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Mar 9, 2023
Why this sudden meltdown in bank stocks? A couple of interesting theories and charts are doing the rounds, so let's have a look under the hood. A thread. 1/
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Alf
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May 7, 2022
1/ Some thoughts on recent results in the stock market. If you are an investor (as opposed to a speculator) remember that you are buying partial stakes in *businesses.* Would you be comfortable owning the business for years to come if there were no s
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Michael J. Mauboussin
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May 12, 2023
1/ This is probably one of the most important threads I've ever put together, so if you're anyone other than a degenerate YOLO options gambler, you probably want to read ahead.
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RJR Capital
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May 4, 2023
Cori Arnold's Thread
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Cori Arnold
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Apr 20, 2023
Unpopular opinion: There are apps you can get on your phone right now that are better at picking stocks and options trades than professional traders Here's one that's absolutely killing it right now:
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Cori Arnold
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Apr 16, 2023
Here are 10 reasons to expect stocks to continue to surprise to the upside. Yes, things aren't perfect, but there really are some positives out there.
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Ryan Detrick, CMT
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Apr 15, 2023
The low yield of 1M bills is inspiring the FUD masters particularly accolades of @JeffSnider_AIP (who I respect fwiw) to pronounce a "collateral" shortage indicative of a "bank event". Its just normal debt ceiling drama prep. The implied debt ceilin
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Andy Constan
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Apr 3, 2023
Stock market is pricing in the Fed pivot without a recession The probability of that happening is near zero A thread 🧵
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Game of Trades
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Jan 28, 2023
Management Compensation and Incentives I was recently reviewing management incentives at $AAPL, $MSFT, $GOOG, $AMZN, and $META in their 2022 proxy statements. My best to worst ranking purely on incentive structure below:
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Abdullah Al-Rezwan (Mostly Borrowed Ideas)
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Jan 10, 2023
Google paid ~$650 Mn to acquire DeepMind in 2014. OpenAI is currently "valued" $29 Bn. OpenAI's revenue is "tens of millions". DeepMind's 2020 revenue was $1.13 Bn and was profitable. (although Google is probably the main customer). What would Dee
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Abdullah Al-Rezwan (Mostly Borrowed Ideas)
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Oct 23, 2022
1/ Get a cup of coffee. In this thread, I'll walk you through 2 key portfolio diversification principles: (i) Minimizing correlations, and (ii) Re-balancing intelligently. You don't need Markowitz's portfolio theory or the Kelly Criterion to unde
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10-K Diver
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Sep 13, 2022
🧵Don't be fooled about the noise of the news that shareholders have approved the takeover bid of Elon Musk (no surprise!). The real news is what Twitter whistleblower Peiter Zatko, affirmed today in front of the US Senate Judiciary Committee
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Septimus 🐺 Claudius Nero's Legion 🐺
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