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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KeyserSozeBro
KeyserSozeBro
@KeyserSozeBro1
My little Jacob Wohl story: August 2016, we're sitting around the trading turrets at my office on a bored to tears slow day. Our receptionist said someone was here for his 2pm appointment. None of us had an appointment on schedule. Who is it? we ask? Some guy named Jacob Wohl 1/

Jacob Wohl, for those out of loop, gained quite a bit of notoriety for becoming the youngest guy to ever get himself barred for life from the financial industry. Now he's waiting in our lobby to pitch something. We're a large merchant bank. 2/

Send him in, we said. In walks young Jacob asking to be seeded with $25mm to start a new hedge fund in exchange for an ownership stake in it. Oh, & he needs an office. And a Bloomberg station. And needs to borrow staff until he can hire some guys. And he needs a leased car... 3/

And he needs an answer today. Right now. Because there's a competing offer from Izzy Englander's firm Millenium (we know those guys well). We fight the urge to literally start laughing, but do ask him...hey, you the same guy who got banned by regulators? He didn't even flinch 4/

He went on about that being untrue & handed over a letter he said was from his lawyer who had confirmed he was not barred, had been vindicated but it 'just wasn't in the system yet at the SEC, CFTC'...whatever that means. 5/
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Evan Sparks
Evan Sparks
@EvanSparks
So, as the #MegaMillions jackpot reaches a record $1.6B and #Powerball reaches $620M, here's my advice about how to spend the money in a way that will truly set you, your children and their kids up for life.

Ready?

Create a private foundation and give it all away. 1/

Let's stipulate first that lottery winners often have a hard time. Being publicly identified makes you a target for "friends" and "family" who want your money, as well as for non-family grifters and con men. 2/

The stress can be damaging, even deadly, and Uncle Sam takes his huge cut. Plus, having a big pool of disposable income can be irresistible to people not accustomed to managing wealth. https://t.co/fiHsuJyZwz 3/

Meanwhile, the private foundation is as close as we come to Downton Abbey and the landed aristocracy in this country. It's a largely untaxed pot of money that grows significantly over time, and those who control them tend to entrench their own privileges and those of their kin. 4

Here's how it works for a big lotto winner:

1. Win the prize.
2. Announce that you are donating it to the YOUR NAME HERE Family Foundation.
3. Receive massive plaudits in the press. You will be a folk hero for this decision.
4. Appoint only trusted friends/family to board. 5/
SOCIETY
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신념의사나이...
@Belposto_korea
What does Gold- Backed mean?
The Chinese Elders have been accumulating gold for hundreds of years. They are gold-rich. Some of their gold was loaned to the Central Banking System so that it could fund the rebuilding of Europe after the many war-torn years from World Wars I and II

BTW they never returned it but used it to start their financial empire to enslave humanity. This is the Central Bank Banking System./2

Maybe this is why one of the conditions to use their gold for the QFS is the demise and full disclosure of the Central Bank banking system before the RV can take place./3

The Elders have caves of hidden gold and are now using it to gold-back the currencies in the QFS for every country in the world. It is important to understand that the QFS and the money it is about to release is all brand-new currency./4

It was designed by the Alliance to fund the new financial system that will reset all Currencies of the world to Gold-Backed currency./5
SOCIETY
Safoora Zargar
Safoora Zargar
@SafooraZargar
Extremely triggered by these well wishers advising Muslim women to not post pictures online, take care to hide addresses etc. what if somebody clicks u while walking on the road? What makes u think you can hide your address? Why can’t somebody click photos of you while you are +

Addressing a gathering? You can be clicked while speaking at a conference? While shopping at your local grocery shop? Should v then stop pursuing our careers? Stop shopping? Stop going out? Erase ourselves from public ? Erase our existence and our voices ?

I was shocked to c all the photos of me when I came out of jail. Especially the ones I had not posted anywhere on social media! Some photos were cropped from my interview videos. Hina Bashir Beg who I met in Tihar told me that she was shocked to c photos of herself splashed all +

Over news & social media. She is a pardanasheen. Never posted pictures of her online. The photo that was splashed all over was from her passport! One photo is all it takes. And these are just some of the cases. The list is endless. We know that these cyber attacks are state

Sponsored. What makes you think that it is difficult for the State to get all your information? And erasing yourself from social media is the solution?
Shifting the blame on women and literally saying that u r responsible for the violence against u makes u complicit in that +
SOCIETY
Aaron Reichlin-Melnick
Aaron Reichlin-Melnick
@ReichlinMelnick
We finally have the U.S. Citizenship Act Bill Text! I'm going to go through some portions of the bill right now and highlight some of the major changes and improvements that it would make to our immigration system.

Thread:


First the Bill makes a series of promises changes to the way we talk about immigrants and immigration law.

Gone would be the term "alien" and in its place is "noncitizen."

Also gone would be the term "alienage," replaced with "noncitizenship."


Now we get to the "earned path to citizenship" for all undocumented immigrants present in the United States on January 1, 2021.

Under this bill, anyone who satisfies the eligibility criteria for a new "lawful prospective immigrant status" can come out of the shadows.


So, what are the eligibility criteria for becoming a "lawful prospective immigrant status"? Those are in a new INA 245G and include:

- Payment of the appropriate fees
- Continuous presence after January 1, 2021
- Not having certain criminal record (but there's a waiver)


After a person has been in "lawful prospective immigrant status" for at least 5 years, they can apply for a green card, so long as they still pass background checks and have paid back any taxes they are required to do so by law.

However! Some groups don't have to wait 5 years.
SOCIETY , IMMIGRATION

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Thrikkangode Sree Randu Moorthy Temple
Ottappalam, Kerala. 🚩
#keralatemples

This is very unique temple as Shiva and Vishnu both are in the “linga” form in the same Garbhagriham. The Srikovil is in a circular pattern. Temple's Prathishta was done by Parasurama.


Mahadeva and Maha Vishnu in the same Srikovil is very rare Prathishta, but poojas are done separately Dhara is done to Maha Vishnu here. People suffering from “KAIVISHAM” and mental illness are fully cured on drinking a medicinal herb supplied by a nearby family here.


The root of the banyan tree around the Ayyappa Sannidhanam is said to have great powers for skin ailments.

Very ancient temple but was covered with forest for many years.
Later two persons Chakki and Chaathan, while cutting trees their axe hit on the nearby
@SriramKannan77


Vigrahams and it suddenly started bleeding. Later Devaprashnam was held and thus found out that these were murthy's of Shiva and Vishnu which was worshipped long back. And thus temple is constructed here.
Om Namah Sivaye
Om Namo Narayanaya
🕉🙏🕉
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History Of Rajputana
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@KshatriyaItihas
**Thread on Bravery of Sikhs**
(I am forced to do this due to continuous hounding of Sikh Extremists since yesterday)

Rani Jindan Kaur, wife of Maharaja Ranjit Singh had illegitimate relations with Lal Singh (PM of Ranjit Singh). Along with Lal Singh, she attacked Jammu, burnt - https://t.co/EfjAq59AyI


Hindu villages of Jasrota, caused rebellion in Jammu, attacked Kishtwar.

Ancestors of Raja Ranjit Singh, The Sansi Tribe used to give daughters as concubines to Jahangir.


The Ludhiana Political Agency (Later NW Fronties Prov) was formed by less than 4000 British soldiers who advanced from Delhi and reached Ludhiana, receiving submissions of all sikh chiefs along the way. The submission of the troops of Raja of Lahore (Ranjit Singh) at Ambala.

Dabistan a contemporary book on Sikh History tells us that Guru Hargobind broke Naina devi Idol Same source describes Guru Hargobind serving a eunuch
YarKhan. (ref was proudly shared by a sikh on twitter)
Gobind Singh followed Bahadur Shah to Deccan to fight for him.


In Zafarnama, Guru Gobind Singh states that the reason he was in conflict with the Hill Rajas was that while they were worshiping idols, while he was an idol-breaker.

And idiot Hindus place him along Maharana, Prithviraj and Shivaji as saviours of Dharma.
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KrishnaLeela
KrishnaLeela
@Talesofkrishna
🌿𝑻𝒉𝒆 𝒔𝒕𝒐𝒓𝒚 𝒐𝒇 𝒂 𝑺𝒕𝒂𝒓 : 𝑫𝒉𝒓𝒖𝒗𝒂 & 𝑽𝒊𝒔𝒉𝒏𝒖

Once upon a time there was a Raja named Uttānapāda born of Svayambhuva Manu,1st man on earth.He had 2 beautiful wives - Suniti & Suruchi & two sons were born of them Dhruva & Uttama respectively.
#talesofkrishna https://t.co/E85MTPkF9W


Now Suniti was the daughter of a tribal chief while Suruchi was the daughter of a rich king. Hence Suruchi was always favored the most by Raja while Suniti was ignored. But while Suniti was gentle & kind hearted by nature Suruchi was venomous inside.
#KrishnaLeela


The story is of a time when ideally the eldest son of the king becomes the heir to the throne. Hence the sinhasan of the Raja belonged to Dhruva.This is why Suruchi who was the 2nd wife nourished poison in her heart for Dhruva as she knew her son will never get the throne.


One day when Dhruva was just 5 years old he went on to sit on his father's lap. Suruchi, the jealous queen, got enraged and shoved him away from Raja as she never wanted Raja to shower Dhruva with his fatherly affection.


Dhruva protested questioning his step mother "why can't i sit on my own father's lap?" A furious Suruchi berated him saying "only God can allow him that privilege. Go ask him"
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Vibhu Vashisth
Vibhu Vashisth
@VIBHU_Tweet
शमशान में जब महर्षि दधीचि के मांसपिंड का दाह संस्कार हो रहा था तो उनकी पत्नी अपने पति का वियोग सहन नहीं कर पायी और पास में ही स्थित विशाल पीपल वृक्ष के कोटर में अपने तीन वर्ष के बालक को रख के स्वयं चिता पे बैठ कर सती हो गयी ।इस प्रकार ऋषी दधीचि और उनकी पत्नी की मुक्ति हो गयी।


परन्तु पीपल के कोटर में रखा बालक भूख प्यास से तड़पने लगा। जब कुछ नहीं मिला तो वो कोटर में पड़े पीपल के गोदों (फल) को खाकर बड़ा होने लगा। कालान्तर में पीपल के फलों और पत्तों को खाकर बालक का जीवन किसी प्रकार सुरक्षित रहा।

एक दिन देवर्षि नारद वहां से गुजर रहे थे ।नारद ने पीपल के कोटर में बालक को देख कर उसका परिचय मांगा -
नारद बोले - बालक तुम कौन हो?
बालक - यही तो मैं भी जानना चहता हूँ ।
नारद - तुम्हारे जनक कौन हैं?
बालक - यही तो मैं भी जानना चाहता हूँ ।

तब नारद ने आँखें बन्द कर ध्यान लगाया ।


तत्पश्चात आश्चर्यचकित हो कर बालक को बताया कि 'हे बालक! तुम महान दानी महर्षि दधीचि के पुत्र हो । तुम्हारे पिता की अस्थियों का वज्रास्त्र बनाकर ही देवताओं ने असुरों पर विजय पायी थी।तुम्हारे पिता की मृत्यु मात्र 31 वर्ष की वय में ही हो गयी थी'।

बालक - मेरे पिता की अकाल मृत्यु का क्या कारण था?
नारद - तुम्हारे पिता पर शनिदेव की महादशा थी।
बालक - मेरे उपर आयी विपत्ति का कारण क्या था?
नारद - शनिदेव की महादशा।
इतना बताकर देवर्षि नारद ने पीपल के पत्तों और गोदों को खाकर बड़े हुए उस बालक का नाम पिप्पलाद रखा और उसे दीक्षित किया।
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Anshul Pandey
Anshul Pandey
@Anshulspiritual
STORY OF PURANAS AND SUB PURANA (उप पुराण).

We have already gone through the series on importance & characteristics of all the eighteen Purans. We also know that originally there were hundred crore shlokas but were divided by Vyas in each Kalp and was compiled as eighteen Purans


for the common people to understand it properly and now their total is about four lakhs.

In Brahm Puran, Brahma preached this to Marichi. So this Puran of ten thousand shlokas is called Brahm Puran.

In Padma Puran, the base of the story is the appearance of Brahma on a lotus(Padm) from Vishnu' s navel.This has fifty five thousand shlokas.

Vishnu Puran is primarily based in Varah kalp. This book is on Vishnu and this book has twenty three thousand shlokas.

Vaayu Puran is written in Shwet Kalp and has twenty four thousand shlokas. Here Vayudev preaches about Dharma.

In Bhagwat Puran, which is written with the base of Gayatri mantra describes Dharma extensively. It has 18000 shlokas. It also mentions the story of Vritrasur.

In Narad Puran, which has twenty five thousand shlokas, is a sermon on Dharma by Narad based in Brihad Kalp.

Markandeya Puran has nine thousand shlokas and here it is through the birds that Dharma is described.
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