#Momentum

Zach Weinersmith

ZachWeiner

I feel like we're just now completely at the end of a cycle that started in the early 70s with the belief that open/free/easy info sharing would result in better

"L" : hacking 💸 moneymail : baker

lwsnbaker

Many times new technology appears to break the laws or just don’t fit into the frameworks at all.Why? B/c regulations never anticipate inflection points in user behavior.Personal tokens are an

The Undercover Fund Manager

FMUndercover

Finally finished reading Nick Sleep's Nomad Investment Partnership letters, all 245 pages. Wow, what a read! I've picked out my 35 favourite extracts which I've organised into 10 key themes.

Roshan Kishore

Roshanjnu

1/n: The manner in which Bihar counting progressed made data crunching in time difficult. Thanks to @vijdankawoosa @naalmot & our excellent editors & designers we managed to do quite a

Urban Carmel

ukarlewitz

FinTwit is full-on breadth hating mode again. Reminder that was also the case until about a week before the June 8 high. And at that $SPX high, A/D was at

Jared Yates Sexton

JYSexton

Joe Biden is winning the election and Donald Trump is trying to pull a literal coup.Let's talk about where we are, what we know, and separate the things we shouldn't

Michael Tracey

mtracey

I knew it would be widely denied that prominent liberals floated an Electoral College coup in 2016, which is why I contemporaneously saved a bunch of examples Plenty more where

Andrew Busch

abusch

Unless you haven’t be paying attention or haven’t read our research on Biden over the last 12 months, the full Biden economic team represents a clear path towards carbon pricing

Nick Marro

nickm4rro

1/ Lots of good analysis on China's real GDP today on supply-side factors/exports powering the recovery, absent domestic demand--and how this is bad for imbalances. Close examination of official stats,

Alan Wager

DrAlanWager

What did for Chequers? We've interviewed five people who were there. Each has a different reason why Chequers failed. Who is right?Sure, it's ancient history. And ultimately, when James Graham

Senior Crown

CrownSenior

Here´s a daily of ASML.Basically @MrYenShow1 made me stay in it for such a long time. Typical momentum strategies with overbought signals would have shown exit signal long ago.But you

Andrew Barry 🦁

Bazzaruto

Live notes from tonight's Write of Passage class with @david_perell and @will_mannon How to overcome writer's blockCovering:- Impostor syndrome- Perfectionism- Lack of time- Crickets of indifference >> Writing researchResearch

XVIII Airborne Corps

18airbornecorps

A KING ENTERS BASTOGNEThe Battle of the Bulge Continues[1 of 12] [2 of 12]Benedict Arnold's thrust at Saratoga. The defeat of Pickett's Charge. The first 48 hours of the American

Moriarty

MoriartyProfJ

1. Now lets start a little thread on @SusanMichie. We will start with a very clear little piece about her from @GuidoFawkes https://order-order.com/2020/05/22/marxist-michies-mass-media-campaign/ 2. When examining comrade Susans wiki page

Mark Galeotti

MarkGaleotti

Parsing some of #Lukashenko's language yesterday and its reporting on the official #Belarus media - a little thread 1/ Let's start with the headline (apart from the irony of "not

Amy Lewin

amyrlewin

A Thread: State of European Tech — 10 Charts You Should See (for the really lazy readers) (@atomico)1) 2020 is on track to hit a record level of investment into

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