#MARKETS

chijiоke, Ph.D., Nuclear Engineering(Affidavit).

Ekwulu

Summary of what court has asked EFCC to recover from OkorochaThe N59.6 billion taken from the local government system by Okorocha.The Eastern Palm University built with Imo money but personalized

Marc Rubinstein

MarcRuby

I wrote a substack about equity research.It’s amazing that research analysts spend their days valuing businesses, yet struggle to value their own. They give their product away for free!Highlights in

Sebastian Grund

GrundSebastian

Gunter Krichbaum (@cducsubt) opens the hearing #Bundestag and (rightly) notes that the @BVerfG has created a “dilemma” because has to respect the @ecb’s independence, the @EUCourtPress decision, and the

Justin Oh

acouplecents

Ok this #CapitalGainsTax stuff warrants a thread because we're wading into what people misconstrue as "politics", but what I think of as "economic incentives"As always, the reality is more nuanced

Anthemos Georgiades

anthemos

New month, new @Zumper rent reportThis one has big implicationsAfter a couple of months where San Francisco's YoY rent drops hit a plateau, 1BR median rents are down again, and

His Brineness, Size Lord Pickle Rick the Fifth

KingPickleRick1

Alright $TSLA $TSLAQ, got some fresh FUD for you. This time on a single family rental operator called Invitation Homes, ticker $INVH. Why I think the company could potentially go

David Roberts

drvolts

1. All right, fine, I'm waiting for a frozen pizza to cook, might as well rant about libertarianism in the meantime. I wanna focus not on the psychology of adherents

Darren 🥚 🐣 🕊️

ReformedTrader

1/ Crowding and Factor Returns (Kang, Rouwenhorst, Tang)"We construct a direct measure of factor strategy crowding that is based on CFTC aggregate positioning. Crowding measure has a strong negative predictive

Hitesh

slaphacks

How we misunderstood China A thread about China's emergence as a superpower & how it's defeating silicon valley in term of innovation & emerging as a Leader in Tech.China is

Kate of the Wired

LuigiThirty

let's see what's happening in 1984 on computer chronicles! oh we're going on a field trip"the country's industrial base seems geared toward high-tech" "Japanese companies only have about 10% of

Venkatesh Rao

vgr

Weird how people are letting their guard down. My guard level is steadily trending higher. Risk seems to be increasing steadily rather than decreasing to me. Map people: “things must

Erin Turner

ErinLTurner

THREAD: Dodgy data practices give big companies too much power. A @Tinder case study. Without letting customers know, Tinder is charging very different prices to different groups of people based

Farm Policy

FarmPolicy

At the top of the hour- farmdoc webinar, April 21.* @farmdocDaily LIVE | #COVID19 and Ag.* The Impact of the #Coronavirus #Pandemic on #Food Prices and Retail Food Sector.* Presented

Adam

abetrade

1/ How to become profitable - here is a thread with all useful resources. I don't hang around here much but I constantly get DMs and question about charts, strategy

David Schleicher

ProfSchleich

Ugh, this @davidfrum piece comes somewhat close to understanding municipal bankruptcy (and thus state bankruptcy) but then screws it up pretty dramatically. https://www.theatlantic.com/ideas/archive/2020/04/why-mitch-mcconnell-wants-states-go-bankru

SonaliRanade

sonaliranade

A few notes my leftist friends on farmers’ bills. Please be careful with definitions. Often the the definitions are left vague in our narratives and that lets grave and dangerous