#Earnings

Katherine Michelmore

michelmorek

@jacobsgoldin and I have a new working paper that looks at which children benefit from the Child Tax Credit and which do not.Ungated version here: http://papers.nber.org/tmp/63325-w27940.pdfA thread on some of

FRValue 🌰

FRValue

Another Saturday. Another French hidden champion. Another 25x-bagger listed on the compartment C of Euronext Paris! A collaboration with the excellent @FoxCastlehold! 1980s. Bernard Tapie, the controversial and (in)famous French

vinay

mumblecomic

Last night I found a delivery man’s wallet. It had his Mexican consulate ID and was filled with nearly $300 cash. I insisted we return it but my friends’ suggested

10-K Diver

10kdiver

1/In finance and investing, it pays to be a little paranoid.To develop a strong "survival instinct".To *always* be prepared for adversity -- even when things are going well.Here's a story

Joe Rich

realJosephRich

1/ So here's a quick thread on the fallacy of the Fed saving the day.There's a guy. Let's call him Don. Don's credit cards are maxed out, and he can

fredtheinvestor 📈

fredtheinvestor

Crafting your investment path.Before you can start investing, you need to create a financial plan followed by an investment strategy.Familiarize yourself with the what, when and how of setting up

Karl Pritchard

KarlPritch86

So today I found out my pay was going to be frozen for a year, possibly 2 or 3 and I must admit from a completely selfish Point of view

Ming Zhao

FabiusMercurius

George Soros Investment Strategies ExplainedSo many ppl talk about Soros ("he broke the Bank of England!", "Reflexivity FTW!") but it's so hard to find clear, easy-to-follow explanations of:- i.) what

CapitalA

CapitalAa

1/n$ROKU Roku's MOAT in 5 charts - here is why Roku is not going to $0! (Full disclosure: I am LONG and will add aggressively on the re-test of the

Edward Harrison

edwardnh

How monetary policy entrenches secular stagnation https://creditwritedowns.com/2017/06/how-monetary-policy-entrenches-secular-stagnation.html This is a piece I wrote in 2017 in response to then NY Fed Prwsident Bill Dudley /1 “If we were

Ryan Henderson

CCM_Ryan

The Cash App seems to be widely misunderstood. So I thought I’d try to clear some things up before earnings tomorrow.Quick mini-thread$SQ Revenue:First things first. Don’t just pay attention to

Sheila Bair

SheilaBair2013

A few thoughts in response to this. Jamie Dimon says no immediate return of share buybacks https://www.ft.com/content/1c6918fb-3aeb-461a-85b1-75b0d7ba1aa5 via @financialtimes JPM Chase and its leadership are among the most widely admired

Iron Curtain Pickers

Visiwiz

Quik Tips for newbies to the #Fliplife №11) All fees "rents" like etsy/ebay/paypal should be included in the cost of postage. Typically 24%. Calculate postage costs & multiply by 1.24

John Street Capital

JohnStCapital

0/ In early May we wrote about COVID-19 as a societal accelerant and highlighted at home fitness. $PTON was capturing the headlines (up 50% YTD at the time) but microcap

The Joyful Trader 🌞

TheJoyfulTrader

When you see a red flag in your relationship Do you run for the hills or do you stick through it?Most people would say they'd runYet most never do in

Mitchell Malloy

mmalloyart

I am generally averse to wading into Twitter Drama, but nobody cares that people make a living wage, or even a comfortable living, off their podcast. The issue is that