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Tim
MillennialMacro
#Copper #gold ratio YoY% (green)Average #China #US 10 Year Yield YoY% (yellow) Normal chart for those interested#Copper #gold ratio (green)Average #China #US 10 Year Yield (yellow) #Copper #gold ratio (green)
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Jonathan Seed
SeedWealthMgmt
As this came out, @CliffordAsness published https://www.aqr.com/Insights/Perspectives/A-Gut-Punch as typical, a more in depth piece on one aspect of mine, namely the pain and thus existence of a risk premium within
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Matthew Cochrane
Matt_Cochrane7
1/ Continuing our exploration of every Amazon shareholder letter Jeff Bezos wrote, today we look at his 3rd, the 1999 shareholder letter.In 1999, $AMZN's rev grew 169% to $1.64BCustomers jumped
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Disruption Research
DisruptResearch
Tesla’s R&D productivity is completely insane. It is out of this world. 1/5 $TSLA @elonmusk @Tesla In late 2016, Tesla severed ties with Mobileye and had to rebuild the vision
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buggeroaf (BO)
buggeroaf
So because I have 20 mins and all my threads take 20-ish mins to write, here's some thoughts on "Skipping a Round"to preserve equity for founders../Thread Pre Product Market Fit,
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DK
dkcrypto13
(Another) thread about $XRP, #Ripple & why what they did was so despicable. It's not about them getting a fee & walking free, nor about whether the token will go
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James
TSLAFanMtl
1/Auto insurance is almost completely commoditized. No one gives a about company A or company B. Inevitably, a purchase decision comes down to coverage for price. Period.We know that
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Tex
theycallmetex
$SMH monthly chart, annotated for a strategy I employ.This has been an evolving investment approach for me, but I'm increasingly finding I prefer the longer timeframe of monthly even to
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Brad Michelson
BradMichelson
With the new #bitcoin all-time high closing in quickly, I think it's important to dig into the data behind search volume in 2020 vs. 2017.A lot of people have
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Esports Enigmist
EsportsEnigmist
@skillz just participated in two major conferences which will pave the way for its #SPAC merger with $FEACMy guess is it happens b4 months endIn the current uncertainty surrounding the
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Alex
Alexs_trades
$NEE // @NextEraEnergyRhttp://nexteraenergy.com Largest wind & solar provider in the world $55B in infrastructure investments thru 2022 Just entered EV market w/ acquisition of eIQ Biden clean energy plan; Jan
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Fresco
enigma3916
Hey folks - hope everyone is enjoying their weekend. Wanted to share another DD I did on an interesting company in the buy now pay later industry, $FSRV - more
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Oedipa Maas
bridgietherease
couldn't they have at least gone with something a little more subtle than "Dominion Voting" https://www.ajc.com/news/state--regional-govt--politics/georgia-bets-new-voting-system-amid-high-stakes-election/XVR7Jw5i1J7MiZ11O8xUZ
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Acrobática ⚡️ (ᚱ)
flyacro
I received a few DMs asking for some help with LP strategies. LPing was a subject of in-depth theoretical studies performed by Gountlet: https://github.com/thorchain/Resources/blob/master/Audits/THORChain-Gauntlet-EconomicSecurityReview-May
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Dividend Seeker 📈💰💵
Dividend_Dollar
Earnings AlertSymbol: $KOPrice: $47.20Dividend: $1.64Yield: 3.5%Payout Ratio: 85%YTD: -13%$KO is a favorite for many dividend investors as the company has increased their dividend for 57yrs.On Tuesday $KO reported Q2 mixed
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🦆 Charlie L. 🦆
TheShipIsMoving
1. The market cap of $LINK will eventually be mind-bendingly high, and some of the price predictions thrown around by myself and others have drawn predictable objections due to the
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