Bradley Calder @AcmeReporter
Economics nerd. Institutional Investor. Running and Reading, either serially or in parallel. Optimistic dad. Soup enthusiast. Dont’t think, try. acmereporter.com Philadelphia, PA Joined June 2011-
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Following785
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@BobEUnlimited Gross of taxes too.
@WarrenPies You have to condition on VIX.
@Irenezhao_ Only possible if you are Singaporean and live in HDB
@Rahul_J_Mathur Could have just bought Bitcoin.
@AshleyDudarenok Does this create wealth or is it just shifting existing consumption to a new platform?
@Iamsamirarora It would be really helpful for India overall if they had a globally competitive leading edge digital technology / R&D intensive firm. Most domestic firms are completely comfortable with high margins and low R&D on a relative basis. A ten year project, but probably achievable.
@alialsalim @ShaykhSulaiman Is there something idiosyncratically negative for Emaar, but not the other five, that you can articulate? Thanks.
Over the last month, another major war has begun. Market reaction: - ACWI ex US hedged to USD -3.5% - S&P 500 -2.5% - Gold +2.5% - Bitcoin +7.5% - Brent +43.1%
Federal Reserve balance sheet expanded by another $15 billion. The expansion that Chairman Powell signaled is clearly underway.
Bradley Calder retweeted
The 20 millionth Bitcoin was mined yesterday. Now there are only one million new Bitcoins to be mined, which will take over 100 years. Decentralized, inflation-proof, global money.
@Barchart Venture capital has a roughly 75% failure rate even for successful venture investors.
@LynAldenContact @GraphCall I guess people just have really high trust implicitly in the centralized system?
The Fed printed $19 billion last week and is now expanding its balance sheet by buying treasury bonds. #RegimeShift
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