Discover and read the best of Twitter Threads about #DotCom

Most recents (4)

1/10 Have you read our recently published #whitepaper?

The Art of #Stock Picking #Returns

Highlights below ⬇
2/10 “We’ve had 40+ years where all the money went into broadband, or internet, or #Netflix or the cloud and no money went into basic productive capacity…”

–Robert Friedland, CEO, Ivanhoe group of companies
3/10 What follows is KCR’s attempt to create a simple walk-through of the #risks and #opportunities offered today. We believe both the structure and implications of this paper are easy to grasp.
Read 10 tweets
1/19 @ttmygh of the wonderful Things That Make You Go HMMMM newsletter just wrote a scathing piece on the emerging #pension fund disaster in lagged marks from private #equity.

loom.ly/YyomXW4
2/19 As he explains:
#PrivateEquity is taking down Pension Funds as they struggle to keep the game of hot-potato going. “Hot potato” being the business practice of selling slices of companies back and forth to one another at ever higher #valuations.
3/19 The “solution” appears to be PE firms building funds to buy #assets from themselves at possibly fraudulent valuations set by themselves.
Read 19 tweets
It's #SuperBowl Sunday! While much of Twitter will be recycling the same old jokes of "lol that is handegg" & "lol 'world' champions?" and noticing opportunities for Modi vs Mamata jokes with Rams v Bengals, the will also be talk of how this is #CryptoBowl.
A 🧵
Something like a fifth of all ads in this #SuperBowl have been bought by crypto exchanges or allied services. Pushing ad rates to historic highs of $7mn in 30 seconds. Up from $5.2mn in 2019. A 35% jump in a period that including pandemic caused economic woes. That's crazy.
The previous such comparable jump was about 20 years ago. When SB ad rates jumped from $1.5mn in 1998 to $2mn at the next one, dubbed the #DotcomBowl because dotcommers flush with cash pumped money to get people to take them seriously.

Many are drawing parallels. You can see why
Read 27 tweets
There's always a lot of talk about an economic and financial crash. While there are a few who think everything will keep going up, I think we are going to see a mix of both. Allow me to explain. It appears #Crypto is heading towards a market cycle top with a full fib extension.
This is likely to happen sometime between now & spring. There is also a lot of analysis that supports full fib extensions and market cycle tops for the #NASDAQ and the #DowJones at the same time. This is based on a fib cycle start for the NASDAQ in March of 2000 with the #Dotcom
bubble burst and for the #DowJones in Oct of 2007 with the financial crisis. I agree with the cycle start for the #NASDAQ but see the fib cycle start for the DowJones beginning a month before the #Dotcom bubble burst in Feb of 2000 and extending to the #COVID19 crash in March of
Read 18 tweets

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