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DanielleFong's profile
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@DanielleFong

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Empire of the Future
Joined February 2008

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    1. Andrew Rettek‏ @oscredwin 21 Dec 2021

      Andrew Rettek Retweeted Nate Silver

      Seems like there's a lot of money to be made if you think Omicron is going to shut everything down for a bit.https://twitter.com/NateSilver538/status/1473327521248780292 …

      Andrew Rettek added,

      Nate SilverVerified account @NateSilver538
      You can say "we don't know enough to come to any conclusions about Omicron's severity". But people with money on the line are clearly willing to make big bets on a probabilistic basis, as stocks prices for companies that rely on in-person activity have boomed over the past week. pic.twitter.com/IgwuCnH15D
      Show this thread
      1 reply 0 retweets 5 likes
      Show this thread
    2. Andrew Rettek‏ @oscredwin 21 Dec 2021

      @TheZvi and @DanielleFong, thoughts?

      2 replies 0 retweets 4 likes
      Show this thread
    3.  🤷🏻‍♀️‏ @DanielleFong 21 Dec 2021
      Replying to @oscredwin @TheZvi

      not as simple as before, where the financial markets were in complete denial and then flew into panic; there are already systems in place for stabilization, and while they are constrained by inflation, they are not really that zealous ppl freaking out definitely, severity unclear

      1 reply 0 retweets 2 likes
    4. Zvi Mowshowitz‏ @TheZvi 21 Dec 2021
      Replying to @DanielleFong @oscredwin

      If you think that there's going to be 1-2 months of shutdown followed by a return to normal that could easily be bullish here rather than bearish in NVP terms. I'm not ready to call BS on these moves.

      1 reply 0 retweets 3 likes
    5.  🤷🏻‍♀️‏ @DanielleFong 21 Dec 2021
      Replying to @TheZvi @oscredwin

      likewise trying to formulate something that i can form conviction on. hard when the fed is in the middle of everything.

      1 reply 0 retweets 1 like
       🤷🏻‍♀️‏ @DanielleFong 21 Dec 2021
      Replying to @DanielleFong @TheZvi @oscredwin

      the businesses that i know are suffering are the restaurants and bars, even without shutdown traffic has slimmed, and this without significant support from the govt this time. holiday season is when such places make a profit. this has downstream impact on commercial real estate

      8:57 AM - 21 Dec 2021
      • 1 Like
      • Andrew Rettek
      1 reply 0 retweets 1 like
        1.  🤷🏻‍♀️‏ @DanielleFong 21 Dec 2021
          Replying to @DanielleFong @TheZvi @oscredwin

          idk though, these prove increases on eg cruises are maddening

          0 replies 0 retweets 1 like
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