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Dmitry M. Genin proslijedio/la je Tweet
3000 people queued up last night under the cold weather for mask from last night.
#asiaworldcity#WuhanCoronaviruspic.twitter.com/kJ0x9tKFxkHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
These are much more interesting to watch than
$TSLA All of these are not expenses - they are future capitalhttps://twitter.com/Tweetermeyer/status/1225074754840752128 …
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Dmitry M. Genin proslijedio/la je Tweet
HISTORIC BANKING LOSSES 1995 - Barings $1.3bn on Nikkei options 1996 - Sumitomo $3.5bn on copper 2000 - Bawag $1.5bn on FX 2002 - AIB $700mm on FX 2008 - SocGen $8bn on Equity Index 2011 - UBS $2bn on Equities 2012 - JP $12bn on CDS 2019 - Citi £4.50 on a cheese sandwichhttps://twitter.com/BondHack/status/1224329131640442885 …
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Luckily in Europe you one can still get excellent education for much less.https://twitter.com/michaelbatnick/status/1224751716987523072 …
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Dmitry M. Genin proslijedio/la je Tweet
"14 provinces & cities, comprising 69% of
#China's 2019 GDP, won't allow co's to start ops until at least 2nd wk of Feb. The 14 represent 78% of exports, 90% of#copper smelting, 60+% of#steel production, 65% of crude oil refining & 40% of coal output"https://www.bloomberg.com/news/articles/2020-01-31/at-least-two-thirds-of-china-s-economy-to-stay-closed-next-week …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Dmitry M. Genin proslijedio/la je Tweet
Monday's reopening of the mainland-listed Chinese
#stocks, closed since January 23rd, will be closely watched. Here's the@WSJ's look ahead. https://www.wsj.com/articles/in-virus-hit-china-markets-brace-for-a-fall-as-authorities-urge-calm-11580554803?mod=hp_lead_pos5 …#markets#economy#china#coronavirus#CoronavirusOutbreak#investing#investorspic.twitter.com/vjrzYx0f01
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These are unprecedented measures and do not align with the current infection numbers shared to us. Nothing makes sense... which increases my fear is that things are much, much worse in realityhttps://twitter.com/DrEricDing/status/1223353326982615040 …
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Authors are all Profs working here: WHO Collaborating Centre for Infectious Disease Epidemiology and Control, School of Public Health, Li Ka Shing Faculty of Medicine, University of Hong Kong, Hong Kong, Chinahttps://twitter.com/TheLancet/status/1223258649822474241 …
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Dmitry M. Genin proslijedio/la je Tweet
Deeply concerning model just published in
@TheLancet by Hong Kong researchers says 75,800 people in Wuhan may have been infected with#coronavirus as of January 25th and outbreaks in other Chinese cities will sustain exponential spread outside Wuhan. https://www.thelancet.com/pb-assets/Lancet/pdfs/S0140673620302609.pdf …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Dmitry M. Genin proslijedio/la je Tweet
Between meetings Davos last week and with epidemiologist friends this week I now have enough information on the
#coronarvirus outbreak to be seriously concerned. My primary skills from years of hedge funding and macro is pulling out what matters and here is what matters 1/Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Dmitry M. Genin proslijedio/la je Tweet
My 2019 letter to investors: - value lost because of incredible multiple expansion in growth stocks - value stocks delivered much better business results - earnings expectation gap for growth vs value near the 2000 high - S&P 500 priced for bad returns https://canvas.osam.com/Commentary/BlogPost?Permalink=oshaughnessy-quarterly-letter-q4-2019 …pic.twitter.com/zepXI7X8El
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Dmitry M. Genin proslijedio/la je Tweet
"Schwab will pay you a meager 0.06 to 0.45% of your assets, while investing it at roughly 2.65%, and pocketing the difference. Cash holdings might earn nearly 2% elsewhere. Net interest revenue made up nearly 60% of Schwab's overall revenue last year."https://news.google.com/articles/CAIiEODpwSgx48QA_czMFFPtnJMqFwgEKg8IACoHCAowjuuKAzCWrzww9oAY?hl=en-US&gl=US&ceid=US%3Aen …
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Dmitry M. Genin proslijedio/la je Tweet
My perennial list of best books for the investors in your life (1 of 3)http://jasonzweig.com/what-i-read-and-why/ …
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Dmitry M. Genin proslijedio/la je Tweet
Trying to short the greatest bull market of all timepic.twitter.com/FEmewU2PLU
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Dmitry M. Genin proslijedio/la je Tweet
Wonderful inventions: Netflix: skip intro button. Twitter: mute button. Facebook: deactivate account button.
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Dmitry M. Genin proslijedio/la je Tweet
There are many members of a fan club who work to make sure this work is available to read (eg, Hurricane Capital who heroically provides links). This material is more valuable than physical gold. Spread the word please! Tren (fan club president emeritus)https://www.google.com/amp/s/hurricanecapital.wordpress.com/2015/02/01/links-michael-j-mauboussin/amp/ …
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Dmitry M. Genin proslijedio/la je Tweet
New Post On a rainy day in 2016, I had planned to tell my wife I was burnt out. I was done.https://microcapclub.com/2019/10/evolve-or-die/ …
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Dmitry M. Genin proslijedio/la je Tweet
But if you think of WeWork as a massive transfer of wealth from Saudi Arabia to an Israeli entrepreneur via an ethnic-Korean Japanese visionary it's really a heart-warming story of cross-cultural trade worthy of the Model UN
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Dmitry M. Genin proslijedio/la je Tweet
TODAY at 1 PM ET: Lessons Learned from this Year's IPOs >
@IPOEdge's@Jannarone joins us for a live webinar to discuss this year's high-profile IPOs.$LYFT$UBER$PINS$WORK$BYND https://buff.ly/31k1Mj0 pic.twitter.com/RCBXvw5MbW
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Dmitry M. Genin proslijedio/la je Tweet
* Neumann Expected to Sell Roughly $1 Billion of Stock to SoftBank - Sources * Neumann to Get $185M Consulting Fee From SoftBank - Sources * SoftBank to Extend $500 Million of Credit to Neumann - Sources * Adam Neumann to Step Down From WeWork Board - Sources (Dow Jones)
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