#Rates

1/ Current thesis FWIW: recent #BTC distribution data are indisputably clear: Big $ is in control. Retail, sadly, is an afterthought. Virtually all price action these days, including over
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1/EM Core Inflation Subdued During COVID• #EmergingMarkets core inflation slowed in Q2 compared to early 2020• This, together with higher credibility, allowed many central banks to ease policy• While inflation
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Rating candidates is easier than ranking them.We Rate things frequently:4.5 Billion @Facebook likes daily1 Million doodle polls every daily@YouTube likes and dislikes?@amazon product reviews?Restaurant ratings ...?A Rating of candidates imp
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Asset classes are defined by the preferences of a generation. So how will the world's first digitally-native cohort behave?Millennials get a lot of the attention, but the future of Bitcoin
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On 31 December 2019 WHO were notified of a cluster of pneumonia cases in China. For anyone who wants to look back on the last year the @newscientist chronology in
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Why calling Trinidad & Tobago a "third world country" makes you seem just a little bit dense: A THREAD In modern society the term "third world" is used to
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There is an area in Duplin county (located in North Carolina) that is predominately black. In that same area you can find hundreds of hog farms. These hog farms continuously
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I was just talking with clients that are first-time homebuyers about the reality of being a buyer right now in the Charlotte area. It's brutal. Let me explain... Yes, interest
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One of the more interesting things about long-term care as a business in Ontario is that is effectively isolated from a lot of the market forces that you might expect
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3 takeaways from China’s money & credit data: 1 the jump in M1 was entirely due to the timing of Chinese New Year. 2 the credit cycle peaked months ago.
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QE DEBUNKEDI was having some trouble to fully understand QE and how it is impacting us, so I decided to investigate furtherTHREAD 1/ What is QE? CBs buys long-term
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Recently my family became the faculty-in-residence at Pomona College. It's a big deal not just because of the opportunity to get to know students at a deeper level, but also
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A significant group of people, including certain RW intellectuals, seem hell bent on "proving" that India has "underreported" it's Covid-19 cases. 1/n They reckon that based upon serology/antibody testing. For
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Our world was not built for women. Someone could probably write a book about this, but here are a few examples I've been thinking about recently: 1/ Cars were not
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Until 2050 we'll likely see "a #supercycle in investments in 'clean' energy infrastructure, 'clean' transportation & everything that's required for the '#green' transition."There's so much b
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It is easy to see of the loss of life from covid19, and hard to see the loss of life from closing schools, but, make no mistake, both rob people
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