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#TIGHTENING
Fully Synergized
FullySynergized
1. Just thinking out loud here. Would welcome other thoughts...Goldman and CS estimating ~$125 EPS on the S&P for 2019. If this is right then market at 22x. So market
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Shales From The Crypt
ViscosityRedux
What happens when an unstoppable force hits an immovable object?The next +/- month in the oil & energy market is going to be nuts. We will see some the worst
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lyquid nitrogen
squidias
Home to Me by Devil And The Deep Blue Sea /is/ a calmethar song but in a sad way where it's both of them @ each other but neither means
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m
madinahlaam
if you’re white and thinking of tweeting about alm as a response to black lives matter, i hope you understand that you will never experience the fear and anger of
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Bill Scher
billscher
For those asking if the polls can be wrong and Trump can still win, like in 2016, my response is:The 2016 polls did NOT miss the Trump surge. In the
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Financial Times
FinancialTimes
Since Joe Biden's lead in national polls remained stable throughout the summer, why have betting markets now moved dramatically towards Donald Trump and voters are still sceptical of a victory
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Sean Hecht
seanhecht
I'm seeing a lot of tweets about electing Amy McGrath to vote Sen. McConnell out of office. That won't happen. The way to disempower McConnell is to flip the Senate.
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NBC News
NBCNews
Coronavirus lockdowns have sent pollution plummeting, but environmentalists worry about what comes next as the resulting decline in carbon emissions could easily be reversed by efforts to quickly ramp up
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#SpanbergerIsRight
JoyfullySunTzu
POLITICAL TWITTER DECREE: Any reporter who is trying to push horse race coverage right now is lying to you and should be called out as such. It is our patriotic
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Nate Silver
NateSilver538
I would note that the gap is a little bit narrower in our *forecast*: Biden +5.1 in Pennsylvania vs. +7.8 in the national popular vote. https://projects.fivethirtyeight.com/2020-election-forecast/ https://twitter.com/mattyglesias/status/132
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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
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Philip Cowley
philipjcowley
The last 17 opinion polls, by 10 different companies, all give the Conservatives a double digit lead.Of the 9 companies to have polled at least twice, 7 have the Con
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John Harwood
JohnJHarwood
“The picture that perhaps emerges most starkly from the figures and tax schedules is of a businessman-president in a tightening financial vise.“Most of Trump’s core enterprises report losing millions, if
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Dana Aliya Levinson
DanaALevinson
THREAD: Something I think is getting lost in all this is, our institutions (just barely) did hold back an authoritarian onslaught like this country hasn’t seen in the modern era.
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Shannon Mattern
shannonmattern
Thinking about the graphic identities of consulting firms. There’s Huron (who’s “re-imagining” my institution), with their Arial-derivative (Canaro?) typeface, the sober grey + blue, the broken chain connoting conscious uncoupling
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Nate Silver
NateSilver538
Biden is +6.8 in our national polling average following an NBC/WSJ poll that has him +8 among registered voters. Poll was taken before the RBG news. A +8 among registered
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