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Mystery Capital
MCapital77
I’m a former PE guy. Most of what I invest in since leaving PE has little debt (and ideally none or net cash). I think LBOs as an asset class
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Travis Kimmel
coloradotravis
Why do business cycles end?And some follow-on observations about where we are today.1/ So first let’s talk about business & cycles. Much of business is really just about projections and
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Lindsay Owens
owenslindsay1
New from me in @GDI_Policy: Climate change is bearing down on the residential real estate market--and another housing crash is just over the horizon. If policymakers don’t step up soon,
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Hugh Lewis
ProfHughLewis
It is possible to estimate re-entry risk even if no detailed spacecraft/rocket stage breakup analysis is available. E.g., one may assume that any surviving fragments are dispersed in a rectangular
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David Fink
DavidSFink
1/ Improper face mask use can be harmful.How to wear a face mask properly, a thread 2/ Whether or not there is a consensus on the preventative effect of a
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Aaron Ginn
aginnt
1/ "We locked down the population that had virtually zero risk of getting any serious problems, and then spread it wildly among the highly vulnerable. If you had written a
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Clifford Asness
CliffordAsness
I’ve avoided fighting with this insane person for a while, as while sometimes brilliant, he’s often very wrong and clearly both nuts and a world class terrible person. Didn’t need
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කොකොබනිස්
Arshathz
The virus first enters the nose and throat and makes way into the cells. Here, they hijack the cell's machinery and starts multiplying within them.https://twitter.com/Ayshmarq/status/1319933222042636288 As they multiply within, they
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Rebecca Seidel
Casein_Micelles
So, the whole raw milk conversation is happening again with dairy farmers dumping milk.A couple of notes. Yes, there are quite a few states in which regulated, licensed farms can
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Eric Feigl-Ding
DrEricDing
Breaking: Trump doctor Sean Conley says “he’s doing really well” after dexamethasone and plans to be discharged tomorrow. Dexamethasone is pretty extreme sign though. It’s mostly been reserved for patients
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Leana Wen, M.D.
DrLeanaWen
Some have argued that because schools don't contribute significantly to community spread, they should stay open. I disagree. There is explosive #covid19 spread. Most schools should be closed through the winter.My @washingtonpost op
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Avik Roy
Avik
If you want to understand what's going on with #COVID19 right now, the best place to look is Florida, because they do the best job of anyone in terms of
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Jonathan Downey
DowneyJD
Can’t we all just take a pill so we’ve all got it and then we can be out of this in two weeks? Pill not compulsory but that’s how you
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Cornelia Betsch 🖖
CorneliaBetsch
Pandemic #fatigue - a syndrome that we can show in data from Germany and other countries: less perceived risk, less information search, less recommended behaviours over time - despite rising
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Daniel Haran
danielharan
The QC government finally released stats about Covid outbreaks.The first thing to note: We don't have enough people to call people with results, let alone contact tracers. Many people called
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Tanya Selak
GongGasGirl
Speaker number 4 in the @AAGBI Facing Fatigue #covid19webinar. Occupational physician Dr Peter Noone. (He has no less than 8 post-nominals on his opening slide, including a law degree!)Shiftwork and
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