#Equities

As many of us try to actively involve in social media and other outlets to keep us occupied in this fight between life and war, I thought let's put this
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(THREAD) 1/ Is the market’s current valuation really as bad the Shiller CAPE suggests? In my view, the answer is no. Here’s why. 2/ This shows the Shiller CAPE, or
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How much money do you need to retire and why you probably wouldn’t. THREAD: I can imagine it being annoying when a rich person tells you “money doesn’t buy happiness”So
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One company is about to body slam the intelligence economy and its goal is to dominate the $55 billion market. Time for a thread 1) Sumo Logic (SUMO) was
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Let's dive into some bull vs bear dynamics in the markets, what are the key themes, opportunities & risksThis isn't an exhaustive list, i'd love to hear your thoughts on
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No one wants to admit it but there was a bailout to some of the nation's biggest hedge funds this week. Credit books and risk parity shops would have nuked
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One company is benefitting more than most from the COVID-19 pandemic and it has the potential to grow into a $100 billion giant.Time for a thread 1) Slack (@WORK)
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1/ I have been postponing writing about the government plan for a little while, i think it is time to tackle it head on. I will try to keep it
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Let’s think about an interesting thing I could do with a Substack newsletter. I have taken it upon myself for many years to try and understanding the plumbing of our
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Behind the most popular games, there is one company who wants become the world’s leading 3D operating system with an army of creators. Time for a thread 1) Unity
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0/End of a CycleOver the last 11 years a debt fueled speculative economy with multiple asset bubbles has been primed for correction. Will this be remembered as the Great Crash
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1. Truth.There are two things that helped me advance as a trader quicker and more efficiently than anything else.Being systematic.Trading one asset. 2. SystemsHaving a system is essential. You need
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10 Types of Investments (and How They Work)//Thread// 1. StocksStocks, also known as shares or equities, maybe the most well-known and simple type of investment. When you buy stock, you’re
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1/ ENDOWMENT BASICS I get it. It’s fun to pat yourself on the back when your 401k beat Swensen...but before that victory lap, let’s walk through some basics.Most of you
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Imo, crypto now going through something vaguely like post-2000 tech crash. We proved modest product market fit in several areas, but A. Products and infrastructure need to be much better
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A thread of threads written by me in 2020.' Writing clarifies thought'- while had known this for a while,was only in 2020, that I put it in practice on a
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