CodyyyGardner Categories Society
Here’s a ‘Master Thread’ of my main write-ups this year.👇
First, a special thanks to all the brilliant people I’ve met & learned from on Twitter. To name a few:
@profplum99 @hkuppy @Convertbond @contrarian8888 @jam_croissant @pineconemacro @verdadcap @WayneHimelsein @LT3000Lyall @HFI_Research @SahilBloom @coloradotravis @SantiagoAuFund
Why Inflation Will Kill the Ponzi Sector and Catalyze the Growth/Value Rotation,
9/19/2020
Why Inflation Will Kill the Ponzi Sector (and Catalyze the Long-Awaited Sector Rotation from Growth to Value)...
— BVDDY (@BvddyCorleone) September 19, 2020
A thread.
This topic was a black box to me a few weeks ago. I will try to crystallize what (I think) I now understand.
Why Fund Flows and the Shift to Fiscal Stimulus Will Drive the Rotation,
10/8/2020
1- For the record, I\u2019m most convinced that the 2 primary drivers of this sector rotation will be i) fund flows and ii) the shift to fiscal stimulus. https://t.co/TQ2mUwHJhg
— BVDDY (@BvddyCorleone) October 8, 2020
Inflation, Rising Yields, and Risk Parity: The Biggest Danger in Finance,
10/10/2020
Why the Biggest Risk in Finance is Inflation (and a rising 10Y Treasury Yield).
— BVDDY (@BvddyCorleone) October 10, 2020
A thread.
Hint: it has to do with the ubiquitous Risk Parity framework.
▶️This represents personal observations, interests, something that I personally came across and about which I consulted with some in order to clarify doubts, but also the information that I came across!👇
▶️What I was looking for were earthquakes, and my attention was drawn to the first information about the earthquake in Croatia from March 2020, which I learned was artificially
\u25b6\ufe0fU martu 2020 Zagreb je pogo\u0111en zemljotresom, u oktobru iste godine, danas, 30.10 zemljotres poga\u0111a Gr\u010dku i Tursku i to istovremeno na vi\u0161e lokacija, svi ovi zemljotresi pored ja\u010dine imaju jo\u0161 jednu zajedni\u010dku osobinu, NISU PRIRODNI VE\u0106 VJE\u0160TA\u010cKI!!!\U0001f53d\U0001f53d\U0001f53d
— \u24c2\ufe0f\u03a3\u03a1\u0392 \U0001f171\ufe0f \U0001f1f7\U0001f1f8+\U0001f1e7\U0001f1e6+\U0001f1f2\U0001f1ea=\U0001f1f7\U0001f1f8 ANTI/c\U0001f18eAL (@miljan_bof) October 30, 2020
▶️Also as an artificially caused earthquake is the earthquake in Turkey and Greece on October 30, 2020.
At the very end of 2020 and the beginning of 2021, Croatia was shaken by a new devastating earthquake, the towns of Petrinja and Sisak, which was felt in several countries!👇
It's #PublicDomainDay, and as requested by @doctorcomics I am providing a list of the best of the pulp heroes who are now in the public domain. * means the character or text they appear in are prime pulp.
Carlo Aldini:
* Bakterev: https://t.co/QQoSLCNIa4
Black Eagle: https://t.co/QujggV83rX
Brigand: https://t.co/uOs7x9Lvwn
* Sir Ralf Clifford: https://t.co/6QXvegLKPk
Earani: https://t.co/uHGIeecPva
Ebony: https://t.co/C7Jc3j4O44
Fifth Wanderer:
Fresquinho: https://t.co/FGRRM4lEEv
Jerzy Hartman: https://t.co/54aVxZKugb
Valentin Katayev's Stanley Holmes, Sherlock Holmes' nephew (son of Mycroft), who goes to India to stop a revolutionary movement from using a Russian scientist's super-magnet to create world peace.
3/
Aleksandr Beliayev's Professor Kern, who murders people to create Brains In A Jar so that he can discover the secrets of SCIENCE!
Frederick Irving Anderson's Sophie Lang, a flawless master thief: "Sophie, the uncaught."
4/
Tomas Lann from the film Luch Smerti (The Death Ray): Russian factory worker invents death ray, leads workers' revolution.
*Arthur O. Friel's Roderick McKay--very entertaining stories about a post-WW1 mercenary
* Jennette Lee's Millicent Newbury--crime-solving "mind nurse" 5/
📌 Informative Thread
⛔ The fate of corporate farming. (Claims v reality) ⛔
🔴 Claim 1 : This would lead to better prices to the farmers as well as to the consumers. Better farm to fork availability as well as better farm prices for the farmer.
⛔ Debunking the claim : So this article by P Sainath, brings to light what the reality is for the small farmer in USA]
https://t.co/qcZyfEQWUd…).
📌 From the article : “The size is set by the retail chain stores. They dictate almost everything.”
The Word “almost everything” includes prices. While the Walmarts, Shop Rites and other chain stores sell his kind of onions for $1.49 to $1.89 a pound, Pawelski himself gets no more than 17 cents. And that’s an improvement.
#FarmersProtest
Between 1983 and 2010, the average price he got stayed around 12 cents a pound ".
⚠️ So what we see, is that neither there has been significant penetration of price benefits to the farmer, nor has it improved the availability to the consumer.
#FarmerBill2020
🔴 Claim 2 : Corporatization would lead to better capital investment and infrastructure, Bihar model is a success.
⛔ Debunking the claim : The reforms did not result in any significant private investment in new market infrastructure and a missing floor price due to the...