#MSCI

Rebecca Lovell

Rebecca_SLL

Absolutely delighted to share that my first paper, with @Alex_Pigot, @TimBlackburn66 and @Ellie_E_Dyer, is out today in @NatureEcoEvo! Environmental resistance predicts the spread of alien species https://www.nature.com/articles/s41559-020-

Macro Maniac

Macro_Maniac_

Thread (1/n)Reasons to go long $USDINR 1. Best of Current Account and FDI is done2. Persistent high Inflation 3. US Exceptionalism continues4. Vaccine is positive for Oil/US10y, a deadly combination

Robert Ditrych

rditrych

P/E and P/BV ratios - different perspectives:[1] Most people think that stocks are currently disconnected from real economy, valuations are overextended and market in general in a bubble.S&P500 Trailing P/E

rakshithpai.com

Iam_MrPai

ITC Ltd - 109th Annual General Meeting - Address by Chairman.ITC Hotels, Firm is focusing on Asset-right strategy.Asset right = Instead of franchising the ownership of ITC Hotel brand. The

Ari Lewis 🚀

amlewis4

Why @brandless will fail again?Brand names can command a premium. Brandless, the brand without a brand, will fail again.I explain why Nostalgia• We have a deep connection with brands

🟥Q-Cap🟥

qcapital2020

I rarely do this on a macro-level but here's a more top down view of what Goldman Sachs Expects for 2021: They expect the FED to stay VERY accommodative (no

Julien Bittel, CFA

BittelJulien

ISM Manufacturing New Orders rose to 67.9 in October, their highest lvl since Jan ‘04.While quite a few US macro indicators continue to track an ‘01 analog (NFIB, consumer conf.,

Tim

MillennialMacro

#Copper #gold ratio YoY% (green)Average #China #US 10 Year Yield YoY% (yellow) Normal chart for those interested#Copper #gold ratio (green)Average #China #US 10 Year Yield (yellow) #Copper #gold ratio (green)

Alex Good

goodalexander

Here I explore and provide names to the meme trading space, plagiarizing @nope_its_lily - but framing it in terms of Dungeons and Dragons. All meme stocks need a memelord. 1/

Dan Price

DanPriceSeattle

There is no connection between the stock market and reality.A thread:1. Airlines spent 96% of free cash flow on stock buybacks for a decade, then cut 90,000 jobs as soon

SMOKAHONTAS

Trixiwin

This is ALL the businesses George Soros owns Read the list carefully, we can now stop making that evil man richer. 3D Systems Corp.Abbott LaboratoriesAbercrombie & Fitch Co.AbitibiboWater Inc.ABX Air

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