Nathaniel E. BakerOvjeren akaunt

@natbaker

Editor, writer, reporter, podcaster formerly of , & others. Host . Tweets mostly concern markets, economics, hedge funds

New York, NY
Vrijeme pridruživanja: kolovoz 2008.

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  1. Kind of getting the sense that is having a good night

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  2. Looks like both GoPro and Peloton missed earnings. There's a joke in there somewhere

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  3. proslijedio/la je Tweet

    Belated posting of our transcript with and . Good conversation on growth investing: - The Importance Of Optimism, 'Unscaling' In Unearthing Winning Growth Stocks (Podcast Transcript).

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  4. From Sunday’s (paper edition)

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  5. Some interesting stuff in this "State of our Union 2020" document. There's a section: "Your Administrator Has a Podcast. Do You?" "Quarterly letters are so 2010." Instead it's about "differentiated communication mediums"

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  6. Remember when Ralph Lauren shares were a proxy for Hong Kong retail? Not so much after the latest earnings. HK retail is surely going to take a hit from the coronavirus but is up 11%

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  7. Somebody should invent an app that counts votes. Because apparently that type of thing doesn’t exist

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  8. ack this is wrong, it wasn't with Nick but with ! My bad

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  10. You know who else wasn’t prepared for this delay in Iowa is the “election needle”

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  11. Meanwhile, 's reaction to this story only assures it will be talked about a little longer

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  12. Apparently is a thing

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  13. Fantastic reporting by , and on this story. Great to see is not afraid to publish pieces like this. Few left who would do likewise

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  14. What will we all do without ? Where on twitter can I possibly find another permabear?

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  15. You know how people do “dry January”? Does anybody ever do “no social media September” or something to that effect?

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  16. Okay so the is officially worse than SARS. What now?

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  17. TIL that two of the best performing hedge funds last year, 's LRT Capital and North Peak Capital, were guests on the podcast (true story. Both equity funds too)

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  18. With all these flight cancellations and other things it’s hard to see how the will NOT have negative effects on China’s economy at this point. However it’s equally hard to see how it’s a modern day bubonic plague. (I mean wow, 100 cases?) Guess there’s still time

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  19. proslijedio/la je Tweet

    New episode is live! on the "subtle fallacy" that news has long-term impact on the economy and financial markets. Get it here:

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  20. Reminder: news headlines that cite “experts” are trying to sell a story to get your clicks

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