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The Rational Walk
rationalwalk
Everyone should have a “default” opp cost in mind. For me, it is Berkshire. Which I think can compound at high single digits - say 7-8%.Most people do not “charge”
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unseen1
unseen1_unseen
I'm not one to doom& gloom and I don't like to do it. But, I would be remiss if I didn't point out that things can get really bad on
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🃏Fiskantes
Fiskantes
1/7 There are two conceptual trends in crypto finance, diverging from each other, stemming from fundamental disagreement on how the new financial system should look like.My working terms for these
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Patrick Chovanec
prchovanec
Look, when the US has serious conflicts with any country - be it China, Iran, North Korea, etc - the first question is not whether we can make all those
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MD
mainstMD
Gained a couple extra followers over last 48 hours, and probably more than I should have. With that being said would like to provide some value regarding the private capital
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AddictionToDopamine
DopamineTo
Mental strength in modern age1/ Had a conversation with a friend whose ex-colleague committed suicide 2 weeks ago leaving behind a wife and aging parents. Reason was due to monetary
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Tiho Brkan
TihoBrkan
What happens to real estate from here if we get inflation or deflation?If inflation raises, the Fed will stay really lose making real rates negative. Meanwhile rents, cost of construction,
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JGS
JGSventures
Genius Sports GroupIs a founder led, SaaS, UK based, sports data provider being brought public by @NiccoloDeMasi through a reverse merger with $DMYD. The company is going to have $150m
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John Scotus
John_Scotus
One thing I really don't get is all these so-called conservatives who claim they support the president despite his flaws because they like his policies. As someone who identified as
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Nikishka Iyengar (she/her)
Nikishka
#Coop twitter, I feel like we're not talking/organizing enough about philanthropy's role in funding co-ops. Maybe bc there's a spectrum of types of co-ops. From a funding standpoint, I see
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lucy barnes
lucycbarnes
A thread on our little paper in this issue, to celebrate it getting its page numbers (1/n)https://twitter.com/PSRMJournal/status/1356290694411939841 @HicksTM and I have been puzzled by preferences over *borrowing* in response to
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Son of Baldwin (Robert Jones, Jr.)
SonofBaldwin
My words below, often erroneously attributed to James Baldwin by media and artists, is being used quite a bit. But many people don't know the context in which I tweeted
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Pierre-Louis Vézina
pl_vezina
The @Oxford_CSAE conference has gone virtual, on twitter! Here's what I was gonna present: "The oil nouveau riche and arms imports". Thread for #DIYCSAE --> There's been a bunch of
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Kalu Aja
FinPlanKaluAja1
Wealth is many thingIt's location.It's relationshipsIt's luckIts hard workOff all, the easiest is relationships I.e you marry or are born into wealthNext? It's locationA 26 year old in America can
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Uzair Younus عُزیر یُونس
UzairYounus
THREAD: In 2018 @PTIofficial seemed lost at sea, at least on the economic front. From selling buffaloes to delaying the IMF program, self-inflicted wounds created uncertainty and sucked the air
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Vitor Constâncio
VMRConstancio
As a package of measures had been promised, markets were able to anticipate the ECB´s decisions ± correctly. The longer horizon for the TLTROs was perhaps a bit of a
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