#Market

Dave Weiskopf

daveregrets

Might mess around and do a long thread explaining what "went wrong" with California's May cap and trade auction and how a person might "fix" it. Does the world need/want

Peter A Smith

PeterAdamSmith

On Scotland’s drug death crisis, from listening to frontline workers, users, those in recovery, & bereaved families: Much of what we call the ‘Portugal model’ - progressive approach to treatment

Cold Blooded Shiller

ColdBloodShill

**THREAD**I write a thread like this basically once a quarter but I feel like the last 2 weeks is a great opportunity to reinforce the feelings and thoughts around a

EdAsante

EdAsante77

This just codifies what actually occurs at many urban high schools now. The kids are graded lightly, no penalty for not attending and given joke make up work at the

Anil Dash

anildash

I’m sorry to tweet about the stupid gamestop thing, but this is a good thread about who instigated, who participated, and the likely outcome that ordinary people who were late

Jay Martin

jaymart222

Looking at owed rent arrears data over the last ten months two things have become crystal clear. 1) At least in NYC the fears of mass “eviction tsunami” are not

Trader Of Corn

bitcorntrader

1/ So you think the Elon candle, +20% in one day, was cool? Wait until you see the Elon bull run. Every family office, hedge fund, corporate finance team, government

Will Sheehan

_wilbur4ce_

Augur V2 launches tomorrow - I know many aren't that excited and thats fair tbhbut here's why I am Predictions markets have always been one of the most theoretically

Peter Foster

pmdfoster

This is a brilliant thread. I keep talking to people losing their minds battling CHIEF etc. But read the papers? Hardly a word, which is as the govt wants it.

Brendan Dawe

BrendanDawe

Josh Gordon wrote the sentence "There's only one problem: there's no good evidence for [the supply narrative]." when the rental vacancy rate is ~1%. This sort of refusal to engage

Alex Barrow

MacroOps

1/ Druckenmiller's first mentor, Speros Drelles, would often tell him that "60 million Frenchman can't be wrong." Here's a thread on what that means and how to know when you

Alina Chan

Ayjchan

@who going to investigate Covid-19 originating from frozen foods rather than #laborigins because lab leak too unlikely based on what the Wuhan lab personnel told them.https://twitter.com/kakape/status/1359093856957005824 Not too confident t

𝐓𝐫𝐨𝐭𝐬𝐤𝐲 𝐨𝐟 𝐭𝐡𝐞 𝟐𝟏𝐬𝐭 𝐂𝐞𝐧𝐭𝐮𝐫𝐲

LTrotsky21

Let's be very crystal clear here: Members of the public banding together to "short squeeze" overextended hedge funds, deliberately, is perfectly *legal* activity. /But, all of the sudden, Wall Street

Peter Gleick 🇺🇸

PeterGleick

A short thread about the recent claims by some "economists" & #climate skeptics that an 8°C rise in temperature would only cut GDP by 4%:First, it's complete nonsense. That large

Dan Hockenmaier

danhockenmaier

Most strategy books are a waste of time, but 7 Powers by @hamiltonhelmer gave me a genuinely new mental model for thinking about how to build a moat.Here is a

Andy

bizalmanac

Old Dominion, $ODFL, stands out among transportation businessesCapital allocation, operational execution, management / ownership all top notchBelow from their most recent deck More on ODFL from their 2020-08-19 Investor Deck1/

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