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FWIW, this was one of my all-time favorite interviews. Drops tomorrow.https://twitter.com/wolfejosh/status/1220886477107757057 …
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Macro hike complete... world’s problems solved... now
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Nice stroll down memory lane with
@Dcurnutt of AlphaExchange and MRA. Was a blast to sit down and talk.https://podcasts.apple.com/us/podcast/alpha-exchange/id1442284870#episodeGuid=af7af59f-65e1-4d4c-8fda-300524646255 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Important to understanding repo spike and aftermathhttps://twitter.com/Frances_Coppola/status/1221169715273400320 …
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Favorite insight from the evening: everyone thinks I actually look like Wallace Shawn. He’s 5’2, I’m 6’4. Closer in height to the giant, hair somewhere in betweenpic.twitter.com/5MFE57gcco
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Reminder 1/23, not 2/23. Early arrivals may be ignored as I’m still on clock, but really looking forward to meeting new friendshttps://twitter.com/profplum99/status/1217627309680799744 …
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Said differently, there was a bubble in mortgages facilitated by financial engineering. The home prices themselves, not so much. Wonder if we could find other examples of this...
https://twitter.com/karlbykarlsmith/status/1219344432685862913 …
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Very underrated observationhttps://twitter.com/dylangrice/status/1219274860934914048 …
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Great thread, esp the comment about a good night’s sleep. Debating writing my first Medium piece on the importance of this having spent the last 15 years sleep deprived via casually treated sleep apnea that I improperly diagnosed as “work related”. Get sleep and learn about VXXhttps://twitter.com/dynamicvol/status/1219294730334457856 …
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No political view, but please... huge December number is a seasonally adjusted phenomenon driven by lowest heating degree days in history (warmest Dec on record) https://twitter.com/realDonaldTrump/status/1218523265821544450 …pic.twitter.com/QJWpgF9R0k
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Great thread from
@ole_b_peters. Shockingly these problems are not rooted most deeply in economics, but in finance. TRILLIONS of capital are misallocated under flawed theories. The only answer is to exploit the errors while educating regulators, industry and investors@realvisionhttps://twitter.com/ole_b_peters/status/1218171528438853632 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
I mean... it’s still a higher low... with positive divergencepic.twitter.com/1xelpJnYTn
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Apologies to ALL. Meant 1/23!!! January 23rd, 2020. Long flights...https://twitter.com/profplum99/status/1217627309680799744 …
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Ok, this is an experiment. Have a free night in NYC 2/23. Grabbing drinks with
@naufalsanaullah,@SethLevine2 and unconfirmed reports of@davealevine. 7:30pm https://yelp.to/qTKq/8k5kBwpxh3 . No reservations will be made. I’m out no later than 9:30pm. Beauty rest and all. Behave.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
And quick apology for not sourcing — this is Ken French data through June 2019https://twitter.com/profplum99/status/1217457930259165184 …
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Really nice piece from
@SethLevine2 . Worth the read to contemplate how centralization/consolidation can offer efficiency gains, but also increases fragility.https://integratinginvestor.com/the-unsurprising-repo-surprise/ …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
The responses to Rosenberg’s tweet are illustrative.https://twitter.com/EconguyRosie/status/1215722658442010624 …
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