Thrifty @GTsonef

Bulgaria Joined January 2014

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Capital Flows @Globalflows

a day ago

I will be laying out more on this in a report today on the website I would appreciate it if you share this thread 🤝 capitalflowsresearch.com

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Ryan Gerritsen🇨🇦🇳🇱 @ryangerritsen

7 months ago

Whoever is in charge of the Cons media game, they are nailing it. This is actually very good & well worth your time to watch. Excellent information

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On information, understanding and quantity Information is not knowledge, and knowledge is not wisdom. At the same time, wisdom begins its journey as information. Collecting information does not equal understanding, much less success in markets. We need the correct information…

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Epsilon Ideas @mihail_EDideas

7 months ago

Investing is about preserving capital. Yet, too often, we ignore our emotional capital. Position sizing is a balance between mental comfort and performance optimization. Never sacrifice the former at the expense of the latter. Strike for balance. Use the Kelly formula in the…

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Epsilon Ideas @mihail_EDideas

7 months ago

Brazil, energy, and materials. Obscurity, outflows, and market inefficiency. It sounds like an asymmetric bet with the odds in our favor. Which is your pick of those three? And how are you going to play it? $BAK $RIG $VALE

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Epsilon Ideas @mihail_EDideas

8 months ago

Here's an interesting chart from Bank of America. I bet we are approaching the bottom left quadrant, which is an inflationary boom regime. Commodities and energy had a tough year in 2024. Maybe 2025 will be the year for investors in atoms, not bits.

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The Culturist @the_culturist_

9 months ago

Hardly any of Ancient Rome's great wonders still stand today — they were lost to the Middle Ages. But why couldn't medieval people recreate, or even maintain what the Romans had built? An ancient technology had been long forgotten… (thread) 🧵

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TONY™ @TONYxTWO

10 months ago

"I lost my Son, they call it dead naming for a reason, so my Son, Xavier is dead. Killed by the woke mind virus. So I vowed to destroy the woke mind virus after that." This is incredibly sad.

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Konstantin Kisin @KonstantinKisin

10 months ago

For my British and European friends who are "shocked" and "surprised", here are 10 reasons you didn't see this coming. Read this short post and then read the replies from our American friends who will confirm what I'm saying. 1. Americans love their country and want it to be…

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KKGB @INArteCarloDoss

4 years ago

Frens, I would like to tell you a tale that might teach us all a lesson or two about what’s coming. As many of you know 70s were characterized by deeply negative real interest rates as well as rampant inflation rates. Borrowing boomed, both public and private. 1/N

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Doomberg @DoombergT

3 years ago

24/ In today’s version of The Twilight Zone, warning about energy crises long before they unfold, critiquing flawed renewable transition plans, and proposing policy alternatives is to risk digital banishment. If only resolution could be as simple as turning off the television.