Video journalist and macro research @Blockworks_. Chart guy. Formerly: @RealVision @dealbreaker @TheTerminal @BrownUniversity
In this 77-page report, @muddywatersre alleges that Chinese real estate platform BEKE has inflated home sales by an estimated ~126% and has "ghost stores." If you download the report you can see the level of depth...
Great video on swap spreads from @EmilKalinowski and @JeffSnider_AIP
a fantastic book
good thread on key economic facts at play in Russia/Ukraine hostility
fantastic thread. Am interviewing @FabiusMercurius & @options_insight tomorrow about everything options (including crypto options) so I'm doing some cramming before the test