#Supply

Mike Pellini, MD

MichaelPellini

@MarkLevineNYC @bijans So, why the test shortage?!?We can do over 5M PCR tests/wk. CDC lists the theoretical cap at 7M/wk but I think we are really at our cap. So,

Mike Azar

AzarsTweets

1/ Prices are rising rapidly & the LBP is depreciating daily because USD reserves are falling and LBP money supply is increasing. I'll explain why this is happening below. The

CryptoChris

Christiaanvr

$UTU thread 1/7 about why I hold my $UTU:@UTU_trust was founded to offer a new way to establish trust - a social-relationship based approach. People generally trust people whom they

John Quakes

quakes99

Excellent TD #Uranium presentation by Grant Isaac of Cameco $CCO $CCJ today (replay coming). Here are some points:- Cigar remains down, no restart date yet or estimate on rate of

Paras Chopra

paraschopra

With stock markets all-time high, are we in a bubble?The following chart suggests we might NOT be.(a short thread explaining why) 1/ What I did to investigate this was to

Matt Casto

mcasto_

One of my high-level investing theses lately has been investing in cash-flow accruing protocols that aggresively scale through new product integrations (why I am invested in HEGIC and SUSHI) that

Chasing_Value

Chasing_Value

Oil is set up for another a super-cycle. Amazes me that energy investors are at peak bearishness right now. This is one of the few times during your career when

Scott Gottlieb, MD

ScottGottliebMD

1/n My @WSJ Op Ed: We must plan now for when Covid vaccine supply exceeds demand; and how we create incentives. It starts with setting up framework for making a

JX

jx_block

1.ESD(Empty Set Dollar) has recently gained some traction for its delicated design comparing to previous elastic supply stablecoins. Currently total supply of ESD reached over $70m,nearly 9x in 2 weeks.

Myles McNulty

MylesMcNulty

Interesting developments at #MKA. Talaxis opting to forego a 100%+ profit on its £0.8m warrants (it could have placed them out with a broker at a large discount to the

Jim Tankersley

jimtankersley

Remember back in January, when the Commerce secretary speculated that the coronavirus might bring jobs back to the United States? Well ... there's no sign it has. @AnaSwanson & I

Lenny Rachitsky

lennysan

What DoorDash, Faire, Substack, Eventbrite, and Cameo have in common? They all have what I call "magical" growth loops: loops where most of your growth comes from existing users. I've

Walid Gellad, MD MPH

walidgellad

It's very interesting to me how this debate is evolving.First, note how people are willing to tolerate some uncertainty in the data given the public health emergency. That's appropriate. It's

Spreek

spreekaway

My preferred mental model for thinking about crypto (in particular defi) token marketcaps. I call it Active Participant Expected 2Yr Break Even or APE2BE for short. The idea is to

Tom Timberlake

TomTimberlake92

What limits #bumblebee populations on farmland? Our new paper in @JAppliedEcology finds that bumblebee colony density is strongly limited by a late summer nectar gap and the cover of rural

VatreniHR

vatrenihr1

$CXU worth keeping an eye on. Moving into the river sand (aggregate) market and has held initial discussions with key Singaporean groups for long term government supply contracts. Singapore need

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