#Yields

Andrew Køng

Rewkang

"Eliminating Impermanent Loss (IL)" is kind of a meme now, but @Bancor has actually come up with a pretty elegant solution for "Mitigating" ILThis can have huge implications for Liquidity

Yardley Yeadon

MichaelYeadon3

Oldie but goldie. Coincidence that there’s a growing sliver of deaths attributed to covid19 in 4Q20, precisely compensating for the rather surprising observation that deaths from all other causes falls

Michael Santoli

michaelsantoli

Stocks are richly valued, but have at times been pricier.Low bond yields "explain" but don't "excuse" high multiples.High valuations might imply blah long-term returns, but say nothing about how the

Aaron Astor

AstorAaron

The funniest thing about RW criticisms of “woke capital” is that it concedes to the Left the most important argument about freedom - that “the State” is not the only

Chris Weston

ChrisWeston_PS

A few charts to assess the backdrop for $goldTop pane - gold vs UST 5yr real yield (2yr regression shows R^2 at 0.904)...Middle - 5yr breakevens (blue) vs 5yr nominal

JST Investments

JstInvestments

A product which provides a fixed income which is better than FD & an upside like equity.Should you invest in Real Estate Investment Trusts (REITs)?A Thread 1/ REITs are

SpartanBlack

SpartanBlack_1

0/ A small move in $BTC has already created ruptures in a number of speculative DeFi assets with some falling over 20% in a day. A further rotation of capital

David Beckworth

DavidBeckworth

I normally enjoy Joe's hot takes, but this one... yikes. It is a good example, in my view, of why relying too heavily on the "money view" (i.e.liquidity preference view)

Brandon Haley

alldaybhay

Hurt people hurt people. When someone hurts you, it’s because they’ve been hurt. Unkind people have never felt kindness. Unloving people feel unloved. When someone is rude, bitter, unkind, sarcastic,

Jim OShaughnessy

jposhaughnessy

1/Base Rates are Boring (And REALLY Effective)The majority of investors, as well as anyone else using traditional, intuitive forecasting methods, are overwhelmed by their human nature. They use information unreliably,

alwaysdigging

cryptobink

Why $Pickle is going to melt faces off (a short thread):-Whales have finished accumulating in the past 30 days and are now holding-A net 25% of the uniswap pool has

Lyall Taylor

LT3000Lyall

Munger complained again today that "Almost everybody smart is sucked into finance by the money. I don't welcome it at all. I don't think we want the whole world trying

David Fowler 🇧🇧

davidfowl

Golang really does implement green threads. User code runs on go allocated stacks instead of the default OS stack. It manipulates the stack pointer and program counter to pause and

David Williams

ZoologyDave

Amidst the horror of the late-2020 UK, I've got some #GoodNews to share! Alongside some #BadNews for #biodiversity and #conservation. So buckle up for some hot-off-the-press science from @UniversityLeeds @RSPBScience

Ma/ya Zehavi

mayazi

My 2020 theme is that money has lost all meaning with crypto market mannerism diffusing other more conservative markets due to the Covid era macro & late stage capitalism. A

#IndiaFirst 🇮🇳

savitha_rao

There has been a lot of talk since yday on how bad 2020 was. It was indeed a challenge for everyone who lost a loved one to #Covid. It was

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