#Consumption

The market does not seem to get yet that Fed stimulus notwithstanding social distancing of some sort will continue till 2023This practically means: 1)All service capacity will be reduced 30%
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The price of oil is cratering.On the futures exchange, the price of oil for May delivery has fallen to $8!That is unimaginably low. Insanely low. Historically low.1/https://twitter.com/thestalwart/status/1252277424986914818 Oil is traded
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Thread on ITCITC is one great case study in FMCG sector. It gave great returns in past, however poor returns in last 5 years.A great quality company may not be
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I’m gonna say something that is going to trigger people and I will lose a third of my followers within the hour.In the past, oh, year or year and a
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Some people asked what I think of the 10% fiscal stimulus by India. Here are some thoughts: it looks like Japan's 20% of GDP stimulus that if you dig deeper,
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1/ Mini thread on restrictions to cycling during the CV19 lockdown. I have heard 3 main reasons for restricting the activities of cyclists during the lockdown: 1. If they crash
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Since the emergence of DeFi - I have no longer been actively involved in miningThe lack of physical work in yield farming is much easier & there are so many
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What are the effects of a negative AS shock & how should the central bank respond?THREAD, partly based on a just-published paper of mine (AEJ Macro April 2020)https://www.aeaweb.org/articles?id=10.1257/mac.20180207(1/7) In macro
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The best selling drink in the world is Coca-ColaEver wondered why you are drinking it like a Vampire thirsty for blood? Perhaps you get cranky when you haven't taken itYou
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I think it's extremely important to understand why this is: Amazon is one of a handful of US retailers than can still get products from China via ship.Best Buy's shelves
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It’s a bit difficult to capture all my thoughts on the topic here (I’m working on another essay on the topic) but a few thoughts:- the relative stability we’ve enjoyed
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Lesson of the week #faroeislands http://kvf.fo/greinar/2020/08/05/torshavn-mayor-keep-your-kids-home Children in Tórshavn have to stay home because some people did not follow social distancing guidelines during Ólavsøka This partly the f
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Huh i know i didnt just read some straights say it’s wrong for queer folks to get upset over fetishization of queer folks in media Valid: “it’s wrong for western
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Absolutely essential reading from @edyong209in @TheAtlantic on the covid pandemic. This last line is especially important for #energytwitter since it draws a perfect parallel with the #climatecrisis (1/7, soapbox incoming)https://www.theatl
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Seeing a lot #gamedev (particularly pixel artists (?)) flirting with NFTs and starting a journey down a worrying road. A very quick thread! If you're aware of the problematic aspects
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Last week spent a few days catching up with colleagues in food production & #nutrition in #Africa. Just sharing notes on how they are managing given the pandemic & impact
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