#Supply

Jonathan Cheng

JChengWSJ

China is investing heavily in semiconductors and stepping up efforts to cultivate homegrown talent as it accelerates its quest for technological self-sufficiency amid a tech trade war with the U.S.@lizalinwsj

Bryan

NuclearBryan

For all my new followers, I need to be clear on my area of expertise. I run nuclear reactors for a living. I know a lot about reactors. I know

Chris Weston

ChrisWeston_PS

A few charts to assess the backdrop for $goldTop pane - gold vs UST 5yr real yield (2yr regression shows R^2 at 0.904)...Middle - 5yr breakevens (blue) vs 5yr nominal

Peter Foster

pmdfoster

serious #brexit story alert - companies now starting to see penny drop on what rules of origin does to supply chains (food for example) but Brussels seems deaf to both

Arjun Murti

ArjunNMurti

1/ Oil Macro/Equities and US PresidentsDisclaimer: In choosing to engage on Twitter, I had vowed to avoid political commentary. I despise partisan politics. I believe this thread honors the spirit

PRSPCTIVE

prspctive_

Time for a $DGCL @DigiColofficial Hype Thread! 1/4 What is $DGCL?- 1 Click NFT creation platform- Pokemon Go marketing officer on board- Ex-Okex COO backing it up- Platform releasing in

Megan Ranney MD MPH 🗽

meganranney

I really don't know why anyone is surprised by these revelations #COVID19 vaccine manufacturing & distribution snafus. A THREAD:https://www.wsj.com/articles/pfizer-slashed-its-covid-19-vaccine-rollout-target-after-facing-supply-chai

Byzantine General

ByzGeneral

Here's an invaluable lesson for y'all.The irony about the comments made by @majinsayan, the walking and talking Greek tragedy, is that they're actually correct.Funding is too high. OI is too

Kent Fellows

GK_Fellows

2014/2015- WTI/WCS price crash due in large part to US shale boom.2018/2019 - WCS price crash due to local oversupply (insufficient pipeline capacity), leading to curtailment.Oil Prices (used to) matter

🗝

R3TERNITY

https://academic.oup.com/function/article/1/1/zqaa003/5851680 https://pubmed.ncbi.nlm.nih.gov/32510172/ https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7717147/ And voila!https://www.preprints.org/manuscript/202101.0180/v1 SO many more

fred hickey

htsfhickey

"US dollar rally" is the explanation pundits use to explain gold sell-off. Reality: gold soared to record highs in early August and we're now in an extended correction. Dollar FELL

Bechara Choucair

choucair

1/ Today, @PresElectBiden announced our national vaccination strategy to get us to 100 million shots by the end the the first 100 days 2/ Open up vaccinations to more priority

Stears Business

StearsBusiness

PART I:How did #Nigeria’s treasury bills drop from 18% to 3% in the last three years and why earnings on savings, investments and pensions are now peanuts. In today’s thread,

Sam Korus

skorusARK

1/Not investing in EVs is a risky bet on the future.A thread on a potential future situation... 2/The year is 202X & EVs are less expensive than the comparable gas

Jordan

JordsNel

1/ With all the hype around 4IR, IoT and AI, I thought I’d spend some time digging into the tech underpinning these trends: Semiconductors. Here’s a quick beginner’s thread overviewing

RV Park Guy

RVParkGuy

This is what optionality looks like in RV park investing. Thread 2/ Highway frontage on the edge of a desirable, mid-sized city. Three small commercial tenants on the frontage.

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