#Allocations

Yeah so when are we gonna stop spreading false allocations just for the sake of fucking up someone’s future to spite them Not only is it one of the
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I hate being *that* guy who has a macro viewpoint in tape where price is signal and it’s saying a resolute fuck you to macro viewpoints. So I have a
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1/ I generally make a distinction between operators and investors in small companies as I think the roles can exist separately. But, especially in small companies, the difference is more
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In reality, mas mababa pa ang budget ng DOH per se. DBM lumps DOH and PhilHealth budgets together (siguro para masabing malaki "nilalaan" for health), pero none of PhilHealth's govt
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Was just typing out the standard response line about any money being welcome but actually when this is announced alongside a freeze in Local Housing Allowance and nothing at all
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We have projected that monthly FAAC receipts may decline to below N400bn, over the next 3 to 6 months. Due to the significant drop in international oil prices, FAAC monthly
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Some anecdotes on where the new money has come from to bid BTC from $10k-$18k. Retail inflows have been relatively muted. The crypto industry is at relatively low leverage. So
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The Canadian Energy Centre (@CDNEnergyCentre) has a report out today on the economic impacts of Canada hitting its 2030 GHG emissions target. The authors make an effort to be transparent
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THREAD: What do you know about state financials - DEBT & REVENUE:2019 IGR for states reveals that Lagos State accounts for 29.88% of IGR collected by states. Rivers is also
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Bonjour @EmmanuelMacron.Vous avez déjà laissé se dérouler le premier tour des élections municipales parce que vous n'avez pas assumé d'user de votre autorité seul contre tous dans l'intérêt commun.Si vous
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THREAD: Just how much money has the UK govt overspent on Test&Trace and PPE because of the – ahem – *particular* way that it’s chosen to procure them? You know,
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When there is shortage of vaccine supply, tiered pricing with many buyers means either quantity rationing by the producer or price rationing by the market that favors deep pockets. Centralized
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A note from our CEO/Co-CIO Bob SheaEverything that has happened since Feb 2020 argues in favor of high-quality equities and our strategies… In late March for only the 6th time
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1. A good morning to us and thank God for clement weather. Some days ago I was asked to shed some light on the Executive Orders and their import-whether they
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Vaccine PRICE distracts us from vaccine SUPPLY, vaccine ALLOCATION and vaccine DISTRIBUTION. How much and when and how will it scale. The payment issue is just a distraction - it’s
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When this period is over and written about I hope and pray that people will understand that Bernanke's temporary zero interest rate policy (ZIRP) 2008-2015 was the financial crime of
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