Estimate output gap Take a big stimulus package Apply various multipliers -> pretty interesting scenarios for the US economy by end of 2021! Run it hot! crfb.org/blogs/how-much…

This seems a little aggressive / subjective for a news article

There are so many reasons why a city's treasury should not be put into bitcoin that I cannot even begin to fit them in a tweet

When is everyone going to admit that 90% of the "passion" or "creator" economy is pyramid schemes, drop-shipping, selling scammy courses, affiliate marketing, or pornography

Bloomberg BQL is definitely the most unintuitive software I use on a regular basis

1/8 One year ago, the left-leaning government of Berlin introduced unprecedented rent controls. Lots of economists warned against it. So what do the numbers say now? A thread. trib.al/ngQNXJy #Mietendeckel bopinion

every single park hang in San Francisco

For every S&P 500 stock on 12/31/2009, take its price on that date and divide by what its EPS ended up being 10 yrs later. Assume dividends are instead used to buy back shares, so that dividend payers get credit for them in the form of EPS growth. Cheapest Stocks on 12/31/2009:

what they were saying about Amazon in 1999 $AMZN

This is the best Tegus call introduction I've read so far

Great investment thesis

Consumer investing is hard...

Look at this beautiful diagram - all the mergers that built up the big five defence primes over 20 years. I know I'm a big military-industrial complex nerd but dang that's some nice data-viz 😍

Story of every management consulting project

I personally would’ve waited at least 7 days after Benchmark turned $12.5 million into $1.6 billion before questioning their model

Best of luck to the 369 (!!!) companies presenting in the S21 batch tomorrow. Looks like a lot of great companies in here: ycombinator.com/companies?batc…

Spending the next month in India (Delhi, Rajasthan, Kerala, and Tamil Nadu) - would love to meet up in any of the above if you're around!