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Mostly Borrowed Ideas
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1/ Thread: Looking beyond accounting based earningsImagine there's a genie who comes to you two months before the next quarter ends and tells you whether the stocks you own will
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Adam Hamdy
adamhamdy
1. I've been thinking about the variables of #COVID19 risk, and how we move beyond the simplistic view of mortality vs survival rates. I've put together a list of things
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Gautam Gowrisankaran
GGowrisankaran
As we look to understand the coronavirus pandemic, it seems increasingly important to evaluate hospital performance. But, estimating hospital quality is very difficult. Together with @KelliMarquardt, we created Stata code
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Dennie van Dolder
dvdolder
Research highlight A thread on what @MJvandenAssem and I learned about improving estimation accuracy by studying decisions made in casinos.A story involving an unlucky ox, pearls, diamonds, poker chips, and
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Patrick
Patrick_Invests
The people surprised by the selloff post-positive FDA news in $TMDX and $NNOX must not have been shareholders in $MYOV over the past 4 monthsJoking aside, there's a lesson to
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Mustapha Mond
PM_Travel_Tours
So far, actuals are tracking estimates.I anticipate Total cases to hit 30,000 by around 27/28th, by which time the total Recoveries will cross 8000.#COVID2019india https://twitter.com/PM_Travel_Tours/status/1252081262828781571 Okay,so the Delhi data
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Isabel Rodriguez
isabelrodbar
Are SARS-CoV-2 seroprevalence estimates biased? Pre-print with @sakitakahashi1 and @bgreenhouse1 @EPPIcenter_UCSF. Short answer: We need data on the sensitivity of serological assays to detect asymptomatic and mild infections! https://osf.
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Rahul Tongia
DrTongia
(1/n) Thread on 9 PM lights-out & candles-on plan by @narendramodi TL/DR – it should *likely* not be a problem because (1) we can plan; (2) the lighting load is
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Adam Kucharski
AdamJKucharski
There are two main ways to estimate the reproduction number for SARS-CoV-2, and I'd like to discuss the one that doesn't get so much attention... 1/ Most reported R values
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Mukund Mohan
mukund
$GOOG Google (Alphabet) earnings SummaryA thread http://bestengagingcommunities.com/2021/04/28/goog-google-alphabet-earnings-summary/ Alphabet (Google) $GOOG $GOOGL reported (https://abc.xyz/investor/static/pdf/2021Q1_alphabet_earnings_rel
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Bethany Petroski
GoTimePass
$GOOG Google (Alphabet) earnings SummaryA thread http://bestengagingcommunities.com/2021/04/28/goog-google-alphabet-earnings-summary/ Alphabet (Google) $GOOG $GOOGL reported (https://abc.xyz/investor/static/pdf/2021Q1_alphabet_earnings_rel
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Lyman Stone 石來民 🦬🦬🦬
lymanstoneky
Time for my COVID graphs!First up, the graph I'm increasingly thinking is the best summary: average daily % growth over the previous week in deaths, confirmed positive cases, AND now
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Oliver Johnson
BristOliver
Corona centrist here. Yes, REACT is bad, and confirms we are now at a very substantial fraction of Wave 1. But please don't quote these regional R numbers without confidence
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Dr Siouxsie Wiles
SiouxsieW
ok, so lots of people are asking for data to support why I don't think people should listen to the reckons of the epidemiologist who says we "don't want to
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Aslak Grinsted
AGrinsted
Here's the ratio between the hurricane base damages from two different sources: Weinkle et al. vs. http://icatdamageestimator.com Both are updates of the PielkeJr data, and PielkeJr is a coauthor
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Duncan Weldon
DuncanWeldon
The @britishchambers business survey is a timely - and incredibly useful - look at how firms are coping. 3 key points.1. Furlough scheme take up looks to be running well
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