordable housing ordinance passed by City Council yesterday:https://www.kansascity.com/news/politics-government/article248844539.html Critique 1: This won't result in a ton of

guinnessstache

guinnessstache

I made this video in October 2019 while the markets were still quiet but I think it's time i ask some of the big YouTuber's to take another look at

Catherine Sweeney

CathJSweeney

We're getting a vaccine update from Deputy Commissioner of Health Keith Reed, who has overseen the vaccine program. He said they found out about the depleted stockpile yesterday. "We're very,

Magnus Macro

MagnusMacro

Article this morning from @Birdyword brings light to the funding markets/plumbing heading in another YE funding cycle.Some quick thoughts 1/nhttps://www.wsj.com/articles/shrinking-money-market-funds-threaten-global-dollar-supply-11599818495

Michael Marshall

MrMMarsh

Obviously the “no clamour for 24/7 vaccinations” is a bullshit line to cover for a lack of infrastructure, competence and supply, but if we had the supply, would the administration

Raoul Pal

RaoulGMI

I've love to get some Friday evening Fintwit thinking going so I want to pick your collective brains...I'm mulling over The Death of Macro. Let me explain.. My view (right

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