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Sanjay Anandaram
AnandaramSanjay
I wish there were more data, facts, evidence, logic based arguments; easy to offer opinions and make assertions esp in times of social media fuelled panic during a pandemic. Some
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Beating The Street
singhanoop1985
Growth of a companyPoints to check1. Sales growth Rate % wrt peers2. Sales growth coming organically vs acquisitionsEPS is only one no. Find sources of this no. FCFPoints to check
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Bloomberg Opinion
bopinion
Does economic recovery hinge on controlling Covid-19?For a while, that appeared to be the case. But now the recovery is happening faster in places like Texas, Florida, Arizona and Georgia
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Mark Thompson
METhompson72
#copperI keep seeing this Wood-Mackenzie chart in every copper presentation. I started my career in 1994 when the market was about 10Mt and Sumitomo embarked on a massive attempted copper
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Michael Kofman
KofmanMichael
Follow up thread on Russian force availability and long-term prospects. The Russian military has taken significant casualties. After redeploying, and pulling additional units from standing formations, it may be tapped
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Khanoisseur 🐶🤦🏻♂️🌎
Khanoisseur
1. Land distribution in South Africa was modeled after land distribution in US during the Revolution. New Yorkers created local committees to deal with the Loyalists and the legitimacy of
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Investment Talk
InvestmentTalkk
1) Red Flags for Financial Analysis In today's newsletter we go over some of the big red flags that analyst's should be vigilant of when studying the financial filings of
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Tanja de Bie
BieTanjade
We are seeing an old phenomena take a new form during this crisis: #trolls. Also known as #zoombombers these last few weeks. In this thread I will share some history
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Hyun Song Shin
HyunSongShin
Well done to @GitaGopinath and the team for the timely report and for putting together this superb panel chaired by @SoumayaKeynes; time was too short to explore all the issues,
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Diane Swonk
DianeSwonk
This week jobs, next week inflation for April. #Inflation will be hot - y/y will easily exceed 3%, could nip at 4%, strongest since 2011.Some will use the term “stagflation”
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Alex
classicmacro
The bitcoin halving is in about 20 days and the $BTC implied volatility is relatively CHEAP. The 1 month at the money volatility is now at 76%. At the money
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Peter Sutherland
econ_713
/1 This thread will highlight the outsize role of Strategic Petroleum Reserve (SPR) barrels in EIA #oil inventory data; the misunderstood time lag of #OPEC cuts/surges; & why I expect
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Christine Hyman MOHD105
chrisehyman
#LGBTVoices Celebrates PrideLGBT+ REPRESENTATION IN MEDIABoy Erased is a 2018 American biographical drama film based on Garrard Conley's 2016 memoir of the same name. #Pride In the film, Conley's
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Andy Slavitt 🇺🇸💉
ASlavitt
COVID Update April 11: Today I spent on food— not (just) eating it. But what’s going on in the food banks, with food producers & for hungry people.Got the inside
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Dr Laura McAtackney
LMcAtackney
Yet another #Irishslave article that has some interesting points but seems to be to be trying to find the slimmest of angles when, without in-depth archival reference in a much
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Shales From The Crypt
ViscosityRedux
Weekly Summary in Three Parts (5/22) I. Energy Sector Thoughts & ObservationsII. Portfolio Thematics & Positioning III. Random Market Thoughts & Observations I. Energy Sector Thoughts & ObservationsDaily vol in
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