Discover and read the best of Twitter Threads about #weakness

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On Industrial Production & PMIs

1. As of the latest available data, our PMI composite now shows a reading of -10.93. PMIs are generally strong directional indicators of where we are in the profit cycle. Image
2. This is because PMI respondents manage inventories and orders in response to their outlook on revenue and profitability.
3. Nontheless, we ived some degree of mixed messaging from incremental PMI data points. n particular, Empire Manufacturing PMIs showed sequential improvement, while Philadelphia Fed PMI worsened.
Read 18 tweets
🧵 Our Thoughts On $SPY :

1. Over May, the S&P 500 rose 0.87%, primarily driven by valuations. Earnings expectations & valuations contributed 0.13% & 0.74% to the 0.87% rise in markets. Below, we show the sequential evolution of market prices, along a decomposition: Image
2. Over the last year, the S&P 500 has been dominantly driven by valuations, with total returns rising by 1.03%. We show cumulative returns on the S&P 500 over the last year, decomposed into earnings expectations and valuations: Image
3. We further decompose these yearly returns into their sector contributions. We begin by showing the primary drivers of the S&P 500. We show the top three drivers in blue (Technology, Financials, Industrials) & the bottom three in red (Consumer Disc., Healthcare, Energy): Image
Read 14 tweets
#2 B-COMPLEX/MULTI VITAMIN. Buy a liposomal or other form that increases bio-availability. Take 1 capsule w/Breakfast and Lunch. If you have stomach upset, try sublingual (under tongue) EZ Melt B-Complex in AM & Multi w/iron for Dinner. amazon.com/Liposomal-Meth…
#3 OMEGA 3s. Fish Oil, Krill Oil, Algae Oil are all good sources of Omega 3. Be careful the EPA/DHA ratio. EPA helps with inflammation/DHA helps with cognition. You need both! Opt for a 1:1 or 2:1 ratio of DHA to EPA (2:1 ratio eg. 800 DHA/400EPA) amazon.com/3Care-Concentr…
Read 93 tweets
@naomiosaka dedicated her life to tennis from a young age and, upon reaching a long imagined first grand slam, she was booed in front of a crowd of many thousands. A goal of recognition lost, together with a very public rejection/disapproval
1/many
She told of #depression that followed this loss, and of intense #socialanxiety, the latter focused around press appearances and being publicly questionned: an entirely understandable experience. I have met many other top athletes who share this perception of 'doing media'
2/many
Social anxiety is a recognised disorder that causes persistent, intense fear or anxiety about specific social situations: distressing thoughts about being judged, embarrassed or humiliated.
3/many
Read 13 tweets
#Infectiousdisease encyclopedia @Darcy_ID_doc carried us through another #HIV-focused #MTC at #Hillcrest this morning!!
Chief @photon_ick & PGY3 Dr. Sheila Bhavsar shared a cool case of #Toxoplasmosis, specifically #Toxo encephalitis!! Check out our 🗝️👇!!
1. Abrupt-onset weakness needs a stroke code evaluation. Our patient presented with #fevers & < 3 hr of L-sided #weakness!! ⏱️=🧠, so this comes first!!

2. Ultimately you'll end up with a #CT scan, where you are really looking for #bleeding or other space-occupying lesions. Image
3. Our patient had contrast-enhancing lesions. #contrastenhancement = edema & mass effect. No enhancement = not space-occupying! This helps narrow our differential! Image
Read 8 tweets
Functional Gait disorders ("FGD" for the purpose of this #twittorial) are common and disabling, usually accompanied by other symptoms. FGD are challenging for the non #MovDis physician and it can difficult to determine #inconsistencies and #incongruencies during examination.
2/
A good approach is to identify #clinicalSigns to differentiate a #functional vs #organic cause

#Inconsistency is the variability in gait disorder severity over time.
#incongruency involves a combination of symptoms and sins not seen in organic disorders.
#distractibility
3/
Read 19 tweets
Over the past week I’ve been getting so many calls from friends all over asking me to diagnose if they are #COVID infected. Honestly I’m no doctor but just an early test mule on the virus. My Q&A typically ranges as follows. I hope it helps some of you from needless paranoia.
1/n First thing to iron out is the difference between #regularflu Vs #COVIDflu. I’ve done some research and found this helpful table for you guys. 90% of you have just a regular flu owing to seasonal changes. Don’t panic ! However if you’re in the 10% read on.
2/n Assuming all your symptoms are #COVID in nature immediately #homequarantine in a separate room. Testing is hard to get by in #MaharashtraBachao #Delhi so don’t bother waiting for your turn. Begin treatment for novel Corona while taking care of not infecting others around
Read 9 tweets
Fighting the #Coronavirus #Pandemic: #China's Influence at the @WHO ~ @FGodement

"The WHO’s Director-General @Tedros has shown an evident #bias to accept Chinese #declarations and #denials at face value - this has created a #delay in international responses. 1/n

#CCPvirus
This in spite of a very limited #Chinese contribution to @WHO, but it matches the #weakness of other @UN organizations in the face of #China’s #powerful campaigning." 2/n

#CCPvirus #ChineseVirus #WuhanVirus #CoronaVirusCHINA

institutmontaigne.org/en/blog/fighti…
Thread by @Trinhnomics: Allow me to summarize his key points in this great paper. 3/3

#CCPvirus #ChineseVirus #WuhanVirus #CoronaVirusCHINA

threadreaderapp.com/thread/1243391…
Read 3 tweets
Welcome to #NATO 101. Lesson 1
"The mere lack of #military #power is, in itself, not enough to cause a nation to lose its position vis-à-vis other states. That only happens when the people lose their individual integrity and the country gradually loses its national #integrity...
#NATO 101, Lesson 2
"No-one wants to cooperate with a country that has lost its integrity. [Even when] other countries have dealt unreasonably... who would want to damage the amity extant between [us, just by] sticking up for a state that has no national #integrity to begin with?
#NATO 101, Lesson 3.
"Many countries haven’t lost their international #prestige merely because of #poverty and #weakness... natural #disaster and poor #geography are enough to make a country weak and poor, and that can move others to sympathy. But lack of #integrity?
Read 5 tweets

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