Archive

Twitter

Retail-apocalypse, attack of the zombie malls … aka a spreadsheet spelling out name by name the c. 1/3-1/5 probabil… https://t.co/JgpP7QzBPi

Read More »

On the segue btw sports betting and the current Robinhood retail investing craze this by @MarcRuby is excellent. H/… https://t.co/lEeX2uFu4J

Read More »

New CLO are still being packaged but engineered more conservatively. "Reinvestment periods have shortened dramatica… https://t.co/5bR3Bthc0a

Read More »

Fin-tainment, stock-flipping, COVID-tulips, bored dudes missing sports and impatient with the shutdown, return to g… https://t.co/xaDRl8iPxm

Read More »

The AUM of assets indexed to the S&P 500 exceeded $4.5 trillion last year. Does it make sense to as, at what point… https://t.co/UCCFjWHjSk

Read More »

Fancy a place in the sun? As Turkish lira depreciates, house prices take off. @SoberLook https://t.co/KNeumF15Dj

Read More »

This is still really raw and I have more questions than answers. But, it’s very important and intersects with what… https://t.co/61LVBoCDRU

Read More »

The 10yr Sov bond spread btwn Cn & US is a healthy 2+% right now. Inclusion in JPMorgan GBI-EM bond index ongoing -… https://t.co/DtEUKI3Ao1

Read More »

Worrying about Arizona? This is an excellent COVID explainer by @johnauthers Upshot: cases definitely going up. IC… https://t.co/rj8J62RQ2L

Read More »

@tracyalloway @TheStalwart HI @tracyalloway where is your piece? Can’t find it.

Read More »

@marcmakingsense @TheStalwart @tracyalloway I like sports and can easily appreciate the thrill of gambling. I list… https://t.co/06yC2mJE49

Read More »

New age of EM QE and/or China-style "National teams”? As foreign investors sold local currency Indonesian bonds, B… https://t.co/2CYmrzttTI

Read More »

Indonesia was one of the sophisticated EM players to launch an unprecedented EM program in response to COVID-19. Pa… https://t.co/ti43X1pfmX

Read More »

“PEOPLES QE with American characteristics” "in week after receiving stimulus cheque, people in the US$35-70k incom… https://t.co/F2Ht6qgvzs

Read More »

Imagining the giggles at Citadel Securities when they started getting the Robinhood option order flow. https://t.co/vEsioogfVj

Read More »

@ManishJ54617250 @MarcRuby Cool thank you!

Read More »

@adam_tooze After several minutes of meditation, he said. “I don’t know what weapons might be used in World War III… https://t.co/YWfCM1YnpS

Read More »

It'd be interesting to look at what media commentary around @jimcramer was like when he first came on the scene. Be… https://t.co/w0lyNMS7QY

Read More »

@marcmakingsense @TheStalwart @tracyalloway Hey Marc … of course these are social categories and moral orderings th… https://t.co/cjL00J28bq

Read More »

@adam_tooze The Italians and Austrians did something similar along the northern section of the Italian front– it's… https://t.co/sNqozuYoCm

Read More »

FWIW – The current Robinhood phenomenon is a much better fit with the home flipping craze of 2005 than the 1999… https://t.co/XEWlmiHsbZ

Read More »

@KeiserReport @maxkeiser Sorry …. Wasn’t aware.

Read More »

“Boycotting China and all Chinese goods must be a national imperative for EVERY Indian. This is a battle that MUST… https://t.co/jjRBgzUORQ

Read More »

@adam_tooze there's excellent Russian accounts of the hand-to-hand fighting on the frozen rivers during the 1969-70… https://t.co/o3fgCly7gg

Read More »

Fin-tainment: Robinhood’s business in options for day traders is booming. Are we basically seeing a merger of finan… https://t.co/xp3n8I3RQf

Read More »

The macro data were telling us that the Chinese economic recovery was beginning to gather strength … and then along… https://t.co/nI2Sfhzl0G

Read More »

Soft power in the age of social media: "the circulation of tongue-in-cheek pro-China material on TikTok (by posters… https://t.co/ewds49sPT5

Read More »

Congrats to @MESandbu on another must read book. https://t.co/ohQEwPEsKK

Read More »

15/ Michael O’Malley shows supporters of gold standard in 1870s USA often also argued for a “natural” order of supr… https://t.co/9fQNFvIL7X

Read More »

14/While some bimetallists evinced xenophobia common among populists, supporters of the gold standard were often So… https://t.co/iiSAftckrX

Read More »

11/ Opponents of the gold standard in UK and elsewhere worried it limited money supply too tightly, so prevented ec… https://t.co/NRgP85Lt4w

Read More »

7/ In Poe’s 1843 story “The Gold Bug,” a down-at-heel Southerner becomes obsessed with gold after he finds a scarab… https://t.co/OHEfBdErCq

Read More »

Oct 2019: Modi & Xi "were pictured hand in hand…Behind them loomed a large boulder, precariously poised atop an i… https://t.co/8Dch9KOX4Y

Read More »

"There need not be a taboo against emerging markets using QE.” The @FT says it! https://t.co/tSMmrV8zeM https://t.co/bPZyZEpbHb

Read More »

People stand in line to receive food outside a church in Mexico City. Some 12m Mexicans dropped out of the labour f… https://t.co/CQimuykz6m

Read More »

According to Bloomberg analysis there is a risk that out of 17 m jobs lost in the US economy in the COVID-19 recess… https://t.co/A6Y9P3S1QU

Read More »