#Estimates

Anand Chokkavelu, CFA

anandchokkavelu

A thread of my favorite investing lessons from poker.Shuffle up and deal… Less whining = More winning... Your bad-beat stories are FAR more interesting to yourself than others.Winners in poker,

William Feldman

wbfeldman

Prescription drug prices in the US are opaque. We lack basic information about how much a given drug actually costs.In a new paper @NEJM w/@bnrome #JerryAvorn @akesselheim, we argue that

Stéphane Helleringer

helleringer143

NYT quoted me in article & if I may concur, this headline is horrendous. This pronouncement is wrong for any country in Africa. There is civil registration throughout continent; deaths

Angela Carter

AngelaVCarter

It's time for #NLgov to begin a #JustTransition with a managed oil wind-down. @delia_warren16 & I explain why in a new piece. Here's a thread with key links. 1/12#nlpoli @GovNL

Kevin McKernan 🙂

Kevin_McKernan

Lets discuss the WHO release...This is the anniversary of the WHO populating their web site with the Drosten test that caused many of these problems. Document penned on Jan 13th

Santosh Sankar ⚡💥

santoshsankar

Given supply chain got sexy in 2020, it only feels fitting I do 365 days of interesting supply chain facts to keep it going in the new year... 01/ ~90%

Greg Callus

Greg_Callus

First 3-and-a-bit weeks of data on vaccinations (excludes the week just gone) suggests we were delivering only about 50,000 doses a day: broadly equivalent to the number of pre-pandemic pizzas

Prof Juju 🌍🌹🌱💙 #FreeDishaRavi #FarmersProtest

JKSteinberger

My main point is that we have "scientists" willing to put economic cost projection figures on devastating climate change: that it will "cost" x% of GDP growth going forward. These

Kevin Bird

itsbirdemic

Extremely excited to share my article "No support for the hereditarian hypothesis of the Black–White achievement gap using polygenic scores and tests for divergent selection" has been published at the

Amytess Girgis

afmgirgis

THREAD: Here's the thing about the #UMichRegents mtg: in the middle of a pandemic, and in an era where U-M has failed its minority students in enrollment/support, the discussion prioritizes

Art Hyde

JekyllCapital

1/ A thread on Nexgen’s Arrow & the #uranium cycle ($NXE)https://twitter.com/_/status/1352447776798420993 2/ Given the scale and cost structure of Arrow, it makes sense that investors are intensely focused on its

Tom Creo

tomfcreo

1/n We're all familiar with the Coronavirus(SARSv2) THESIS –global pandemic, infection rates, health care burden, flattening the curve, etc. In this thread I gather a loose ANTITHESIS that is emerging,

Alex Cobham

alexcobham

It's not every day that a niche question of statistical definition represents a significant step forward for global policy. But today... is that day! (Excessively long thread follows) A little

IPES-Food

IPESfood

'Corporate concentration in the US #food system makes food more expensive and less accessible for many Americans' Excellent new piece in the @ConversationUS by @hendricksonm & IPES-Food's own Phil

Secret Capital

SecretCapital_

Case StudyShopify : Arming the RebelsOverview: Shopify’s Solutions for MerchantsMacro trendsCompetitive Advantages (Their Offerings)Shopify’s Elegance and Competition Shopify is a cloud-based commerce platform, providing tools to start,

Sunshiny

sunnshiiny

THE TIPPING POINTYesterday I wrote a thread about the tipping point of tolerance of inhumane abuse of power by UCP. Attached.It was in response to the outrage about Xmas vacations

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