#Markets

General Theorist

GeneralTheorist

Central bank digital currencies (CBDCs) are something I have been putting off engaging with, but over the past week have come to take this seriously thanks to Ex Ante’s Grant

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

Another Europe

Another_Europe

Despite what Boris Johnson is telling us this deal is bad news. It is bad for those who wanted to remain members of the EU but also those who believed

Gniewomir Flis

gnievchenko

Recent EU hydrogen strategy aims for 2x40 GW electrolyser deployment by 2030. Half within the EU, half in neighboring countries like Morocco and Ukraine.What will EU hydrogen strategy mean for

🇭🇰 Kunal Shah 🇺🇸🇬🇧

realKunalAShah

To the extent we have much larger securities issuance- and more relevant the net issuance across corporate bonds, MBS, equities, converts and especially treasuries. If you strip out fed purchases

Daniel Heath Justice

justicedanielh

There are NO good missionaries. Though wrapped in benevolent self-justification, every missionary movement—religious, political, ideological—starts with an arrogant presumption of superiority and ends with the destruction of somebody el

Busisa Moyo

BusisaMoyo

1/10. A well written & balanced piece by my old friend & thinker ubaba uMthimkhulu @mthimz . I will add a few more experiences that challenges previous thinking on “import

Justin Kan

justinkan

10 months ago we shut down Atrium after raising $75m in venture capital. Anyone hearing that knows I made tons of mistakes along the way. Someone asked me today what

Forest Rights

ForestRightsAct

In September 2020, three laws were passed which came to be known as the ‘#farmlaws’. These laws are being vehemently opposed by various farmers unions from across the country as

Sarah Quinn

seattlesquinn

As someone who studies the social life of financial instruments, I have a few thoughts about how this piece characterizes progressive critiques of new financial instruments as closed minded and

Dom

DomsPlaying

Nintendo:Switch lifetime hardware sales have reached 68.3 million as of September, up from 61.44M last quarter.Brings it to 12.53M sold this year to date. Nintendo's original annual target was 19M.

Byzantine General

ByzGeneral

An on-chain analysis thread.This is hindsight work, but it might be useful knowledge for in the future.In this space filled with larping and deceiving there’s one thing that can’t lie:

EthicalRenewal

EthicalRenewal

5 MAR 2020EVEN MORE GREED – 4 more pharmaceutical companies are fined £3.4m for ripping off the NHS, illegally sharing data to keep prices high.https://www.dailymail.co.uk/health/article-8073859/Four-drugs-fined-3-4million-cheating-NHS-p

SandeepParekh

SandeepParekh

I think we have taken every single cliche about hedge funds and applied it to the current saga. Only problem, the facts don’t fit the narrative. At all. a) Short

LearnLifeWealthTravel | Dream Big, Think Growth !!

AnyBodyCanFly

#StockMarket - While there are #Multibaggers there can be #Multifailures as well. Here is a thread on key mistakes that may happen during the journey. I have been thru all

Chamath Palihapitiya

chamath

Some people scratch their heads when they see valuations of stocks justified by 2024E or 2025E numbers. Their instinctive reaction is to be dismissive but that’s lazy thinking.Here’s a secret

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