BC SOCIETY
Saved by @CodyyyGardner

This year, for the first time, I started sharing my thoughts on various topics in Investing/Economics/Law.

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 https://t.co/1RTLabcJh1
Why Fund Flows and the Shift to Fiscal Stimulus Will Drive the Rotation,

10/8/2020 https://t.co/LQuw7f3mqY
Inflation, Rising Yields, and Risk Parity: The Biggest Danger in Finance,

10/10/2020 https://t.co/TmrFKWd2VW
What Will Bring About Inflation?,

10/10/2020 https://t.co/sYYqVkAMsT
The Consistency of Inflation Through History,

10/12/2020 https://t.co/xH6bTTbxgv
Why We’re on the Precipice of Another #Bitcoin Mania,

10/14/2020 https://t.co/es50d3kTy9
Why NatGas & Related Equities Will Surprise to the Upside,

10/22/2020 https://t.co/NY60UVpa7P
The 3 Stages of Price Inflation,

10/24/2020 https://t.co/GFS0NwzCCT
Getting Wobbly: Bad Week for Risk Parity,

10/30/2020 https://t.co/tKQROIB4CT
‘Descriptive MMT’ vs. ‘Prescriptive MMT’,

11/1/2020 https://t.co/xr1Z826pP8
Colossal & Historic Blowout in the Large Growth/Small Value Spread,

11/09/2020 https://t.co/4XgQjlLeQt
Real Rate Positioning and the Impact of Flows from Tech to Energy,

11/10/2020 https://t.co/OON5foFBXd
Huge Week for the Home Team (Tech vs. Energy & Small Value),

11/13/2020 https://t.co/3wJgEsGt0Z
What’s Up With Bond Yields?,

11/16/2020 https://t.co/PU4V0u9Qox
The Next #Bitcoin Mania is Here,

11/20/2020 https://t.co/HZdHgU3qae
Why $GBTC is the Key Ingredient to the Present #Bitcoin Mania,

11/20/2020 https://t.co/eDhM1NzeZl
Why the Growth/Value Rotation is Still in it’s Early Innings,

11/29/2020 https://t.co/gEg6cxZtRR
A Note on my Proxies for Monitoring Growth and Value,

12/10/2020 https://t.co/21tvf0JjJc
Macro Themes with Kyle Bass,

12/20/2020 https://t.co/GPu8lfZay0

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2. Both books are beautifully written. Students uniformly enjoy them as assigned reading. They do a great job communicating to non-Indigenous folks the contours of basic Indigenous relationships to more-than-human beings. They’re wildly popular with white readers.

3. I’ve found Braiding Sweetgrass to be a great entry point for non-Indigenous folks to Indigenous scholarship. But this is where yesterday’s epiphany comes in. Neither Braiding Sweetgrass or Gathering Moss tends to the deep deep lineages of Indigenous scholarship in Canada or US

4. As the popularity of ‘Braiding Sweetgrass’ has soared, I’ve seen more and more white folks wax on about ‘braiding knowledge’. But they often don’t know any of the lineages of these concepts beyond what is presented in this one book. They confidently run with this.

5. Kimmerer does a commendable job of weaving in her own experiences, her family stories+nods to some very important knowledge keepers who deserve to be celebrated for their work. But Braiding Sweetgrass does not tend to the citational politics Sara Ahmed & others teach us about
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The numbers on their face for the @FCC RDOF auction are exciting - lots of Gigabit winners. But it’s important to remember the job is just starting. These rural areas don’t magically get Gig today or tomorrow. 1/

The job is only done and the celebration can really only begin once we see that rural Americans are actually going to get the broadband they’ve been promised. 2/

And that’s the rub here - at least from preliminary indications, there are LOTS of question marks clearly hanging out there once you look past the gloss and proclamations. And since we won’t know for maybe 5 years if it worked, due diligence is essential now. 3/

A number of big winners have offered some service but never done Gig. This would be like giving hundreds of millions of $ to firms that have repaved residential streets to now design & build our interstate highway bridges. 4/

A number of big winners are using tech that has done Gig (maybe) only in tightly controlled applications that don’t look anything like rural America. This would be like giving interstate highway $ to firms who’ve built lots of scale models but never actually built a bridge. 5/
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We are all products of our own environments. Our environments shape our character, our personality, our habits, our identity.

The environment that Ousmane Dembélé grew up in and the environment that FC Barcelona seeks to engulf its youngsters with could not be more different.

The Great Gatsby starts with a life lesson.

"Whenever you feel like criticizing any one, just remember that all the people in this world haven't had the advantages that you've had."

Ousmane hasn’t had the advantages that La Masia youngsters have had. That’s why he’s Ousmane.

Like every La Masia youngster, Ousmane grew up with a dream: playing for Barça.

Like every youngster, he fought to stand out amid a talented group of players, the majority of which would fail to go pro.

However, his football education was the polar opposite to that of La Masia.

Ousmane did not reside in one of the most expensive academies in Europe: he lived in a low-cost public housing unit in Normandy. He did not play in the well-trimmed pitches of La Masia, he played in the concrete jungles of Évreux. These disadvantages made him the man he is today.

While street soccer encourages individuality & creative freedom, academy-based training like La Masia encourages unselfishness & teamwork.

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A thread celebrating the many lady librarians of Mumbai, because very often, a woman who reads creates societies of people who read.

Seen here is Mrs Gulshan Feradoon Cooper, Head Librarian for over forty years at The People's Free Reading Room in Dhobitalao. “I am not at all strict, that’s my only drawback,” she said. (She doesn't charge a fine).


“I prefer research libraries because I don’t like novels, I like history," said Sarita Shekar Gandhi, Head Librarian at KR Cama Oriental Institute. Over her years at the library she has devoted herself to understanding the nuances of Zoroastrian studies.


Bidisha Basu co-started @leapingwindows , a library and café for comic books, graphic novels and manga. “You get people who have never read a comic before and that’s the most interesting part of the job. It’s exciting to introduce them to comics," she said.


“A librarian should not only love books, she should also love people," said Arati Desai the Head Librarian at the immaculate Nehru Centre Library in Worli. "I've even swept and swabbed my library, there's dignity in everything that you do at work," she goes on to say.
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Hi @officestudents @EHRC @EHRCChair @KishwerFalkner @RJHilsenrath @trussliz @GEOgovuk

The Equality and Diversity section of your job application has 'gender' in what appears to be a list of the protected characteristics under the Equality Act 2010.

However...

1/15


However, 'gender' is not a protected characteristic under the Equality Act 2010 and is not defined in the Act.

https://t.co/qisFhCiV1u

Sex is the protected characteristic under the Act, but that is not on your list.

2/15


You then ask for the 'gender' of the applicant with options:

Male
Female.

3/15


Again, 'gender' is not a protected characteristic under the Equality Act 2010 and is not defined in the Act.

https://t.co/qisFhCiV1u

4/15


Sex is the protected characteristic and the only two possible options for sex are 'Female' and 'Male' as defined in the Act and consistent with biology, but you don't ask for that.

https://t.co/CEJ0gkr6nF

'Gender' is not a synonym for sex.

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