#MARKETS

Michael Pettis

michaelxpettis

1/7Because RMB is a managed currency, whether or not it rises depends on the PBoC, but if rising expectations cause significant continued inflow into RMB, there are basically three ways,

Jawad Mian

jsmian

Some thoughts on Silicon Valley's endgame. We have long said the biggest risk to the bull market is an Uber IPO. That is now upon us. 1) In 2015, venture

Adam Butler

GestaltU

After the 2008/9 bailouts I almost abandoned the investment business because I have a toxic aversion to moral hazard. My brain broke when the banks were bailed out. I sought

Guy LeBas

lebas_janney

At the current rate of UST buying (~$50bln/mth), G-SIBs will find LCR limiting in 1Q 2020. Meanwhile @federalreserve has started buying up T-bills, seemingly missing out on the fact that

Inflection Point

Cobleone

As Trump can't admit he was duped by psycho criminal Fauci, the pandemic charade continues. Desperate: this week, near Dallas thousands of cars lined up for food & provisions, proving

Genevieve Roch-Decter, CFA

GRDecter

Want to invest in a THEME that is set to 60x?Let’s ask Floyd Mayweather, Dave Portnoy, Ashton Kutcher, and Alan from the movie “The Hangover” what it is. Because they

Varinder Bansal 🇮🇳

varinder_bansal

Some keep takeaways from @Iamsamirarora paajiBuy right – sit tight?Everybody brainwashes u when u start by reading all WB booksAbsolute wrong to imagine that stock will go up 20-30 times

Carly Kocurek

sparklebliss

The demand for cloth masks is an absolutely perfect demonstration of the abject failure of free markets to deal with catastrophe. I've been sewing for more than 20 years. And,

New River Investments Inc.

NewRiverInvest

sincerely hope IPO buyers dont expect origination economics to be anything like may 2020 to april 2021 or TTM when they do list, this has been an unusually favorable period

Lucas Guttenberg

lucasguttenberg

The #Eurogroup has actually decided on something. And we should take a second to cherish that moment. In sum: We get an ESM credit line nobody needs; an EU loans

neer

thisisneer

Instagram Live has seen @torylanez pull in 200k concurrent viewers and @jamesblake pull 30k, but it offers no tools for monetisation.In a post-pandemic world without touring, many of our favourite

Samuel Thompson 🚀

ImSamThompson

Want to build a successful SaaS company?Here are 9 things you NEED to know.A thread 𝗡𝘂𝗺𝗯𝗲𝗿 𝗢𝗻𝗲: Find GOOD Opportunities There are new markets with tons of people actively

//Bitcoin 𝕵ack 🐐

BTC_JackSparrow

Charts: Bitcoin's UTXO volume profile>20% of UTXO volume occured above $47000 with the moat of the volume at $54-55KThat makes it resistance - if price can travel through the cluster

Stephen Diehl

smdiehl

Let's talk about what type of financial products crypto tokens are most comparable to in traditional markets. (1/) As most people have notied crypto"currencies" aren't currencies for very obvious reasons.

Bruce Hellstrom

brucehvn

.@BillKristol @RadioFreeTom @samstein @jheil @davidfrum @gtconway3d From just a basic voter and non political expert, here is my take on things. Trump has a gambling problem along with his other

David Henig

DavidHenigUK

I'm in the rare position of being able to add to a Peter Foster Brexit thread. A big reason the UK can't reach a decision on technical standards and conformity