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1/22
@CamGeopolitics @NCUSCR Since 1989, we've seen 5 main strands/repertoires of contention in...disaggregated locally and separated from the others.
2/22 Labour politics has seen millions of laid-off...These often have significant impact locally, but seldom beyond.
5/22 Student protests have been rarer...But they've been largely less significant since June 4.
6/22 Many have also noted the prevalence of...It's also been extremely harshly repressed, especially since about 2013.
9/22 What's happened in the
3 years ago
Current mega-tech consensus EPS forecast revisions: $GOOGL $MSFT have seen quite a hit to forecast post...$META remains a disaster zone, while $AMZN sh*tshow looks worst of all (not even close). https://t.co...$TSLA still defying gravity, and has truly been in a world of its own this year (in terms of EPS growth...at least), although ‘22 flat for a while now. https://t.co/CDfronj7Z2 It’s an important reminder that...even low P/Es don’t mean anything if EPS is going down, while high valuations have massive downside
3 years ago
14/22 Imagine if a product manager and a floor worker at that factory had been on the same team from...15/22 Years of misunderstanding about whose rules were at fault could’ve been years of experimentation..., innovation, profit, meaningful work.16/22 This visit was an eye-opener for me....I saw that buried inside even the most traditional mass production system is a hidden capability.17/22...I’ve seen them work in so many kinds and sizes of organizations.20/22 Stories from all of them are also
8 years ago
)
• RM price Developments:
Raw materials like China clay, Feldspar and Plaster of Paris have seen an...In Q3, brass prices have seen a fall in prices by 1.4%. (4/22)
Company’s Strategy:
Cera Sanitaryware...• In the last 7 quarters, there has been no element of lost sales (17/22)
• They are actively reducing...CSL’s stock price CAGR over the past year has been 41%, while KCL has been -15%. (20/22)
• Numbers &...)
• Conclusion:
CSL has been consistently outperforming the S&P BSE Basic Materials index &
2 years ago
Divis Labs has been a spectacular wealth creator
However, the stock has taken a severe beating over...) https://t.co/eUzBZPB5r0 Erosion in margin profile:-
Murli Divi has been instrumental in saying he...will mantain 40% margins
In recent quarters, Margins have seen erosion from 44% to about 33%....covid continues to recede:-
Certain Covid related drugs for which Divis exclusively supplied API have seen...This CAPEX has seen a delay of 9 months already due to non receipt of govt clearance
(14/22) Backward
3 years ago
shows the probability of a recession in the next year is the highest in the 50+ years this survey has been...economists shows the probability of a recession is even higher at 63%....Wall Street has been losing to the Fed all year by insisting the Fed would "pause" then "pivot."...Wall Street has been bearish on jobs....Even if true, these revisions are due in Feb 2024 (14 months). So, don't hold your breath!
3 years ago
28/4/22 - Increased emergency cardiovascular events among under‐40 population in Israel during vaccine...Nieuw-Zeeland suggereert toename van myocarditis en acuut nierletsel binnen 21 dagen na inname van een...2e dosis van het COVID-vaccin van Pfizer (pre-print) https://t.co/29LPvqFbMU 21/9/22 - Outcomes at least...Pfizer en Moderna geven een verhoogde kans op myocarditis en pericarditis’. https://t.co/IXnsJE2fri 18...Burkhardt ‘veel patiënten overlijden binnen 10jr’ https://t.co/Zi5tyOLPEO 30/8/22 - risk of myocarditis
2 years ago
https://t.co/uOsEQpANQj But the post-truth society had been reality in the USSR for decades....The Russians and the Soviets even have a word for these "transparent lies": vranyo....Vranyo, a tactical lie, has been used constantly by the Kremlin during...
9/22 https://t.co/BK65HuSw8I...Even though it was somewhat novel technique in the US, it had been used in Russia/USSR for decades.18...Social media companies have been criticized for this, and platforms like Facebook have launched their
2 years ago
periodic report GREED&FEAR that “the dramatic changes wrought by Modi after 10yrs in power have been...point is the transformation of physical infrastructure, where the fiscal deficit has in recent years been...first visited India on a business trip back in 1996, have now been largely addressed....The practical result of DBT has been a dramatic decline in leakages in the distribution of welfare. 8...manifested on the world stage in the past year and more has been as regards its purchasing of cheap
2 years ago
Although he had been subjected to such abuse as no man had ever suffered, he did not outburst an impudent...It didn't even matter to him. "Why go am I mourning? Why hast thou forgotten me?"..."Why"; This is not a request for an explanation of his problem, but it can be seen as an expression of...the state of confusion he is experiencing (13:2; 22:1; 77:9)....On the other hand, this same expression in Psalm 22 is considered to be considered in terms of messianic
2 years ago
) The first class of applications that have seen rigorous development have been built on this novel property...) In fact, The World Computer isn't even limited by the contributions of individual developers....that (at this point) even @VitalikButerin couldn't wrap his head around it....De-Fi Summer, the genesis of De-Fi, was only 2 years ago; we've barely gotten things working, I can't even.../22) De-Fi is still so young, we have so much more to build.
3 years ago
Call this sentiment a wrong one; but in any other country claiming to be a democracy, this would have been...what it has always been, namely a great and healthy food born and sustained by that spiritual insight...without fear from man and which refuse to believe that they have been created for satisfying man's palate....
16/22 The palace should also be morally clean....be those cherished things except the values and sentiments and insights which the Indian culture has seen
3 years ago
Musings of the Day, 10/30/22:
Tony P. from GS on why he predicts 6.5% terminal FFR:
“I have actually...seen a 6.5% Fed Funds rate. ...No ... and that’s been the central lesson of 2022.”
I couldn’t agree more on this last point....This same reasoning did not even imagine current dots. Miss New England in the Fall!
3 years ago
for the foreseeable future, but it will no longer be the happy cruise to the Dnepr that it would have been...https://t.co/QSnBTw3E61 https://t.co/TeZlPDOXff When I started paying attention in Dec 2021 and called 22.../2/22, I actually got more bullish on Russia on account of the very fact that the invasion was going...Now if this basic stuff had been taken care of there really would have been a cruise to the Dnieper,...not a happy one as I said even in 2018, but a cruise nonetheless, with perhaps Dnepropetrovsk serving
3 years ago
Everybody has been calling Arbitrum their new home, but why?...It's been growing at an astonishing rate for many months and it currently sits as the 4th biggest chain...$GMX's market cap has increased massively throughout 2022 and even during this year....It now sits at $640mln with a Fully diluted valuation of 1bln. 9/22
It's been such a success that it...Camelot's TVL has been growing like crazy ever since its launch on Arbitrum and its main token $GRAIL
2 years ago
Two years back, AQRs @CliffordAsness even asked – perhaps in jest – if “multiyear illiquidity and its...Asymmetric for their bonuses, even their careers.
15/22 Where it potentially becomes most worrisome...that private market valuations, and the periodic marks of particular private investments, have been affected...We get to the right price for PE too (even without any flows, mind you) it just takes longer.
20/22...understates the volatility of unlisted equities in comparison to publicly-held equities.
22/22
3 years ago
Have you seen Varna by Karma Gang speaking against this?.../KiHEnrNphW 6/n https://t.co/dm3m0DTOVS 7/n https://t.co/VOeduYW285 8/n https://t.co/kk26U0ntbW 9/n Even...UC And OBC must realise that they have been badly trapped!...FRAMED IN SC ST CASE
NOT EVEN A BAIL FOR DOING LAST RITES OF HIS MOTHER. https://t.co/6JBgVPihcA 15...https://t.co/exP2tEI7mS 21/n https://t.co/iF00xNhj7L 22/n
Reality of SC ST act
It is being used for
4 years ago
Only about 15% of households even own a computer, and almost none of them are connected....Even before the costs of advertising, the website was selling products for about 1/3 of the cost of the...By then, the stock price had already slid to $.19 (-98.3%) (15/22) 2001 saw even more turmoil:
- Many...From one perspective, it may have been one of the worst investments of all time....(20/22) I don't know if you or I are qualified to make that call; even if either of us were involved
3 years ago
Putin had been bribing them through people like Medvedchuk for years. Billions were paid out....But now we all have seen what 'the second greatest army of the world' is really capable of....Putin was condemned, sure, but still seen as a valuable partner. https://t.co/jqHbAIbBPv 9/22 All of...It's been 267 days since the start of the war, and PUTIN'S EX-WIFE who owns houses in 🇫🇷,🇨🇭&🇪...🇸 still hasn't been sanctioned. https://t.co/9IFdpFzeiR 13/22 Now put yourselves in Putin's shoes.
3 years ago
My current working theory is that there could have been an exchange issue driving this. 2/22
First off...Then you have the catalyst, this was the fact that the market had been filled with FOMO and exchanges...crypto gurus promoting long dead coins for massive pumps (and I'm talking about coins that I'm not sure even..., and that's even worse on retail heavy exchange like Binance, as the orderbook is pretty tightly packed...But that doesn't mean those emergency breaks can't ever fail. 22/22
We may see a bit more fear based
4 years ago