#Estimates

Srivatsan Prakash

elite_investor

There's a lot of misconception on how the Fed really works, how QE and money creation works and whether we are or we aren't headed for inflation.Thread on how the

Marino van Zelst 🌱

mzelst

Moeten we nu meer maatregelen nemen? De argumentatie voor het uitblijven van maatregelen is dat het de piek en de timing daarvan niet verlaagt. Dat klopt, maar de R sneller

georgia orwell

georgia_orwell_

1/ Adam Jonas writes that Tesla is “the undisputed leader in EVs and Auto 2.0.” $TSLAQLet’s take a vote on some of the more notable “undisputes”: 2/ An “undisputed leader”

Wesley Sanders

wcsanders

My thoughts on the Oscar IPO. Accumulated deficit of $1.5 billion. Quite an impressive accumulated loss. And their admin ratio went up as their membership increased.https://twitter.com/ZTracer/status/1357863732421013506 It's kind of har

Forrest

inafoxhole

fed up with the hobbyist RC plane scene's apparent disregard for fundamental principles of aerodynamics and rotating machinery, I decided to design an electric ducted fan of my own note

Deepak Kapur

tapak7

Not one #lauruslabs bull speaks or deep dives the balance sheet.So as someone with no position (past, current or expected in future) in LL I am going to highlight a

Mark Changizi

MarkChangizi

A thread of some of the misconceptions that fed the COVID hysteria. 1/ Little reporting of the sense of scale, that flu and seasonal influenza-like infections (i.e., colds) are massive

Crypto Sausage Dog

sausage_crypto

1. For anyone who has been looking at $Cover @CoverProtocol I’ve created a P/E valuation sheet to provide an overview of what is a fair price for $Cover based on

Diane Schanzenbach

dwschanz

V. excited about Sen Romney’s child allowance proposal, but v. worried a/b eliminating SNAP Categorical Eligibility (“cat el”) as a $3B annual pay for. My wonkiest tweet thread ever. h/t

Prof Juju 🌍🌹🌱💙 #FreeDishaRavi #FarmersProtest

JKSteinberger

.@ProfSteveKeen @jasonhickel , there's a mess in the delusional and terrible economics aisle. Want to come clean up?https://twitter.com/RichardTol/status/1341757027354349576 Ok, while waiting for the pain killers to kick in, I'll ha

Trevor Bedford

trvrb

After a ~2 month plateau from mid-Nov to mid-Jan, the US #COVID19 epidemic has undergone a steady week after week decline and is now back to daily case counts last

Jeff Geringer

808sandU3O8

I get asked somewhat frequently how I conceptualize the #uranium market with respect to different projects. It's very fluid, but my thinking descends from the uranium cost curve, a way

UncommonYield 📈🚀💰

UncommonYield

You NEVER really own a piece of property Try not paying Property Taxes and see what happens.Property Taxes are not going away.Let’s look at the Uncommon Way to pay

Rob Davies

ByRobDavies

I have some more questions about the gambling industry's "dodgy dossier", apparently aimed at influencing the govenrment's gambling review.1. Why did @BetGameCouncil, @WilliamHillPLC and @EntainGroup refuse to show me the

dg, (un)settled on Turtle Island

barefoot_pivots

More expressions of solidarity, more external media attn and public interest are needed for the longest, largest protest in history. Punjab = breadbasket of India. The work of these farmers

Jonathan Rubin

jonnyrubin10

1/ You haven’t seen nuthin yet...$MSOS have atleast 15x upside from current levels Thread 2/ Assumptions:TAM of sector in 2030: $100 billion Long term Profit Margins: ~25% US Operators Profit 2030: $25

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