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macrocephalopod's profile
macrocephalopod
macrocephalopod
macrocephalopod
@macrocephalopod

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macrocephalopod

@macrocephalopod

Paul Allen, Vice President M&A, Pierce & Pierce (Sie/Hir) | Vegan | Silence is Violence | Women’s Rights Are Human Rights | ACAB (Assigned Cephalopod At Birth)

Joined December 2020

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    1. Lily.wav‏ @nope_its_lily 24 Jan 2021

      I think 2020 might be looked back in financial terms as the year when narrative finally conquered fundamentals, now that I think about it. It's always been a phenomenon for sure, but with the growing dominance of retail and options it probably represents an inflection point.

      19 replies 4 retweets 104 likes
    2. macrocephalopod‏ @macrocephalopod 25 Jan 2021
      Replying to @nope_its_lily

      Have you read Matt Levine on the “boredom markets hypothesis”? Thesis is that people have nothing to do during a pandemic so start yoloing calls on their phone. Be interesting to see what happens when offices/bars/restaurants open up.

      1 reply 0 retweets 1 like
    3. macrocephalopod‏ @macrocephalopod 25 Jan 2021
      Replying to @macrocephalopod @nope_its_lily

      also if you haven’t read it “narrative economics” by shiller is probably write up your street

      1 reply 0 retweets 0 likes
      macrocephalopod‏ @macrocephalopod 25 Jan 2021
      Replying to @macrocephalopod @nope_its_lily

      s/write/right

      12:51 AM - 25 Jan 2021
      0 replies 0 retweets 0 likes

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