#Potential

Current positioning backdrop from our October note: US Tech = $11T or 31.2% of aggregate $SPX+ $RTY mkt capAdding in bond proxies/lower real rate beneficiaries ( $XLV, $XLU, $XLP) total
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"Mr 2nd-place" Kimmich Thread: Inspired by @ifoundthates idea of using simulation to understand if Kimmich is just unlucky, I ran some analyses to test the effect of position change on
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GW 19 Thread:- Fixture to target- Player to bring in- Player to get rid of- Captaincy- Differentials #FPL #FPLCommunity GW 19 Fixture to target: Since GW 19 is a double
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THREAD:Which Trump era policies should Biden keep on countering Chinese hostile behavior?I spoke to good friends who served in the Trump administration as career professionals on China policy. Here is
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Prior to coming on as CMO at GoodRx, I hadn't really heard about how operating partners at private equity firms contribute. Having had a weekly 1-on-1 with our operating partner
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1. Taiwanese liberals cry about how the CPC wants to "invade Taiwan," but forget that both the PRC and "ROC" constitutions are One China constitutions. Until you overthrow the "ROC"
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1. The AZ / EU supply issue is one of the most important and most difficult issues of the first half of 2021 with the potential for extremely damaging repercussions.
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THREAD: The Muppet Show coming to Disney+ is great news for obvious reasons, but it’s also great news for a bunch of others. (1/8) Naturally, it’s exciting to finally have
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Debunking every misconception the Twitter pseudo-experts told you about Pep Guardiola; Thread. #1: Pep only takes on easy jobsThe reason this is so popular is because it is very easy
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1 Lyon's loss tonight confirms that, should we get there, Celtic would be a Pot 3 team in the Champions League group stage draw.It also means that Ajax now don't
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I'm going to break my current "radio silence" to try and explore something. Yesterday I got something wrong here. It was made abundantly clear in the response to my comment
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Excited that COVID-3D has been published in Nature Genetics. This is a great piece of work from the group, but led especially @steffportelli @carlosmr12 @elston_neil and Moshe. This work was
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Good update on pooled testing; dreadful headline.https://www.nytimes.com/2020/08/18/health/coronavirus-pool-te.html The thing is, pooled testing *is* working in many places, as the story clearly explains. The story addresses how pooled tes
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There is a current discussion happening between the vices and virtues of both Twitter and Parler. I have some people concerned about their brands when swapping over to Parler, wanting
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It amazes me is how differently the COVID-19 pandemic has impacted countries in 2020. Globally, COVID-19 ended up being slightly less deadly than Alzheimers & Dementia in 2020: https://www.worldlifeexpectancy.com/selected-deaths-vs-covi
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THREAD: One of the questions that professional writers end up thinking about a lot, but that doesn't quite get enough attention, is a simple one:"Where does your script live?"Wanted to
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