#Illiquid

Martin(a) Krung

martinkrung

Liquidity on some liquidity dependent protocol has a market anomaly, because liquid liquidity has the same value as illiquid liquidity and this is a very powerful attack vector right now.

Radhika Gupta

iRadhikaGupta

The 10 questions I would ask an AMC if I were an investor, that usually don’t get asked. A thread... 1. What is your definition of good performance? And bad

Jacques Bannon

neoliberal_dad

I cannot imagine reading this and not thinking that being a small-time landlord is a reckless decision on par with putting one's entire retirement savings into various derivatives and options

Kuppy

hkuppy

1) Quick story. In 2000, about 10 funds cornered the internet stocks (Janus 20, Munder, Firsthand, Bill Miller, Van Wagoner, etc.) on the way up, they marked-up each other’s books

Abhishek Bhuwalka, CFA

abhuwalka1

1/ Franklin Templeton has decided to windup six of their marquee debt funds. What happened and what may happen in the future? Thread @dugalira @andymukherjee70 @ananthng @deepakshenoy @WeekendInvestng @latha_venkatesh @NagpalManoj

GrossBit

gross_bit

to explain in more details.suppose you're a Morgan Stanley. Your asset management is already managing say 50bn of diversified cross asset funds. They can decide to change the mandate of

baufinanciaphaster 👹

bauhiniacapital

In the #WhoaDudeNiceTrade Department... A THREADA company called Industrial Asphalts (Ceylon) PLC offers bitumen emulsions, surface coatings, mastic fillers, underbody protective coatings, bitumen primers, aluminum reflective paints, roof s

Ian Cassel

iancassel

Microcap investors are mainly retail investors. Some of the best microcap investors I know are small business owners. They understand the complexity, volatility, and nuances of running a small business.

Tim Ludwig

tsludwig

I spent about 6 years working in real estate before becoming an investor/owner of small companies. I've been asked which I liked more and, for me, the answer is small

Sabyasachi Kar

Sabya_K

1/6 Thread. @BIS_org suggests that during this crisis, banks should provide support only to illiquid firms and not to insolvent ones. Is this suggestion useful in developing countries?Some thoughts:This sounds

Yates Investing

yatesinvesting

Tonight I want to discuss “Gap Fills” I was asked the other day what I meant, so I decided to do this thread. Gaps are areas on a chart where

Abhishek Kar

Abhishekkar_

𝗬𝗼𝘂 𝘀𝗵𝗼𝘂𝗹𝗱 𝗻𝗼𝘁 𝗯𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗶𝗻 𝘁𝗵𝗲 𝗳𝗼𝗹𝗹𝗼𝘄𝗶𝗻𝗴 𝘁𝘆𝗽𝗲𝘀 𝗼𝗳 𝘀𝘁𝗼𝗰𝗸𝘀The entire thread talks about

Real Estate Momentum

REMNTM

Real estate:Are you benefiting from equity buildup?What is equity?Let’s discuss Investors should periodically evaluate whether it is time to sell a property.Why?Equity. Equity is the difference between the market value

Mike Rogers, CPA

MillennialMike7

https://www.theblockcrypto.com/genesis/85329/investigating-the-downfall-of-cred-incCred's downfall left more questions than answers, which is, unfortunately, common in the still-nascent cryptocurrency industry. #Bitcoin Luckily, there

Sourabh Sisodiya, CFA

sourabhsiso19

Thread on system trading and conviction to follow them.1) On Aug 2016, I had my highest ever loss of 18 L due to illiquidty risk. I had shorted JustDial 500

SpartanBlack

SpartanBlack_1

0/ I have lost count of how many $YFI clones have blown up. Many are probably wondering why they couldn't replicate the $YFI magic when it looked so easy for