Discover and read the best of Twitter Threads about #economic

Most recents (24)

As #pandemic induced #digitaltransformation rush abates, SaaS companies face tough YoY growth comparables
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#economic headwinds
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Normalization of valuations back to pre-pandemic levels.

🧵

1/
2/
$TEAM : Atlassian had a massive run to over 60x EV/Sales (NTM).

22E Rev: 2.8B
23E Rev: 3.5B @ 26% gr
GM 85% range
EBITDA margin : 25% for 2022 but decelerating to teens in 2023

Src: @Sentieo
#SaaS #software #tech #news #Nasdaq $NDX $IGV #hypergrowth #growth #trendwhizo Image
3/
$SNOW: Snowflake ran to over 120x EV/Sales (NTM) but normalizing to 24x, a premium to data peers due to superior growth profile

22E Rev: 1.22B
23E Rev: 2B (66% gr)
22E GM 60-70%

Src: @Sentieo
#SaaS #software #tech #news #Nasdaq $NDX $IGV #hypergrowth #growth #trendwhizo Image
Read 6 tweets
1/5.
The #Crumbling #Empire & its #EU #Vassals are #Locked in an #Economic #War of #Attrition with #Russia, which it did NOT #Expect & against which it has NO #Plan on how to #Win it.
The #Increase of ever #More #Sanctions on #Russia are #Hurting both the #US & even more>>
2/5.
the #EU-part of the #Empire more than #Russia,
in a steady #Rising way, creating more & more #Resistance against it, both in the #US as in #Europe.
In the #Battlefield- #War-#Theatre however, its clear that the #Russian #Allies are slowly, but #Decisively & #Grindingly>>
3/5.
#Destroying the #Ukraine #Army & its #Infrastructure, that was #Constructed, #Armed & #Trained by the #NATO-allies in the 8 years since the #Maidan #Coup & #Start of the #Ukraine #Civil #War in 2014.
When the #Policy of #Fighting instead of #Diplomacy continues,
>>
Read 6 tweets
As was widely expected, the @federalreserve’s Federal Open Market Committee raised the target range for the Federal Funds #policy rate by 50 basis points (bps), to between 0.75% and 1.0%, and announced the start of #runoff of the central bank’s balance sheet.
As previously suggested by the #Fed’s March minutes, the pace of runoff was confirmed today as $95 billion/month ($60 billion in U.S. #Treasuries and $35 billion in Agency #MBS, with a three-month phase-in period.
Also as expected, the statement reiterated that the #FOMC “anticipates that ongoing increases in the target range will be appropriate,” underscoring the seriousness of #Fed policymakers in getting #inflation and inflation expectations under control.
Read 16 tweets
💥Pres. Biden Requests $33 Billion in Aid For #Ukraine🇺🇦
🔹$20.4B in #military assistance
🔹$8.5B in #economic help
🔹$3B in #humanitarian assistance
🔹$500M in domestic #food production assistance
@NATO allies will do their share to help Ukraine defend against aggressor #Russia ImageImage
⚡️Biden: "As long as the assaults and atrocities continue, we're going to continue" helping #Ukraine defend itself from Russian aggression.

Biden says $33B supplemental funding will use Defense Production Act to expand US production & preserve materials disrupted by Putin's war. Image
Biden: Russia can't blackmail or intimidate their way out of sanctions. We will not allow them to use their oil & gas to avoid consequences of their aggression. We're working with other nations to help support our European allies w/ gas blackmail of their energy needs. Image
Read 4 tweets
We are LIVE tweeting the panel discussion with @carlbildt, @MalikAshok, Ming-Shih Shen, @DCTwining, @LisaCurtisDC, @LynnKuok

Stay tuned for updates!

Join us using this link:

#Raisina2022 #RaisinaDialogue
.@LynnKuok: The #US has put working towards a common cause with its closest allies at the centre of advancing its national interest. The strength of the US as well as its partners matter.

#Raisina2022
.@carlbildt: If you look at the handling of the #Russia crisis, we are flying together. We are closer than in the past, covering all aspects of #security. There is a significant strengthening of #NATO and #transatlantic aspects of security.

#Raisina2022
Read 18 tweets
We are LIVE tweeting the panel discussion with @SenatorWong, @DrSJaishankar, @JoaoCravinho, @stephenharper, @Cold_Peace_, @vtchakarova and @samirsaran

Stay tuned for updates!

Join us using this link:

#RaisinaDialogue2022 #TerraNova
.@Cold_Peace_: What stands out for #Indiaat75 is that it is a stabilising actor. It is fairly remarkable that #India has risen quickly. In stark contrast to China's position, India is treating other countries with respect and has been a friend of the #West.

#Raisina2022
.@Cold_Peace_: It is very important to distinguish between criticism in #freepress and government policies. The #US government policies have been consistent in the last two decades. All countries want to do more business with #India.

#Raisina2022
Read 21 tweets
We are LIVE tweeting the panel discussion with @TimSCahill1, Admiral R Hari Kumar, @CDF_Aust, General Koji Yamazaki, @INDOPACOM, Air Marshal Luc De Rancourt, and @Lisa_Singh.

Stay tuned for updates!

Join us using this link:

#Raisina2022 #RaisinaDialogue
.@TimSCahill1: There is a wide range of threats that we are facing today, such as the continuing struggle of #terrorism, emerging asymmetric capabilities, & #military & #economic competition. The domains in which our adversaries operate now are very broad.

#Raisina2022
.@TimSCahill1: While we have been occupied with #COVID19, our adversaries have grown stronger & expanded their capabilities. There is a need to develop an ability to counter our adversaries’ #hypersonics.

#Raisina2022
Read 22 tweets
UN General Assembly suspends Russia from Human Rights Council

For More Live Updates: timesofindia.indiatimes.com/world/europe/r…
93 countries voted in favour of the draft resolution, 24 countries voted against it, 58 countries abstained
Recent reports of civilian killings in Bucha are deeply disturbing. We have unequivocally condemned these killings and support the call for an independent investigation: India at UN
Read 12 tweets
The UK says it's ready to regulate stablecoins for payments — and cryptocurrencies like bitcoin are next on its list
1/
The UK will legislate to bring certain stablecoins into its payments system, the Economic Secretary to the Treasury said Monday.
2/
John Glen announced the government will legislate stablecoins and enable stablecoin issuers and users to operate in the UK.
Read 18 tweets
Oh dear
2028hrs @AlboMP blows his bags abt the retired chief of #Energie Security Board, technically derelict & bereft #economic parasites much like South Australia’s @SAPowerNetworks, who talked💩about what we shld do when the wind doesn’t blow/🌞doesn’t shine

💥@Greens #auspol ImageImage
.. the people who engineered Australia’s internationally embarrassing (well let’s face it hideous & shameful) Santos/ @WoodsideEnergy “gas #transition” to fully #Renewable #energy (oh sorry net-renewable - ie. traded off agst false credits & offsets - in 28 yrs) are dogs #auspol ImageImageImageImage
DON'T fool WITH US you zombies: here's the @WoodsideEnergy declaration-of-war on the human race - enthusiastically supported by SmegMo & Bilbo Baggins' at December's @IPCC_CH #auspol
(@CA_Latest)(Bill Hare now on UN #Greenwashing guard-dog committee) climateanalytics.org/blog/2021/aust…
Read 4 tweets
A few months ago, #markets expected U.S. #inflation to peak by mid-2022 at around 7% to 8% at the headline level and then anticipated that generalized #price gains would decline into year end, closing the year around 4%.
However, the tragic war now unfolding with Russia’s attack upon Ukraine has not only sent #energy prices skyrocketing but it has led to much greater uncertainty over #economic growth and #MonetaryPolicy reaction functions, in Europe and indeed around the world.
Core #CPI (excluding volatile #food and #energy components) came in at 0.5% month-over-month and 6.4% year-over-year. Meanwhile, headline CPI data printed at 0.8% month-over-month and came in at 7.9% year-over-year, the greatest increase over a 12-month period since January 1982.
Read 17 tweets
@ACGeoEcon #Sanctions Dashboard is out. Surprise, it's all about #RussiaUkraine. We use #dataviz to compare sanctions across countries, how #Oligarchs are connected to each other and why freezing #reserves is driving #Russia towards default.🧵w gifs below.
atlanticcouncil.org/?p=496048&prev…
First, let's look at who has sanctioned what in #Russia since the #InvasionOfUkraine. The US and EU led the way. This is just entities and individuals. Keep going 👇
Next we turn to the big whopper, the freezing of 60% of #Russia's central bank reserves over night. #ruble is now at 120/USD. Analysts see credit #default trajectory. US couldn't do this alone with only 8.5%. This is international unity at play. Not done though!👇
Read 5 tweets
#BlackHistoryMonth wraps up today but we can engage with #BlackExcellence round the year via these #BlackTwitter accounts.
Wherever you live, we invite you to learn more about these #Communities & institutions that are shaping the story of #Canada.
🧵with favourite accounts.
1/12
@BlackHealthCAN

Join them in their goal to “reduce the racial disparities in health outcomes & promote health & well-being for people from the diverse Black communities in Canada with emphasis on the broad determinants of health, including racism." #BlackHistoryMonth

2/12
@blackartndialog is "dedicated to supporting, documenting and showcasing the artistic and cultural contributions of Black artists and cultural workers in Canada and internationally." #BHM

Explore their incredible FREE for the public gallery here: bandgallery.com
3/12
Read 13 tweets
🧵The govt of #Pakistan has found a specific #fiscal space of 250 Bln, which is being channelised to provide relief in #energy prices. Here is the break down

#PMIKaddressToNation
2) 1.5 billion litre HSD/#Petrol consumed per day. Rs 10 per litre relief means Ra 15 billion per month.

#PMIKaddressToNation
3) Decrease in #electricity prices @RS 5/unit (slab 2-5; all commercial) = monthly impact 17.5 billion

Four months subsidy on #petrol #diesel #electricity = Rs 130 Bln

#PMIKaddressToNation
Read 5 tweets
#Russia has invaded Sovereign #Ukraine.
Russia along with the big 5 gave Ukraine, #Belarus and #Kazakhstan explicit guarantee to respect their Sovereignty and territories as part of #Budapest memorandum in return for giving up their #nukes.
#Putin claimed that "promises" were made and broken regarding #NATO expansion?
Yet #Gorbachev has said many times that no such promise was given
Who should we believe?
The Ethno-nationalist?
Or the Nobel prize winner?
Russia breached this accord with its original 2014 invasion.
The actions of Russia in its pursuit of Crimea and making #Azov a russian lake have led to creating and supporting continued insurgency in eastern Ukraine.
The claim of Putin to be entering Ukraine as a #peacekeeper?
As a guardian of Russian speakers?
Read 14 tweets
📈 Daily Rundown - #BTC, #ETH and #DOT 🔔 In today´s Daily Market Report: Image
👉 Risk-off sentiment persisted as Vladimir Putin said it was time for #Russia to recognize the breakaway regions of Donetsk and Lugansk as independent.
👉 Federal Reserve Governor Michelle Bowman said on Monday that she will assess incoming #economic data in deciding whether a half percentage point interest rate hike would be required in the upcoming meeting.
Read 7 tweets
#Hypocrisy is the best policy in a #unipolar #world, but it wont work in the “multipolar transition” to a “#Tripolar #World with a #multipolar rim”!
The “#Bipolar #World with a #Multipolar #Rim,” is already here. The Russian conflict with Ukraine, wont change this. #High #Tech #Decoupling & #partial #economic #decoupling from China is a necessary for survival of free market, open democracies.
2/hwo The #Hypocritical #World #Order(#HWO): “The very people who want pragmatism on #Afghanistan, don’t want pragmatism on #Myanmar
Read 6 tweets
With respect to the data, #coreCPI (excluding volatile food and #energy components) came in at 0.6% month-over-month and at a high 6% year-over-year.
Meanwhile, headline #CPI data printed at a strong 0.6% month-over-month and came in at 7.5% year-over-year, the greatest increase over a 12-month period since February 1982.
Additionally, the @federalreserve’s favored measure of #inflation, #corePCE, increased 0.5% in December, bringing the year-over-year figure for the measure to 4.9%, as of that month.
Read 15 tweets
An 8 Step Checklist Before Entering Any Trade:

A thread(🧵)... (1/18) Image
1. If the market is in a trading range or trending: Traders must know that if this happens, there's a higher probability of right #trades. Always remember, the trend is your best friend (2/18) Image
#Traders must also ask if the prices are in a strong trend and if they want to continue to move along with this trend. (3/18) Image
Read 18 tweets
Today’s #inflation report continued to reinforce the theme that gaudy #price gains are not standing in the way of demand.
It is a very rare time in history, in fact, most people operating in #markets haven’t seen this sort of demand outstripping supply in the real #economy in their careers, with some areas seemingly depicting a dynamic suggesting that “price is no object.”
Clearly, #inflation has been escalating for a number of months due to #shortages of supply in areas such as #housing, #commodities, semiconductors, new and used cars, etc., and those supply shortages are mostly still in place today.
Read 12 tweets
1/ You've heard this argument, right? Let me break down why it's fallacious in this 🧵

- When using national averages on class size, salary, and student: #teacher ratio, the average rate per child/hour for a teacher comes to about $3. Or, nearly 3x less than the hourly rate for
2/babysitting a single child. At first glance, this seems outrageous, but is it? Let's take a deeper look.

- The most gaping flaw in this argument is that it is borne of the dated #Marxist Labor Theory of Value, which argues that the value of a produced #economic good can be
3/ objectively measured by the labor hours required to produce it. It is worse than that, for it assumes the value of labor for babysitting one child is the standard for all labor involving supervising children (more on this later).

- The problem with the LTOV is that
Read 11 tweets
A simple thought.,
Eminent Indian Leaders & their India - A Problem for the West or East

MK Gandhi, though his actions n methods pacified Hindus to a level were our ethos changed subconsciously into embracing non-violence he was still an eminent leader who wanted to dismantle ~1
congress which was a setup by the British as a way to handle Indian grievances but he was eliminated not by M #ISI r X’ #CIA #Mi6 to the naked eye but by an #Hindu Just to put the Hindu renaissance at halt n to inject tht feeling of self-shame into every Hindu post independence~2
⏩ We may have diff in ideology n opinions but #Indira emerged as undoubtably a strong figure tht India was deprived of post Sardar/Sashtri. Her 1971 Bangladesh operation, Pokhran Nuclear test, operation Blue star (of course Bhindranwale was her own monster but) all shows her ~3
Read 12 tweets
This 👇🏽👇🏿👇🏻 This is why #BLM exists & why “implicit bias” is not only real but it kills

Why, when you see it, say something, do something
The system changes not by sharing tweets & hashtags but actions & consequences & removal of toxicity from the system

Follow #BlackTwitter
Above #MedEd #TikTok improvement: #citeblackwomen who lead this work (not only utilized the savior mindset of Black & brown as victims) #Blackexcellence @citeblackwomen center Black women
Send #SoMe traffic to Black creators & activists. #healthcare twitter.com/i/lists/122380…
Take #sharethemic initiative. It allowed #Blackexcellence to speak thru #influencer accounts to large followings for a day. I looked at before/after numbers, it did NOT drive any additional traffic to the actual accounts of those voices. Resurfacing this:

https://t.co/VZ26WWNxRP
Read 45 tweets
#Read this new #Report while there’s still time to act!

bakerinstitute.org/research/us-ch…

“US-#China Competition Enters the Decade of Max Danger: #Policy Ideas to Avoid Losing the 2020s”

My latest with Gabe Collins @BakerInstitute!

@RiceUniversity
@RiceUNews
@CES_Baker_Inst
#Xi
#Taiwan
As #PRC/#CCP power peaks over this decade, #Xi may seek #Taiwan as historic prize.

To protect their security & rules-based order, US/Allies must mobilize immediately to deter aggression.

The mission is vital, the stakes are high, & the clock is ticking.

bit.ly/PLA2027 Image
US/Allies/#Taiwan now face “#DecadeOfDanger” w/ peaking #Xi/#CCP/#PRC as #China has extreme version of “S-Curved #slowdown.”

Xi’s risk acceptance will likely be amplified by his track record of largely-uncountered revisionist actions vs. neighbors & RBO.

bakerinstitute.org/research/us-ch…
Read 42 tweets

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