#Pricing

Nick Butler...king in the shadows . #BLM

FallOnMyBlade

#RPGCashLab time.Ok, this isn't a "let me put you on game" kind of thread. This is more of "I'm gonna keep it 100: this is what I'm actually doing" kind

Convexity Cowboy

ConvexityCowboy

Instead of simply sharing my personal equity portfolio, I'm going to roast the shit out of each of my names. Time for a $BRK.B A couple of old farts

Smack Check

Smack_Check

1/nLet’s talk about Tesla Warranty Reserves (WR). Q seems to think Tesla is massively under-reserving for future warranty expenses with too little WR, increasing margins and net income along the

Katerini T. Storeng

KStoreng

On this week's #Urixnrk, @msfnorge and I discussed vaccine politics, global solidarity and the imperative that vaccine producers like @pfizer @moderna_tx & @AstraZeneca urgently contribute to equitable global access.

Vitor Constâncio

VMRConstancio

Economics is indeed struggling with inflation theory. Monetary aggregates and monetarism have been correctly abandoned. Domestic slack explanations (the Phillips curve) have been under attack but are still a bit

DC

AnalystDC

Quick thread on the economics/costs of issuing RMBS. I have done a few threads looking at the investor point-of-view, but what if you're a firm with $300M+ of mortgages on

Mukund Mohan

mukund

$FUSE - Money Lion merger acquisition - I read through the entire presentation, built a model and I have more questions than answers.Disclaimers: I have NO shares any more. I

Corey Quinn

QuinnyPig

Let me point out some cloud magic tonight / say some nice things.Normally I dunk on @awscloud in these threads, but today that puts me Nazi-adjacent. Plus AWS marketing's nerves

BobbyPiton

BobbyPiton3

Before the Corrupt MSM and Oligarchs try and create my background: I wrote this on 3/30/2020 as I was nominated for a position:Father of 4, Married, Roman Catholic, First Generation

beyond mental models

beyond_mental

1/ Specialty cnsmr ingredient (SCI) cos r prt of an oligopolistic mkt wid ~$90bn TAM grwing @ 4%-5%.SCI stks hv bn lng-trm compounders - outper4mng chem. peers, S&P 500, &

𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐌𝐚𝐫𝐤𝐞𝐭 𝐇𝐲𝐩𝐞

EffMktHype

ℂ𝕒𝕟 𝕨𝕖 𝕥𝕒𝕝𝕜 𝕒𝕓𝕠𝕦𝕥 𝕣𝕖𝕒𝕝 𝕣𝕒𝕥𝕖𝕤 𝕗𝕠𝕣 𝕒 𝕓𝕚𝕥?1/ I mentioned previously that real rates are a great asset to trade and that you would have made good money on

Maitreya Bhakal

MaitreyaBhakal

Schrodinger's China:China is both a threat to world's peace, and on the verge of collapse. Schrodinger's response to COVID-19:China's response is both delayed and riddled with missteps - and is

Gerard

GroverXV

I'm gonna put this a little more succinctly. Post-Brexit, UK farming is utterly fucked.You already had competitor agric giants (Canada, Australia, Brazil, US, Ukraine, NZ etc) Now you've made the

TEAM BHARAT

TeamBharat_

#VideoThread: Chemistry guru AKA M.P. Singh explains how #Farmbills2020 are entirely in favour of farmers & is very well explained in this video by sikh brothers who very well explain

Michael Guimarin

MichaelGuimarin

We've probably passed through peak institutional X for a lot of things. I doubt the US federal government is ever going to be domestically stronger than it was in Feb

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%

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