#ASSETS

1/ The Rise of Carry (Lee, Lee, Coldiron)"Different forms of financial carry have always been central to modern financial systems."A problem arises when those that do not have the balance
Read more
BUSHIDOG is canceled, here's why [THREAD] : disclaimer : -all the gifs i will share here are very rough, there were just for @Cakeprediction to show me the advancement of
Read more
1/ Regardless of our own opinions, we can’t stop developers and LPs from forking AMMs and fragmenting liquidity further.The trend seems to be catching on, with three new AMMs launched
Read more
How United's midfield will take shape over the next few seasons: A thread When football returns, we will have a fully fit squad at our disposal. I think we will
Read more
"bUt wOmEn aRe gOldDigGeRs"a thread ✓ jahaiz✓ not investing in women's education✓ the gender pay gap✓ the portrayal of women as greedy villains via media tropes✓ benevolent sexism✓ sexist hiring✓
Read more
If there was a small-cap equivalent of Air Liquide on the Euronext market, this company would come really close. A 65+bagger (incl. dividends) since its IPO, it is a value
Read more
Have you all read .@michaelgove's Ditchley Lecture?"The Privilege of Public Service" runs to 139 paragraphs over 69 (double-spaced) pages.The main topic is civil service *reform* —but it covers so much
Read more
COVID has caused global indices to post poor YTD returns: - FTSE 100: -26%- Nikkei 225: -1.37%- DAX: -12.14%Yet one index is just crushing it: - Japan's Mothers Index: +37%It's
Read more
Yesterday I said a crisis like the pandemic can function as a revolution simulator. Think about David Geffen hiding on his yacht. If you could utterly disrupt the vertically-integrated entertainment
Read more
Banks and healthcare organizations seem to have a lot in common, with large consolidation (IDNs for health, big banks for finance) but a lot of community banks /small practiceBeen looking
Read more
This is your daily pension announcement: Hot of the press edition: this is not good news, not good at all. #handsoffmypension #ABLeg https://www.institutionalinvestor.com/article/b1l9c8n9lgdj1r/AIMCo-s-3-Billion-Volatility-Trading-Blunder Loyal Tweep
Read more
People in the west don't understand just how much African economies are controlled by horizontally- & vertically-integrated familial cliques of Indian & Arab oligarchs. These cliques hedge their interests with
Read more
0/ I used to think that crypto people are crazily optimistic, but lately a sense of despondency seems to be spreading. Even some of the early crypto diehards are sounding
Read more
THREAD: Signs you might be in a cult - and is that a bad thing? Cults by and large are naturally occurring phenomena. Like it or not we are all
Read more
1/206As promised, here's my 2022 outperform shopping list and my 2022 thesis.Let's breakdown what this is, why these assets, and how I approach this, and then the bullcase for each
Read more
1/DeFi has single-handled sparked more excitement in crypto now than at any point since the 2017 ICO craze Many are scrambling to figure out what this DeFi craze is all
Read more