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#Cyclical
Geoff Marshall
geofftech
Right! I've given this a LOT of thought. Here's why having the Lockdown phase right now, is actually not all bad. it's the second most favourable option out of the
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abhishek
abhishec_s
A few Investing principles/thumb-rules: (thread) Seek (unreasonable) Safety: For all their quotes about being courageous, Buffett, Klarman, Marks, Lynch... never really had to be (when buying, while avoiding — sure).
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Echoes of the Past!
EchoesofthePas1
Our "Gods" don't care whether or not we worship them like an Abrahamist does - bending their knees; prostrating themselves - because our Gods are in Nature; in its cycles,
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HFR Capital
hfrcapital
THREAD: $EXO.MIWhat if I told you that you could invest in a rare combination of a family-controlled compounder and special-situation machine, with stellar management, at a ~35% discount to NAV
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Andrew Leach
andrew_leach
I'm just numbed by these covid numbers. Today, I nodded along with a Lorne Gunter column. I biked past crowded outdoor picnics of dozens of people. I got an emergency
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christwillreturn.com
EUProphecyNews
1/ "And he shall make a strong covenant with many for one week" (Dan. 9:27a ESV) A lot hinges on the word "gabar." It is a VERB which means "strong,
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Alex Fitzpatrick
ArchaeologyFitz
I feel like that one of the major reasons why racism in archaeology is never truly or adequately addressed is because there’s already such a lack of BIPOC voices in
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Michael King, Returning Chairman $TSLAQ
WallStCritic
This is undoubtedly the easiest money environment in our lifetimes. Investing is hard because there has been so much underlying damage that many industries and companies cannot be saved. B
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Michel Lara
VeraCausa9
Shiva Nataraja, "Lord of the Cosmic Dance": Shiva as Creator and Destroyer of the universe. Shiva's creative dance is set within a flaming ring [prabha-mandala]: cosmic fire that creates &
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Amer Bisat
abisat
1/7. Warning: a geeky thread on #EmergingMarkets “original sin”. There is a seemingly unanimous view that local currency borrowing lessens EM vulnerabilities and allows countries to engage in counter-cyclical policies.
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Matthias Doepke
mdoepke
A thread on #COVID19 and gender equality. Punchline:Short run: crisis hits women much harder than menLong run: women may gain from shifts in work organization and social normsBased on new
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Lucy HunterBlackburn
LucyHunterB
If you are based in Scotland, and interested in education policy across the UK, going on Twitter is currently like being in a well-known film.There is such a good comparative
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Drew McFadzean
Asset_Ownership
Good summary from @johnauthers on the measurable benefit of long-term thinking by US endowments https://www.bloomberg.com/opinion/articles/2020-09-28/endowments-hedge-fund-bet-has-long-term-advantage One paragraph jumped out 1/x Asset Owner
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Michael Pettis
michaelxpettis
1/5Here we go again. I am not sure how credible a source Global Times is, but for Beijing selling US Treasuries isn’t the hard part. The hard part is what
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DONNEY ROSE
drose225
Most Black folks go through cyclical anger when a huge injustice takes place. It’s understandable to not want to remain in a place of anger or sorrow, but in the
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💲Stay Invested 💲
2ayush
******What not to buy *******Don’t buy psu stocks - Govt does charity, not for profitsDon’t buy low PE stocks - Market give low PE for some reason (cyclical, CG, low
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