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Lyn Alden
LynAldenContact
Here’s a new thread on the dollar, swap lines, and the treasury market. With lots of charts.AKA “Why the global dollar shortage is not insurmountable.” There is $250+ trillion of
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Screening Stocks Enjoy 'My StressBusters'
Coolfundoo
Q&A #Thread 20#JyothyLabs #Stock Brief #AnalysisQ->Hey, could you please screen Jyothy Labs and share your POV :)Me->Please do refer Annual Reports for company progress, plans & other details. Just presenting
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Michael Goodwell
MichaelGoodwell
Quick thread on UBS, Credit Suisse merger:This comes off the back of the rumours that UBS and Credit Suisse are considering a merger, spearheaded by the UBS chairman, in a
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Jeremy Kress
Jeremy_Kress
I can't stop thinking about this misguided op-ed by @bankpolicy's Greg Baer.So here's a thread about why it's wrong, and why policymakers should absolutely suspend bank dividends.https://www.ft.com/content/182e8048-09f0-45bc
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Frank_vL
Frank_vanlerven
Top news headlines: Government borrowing highest since WW2.Not 1 headline how debt servicing costs historical lowOnly 1 mention of debt servicing costs - surprise @Telegraph No mention of BoE asset
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Peter Suzman
Biomaven
Let me talk about one of my favorite investment theses - a positive feedforward loop. This involves a situation where some improvement in a company's fortunes engender further improvements. All
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Nick Brookes
NicolasBrookes
What to make of yesterday's agreement? (THREAD)Despite the drama and significant concessions on key aspects of the package, it is difficult to get away from the fact that #EUCO have
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Travis Kimmel
coloradotravis
Is Bitcoin actually a negative yielding bond (with defined supply), just without a sovereign?Another thread guaranteed to make me wildly popular on the interwebs.1/ One of the curious things about
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Ellen Carmichael
ellencarmichael
I’m very saddened to learn of the passing of my former boss, Herman Cain. I’m bracing for the cruelty online about how he deserved to get COVID and die because
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Cameron Maingard
CamMaingard
PPE Interim Results Analyses: Please note: There may be slight deviations in my calculations as these are only interim results and therefore there is a limitation on information and detail
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Heavily Armed Clown
heavilyarmedc
1/ Few Understand This:The significance of Executive Order 6102 was not just that individuals could no longer own gold, but more specifically, that they could no longer redeem bank notes
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Matt Norlander
MattNorlander
THREAD: College basketball’s season starts a month from today, but behind the scenes, according to sources, widespread concern is quickly escalating over the stability -- if not survival -- of
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abhishek
abhishec_s
Some thoughts on Life Insurance:These are simplistic views, possibly full of errors. Please point them out -(thread) Insurance penetration at about 2%-3% is touted as the reason for growth potential
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Travis Kimmel
coloradotravis
The price of Education / Healthcare / is going up! Isn’t that QE-driven price inflation I’m feeling?No, it’s just QE-driven price distortion!A thread unpacking the difference. All around Twitter,
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Brad Setser
Brad_Setser
Argentina is doing a virtual road show to market its bond exchange this week. And by all accounts it faces an uphill challenge -- in part, I fear, because some
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Abhay | Money Wisdom 💰
MoneyWisdom_
Financial Ratios 101 How To Interpret Ratios To Filter Out Any Company?" Strictly For Fundamental Investors "A Mega Thread ( 50 + Tweets) Inspiration - @FI_InvestIndia Financial Ratios are are
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