#Margins

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

Giulio Mattioli

giulio_mattioli

You want to get a sense of how difficult transport is for climate mitigation? Go no further than this report. A THREAD with lots of graphshttps://twitter.com/giulio_mattioli/status/1327172802043125760 Transport is by far

🔥SENFURNO🔥

LYDARKAON

Who wants to bet trump is gonna be late?either that or he rambles for about 90mins.https://twitter.com/davidgura/status/1324486521311973376 CNN is showing it but part of me bets that they're gonna cut away.

Kwiksadic

kwiksadic

Ladies and gentlemen, $STICThe company got some hype out of the gate but things have gotten quiet. I am here to hype up the masses.BarkBox is going public via SPAC,

Ian Bezek

irbezek

Some thoughts on $SQ and its dramatic overvaluation. 1/ Square is around 60% payments revenue today. Post-IPO Square's payments business has struggled, generating weak margins and losing many key customers.

Jonathan Lai 🙊 賴柏羽

Elaijuh

President Donald Trump is tweeting about Pennsylvania and the counting of votes.If you’re confused, here are some facts, and then some specific responses to his tweets. Vote totals change as

Jon Ma

jonbma

Here's the bull case on Zoom 1/ At $3.1b ARR 366% y/y, Zoom is THE fastest growing SaaS company historically and currently Growth is COVID driven so the question is

Yardley Yeadon

MichaelYeadon3

Frontiers | Covid-19 Mortality: 160 countries & 850,000 covid19 deaths were studied in excruciating detail. Age & obesity associated with more deaths. But nothing Govts did (principally lockdown & other

Jon Murray

JonMurray

New: Suburban Denver counties’ avg margin for Hillary Clinton of 5 points in 2016 — on par with statewide margin — grew to an eye-popping 15.6 points for @JoeBiden that

Prof Azeem Ibrahim

AzeemIbrahim

The Scottish National Party’s record in government is a litany of failures. Yet it continues to ride high on back of nationalist sentiment as it focuses exclusively on ideology and

🇨🇦 GumroadGuru | ✍💰

GumroadGuru

HOW TO USE GUMROAD PRINT ON DEMAND TO SELL ORIGINAL ARTWORK FOR PASSIVE INCOMEIf you're an artist or graphic designer who wants to make passive income off of your passion,

Remo Uherek

remouherek

Is Tesla overvalued?In the short term, definitely yes. In 2030, Tesla will likely be a trillion dollar market cap company.(Thread) 1/ Tesla is very similar to Amazon. They started as

Chris Conlon

conlon_chris

So I was waiting for @nberpubs to tweet this out last week (which happened Friday pm). Anyway, here is my paper with @msinkinson and Matt Backus. This is the #commonwnership

Irina Manta

irina_manta

Sen @HawleyMO wants to toss out Biden’s electionWhen he ran for President of Yale Law’s FedSoc chapter and narrowly beat me, I didn’t contest. Relying on students who weren’t regular

krishnan

krishg1990

Kerala Blasters Vs Jameshedpur Review Threads (Blasters POV) #YennumYellow #ISL Again started on the same formation. However, with key players like Rahul and Jeakson missing. Kibu has to

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