#MARKETS

Carl Richards

behaviorgap

Pretending to be an investor? Grow up! When it comes to investing, adults confuse "make-believe" and reality all the time.Don’t you think it’s time we grow up a little?Here are

Ted Nordhaus

TedNordhaus

1. So I am finding it gobstopping that we still don't have a serious proposal on the table from either the Administration or Congress to rapidly and massively scale up

Mark Ungewitter

mark_ungewitter

1/7 Is $SPX the new inflation? Thoughts on central banking & equity valuation… 2/7 Inflation is a policy, not a price. Dominant CB models (NAIRU, output gap, etc.) limit the

Crypto Boomer (I WON'T ASK YOU TO DM ME ON TG)

marwolwarl

1/ # Market rantTheres a lot of questions about market crashes and when to worry, and also a lot of flawed comparisons to prior to markets.In this thread i'll cover

SheepleAnalytics

SheepleAnalytic

A new golf course in Asia financed with a USD bank loan. A Mexican property developer buying a hotel in USD. A European pension company wanting to hold USD assets

Luis Garicano

lugaricano

Why can the Euro not attain he internatonal role that the EU economy should give it as a store of value and vehicle for transactions? Why does this matter? What

modest proposal

modestproposal1

Concentration is the essence of an escalating euphoria. By late-stage cycles, many buyers are fixating on “winners” with the purchase motive being further stock gains, rather than any logic of

Nicholas Merten

Nicholas_Merten

So Goldman Sachs have a presentation titled: "Cryptocurrencies Including Bitcoin Are Not an Asset Class"Here’s why they’re wrong on that and so much more. (1) First, cryptocurrencies are most certainly

Rishi Mishra

aRishisays

A lot of talk around Libor widening into the year end - what we call the "turn". EDZ0 99.625/50 ps has seen a lot of interest accordingly. There are a

The Cosmist Insurrection, Inc. ™

yungneocon

While Twitter was getting mad about we are the virus takes about covid & climate, the climate policy/science community was warning that we shouldn’t celebrate the incidental positive effects on

Vivek Raju

vivekraju93

Got a nice beginner's intro on Angel Investing from @vinod_shankar yesterday. One of the important myths busted for me was you don't need to be a crorepati to start angel

Corey Hoffstein 🏴‍☠️

choffstein

1/ I feel like factor volatility has shot through the roof in 2020 and nobody is really talking much about it.(I get it, there are more important things going on.)

мιnα

bun_baekbyun

Day 2. Baekhyun hasn't tweeted. I have locked myself in my room. Children are crying. The stock markets have crashed. The sky is falling. When will it end. Day 3.

𝙱𝚛𝚢𝚊𝚗 𝚁𝚒𝚕𝚎𝚢

FreeTradeBryan

Pres. Truman on trade. Relevant to the central planners in the Trump admin: "Everything that comes into a country can be kept within limits determined by a central plan. This

Manal Mehta

manal_mehta

I really want to agree with @chamath-understand that Chapter 11 is what makes the bankruptcy code so unique in that it allows restructuring rather than liquidations. However, what is

Yan Pritzker 🦢

skwp

Governments are gonna ban #Bitcoin ! A fact based debunk thread with a sampling of actual things government officials have said... SEC commissioner Hester Peirce: "I don't see how you