Discover and read the best of Twitter Threads about #markets

Most recents (24)

I've spent over 20 years at large investment banks, where I ran global research and strategy teams across multi-asset, FX and fixed income products.

Here's my list of the best bloggers on #economics and #markets you NEED to follow today.

Is there anyone we may have missed? 🧐
In no particular order:

1\ Managing Editor of the Journal of Economic Perspectives, @TimothyTTaylor, is somehow able to write on 3 or 4 meaty macro topics a week. This can range from the share of veterans among prime-age men to environmental economics: conversableeconomist.blogspot.com
2\ @awealthofcs is Director of Institutional AM at @RitholtzWealth. What we like about his blog is that he writes for investors, shares investing lessons, provides useful stats on market returns and writes in a succinct manner: awealthofcommonsense.com
Read 14 tweets
@SunPharma_Live
(In Million) fy11/fy20
Revenue - 60827/334735
R&D - 3313/19736
Net Profit - 18161/69644
EPS - 7.5/15.7

New speciality launche
1) Cequa -Oct'19 (cyclosporine ophthalmic solution 0.09%)in Keratoconjunctivitis sicca(dry eye) for increasing tear productn
#pharma
2) Absorica LD - Feb'20(isotretinoin) capsules in US for severe recalcitrant acne in patients 12yrs&older

3) Ezallor sprinkle - July'19(rosuvastatin)capsules for 3 types of elevated lipid disorders for patients with difficulty in swallowing

#pharma #StockMarket #Nifty #stocks
4)Drizalma Sprinkle - Oct'19(duloxetine delayed release capsules) in US for oral use, serotonin & norepinephrine reuptake inhibitor for patients with neuropsychiatric & pain disorders in patients who have difficulty swallowing

@SunPharma_Live annual report 2019/20
#API #sensex
Read 11 tweets
Inflation:

One of the biggest talking points of the Covid-19 crisis. There are many valid points on all sides of the argument of whether we are going to be faced with deflation, stagflation or inflation. Many of the best and brightest are pondering this question, ... /1 Image
... as it influences CB policy moving forward.
I just wanted to write down a few points on whether QE, and the huge increase in M2 that we've been seeing, will automatically lead to high(er) inflation. Firstly, assuming M2 flows down to the general population, an increase... /2
... in the money supply doesn't neccesarily lead to inflation, as people tend to save more money during times of economic hardship. We have already seen a pick up in the saving rate in this recession. On the bond buying side of QE, even though the CBs are purchasing bonds... /3 Image
Read 14 tweets
Navin fluorine
Traction in life & crop science business
Speciality chemicals & CRAMS(Dewas plant with cGMP) accounted for 64% sales in q1fy21
Company AR FY20,25% drugs approved by USFDA in fy19 contained fluorine molecules
Traditional inorganic fluoride & refrigerant business impacted due to slowdown in steel,glass industry due to COVID
$410mn 7 year contract starting q4fy22 for supply of high performance product in fluorochemical space,longterm visibility,capex $61.5mn thru debt,internal accruals
EV/EBIDTA of 29.74 it's more richly valued compared to Aarti,SRF
Fluorospar 60% raw material cost for navin,main producer China,company has dependance of 20%
Shift of businesses from China will aid Navin
Read 6 tweets
#Markets vs #Economy

This is an Investor letter written by John Templeton in 1954 that was shared in 1958 again!
This time is not different!
#earnings and #business trends are only one of the factors
Read 9 tweets
We are not going back to 2019, nor is your #marketing. The new content must come in with Intensity, empathy, emotion & innovation. A few of the #contentmarketing hacks 366pi.com #DigitalTransformation #empathy #content #MarketingDigital
Content strategy continues to be an enigma for many businesses across the globe. Does your content have a story to tell? Hallmark of a good content is the plot around it 366pi.com #marketing #DigitalTransformation #contentstrategy #marketingdigital
Content behaves more like the Knight in a game of Chess. It plans for two steps forward but moves one step sideways or even backward. What is needed to win the #contentmarketing game? 366pi.com #marketing #DigitalTransformation #Markets
Read 10 tweets
1/Thanks very much to my old friend @steve_sedgwick @SquawkBoxEurope for the chat this morning
2/We looked at #Growth v #Value, the #US v ROW, we touched on #bonds and borrowing, #money supply, #inflation, #lockdown, #commodities & #gold - all in under 10 mins!
3/If that was all a bit rushed, here follow the notes I sent to accompany our chat:-

#macro, #markets
Read 12 tweets
Daily Bookmarks to GAVNet 7/04/2020-2

greeneracresvaluenetwork.wordpress.com/2020/07/04/dai…

The Masks Masquerade - INCERTO - Medium

medium.com/incerto/the-ma…

#masks
Token Engineering Explained in 3 Levels of Difficulty

medium.com/@gablerjonatha…

#engineering
What if finance is a solved problem? - I'm Late to This

mylesudland.substack.com/p/what-if-fina…

#finance #markets
Read 5 tweets
.#Markets keep pivoting off of a great deal of noise running through the #media, but as we’ve indicated for some time, it’s worth taking a step back to consider the power behind #monetary rescue programs and their influences.
Critics of the efficacy of quantitative easing (#QE) often contend that asset purchase proceeds remain stranded in the #financial #economy
but the transfer of #capital to #MainStreet actors; amounts to the first direct payment of money creation from the #Fed into the real #economy since WW2, catalyzing broad #money and incremental #NGDP growth, and Chair Powell also indicated those purchases won’t run off.
Read 6 tweets
Mark Minervini
Specific entry point analysis & superperformance
Basic criteria :-
Most superperformers occurred with stock in a definite uptrend,improving earnings,revenue,margins,definite catalyst in place
Most superperformers give atleast 1,sometimes multiple entry points
Many superperformers may not workout or result in gains,stoploss is critical

If trend is in place check fundamentals ,look for a catalyst ie..drug approval by USFDA,appointment of a new CEO,identify entry and exit points
@markminervini @jackschwager
@dow #stocks #markets
Most superperformers(SPs) occur when a stock is young 1st 10 years post IPO
Many companies have high growth phase when they are small ,nimble and low market cap
Occasionally large caps may see huge price surge after a turnaround or post prolonged bear market
@Coolfundoo #nse
Read 15 tweets
1/ Financial markets have been the cornerstone of capitalism’s success – efficiently allocating scarce capital to the best businesses. Private enterprise was disciplined to ensure returns to attract capital. Markets worked.

#bonds #equities #markets #economy #investing
2/ The private sector proved vastly superior at generating wealth than government bureaucracies which squandered it, and the relative failures of command and control economies from Russia to France highlighted just how attractive market economies could be.
3/ Over the last few months of coronavirus, we’ve seen the complete breakdown of the financial markets as efficient allocators of capital. They have become little more than parasites, feasting on government bailouts and central bank QE Infinity programmes.
Read 10 tweets
Para un artículo @efpa_es, me han pedido algunas notas bibliográficas (con su correspondiente explicación) principales contribuciones campo psicología mercados o behavioral economics. El primero: Confusión de confusiones, J De La Vega (1688).
El temprano manual de De La Vega contiene inumerables perlas de sabiduría bursátil incluídas atentas observaciones sobre "bulls"/"bears", overconfidence, herd behavior, o la ya conocida aversión a la pérdida. Libro fundamental para cualquier inversor.
Un segundo libro es Memoirs of Extraordinary Popular Delusions (1841), de MacKay, quizás el mejor manual para entender como se extienden los pánicos y que es el comportamiento de manada. Contiene la mejor descripción burbuja Compañía de los Mares del Sur. #psicology #bubbles
Read 14 tweets
This is BIG-#Promoters having 25% or more shares in a company can raise shareholding now,by 10% in a year,Vs earlier 5% limit

Increase in limit,permitted only via #preferential issue of equity shares

Will enable Cos greater access to #capital&very pro #markets

#TakeoverCode💪
Any rise in voting right beyond permitted threshold will result in mandatory open offer,vide 3(2) of takeover code

Threshold raised from 5 to 10%,via preferential issue,only for FY21

Change in #TakeoverCode,to help capital raising,by corporates,big step by @narendramodi govt💪
Increase in shareholding or voting rights,permitted only till 75% of non public shareholding limit

Gap between two #QIPs by listed entity,reduced from 6 months to just 2 weeks..this is HUGE& reflects @narendramodi govt's commitment to help corporates,to access capital

#Takeover
Read 3 tweets
#EVIL #WORLD #LEADERS #Illuminati #OCCULT
#LeeWarren #PLIM #REPORT #Volume 11#1
🤔
When have the most inhumane acts occurred in time?
Was Nazism born of secret societies and the occult?
Was Hitler under demonic influence?
Was Stalin controlled by demons?
soulwinning.info/satan/world_le…
#World #Leaders & the #Occult #EVIL #Satanic #System

World leaders gathered around a moving luminescent #pyramid in a circle with symbols. They wear a lapel pin of an unholy triangle, the #illuminati pyramid

World Leaders #Wearing Illuminati Pyramid Pin
Read 22 tweets
Daily Bookmarks to GAVNet 6/11/2020-2

greeneracresvaluenetwork.wordpress.com/2020/06/11/dai…

China Could Force Donald Trump And The Fed To Destroy The U.S. Banking System

forbes.com/sites/billybam…

#china #digital #banking #trump
Stephanie Kelton: MMT Simply Describes Monetary Reality In The US – Heisenberg Report

heisenbergreport.com/2020/06/09/ste…

#MMT
Erosion of the Himalayas governed by tectonic movements, limiting climate change impacts on landscape formation

phys.org/news/2020-06-e…

#landscape #Himalayas #ClimateChange #erosion
Read 5 tweets
Thread #AgriReforms
👇
New, organised & tech driven procurement/#marketing systems will only work as actual options for farmers if they manage to address the real constraints that #farmers face on ground, especially access to credit, inputs, storage, transport, & timely payments.
Farmers will not benefit from the newly announced reforms if they cannot overcome these constraints. While increasing competition for intermediaries is desirable, their elimination is a misguided/dangerous objective if one does not respect or replace the roles & risks they cover.
Even today the majority of farmers, especially small & marginal cultivators, sell their produce to largely unlicensed traders/intermediaries in Vill/local sites of exchange outside APMC. But, if farmers r bound by law to sell in APMC mandis, why r so many of them selling outside?
Read 6 tweets
How to trade stocks and shares successfully? What makes somebody a shrewd investor? Let's look at the profile of a canny investor in this thread.
Strongly recommend reading "The Intelligent Investor" by Benjamin Graham, just ask Warren Buffett.
#investing
independentinvestor.com/share-dealing/… Image
Warren Buffett: "Only buy something that you'd be perfectly happy to hold if the market shut down for 10 years".
Investors should concentrate on the long term returns and checking market quotes every day won't make you rich overnight.
#markets
independentinvestor.com/share-dealing/…
Warren Buffett: "Only invest in 'simple businesses' that you understand". Before buying shares in a company make sure you understand what the company does and how it makes money, rather than looking for the best thing since sliced bread.
#buyshares
Read 5 tweets
Currently, there are over 100 brokers to choose from to trade Contracts For Difference (or simply CFDs) but comparing them all is a hard task. So which CFD broker should you use?
In this thread we list vital characteristics of a reliable provider.
independentinvestor.com/brokers/cfds
#broker Image
1. Regulation. Broker regulation plays an important roles. Who would you rather trade with, a reputable and heavily regulated broker or unregulated one? Two, probably, strictest regulators are FCA (UK) and ASIC (Australia).
Stay away from unregulated brokers.
2. Range of markets. Some CFD brokers offer just 100 or so financial markets whereas others can offer over 10,000 instruments. When selecting a trading platform, make sure you check what markets they have on offer.
independentinvestor.com/cfd/markets
#cfd #markets #trading
Read 6 tweets
On March 26 2020 the Club of Rome published an open letter: Call to Action from the Planetary Emergency Partnership*: Emerging from the Planetary Emergency and partnering between People and Nature"

clubofrome.org/impact-hubs/cl…
"#Covid19 has shown us that overnight transformational change is possible. A different world, a different economy is suddenly dawning."

The transformational change consists of a multi-pronged global transformation. The finalization of nature (#NewDealForNature) & reboot to #4IR.
First signatories to the open letter include Christiana Figueres, Sandrine Dixson (Co-President of The Club of Rome) Kate Raworth, Johan Rockström (#CI), & Hunter Lovins.

#NewDealForNature
#VoiceForThePlanet
#4IR #SmartCities
#TheyMeanBusiness
Read 27 tweets
.@WarrenBuffet on
Why he's not buying stocks in size: sensitivity to tail events and the '08 reminder "we don't see all the problems the first day."
On whether others should buy now: Only if you expect to hold for a long time and are financially and psychologically ready to do so
@warrenbuffet .@WarrenBuffett repeated what Charlie Munger told the @WSJ earlier on why #BerkshireHathaway didn't repeat the 2008-09 experience of lending to stressed companies:
"We haven't seen anything attractive," especially after the #Fed quickly opened the #markets for companies to borrow
@warrenbuffet @WarrenBuffett @WSJ In continuing to express relative caution overall, @WarrenBuffett stresses that, when it comes to the impact of the #CoronaVirus shock;

- "You can't rule out any possibility" and

- #BerkshireHathaway wants to be prepared for many possible scenerios.

#markets #economy #COVID19
Read 4 tweets
(THREAD) @ImpactAlpha challenges #impact investors to scale up their efforts 10X. To which I say: Yes! #Investors can do more, but there’s also #policy and #civics to consider. I want to share some ways at @_BlueHaven we’re addressing the #pandemic.
1/ On the #investment side, we’re checking in with #entrepreneurs and orgs we support, helping them keep their teams intact, thinking through costs, etc. (Check out @LaurenSCochran’s conversation with @annefieldonline: bit.ly/2XSdX8D)
2/ Bridge loans to #impact companies can also help. We’re excited about our investment in the Open Road Alliance Fund (@openroadtweets), which offers these to orgs affected by #COVID19 all over the world. bit.ly/2yavbUt
Read 14 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!