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Radhika Gupta
iRadhikaGupta
We are often asked in this business, where is your personal money invested? Since I like telling stories, this thread is that answer but with a story. I started earning
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Peter K Reilly
PeterKReilly
1/As we progress through the COVID19 pandemic and we get enough information to speculate what the world looks like moving forward I find myself growing increasingly bearish on the economy
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Alice Crypto
AliceolaCrypto
#China #Mining #Bitmain 8th May, the administration planned to issue the company license to the legal representative, ZHAN Ketuan, Bitmain's co-founder and ex-CEO who has been expelled by another co-founder,
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Wilfred Frost
WilfredFrost
Lots that stands out in $JPM numbers. But the key is provision for credit losses of $8.3bn. Estimates ranged from $1.5bn to $20bn, median at $4.7bn. Q1 2019 was $1.3bn.
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Jurrien Timmer
TimmerFidelity
(THREAD) What can we learn about the Japanese experiment with negative rates and #debt monetization? It’s an important Q because demographically the US is about 15 years behind #Japan. I’m
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Dominic Williams
dominic_w
Why do stocks keep rising? 2008 Redux? Crypto ponzi?!1/ McDonalds Corp. is in serious decline:Annual Revenues (Millions of US $)2013 - $28,106 2014 - $27,4412015 - $25,4132016 - $24,6222017 - $22,8202018
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Teddy Vallee
TeddyVallee
Global equities for the second time in a year price in a growth rebound that our Real Time PMI model does not confirm. The chart above is important, specifically the
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Akshay Nayak
AK93P1
This is a thread for all those investors out there who are cricket fans. Three of the major asset classes equity, debt and gold represented by Indian cricketers. Equity -
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Akshay Nayak
AK93P1
As I had promised a few days earlier, this is a thread on portfolio diversification and allocation. Before I start, let me make it clear that this thread is for
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Pentoshi 🐧wont DM you
Pentosh1
I’ve reduced my #alt exposure + tp’d by 70%. BTC.D at 890 day tl. $BTC at time fib and coming to end of 50+ day consolidation at its 3 year
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Dan McMurtrie
SuperMugatu
The market is probably correctly pricing virus re closures as forcing expanded UI, more fiscal support etc. SPX will correct to 2600-2900 if it has to force Congress. Base valuations
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Chamath Palihapitiya
chamath
Some people scratch their heads when they see valuations of stocks justified by 2024E or 2025E numbers. Their instinctive reaction is to be dismissive but that’s lazy thinking.Here’s a secret
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alex
alex
tech stocks are going up like its boom timesevery founder or VC i talk to is like, yep, huge recession comingidk i guess we'll find out who is right am
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bikoo
meandmarkets
Webseries "scam" has captured the imagination of people depicting how Harshad Mehta gamed the system. While people when talk about 1992 scam, they normally refer to equities scam. But those
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AD
elasticretreat
I hate being *that* guy who has a macro viewpoint in tape where price is signal and it’s saying a resolute fuck you to macro viewpoints. So I have a
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Alex Good
goodalexander
I believe that $EURUSD is about to return to $1.10 from whence it came. A thread. 1] First I want to acknowledge I've been an extreme dollar bear. My reasoning
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