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#Insolvency
Stack Hödler
stackhodler
1. Equities have been buoyed by blind enthusiasm and hope of a V recovery.As companies fail due to insolvency, the equity markets will crumble. Millennials and zoomers are about to
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Raoul Pal
RaoulGMI
Suddenly, everything changed... here is some thinking from my last GMI (Global Macro Investor) report: I think we have now clearly started the transition from Hope phase to Insolvency phase
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James Plunkett
jamestplunkett
1/n. A prediction: household debt will become a big issue in coming months. Households entered this crisis in a historically weak position - near-zero income growth, historically low savings ratio.
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Bridget Phillipson
bphillipsonMP
Today I asked Rishi Sunak why he was freezing pay for people in our public services while giving Greensill the run of Whitehall.The Chancellor found it easier to defend the
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File411
File411
Again I’m going to give it to you straight the USPS is not like ANY other Fed Agency They are required to pay the Government BILLIONsLawmakers, both parties & the
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Zia Weise
ZiaWeise
So this is funhttps://www.zeit.de/politik/deutschland/2020-10/gendergerechtigkeit-justizministerium-femininum-sprache-gesetzentwurf?utm_referrer=https%3A%2F%2Ft.co%2F In German, like in Spanish or French, nouns referring to people are gende
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Michael Pettis
michaelxpettis
One of the great benefits of Hyman Minsky’s balance-sheet approach to economics is that it forces analysts to consider how the structure of balance sheets can either dissipate or reinforce
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Alex Patelis
PatelisAlex
1. Last week Microsoft announced it has selected Greece to build a new data centre region as part of #GRforGrowth, in an investment that is expected to leave an economic
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Kevin Kelly, CFA
Kevin_Kelly_II
0/ The world has morphed into one big macro trade.Asset prices are increasingly driven by global policy expectations rather than underlying fundamentals.Deflation + insolvency risk is rising.Potential knock-on effects are
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freddycoen
FreddyCoen
As an ex-corporate bond trader, I thought the idea of introducing guaranteed long-term fixed rates to investors in DeFi by @88mphapp is pretty interesting and I decided to dig in.1/
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Michael Pettis
michaelxpettis
1/9Of course regulators worry about Ant's disruptive potential. Its overwhelming success had less to do with its technological innovation and more to do with the fact that a lightly regulated
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Squirrel Of Ram
_Krantikari
In this thread i will tell you about the bills passed in last one year of Modi 2.0There will be short description of each bill in this thread.So let me
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Ajadi
samadegoke_
A Man Disrupt Banking System with his Gut.Those men that had great discoveries were known as the crazy ones. Such is the story of this middle age man from a
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el gato malo
boriquagato
1 in 10 workers have returned to NYC. this is barely up from the 6-8% in julybased on stories i've heard from friends, mid-town looks like a zombie apocalypse of
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Sarah Nickson
sarahjnickson
Or you can just follow along with me - I’ll be live tweeting any highlights herehttps://twitter.com/commonspacac/status/1310860984144273409 Starting with appointment of departmental non-executive directors - several Gove associates have b
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Leesh
iMleesh
My thoughts on the Malaysian legal job market in next 6 to 18 months for law graduates and young lawyers. Here’s a thread and with tips. 1. For graduates, I
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