Discover and read the best of Twitter Threads about #allin

Most recents (10)

45 days

1/ 昨日加息0.75%,符合市場預期所以爆升,原因係大家都認為美國之後唔會加1%,而且下一次加息時間係9/22號

我認為直到9/22號,這段時間是一個溫馨期,如果8月cpi不太過分的話,下一次加息預期是0.5%,11月0.25%,12月0.25%
2/ 昨日鮑sir之後都有講,如果數據唔理想,才會考慮大幅加息,我認為講係一定要咁講,理論上今次情況最應該要加1%,但並無做

即是美國不想市場大跌,亦可能大選迫近,投資市場氣氛很緊要,所以減輕力度,總之,對投資市場來講,我認為屬於正面,可以開始勇敢少少
3/ 因為 #crypto 世界裏面,45日算係一個好長的時間,45日足以可以令 #Bitcoin 升一倍,altcoin升2倍,可以稱得上歌舞升平
Read 16 tweets
We are roughly 2 months away from the start of #CFB season! Lets talk expectations. Ill go through each team & give what my model predicts as the % chance each team gets to bowl eligbility, and also the % chance each team gets 10+ Ws given their respective schedules. Lets go!🧵
#SEC (% Chance @ 6+ Ws/% Chance @ 10+ Ws)

#Alabama #RTR 99.9%/89.5%
#Arkansas #WPS 55.3%/11.0%
#Auburn #WarEagle 36.9%/1.8%
#Florida #Gators 81.0%/17.4%
#Georgia #UGA 99.9%/93.3%
#Kentucky #BBN 66.7%/7.3%
#LSU #GeauxTigers 81.8%/29.1%
#HailState 47.8%/2.6%
#SEC (% Chance @ 6+ Ws/% Chance @ 10+ Ws) (cont)
#Mizzou 69.2%/11.6%
#OleMiss 96.9%/41.4%
#SouthCarolina 31.2%/0.8%
#Tennessee #Vols 95.3%/35.6%
#TAMU #GigEm 99.0%/75.1%
#Vanderbilt #AnchorDown 2.3%/ <0.1%
Read 12 tweets
Flying back to London from Miami tomorrow ✈️

An incredible few days at the @allinsummit 🤯

Here’s my first Twitter thread with my takeaways 🧵

#allinsummit
1. @MarHershenson gave a brilliant talk on if founders are born or made.

The two traits that are coachable are peers & network.

Got me thinking about how I can proactively cultivate my network - weekly poker game anyone?

Mar is doing some inspiring work creating founders.
2. BGSquared @bgurley @altcap gave a masterclass in markets.

Too many takeaways to name them all but one that sticks out:

Negative unit economics in the pursuit of growth will fail 49 times out of 50.

Reassuring given how disciplined we’ve been at @hackajob_co
Read 14 tweets
Ready for the #CFB Analytics Spring Top 40? Here we go. This Power Ranking is derived from a model which utilizes full Coach Staff efficiency metrics, roster talent, & returning production among other metrics. No opinion here, I just regurgitate the numbers. #NoOpinionJustNumbers
40 #Kentucky #BBN #SEC Power Rating: 61.726
Returning Production for the Wildcats may be a problem. At 39.72%, it puts them at 113th in the country. The schedule is manageable tho drawing Ole Miss & Miss State out the West. #CFB
39 #Washington #PurpleReign #Pac12
Power Rating: 62.271
Really like the new coaching staff in Seattle. Should put them in a better position to win. Roster talent purge from the prev regime will have an early effect (last 2 classes were 39th, 86th) but the ship has been righted.
Read 42 tweets
(1/x) Vor einem Jahr haben wir bereits mitgeteilt, dass man ohne weitere Präventionsmaßnahmen die Anzahl von #SARSCoV2 in der Raumluft nur mit sehr viel virenfreier Luftzufuhr und damit Abfuhr von virenhaltiger Luft benötigt, um einen Ausbruch über Aerosol zu verhindern.
(2/x) Mit Delta dürften es jetzt im Mittel etwa 140 m3/h pro Person und pro Stunde Aufenthalt sein, abhängig u.a. von Virenlast der infizierten Person. Das bedeutet bei 20 P. für 6 Stunden im Raum 16.800 m3/h!!! Typische Werte liegen bei 400 - 800, große Luftreiniger haben 1000.
(3/x) Das zeigt eindeutig, dass lüftungstechnische Maßnahmen alleine nicht reichen, um Ausbrüche (>1 Ansteckung) über Aerosol zu verhindern. Mit Tragen von med. Masken kann inhalierte Dosis im Mittel halbiert werden, womit ein Luftbedarf von 8.400 verbleibt. Immer noch sehr hoch
Read 12 tweets
Continued grace & poise with affirmative statements by audience as current Association of Black Cardiologists webinar on #COVID19 impact on minority populations gets zoom bombed. Lots of hate speech, but balanced by love. #Wewillovercome.
So lots of #love & #gratitude too. I didn't post the most hateful speech but here are some of the many affirmative statements that the speakers got all during the #COVID19 talk on the burden in US minority populations. #ALLIN
#Love all these guys so much. Hate makes us stronger in #COVID19. As Dr. Michelle Albert said on closing-"If you find it in your #heart to care for someone else, you would have succeeded."-#MayaAngelou
Read 3 tweets
Version 3 of the #CFBPlayoff rankings were released last night. What you expected? If youve followed along since early Oct you know the process. You werent surprised. For the rest of you, lets take a look & compare to what was projected using the same process used for 5 yrs.
First off, why does the committee use this process? Think about it. 14 busy guys make up this committee. They have roughly 60 hrs from when the last game ends on Sat to when they need to have this Top 25 created on Tues. If they evaluate only 30 teams to get that 25, how much
time is adequate to evaulate? 1 hr? Thats 30 hrs of evaluation. Half the time is gone & no one has slept. The process of getting a consensus out of 14 people hasnt even started. Thats why this process is kept so simple, & its why they have a defined predictable process.
Read 29 tweets
1/ @TheRickWilson is absolutely right that Rs have been successful winning elections.

But like the guy born on 3rd base thinking he hit a homer he left out some pertinent details.
2/ Since Nixon Rs has embraced and committed to Pat Buchanan's vision of using wedge issues for electoral gain,

"Such gambits, he added, could "cut the Democratic Party and country in half; my view is that we would have far the larger half."

newyorker.com/magazine/2008/…
3/ There is no wound in our national psyche that Rs won't exploit for gain - reproductive rights, God, Guns, Gays, etc.
Read 21 tweets
Quick Clelin Ferrel Thread: 6040 264 lbs with good get off/burst, and solid athlete in space too make him more scheme diverse than advertised. His story is unique and easy to root for. Traits below: #NFLDraft #GiantsPride #Allin @ClemsonFB
Get Off (+)
Almost a little overlooked at this point, consistently good stride length timing the snap well puts a lot of pressure on OL in their sets. Shows solid play speed when K&Ding, w/+body control and timing for UoH early in down
Moves(+)
2nd best technician in class (Bosa #1), lot of arrows in quiver to beat OL on both high and low side. Power combos w/+Long Arm or ++UoH can collapse pockets early. Club move dominated at times to smaller OL. Nasty swim move/twitch vs oversets
Read 12 tweets
¿Os gusta la carne picada? A los nazis, al menos durante la Segunda Guerra Mundial, sí. Hoy os contamos la historia de cómo un cadáver flotando cerca de las costas españolas cambió de forma definitiva el transcurso de la guerra. Nos ponemos los cascos y empezamos... #WH_historia
Estamos en 1943. La campaña en el norte de África está terminando y los estrategas aliados empiezan a poner sus ojos en Europa. Sicilia, controlada por las fuerzas del Eje, es objetivo estratégico de primer orden.
Además de ser un trampolín para la invasión del continente, el control de la isla ayudaría en la protección del tráfico naval aliado en el Mediterráneo. Pero los alemanes son conscientes de la importancia de la isla y allí tienen una base permanente de la Luftwaffe.
Read 21 tweets

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