#MARKETS

Investing 101: Risk management is poorly understood and even more poorly applied. Here’s a simple framework I use to manage risk.Imagine a barbell - weights at either end with a
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Since I just came upon an online discussion where somebody called me a left NIMBY, just for clarification: if your housing policy strategies don't contain up-front protections for poor people,
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That Nigerians in government don't think far enough is hardly surprising. It explains our current mess. I, however, also blame the private sector. They keep adapting to nonsense and make
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Sunak's #minibudget includes a variety of active labor market policies.There is a rich economic literature that can help inform coverage & assessments.A short thread that points to a few recent-ish
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A basic primer on InvIT Hoping that this thread will help you understand the basics around why is PowerGrid InvIT coming up with an IPO & India Grid InvIT with
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I know BCH has been having problems, but WOOOOOOW take a look at BTC in the last week!The one thing both BCH and BTC have in common... is @BITMAINtech. Bitmain
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WEDNESDAY MORNING: And much going on, so let’s get at it, a bit, anyway. The big thing remains OPEC – and really, the question of whether Russia and Saudi Arabia
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If we can agree that the market was saved by 0% interest rates / QE Infinity / CARES ACT Stimulus Package, then all things equal (Fed policy), the 2nd Stimulus
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NEW PAPER ALERT @flo_forsthuber and I have a paper on Globalization, Re-Shoring & Covid-19. This paper is relevant for strategic autonomy. A thread with gifs as a short introduction to
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we have been in this weird flux state for the last four or so months where everything sucks absolute shit in an okay way, like markets, where you can still
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Division is not the problem. I think people misunderstand the fundamental nature of the American political system. It is designed to divide and separate elements, to prevent a tyrannical unity
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Hindsight rationale for today's crash#1 UK lockdown talks (seemingly overrated)#2 Fiscal package odds collapsed even further (Ginzburg)+last week's news:#3 No added monetary stimulus until elections pass+secondary narratives:#4 Posi
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the way everyone’s favorite grocery store *cough* Jrader Toes has treated their essential workers, and employees who tested positive for covid has convinced me that this will never be my
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I thought I'd share some things I've learned about being published with one of 'the big 5' publishers. Follow the thread if interested! #WritingCommunity #amwriting #amwritingfiction https://twitter.com/HazelPriorBooks/status/12594326
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21st century central banking needs a renewed democratic mandate! The ECB Central Bank interventions are not a one-time phenomenon, but a permanent feature of stabilizing an ill-regulated financial system. Our
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(Thread) Here's an outline of an unwritten paper developing some ideas from my paper “Hayek Hicks Radner and Four Equilibrium Concepts" and some from previous blog posts, in particular Phillips
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