Discover and read the best of Twitter Threads about #estimate
Most recents (2)
Going thru charts, these 5 stood out:
1. Hearing comments like "rates are only at 1%. Wait til the Fed really tightens." But that doesn't capture what's happening now. @NDR_Research Monetary, Fiscal & Exchange Rate Policy Index is dropping at fastest rate since at least 1974. 1/5
1. Hearing comments like "rates are only at 1%. Wait til the Fed really tightens." But that doesn't capture what's happening now. @NDR_Research Monetary, Fiscal & Exchange Rate Policy Index is dropping at fastest rate since at least 1974. 1/5
2. FY22 #earnings estimates have finally started to drop as analysts accept reality that double digit EPS growth will be hard to achieve amid a slowing economy, tightening policy, rising wages, and high inflation. 2/5
So my tweet yesterday caused a third of you to lose your mind… and start throwing topographic maps of Ukraine in my face... Allow me to elaborate on why the Russian “special operation” is a haphazard military operation at best, and a ballet performance at the Bolshoi at worst.
Here is a map of the infamous Schlieffen Plan. One main thrust into Northern France by the German Empire along four axes. Note the lack of spearheads anywhere else on French territory. No thrust into Alsace, for example.
Here is an (overly simplified) map of Operation Barbarossa. Three main thrusts along a front much wider than what Russians are dealing with in Ukraine. Can someone please send me a topographic map? #sarcasm
