#Recession

Below is a long thread on 7 key levers that will drive growth at $ADSK for the next decade. Investors have been fixated on mgmt.’s guided $2.4bn FCF by Jan
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This week jobs, next week inflation for April. #Inflation will be hot - y/y will easily exceed 3%, could nip at 4%, strongest since 2011.Some will use the term “stagflation”
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Having been through a few cashflow crunches in my business life I have learned a few lessons the hard wayIMO Business is going to need a lot of help from
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Meta-economics (thread) A bailout for debtors is an anti-bailout for savers. 'Globalism' is the result of a collaborative corporate strategy to reduce international trade barriers and corporate taxes. Populist movements
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Just a wee thread on what it means to "vote with your wallet." Let's just talk about this like rational humans, yes?There's a lot of discussion out there about "the
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1) Portfolio summary - Sep-end$ADYEY $AYX $BABA $CRWD $DAO $DDOG $DKNG $DOCU $ETSY $FEAC $FROG $FSLY $MELI $OKTA $ROKU $SE $SHOP $SNOW $SQ $TWLO $U $VRM $ZM Return since 1
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Heart-rending visuals of masses of migrants walking desperately to their villages hundreds of kilometres away after the sudden lockdown were not enough to move the government to unleash a more
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New from me: a look at the US digital divide, now that most schools are starting the year with virtual classes. This was one of the most frustrating stories I've
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US GDP per capita growth averaged 2.25%/yr in the back half of the 20th century, but only 1% so far in the the 21st century. Is this evidence of recent
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My contrarian opinions (among VCs) about the Dev Tools space: (1/many)In the spirit of strong opinions, weakly held... * You can’t “just” build a dev platform on top of
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This has been a busy week as the @EU_Commission presented an unprecedented economic stimulus to confront what is the worst recession in the EU's history. Big shoutout to @europressos who
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Putin wants Ukraine as the historic Russian breadbasket.China SOE leases huge tracts of eastern Russia for farming.Iran has been sanctioned into a perilous state esp with inflation.Seriously good plan etc
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“We know that for people affected by family violence, social distancing and self-isolation measures can pose increased risk.”This is about #Australia but it applies globally right now especially with #COVIDー19
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Last night the Trump Administration issued rules that bar states & localities from using the #Coronvirus Relief Fund created in the CARES Act to help cover the massive revenue shortfalls
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1. I trust that you know that when I talk about Berniebros, I’m not talking about Bernie Sanders. I’m not talking about progressives, liberals, or socialists. I’m not even talking
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THREAD 1/ What are 2nd and 3rd-degree impacts of #COVID19 #COVIDimpacts keeping you up? For us, it's anything related to human #health, #security, #safety and #shelterBut today, we want to
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