Twitter Threads 🐦
Interesting threads by @philoinvestor & guest stars.
I will be curating all my twitter threads in this post, and updating as new ones are created.
Philoinvestor
Link to the tweet that links to this post. A metalink.
A European debt crisis is taking place all over again, and EU policies are solely to blame.
A thread on Duolingo being blasted by everyone because it is an IPO.
A critique on the Passive Vs Active conclusions of a JP Morgan study.
Why the big money in investing is made from things you can’t see.
How Warren became Buffet and why you are on a completely different path.
Why the market will survive the removal of the Fed put. Early 2022.
Investing in the stock market is like a boxing fight.
Wondering why your portfolio is so volatile? Do you feel like a bad investor?
I believe the market isn’t giving Coursera enough attention. Early 2022.
Dropping some wisdom for shipping and supply-chain observers. Early 2022.
NARRATIVE FOLLOWS PRICE. February 2022.
The paradox of the drawdown. February 2022.
Sometimes you need to retreat to move forward. March 2022.
Convex heuristics for wealth preservation and creation. March 2022.
Problems brewing in the Euro & the European Monetary Union. March 2022.
Thread on Bastiat’s That which is seen, and that which is unseen. March 2022.
Keynes’s General Theory of Unemployment, Interest and Money. March 2022.
Advice on how to play Shipping from one of the greatest shipowners of the 20th century. April 2022.
Principles for Investing in Real Estate. April 2022.
The psychology of "This time is different" and other cognitive-financial trappings.
Bill Ackman becomes short-term and pro-cyclical.
The Western world is falling apart! What can you do?
Problems in Italy, spreads blow up, what to do? June 2022
Problems in the EU, Nigel Farage, energy security and stupidity.
Why the EUR/USD hit 1.00 today.
The Central Bank of Harakiri. A thread on Japanese macro.
Thoughts on the Sterling post-budget “crisis”, late September 2022.
Thoughts on the British deficit and the Liz Truss budget, late September 2022.
The Shitposting-to-Follower Correlation October 2022
A Pillar 3 analysis on Deutsche Bank and Credit Suisse - are they going under?
Dear UK, you’re messing things up.
UK Budget Deficit since forever.
Germany Sets 90% Windfall Tax on Energy
Are there no smart people working in the EU anymore?
Thread on ASOS, the online retailer.
How to manage your currency. 🇯🇵
The 🇪🇺 Gas price drop is all the rage these days…but what’s actually happening?
US Dollar as the reserve currency of the world
A tale of business-owning and financial markets
Why haven’t stonks crashed yet?
Tsipras quits as leader of SYRIZA. 🇬🇷
Is Coursera AI Obsolete? May 2024
The story of how to major surgeries couldn’t stop me. May 2024.
Passive investing has taken over. I think that’s a huge problem. April 2024
Our world is falling apart. April 2024
Will the iPhone replacement cycle accelerate because of AI? June 2024
Five Below Tanking. July 2024
Novo Nordisk, Weight Loss Drugs and the Tik Tok Generation.
Margaret Thatcher’s Premiership.
George Soros and Boom/Bust Process, in simple words.
Vermilion Energy - A company like no other?
The life of Aristotle Onassis — KEY LESSONS.