#Macro

Return on Capital

CapitalTalk2

Going to play a little Devil’s Advocate.I really hate macro explanations for high multiples like low interest rates. But there might be a business case for structurally higher multiples...Not sure

Nathan B.

NTNBC

Going to start a little cinematography thread for the #HarryPotter and #FantasticBeasts movies. I will post a collage with 25 screen-caps for each movie, one post a day. I think

Dickie Bush 🚢

dickiebush

The CLEAREST thinker on Twitter: @JamesClear (no pun intended)He's known for Atomic Habits, but his wisdom goes far beyond behavior change.I spent the last few weeks going through his best

Edward Harrison

edwardnh

Interesting conversation with Nomura's Charlie McElligott Friday. He was telling me that he sees the risk of a pro-cyclical (“Value,” “Risk” and “Reversal” factors) move coming at the cost of

Alex Barrow

MacroOps

Sovereign spreads widening for both Brazil and Mexico as periphery to core flows accelerate and the stronger $DXY feedback loop kicks into gear. $EWZ $EWW $Macro The $DXY core/periphery model

OP

MorolongZA

.dear DFIs/ sme dev agencies, look at the Decline "box" containing failed applications from startup/ small business entrepreneurs. It's time you purposely design & run investment readiness programs. .gone are

Alex Barrow

MacroOps

1/ Druckenmiller's first mentor, Speros Drelles, would often tell him that "60 million Frenchman can't be wrong." Here's a thread on what that means and how to know when you

D-FIT

d_fit_delivery

Comment prendre de la masse musculaire nous allons vous présenter 7 étages pour y arriver. 1- connaître ses paramètres vous permettra de définir votre morphologie ( endomorphes, ectomorphes ou mésomorphes?)

ABM

imani_yvonne2

I don’t see how people can’t even look at the trends that are going on throughout media and in Hollywood and think that mediocrity is not a thriving trend LOL.

John Springford

JohnSpringford

The recovery fund is a big step forward, to my mind. 390 bn in grants is lower than France/Germany originally proposed. But the transfers are bigger to Southern Europe than

Olivier Blanchard

ojblanchard1

1. For the record. Larry Summers and I indeed argued for hysteresis in Europe in the 1980s. We thought, and I still do, that, in that context, high actual unemployment

Ben Eltham

beneltham

Thread: I've now had a close read of the NTEU proposal for a Job Protection Framework for universities. It's horrific that the Morrison govt has left universities in this spot.

Uzi Maki Moto

UziMakiMoto_BTC

Feels like every macro trend i hypothesize in life not just in trading becomes reality or is in motion to. I’m still young as fuck but like damn I’m gonna

Rooftop Kulak, Trespass And Find Out

StopAndDecrypt

Claiming that biology has zero effect on the potential outcomes of an individual means you believe a turtle's brain put in a human body might become the next Elon Musk.Limiting

Skanda Amarnath ( Neoliberal Sellout )

IrvingSwisher

1/ Long overdue but some thoughts on @zachdcarter's excellent book The Price of Peace. I hope I can add to this thread over the weekend. From the jump, the role

scott cunningham

causalinf

I really apologize if I freaked students out by describing my experience and offering suggestions. I had two goals: candor about time inputs needed to pass prelims, and a discussion