#Offset

DragonflyValue

DragonflyValue

1/n Recently been thinking about how, in depressed industries, picks-and-shovels co's with stronger models have been beaten just down as much, if not more, as their capital incinerating customers.i.e.AirlinesEnergy For

Tim Smedley

TimSmedley

How much water do you think you use a day (across washing, cooking, cleaning etc)? Answer the poll before reading the rest of the thread [1/9] The UK average is,

Swiss Ramble

SwissRamble

Despite the COVID-19 pandemic, Chelsea have been spending big in this summer’s transfer window with their estimated outlay well over £200m. This thread will look at the financial implications and

Cath_Dev

Cath_Dev

(1) The narrative from the agri-food sector on food security & sustainability is hypocritical in many ways. This is demonstrated perhaps most clearly in how the sector has hijacked the

graye🍓⁷

tinzoongi

prod suga appreciation of the day: burn it ft. max (a fairly technical thread) this is a collaboration piece with @myg_bgm in celebration of the upcoming release of blueberry eyes.

Matt Baker

MBakerTBTimes

Not long after FSU fired Willie Taggart in November 2019, I wrote that the two sides never finalized a formal contract (beyond the initial letter of agreement). After reading 800+

Harel Jacobson

VolQuant

Delta Hedging strategy - a peak into the rabbit hole Warning - this is a long thread so I will TL;DR for you:there is no right and wrong about delta

Mark Changizi

MarkChangizi

“Two out of every five adults interviewed between May and June reported that their household had lost its main source of income since the lockdown started. This has had devastating

Christina Soontornvat

soontornvat

ALL THIRTEEN comes out tomorrow and I want to take a moment to talk about italics, POV, and who gets to be at the center of the story. This is

Raoul Pal

RaoulGMI

The Dollar Standard:The US Economy fell from 40% of World GDP in 1960 to just 25% today.However, 79.5% of all world trade is conducted in US dollars.84% of all non-domestic

TheLastRefuge

TheLastRefuge2

1.) This is another policy alignment from the Trump administration toward the ongoing confrontation with China. Beijing will not be happy; and this follows only a day after the Trump

𝖆𝖗𝖔𝖔𝖇𝖎𝖆𝖓 🔮 and 71 others

aroobiandreams

EXPOSING CARDI B: A THREAD • TRANSPHOBIAApart from saying a transphobic slur, she is insinuating that having sex with a transexual person is an equivalent to a punishment. She also

Carnegie Russia

CarnegieRussia

THREAD 1/9 Looking ahead to the future—to the time when the pandemic is over—we can see six political crises looming on the horizon for the Russian authorities that look set

John P. Hussman

hussmanjp

Understand this NOW. The Fed is buying OUTSTANDING corporate bonds - you know, the ones that financed buybacks to offset stock-based compensation for a decade. It needs a shell (SPV

126-62

BillClarkiii

The licensing for sports franchises now that the streaming wars is upon us is easily going to be the last big transition into fully digita. You see the NFL already

Stephen Geldart

StephenGeldart

Dairy farmers seek government help as lockdown forces milk dumping https://www.ft.com/content/64e5e6b2-3c29-4ed0-a83f-f5f66d517315 via @financialtimes A now-familiar story:1) Increased at-home demand can't make up for the lost out-of-home demand.