Offshore
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Rob Briner
RT @DDucheyne: Evidence for behavioural interventions looks increasingly shaky #nudge https://t.co/OxMlkeBgns from @TheEconomist@fanseel⁩ ⁦@wduyck⁩ ⁦@danariely⁩ ⁦@Rob_Briner⁩ ⁦@LBS⁩ https://t.co/OxMlkeBgns
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MastersInvest.com
“Most of America thinks the Federal Reserve is a national forest.” Alan Blinder
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Paul Graham
RT @Kasparov63: As I’ve said countless times, Putin is a poker player, a bluffer. He can’t believe his luck in having opponents who keep folding their cards against his weak hand. You can understand how he’s grown so ambitious.
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MastersInvest.com
“As a youthful analyst I used to have a notice on my desk that read, ‘share prices are more volatile than corporate cash flow, which is more volatile than asset replacement cost.’ It was a reminder to concentrate on non-transitory items..." Nick Sleep
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MastersInvest.com
"In bear markets, analysts hibernate." anon
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MastersInvest.com
"Wall Street never changes, the pockets change, the suckers change, the stocks change, but Wall Street never changes, because human nature never changes." Jesse Livermore
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Offshore
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Bread Crumbs Research
On the importance of staying focused https://t.co/8nL4TvMDrK
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Offshore
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Jim OShaughnessy
🚨New episode of @InfiniteL88ps is up🚨

A multilayered conversation with @JohnathanBi on René Girard, mimetic desire, and modernity. We cover mimesis in asset valuation; Nietzsche's will of power and
Is delusion bad?

Also🤔: do emotions explain mkts?

https://t.co/xaTdRCtwuM
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Jim OShaughnessy
Two thoughts from Jad Abumrad

"There's a grand-canyon sized gulf between explanation and experience."

"Continue to reinvent. Keep things moving and changing and growing and always a little bit out of reach."
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Offshore
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Rob Briner
RT @ucu: 🚨QMUL UPDATE🚨

In response to vindictive pay deductions by management at @QMUL, UCU's fighting fund has been extended to cover all those impacted

Our union will not allow our members to be bullied and pushed into financial hardship

A message from @DrJoGrady 👇 https://t.co/2qrNFDOmAj
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Offshore
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Ramneek
"Goldman Sachs sees worldwide streaming subscriptions growing by 10%/year to 1.3bn. Pershing Square, who owns 10% of Universal, expects more like 14%." ~@scuttleblurb

https://t.co/IknGkj6duK
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Special Situations 🌐 Research Newsletter (Jay)
Firms in the US and Europe representing >$9 trillion in market capitalization will be reporting today...
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Special Situations 🌐 Research Newsletter (Jay)
U.S. COVID update: Nearly 230,000 new cases

- New cases: 227,983
- Average: 132,691 (+8,142)
- States reporting: 34/50
- In hospital: 44,359 (+824)
- In ICU: 4,955 (+126)
- New deaths: 714
- Average: 432 (+65)

$JNJ $PFE $MRNA $NVAX
Thx @ColossusBIO
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Ramneek
RT @amazonholder1: An In Depth Preview Of $AMZN Earnings Today And What I expect.

Bad Numbers, Better Guidance

🧵🧵🧵
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Alex Brogan
RT @SystemSunday: How to remember everything valuable you read (including this):
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