#Sectors

S Gurumurthy

sgurumurthy

Surprised at how media is reporting on Q2 GDP. “Worst crash” “Economy in ICU” Fact is nation stopped working. So no production, no income, no spend. Only if nation works

Puru Saxena

saxena_puru

1) Portfolio summary - June-end$ADYEY $AYX $COUP $CRWD $DDOG $DOCU $ETSY $LVGO $MELI $NOW $OKTA $PINS $ROKU $SE $SHOP $SQ $TTD $TWLO $VRM $WORK http://9923.HK Return since 1 Sept '16 -

Joe Guinan

joecguinan

The IMF has been reading my mind! https://blogs.imf.org/2020/04/01/economic-policies-for-the-covid-19-war/ We are in a very unusual economic situation, which has been likened, not to a war mobilization but to a demobilization—a controlled

Josh Schultz

joshuamschultz

During periods of wage inflation, what used to be overpaid, becomes underpaid.We haven’t seen significant wage inflation in quite a long time.I believe we are starting to now.If you can’t

Hugh Woozencroft

HughWoozencroft

I'm not sure people will grasp what is happening in the NBA right now. My personal reaction is this;It's fucking incredible.The stand those players are making is truly remarkable. While

The Slothmare Before Christmas

CaseyExplosion

I don't think a lot of Gamers™ realize just how big a problem crunch is for gaming as a whole, and it shows. Crunch means that gaming is facing a

David Fisman

DFisman

Just a point of clarification...the Canadian wave-1 trailing off in early May would be the result of physical distancing. The "paradox of prevention" is that this will have maintained a

Trendonomics by Harsh Dixit

HarshDixit84

#NiftyBank getting stronger.#banking stocks to lead.#BANKNIFTYFUTURE #trading #TRADINGTIPS #StockMarket https://twitter.com/HarshDixit84/status/1301037615106281472 The major problem with traders n Investors is they make their views on stock

Michael Schuman

MichaelSchuman

I hear again & again how effective the Chinese state is. That's a myth. Some get that idea because of China's rapid growth in recent decades & the pace of

Ram Bhupatiraju

RamBhupatiraju

Long thread about Trends, Innovators, Valuations, Volatility and the mindset needed for great long-term returns. 1. Few 10 Baggers in SaaS/E-Commerce/Payments land since Feb 2016 (weak time for the overall

Haresh Patel

hareshusadadiya

Market Cap: When market cap of co. is more than 10K many FII catch their eyes into them, while we need Small+Mid caps as they rise faster so tht our

James Lawrence

TheMrJL

Here’s a short thread on why a very salient point is being missed in the arguments on whether or not to impose a fresh national lockdown. The purpose of a

Alinda Merrie Jan

alindaMjan

A thread on why cutting down MPLADS fund is going to be disastrous for the economy. Apart from the issues related to centralised control of funds, there are major economic

Torsten Bell

TorstenBell

Chancellor's Job Support Scheme is a big deal that will (temporarily) stem but not halt the rise in unemployment coming. A thread... This is basically an extension and reformatting of

Steven Hamilton

SHamiltonian

There's a lot of confusion around about how to interpret unemployment numbers right now. Measures of unemployment combine two unobservable parts: an unavoidable part due to lock-downs and necessary social

Luke Field 🌃🦉

LukePField

I'm a bit concerned by some of the narrative I've seen around third-level fees in recent weeks. Criticising them seems to have, in some quarters, moved away from their role