Mihailo Đurđević (@mihailo_michael) 's Twitter Profile
Mihailo Đurđević

@mihailo_michael

L/S equities.

Not investment advice.

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calendar_today06-12-2022 17:53:52

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Daniel J. Smith (@smithdanj1) 's Twitter Profile Photo

Jacobin Actually, the historical evidence, using V-Dem's state ownership of the economy, shows that socialism (0 on the state ownership of the economy index) has historically been associated with the repression of civil liberties, proving Hayek's Hypothesis in The Road to Serfdom:

<a href="/jacobin/">Jacobin</a> Actually, the historical evidence, using V-Dem's state ownership of the economy, shows that socialism (0 on the state ownership of the economy index) has historically been associated with the repression of civil liberties, proving Hayek's Hypothesis in The Road to Serfdom:
Maverick Equity Research (@maverick_equity) 's Twitter Profile Photo

The 'R' rated word (“Recession“) in S&P 500 earnings calls: 👉 87% Decline Q2 Compared to Q1 (16 vs 124) 👉 well below the 5-year average of 74 and the 10-year average of 61 👉 at the 11 sectors level: 6 of the 11 sectors no companies have cited the term “recession”, while

The 'R' rated word (“Recession“) in S&amp;P 500 earnings calls: 

👉 87% Decline Q2 Compared to Q1 (16 vs 124)

👉 well below the 5-year average of 74 and the 10-year average of 61

👉 at the 11 sectors level: 6 of the 11 sectors no companies have cited the term “recession”, while
F. A. Hayek Quotes (@fahayeksays) 's Twitter Profile Photo

“Totalitarianism is nothing but consistent collectivism, the ruthless execution of the principle that ‘the whole comes before the individual’ and the direction of all members of society by a single will supposed to represent the ‘whole.’” — Friedrich Hayek

David Orr (@orrdavid) 's Twitter Profile Photo

The Klendathu Cap For several years colleges were blocking people like Kirk from talking on campus at all. This assassination is an escalation, now that colleges can't do that anymore. People should wake up to the fact that college peaked a long time ago, and is trash today.

F. A. Hayek Quotes (@fahayeksays) 's Twitter Profile Photo

“In theory socialism may wish to enhance freedom, but in practice every kind of collectivism consistently carried through must produce the characteristic features which Fascism, Nazism, and Communism have in common.” — Friedrich Hayek

“In theory socialism may wish to enhance freedom, but in practice every kind of collectivism consistently carried through must produce the characteristic features which Fascism, Nazism, and Communism have in common.”

— Friedrich Hayek
Mihailo Đurđević (@mihailo_michael) 's Twitter Profile Photo

Still longing both gold and silver even tho I exited $HL completely. I do think that Trump realizes this, so I am not exposed as I was

Julian Klymochko (@julianklymochko) 's Twitter Profile Photo

Between 2010 and 2020, buying the highest quality stocks and short selling the lowest yielded an approximate 200% return. Since the pandemic, script has flipped, and investors would have been better off shorting a basket of stocks of the highest quality businesses, while going

Between 2010 and 2020, buying the highest quality stocks and short selling the lowest yielded an approximate 200% return.

Since the pandemic, script has flipped, and investors would have been better off shorting a basket of stocks of the highest quality businesses, while going
Mihailo Đurđević (@mihailo_michael) 's Twitter Profile Photo

The future is negative rates. With the current political system, where you get reelected every 4 years, you need to win the next election, and 99% of politicians care only about staying in power, so alternatives are: 1. Default = political suicide; they are not going to do it.

Fund_CDM (@fund_cdm) 's Twitter Profile Photo

Vince WTCM SuspendedCap Tough question but I'll try and answer. The weaker pitches I saw were usually built on forecasting things that were ultimately unknowable. That was the common thread. The work was solid but backward looking, and people convinced themselves that knowledge was edge. The illusion

Ian Cassel (@iancassel) 's Twitter Profile Photo

Peter Lynch had 300% turnover per year in the early years of the Magellan Fund. Joel Greenblatt had similar turnover at Gotham Capital. Even Warren Buffett’s public company portfolio ranged between 50-100% turnover per year during his first three decades. In fact, contrary to

Mihailo Đurđević (@mihailo_michael) 's Twitter Profile Photo

This song market my childhood. It’s wild how much global social influence Japan has achieved through anime. Back in the day, we had Dragon Ball, Naruto, Bleach, Digimon, and Yu-Gi-Oh and now there 000s. SK and China also jumped on the train One Piece is now so massive that you

This song market my childhood.

It’s wild how much global social influence Japan has achieved through anime. Back in the day, we had Dragon Ball, Naruto, Bleach, Digimon, and Yu-Gi-Oh and now there 000s. SK and China also jumped on the train

One Piece is now so massive that you