#Risks

My analysis of Scott Brown was referenced on the latest @celticrumours podcast. I've largely avoided revisiting the topic since March, as I know it goes over like a wet fart
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This paper is so bad, its obvious weaknesses should speak for itself. However, perhaps to save some readers the time and the pain, I will parse through a number of
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How we Misunderstood Risk?12 points to understand Risk and take better decisions.A thread Most people are confused about risk should we take it,avoid it,should we manage or quantify it.What
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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
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Thread on importance of #LSCS #Cesarean Please read this You can ask doubts here Let us start with basics What is Maternal Mortality Rate : It is the number of
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16 year old dies of COVID—Trump’s pandemic advisor Scott Atlas once falsely said kids are virtually immune. That was a lie, which I’ve debunked many times, but pics hit it
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Thread:Still seeing schools and leaders priding themselves on policies that include the terms "No excuses / ZT" despite the abandonment of it by early adopters in face of legal issues
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Of the three tangible risks I think the market (will) care(s) about —1/ Fed punch bowl 2/ Fiscal own goal3/ Biden (+sweep) implications___Only 2 and 3 are probable and it
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Today, President @realDonaldTrump announced significant actions to hold China accountable & protect American security & prosperity.THREAD President @realDonaldTrump made clear:“China's cover-up of the Wuhan virus allowed the
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Here I am at #RWRI13.Day 1, arrived just in time, so I couldn't grab a front seat.@NonMeek will be happy to learn that his latest Offshore mini-book is in the
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A short thread on what one potentially overlooked political implication of the new Coronavirus regulations coming into force next week. 1/8 It will surprise few people who follow my ramblings
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Final thing on this thread, given it got lots of attention - there's obviously more important things to be thinking about right now! A key point though is that the
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As you extend testing you should move from riskiest populations to less risky (due to more tests). But if you chase hotspots & wait until things are bad to test,
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On the airborne argument, fundamentally the reason they won't agree to ever change. From UK IPS Note the concern with breaking ranks from national guidance, which of course would apply
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Fiscal deficits in the big emerging economies are largely being financed domestically (with domestic debt bought by domestic investors)Useful (and BoP consistent) story from @markets 1/xhttps://www.bloomberg.com/news/articles/2020-08-24/mas
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African presidents have been leading the fight against CoronaVirus with all sorts of innovation.George Weah of Liberia created a gospel song against Coronahttps://youtu.be/Q6hARy-TtkE  His ancestor and neighbor of #Guinea 82
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