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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XVIII Airborne Corps🐉...
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1 of 16: WE ARE ALL JEWS HERE: THE STORY OF RODDIE EDMONDS

One of the most moving and relevant stories of the Battle of the Bulge, or any American Soldier in any war, is that of Master Sergeant Roddie Edmonds, a Knoxville, Tennessee native, who served with the 106th Infantry.


2 of 16:

Roddie was captured early on in the Battle of the Bulge, on December 19th, when Panzer forces plowed through his unit.

He, along with almost his entire regiment, was forced to surrender.


3 of 16:

The men were transported to the Stalag IX-A POW camp in Ziegenhain, Germany.

Roddie was the senior enlisted American Soldier at the site. As such, he was the conduit between all American Soldiers and their German captors.


4 of 16:

In late January, the camp’s commandant, Major Siegmann [pictured here], ordered Roddie, a Christian, to identify all Jewish Soldiers and order them to stand in formation by themselves the next day.

[Jewish Soldiers were a minority within American units]


5 of 16:

Throughout WWII, captured Jewish Soldiers were often tortured and then killed by their German captors.

In fact, Jewish Soldiers had been told to bury their dog tags before capture. The dog tag identified Jews with the letter “H” for Hebrew.
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Indian Rwanda Radio
Indian Rwanda Radio
@IND_RwandaRadio
Nearly a year ago, the Tablighi Jamaat controversy took over India’s media. Around 3,500 foreign nationals had visited India to attend the Tablighi Jamaat event at the Nizamuddin Markaz Mosque in Delhi.

With the lockdown being announced on March 24, 2020, several attendees had moved to different parts of the country to attend smaller gatherings in local mosques.

Around 960 foreign nationals were held at quarantine and in states like UP, Jharkhand, Maharashtra, Karnataka, etc. were sent straight to prison.

There was an outpour of Anti-Muslim bigotry in much of Indian news media with this event where it ramped up its demonisation of the community.

For weeks, the attendees of the Tablighi Jamaat event were named the “super-spreaders” of COVID and in several cases, Maulana Mohammad Saad was called a terrorist and “the maulana of death”.
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1/ Something strange is happening with people’s sex lives. 20-somethings are having sex later and less frequently than previous generations. I spent several months digging into this for @theatlantic. https://t.co/5ehzmWY9wi


2/ This phenomenon—I’m calling it a Sex Recession—really surprised me. It seemed improbable in the age of Tinder, digital porn, and attitudes that are generally permissive and sex-positive.

3/ What’s happening isn’t exclusively American: Similar trends are being observed in other countries, including Japan, Australia, the U.K., Finland, and the Netherlands.


4/ One cause is obvious: Adults under 35 are less likely to be living with a partner than in recent decades, and more likely to be living with their parents—which, it’s safe to say, isn’t great for one’s sex life.

5/ But I also found other explanations, each with profound implications. The first, unsurprisingly, has to do with internet enticements. Netflix and other online entertainment may be substituting for sex.
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Scott Coley
Scott Coley
@scott_m_coley
The reason that so many conservative evangelicals these days appear to be moral relativists is that they *are* moral relativists.

They would deny this, of course. But that doesn’t make it any less true. Here's why.

They’ve bought into the premise that all statements are either fact or opinion: facts are objective and verifiable; and everything else is opinion—subjective and unverifiable. In other words, they've bought into full-fledged modernism.

From there, the secular path to moral relativism places all moral statements in the “opinion” category. On this view, morality is subjective—dependent on cultural context, historical background and the like.

Conservative evangelicals recoil from this approach, as they should.

So instead, they place morality in the “fact” category, claiming that moral truth is objective and empirically verifiable.

And how is moral truth empirically verified? The Bible, of course. Problem solved.

This is tempting, for two reasons. First, Scripture is entirely true; and much of that truth pertains to morality.

Second, apart from special revelation, it’s difficult to imagine where we might go to find empirical verification of moral truth—you can't *see* moral properties.
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Ezra Klein
Ezra Klein
@ezraklein
This is a piece I've been thinking about for a long time. One of the most dominant policy ideas in Washington is that policy should, always and everywhere, move parents into paid labor. But what if that's wrong?

My reporting here convinced me that there's no large effect in either direction on labor force participation from child allowances. Canada has a bigger one than either Romney or Biden are considering, and more labor force participation among women.

But what if that wasn't true?

Forcing parents into low-wage, often exploitative, jobs by threatening them and their children with poverty may be counted as a success by some policymakers, but it’s a sign of a society that doesn’t value the most essential forms of labor.

The problem is in the very language we use. If I left my job as a New York Times columnist to care for my 2-year-old son, I’d be described as leaving the labor force. But as much as I adore him, there is no doubt I’d be working harder. I wouldn't have stopped working!

I tried to render conservative objections here fairly. I appreciate that @swinshi talked with me, and I'm sorry I couldn't include everything he said. I'll say I believe I used his strongest arguments, not more speculative ones, in the piece.
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A paadal Petra sthalam where Shiva took the form of Sundareswarar (the handsome one) and married Devi Parvati (Meenakshi).
Devi is also known by the name Angayarkanni (mother with the beautiful fish eyes).
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Devi Meenakshi emerged from yagna fire as a 3 year old girl when Pandyan King Malayadwaja and Kanchanamalai were praying for a child.
It is said that Devi was born with three breasts and there was a prophesy that her superfluous breast would melt away when she met her husband.


Devi ruled over Madurai and captured Indralok. She went on to capture Kailasha. When she saw Shiva, her 3rd breast disappeared and she realised that Shiva would be her consort.
The divine marriage was attended by all Devas and Sri Vishnu (as her brother) gave her hand to Shiva.


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The Meenakshi Thirukalyanam festival is celebrated in the Chithirai month to mark the divine marriage of Meenakshi Amman. The festival includes a procession where Meenakshi and Sundareshwara travel in a chariot and Sri Vishnu gives away his sister in marriage to Shiva.
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Following @BAUDEGS I have experienced hateful and propagandist tweets time after time. I have been shocked that an academic community would be so reckless with their publications. So I did some research.
The question is:
Is this an official account for Bahcesehir Uni (Bau)?


Bahcesehir Uni, BAU has an official website https://t.co/ztzX6uj34V which links to their social media, leading to their Twitter account @Bahcesehir

BAU’s official Twitter account


BAU has many departments, which all have separate accounts. Nowhere among them did I find @BAUDEGS
@BAUOrganization @ApplyBAU @adayBAU @BAUAlumniCenter @bahcesehirfbe @baufens @CyprusBau @bauiisbf @bauglobal @bahcesehirebe @BAUintBatumi @BAUiletisim @BAUSaglik @bauebf @TIPBAU

Nowhere among them was @BAUDEGS to find
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Yesterday Kubica was at Orlen's headquarters and met with Polish Prime Minister. #F1
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THE UNTOLD TALE OF THE LESSER KNOWN WARRIORS:JOGRAJ GURJAR & RAMPYARI GURJAR AND HOW DID THEY DEFEAT THE CRUELEST ISLAMIC INVADER, TIMUR LANG.

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During his reign, he conquered Persia, Egypt, Central Asia and emerged as the most powerful and heinous ruler. He was a religious fanatic like the rest of the Islamic invaders who tried to invade India.

Timur Lang decided to invade India in 1398 as he heard about India's splendid wealth and had a desire to conquer India which his ancestor Genghis Khan couldn't do.


After Firoz Shah's demise in1388, Delhi Sultanate was in a state of political turmoil.During this time, Timur sent his grandson Pir Mohammad to attack Indian front. He invaded Multan&was able to defeat Iqbal Khan's brother but when he met with resistance,he asked help from Timur.


Iqbal Khan secured his hold on Delhi under Muhammad Tughluq after Firoz Shah died.
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MDZS is laden with buddhist references. As a South Asian person, and history buff, it is so interesting to see how Buddhism, which originated from India, migrated, flourished & changed in the context of China. Here's some research (🙏🏼 @starkjeon for CN insight + citations)

1. LWJ’s sword Bichen ‘is likely an abbreviation for the term 躲避红尘 (duǒ bì hóng chén), which can be translated as such: 躲避: shunning or hiding away from 红尘 (worldly affairs; which is a buddhist teaching.) (https://t.co/zF65W3roJe) (abbrev. TWX)

2. Sandu (三 毒), Jiang Cheng’s sword, refers to the three poisons (triviṣa) in Buddhism; desire (kāma-taṇhā), delusion (bhava-taṇhā) and hatred (vibhava-taṇhā).

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Interesting that MXTX used this name for one of the characters who suffers, arguably, the worst of these three emotions.

3. The Qian kun purse “乾坤袋 (qián kūn dài) – can be called “Heaven and Earth” Pouch. In Buddhism, Maitreya (मैत्रेय) owns this to store items. It was believed that there was a mythical space inside the bag that could absorb the world.” (TWX)
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