Ensemble Capital
90%+ of US homeowners have no mortgage or have a fixed rate loan. Home owners are higher income than average and spend less as a % on food & energy.
Has anyone see an estimate of the inflation rate that home owners are experiencing on average? @lenkiefer @calculatedrisk
tweet
90%+ of US homeowners have no mortgage or have a fixed rate loan. Home owners are higher income than average and spend less as a % on food & energy.
Has anyone see an estimate of the inflation rate that home owners are experiencing on average? @lenkiefer @calculatedrisk
tweet
Offshore
Photo
Jim OShaughnessy
“Apollo is Edward Norton in Fight Club; Dionysus is Brad Pitt. Many of the conflicts within us can be seen as a result of these opposing urges pulling us in opposing directions,”
~@DerrenBrown https://t.co/PUKdnk4BRU
tweet
“Apollo is Edward Norton in Fight Club; Dionysus is Brad Pitt. Many of the conflicts within us can be seen as a result of these opposing urges pulling us in opposing directions,”
~@DerrenBrown https://t.co/PUKdnk4BRU
tweet
Offshore
Photo
Special Situations 🌐 Research Newsletter (Jay)
Elliott Management (activist) takes a stake in PayPal $PYPL... https://t.co/tpgYGAAWuL
tweet
Elliott Management (activist) takes a stake in PayPal $PYPL... https://t.co/tpgYGAAWuL
tweet
Offshore
Photo
Ethan Mollick
🗽Looking back 150 years, a careful study finds: “Counties with more historical immigration have higher incomes, less unemployment, less poverty, more education, and higher shares of urban population. We also found that these economic benefits do not have long-run social costs.” https://t.co/x7NNbJWlwc
tweet
🗽Looking back 150 years, a careful study finds: “Counties with more historical immigration have higher incomes, less unemployment, less poverty, more education, and higher shares of urban population. We also found that these economic benefits do not have long-run social costs.” https://t.co/x7NNbJWlwc
tweet
Alex Brogan
RT @dickiebush: These 7 deep work playlists will help you get more done in an hour than most people get done in a month —
(For Spotify, YouTube, AND Apple Music):
tweet
RT @dickiebush: These 7 deep work playlists will help you get more done in an hour than most people get done in a month —
(For Spotify, YouTube, AND Apple Music):
tweet
Offshore
Photo
Morning Brew ☕️
up late thinking about the typo in your email from earlier in the day https://t.co/H6TyG6vkub
tweet
up late thinking about the typo in your email from earlier in the day https://t.co/H6TyG6vkub
tweet
Offshore
Photo
Compounding Capital
Stating the obvious here, but it always amazes me how quickly and violently market sentiment shifts.
Recall all the talk about this decade being the “Roaring 20s” just a few months ago.
Now consensus view appears to be years of structurally high inflation and low growth. https://t.co/85gFUTrxrf
tweet
Stating the obvious here, but it always amazes me how quickly and violently market sentiment shifts.
Recall all the talk about this decade being the “Roaring 20s” just a few months ago.
Now consensus view appears to be years of structurally high inflation and low growth. https://t.co/85gFUTrxrf
tweet