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Transfer price conversations are happening everywhere. A sales based metric may be useful in many cases. Some leases were % already.

"Restaurant Brands has temporarily converted rent to being based on sales and deferred rent payments for up to 45 days." cnbc.com/2020/03/30/bur…
"The lease is everything in our business. The golden number is rent at 8% of revenue,” but he said achieving that is usually impossible in a place like Manhattan. I know of one restaurant lease at 7% and another at 10%. It depends. 25iq.com/2017/10/07/a-d…
A former McDonald’s CFO: "We are not technically in the food business. We are in the real estate business.” 25iq.com/2017/10/28/a-d…
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Tren Griffin
@trengriffin
1a/ I am saying you definitely can catch COVID on purpose. That is why I said that the fact that I have not caught the virus so far is luck.

Right now is an even better time than usual to read the Michael Mauboussin resources here: google.com/amp/s/25iq.com… This is pure gold.
2a/ I left Sun Valley on a private plane on Monday March 2, 2020 at 3PM after a weekend of skiing. Was I lucky to leave then? What if I had stayed until Friday, March 6th, when DJ Jazzy Jeff was spinning records for a packed house at Whiskey Jacques bar? google.com/amp/s/www.newy…
The tweet above is again confusing/wrong. If you can infect yourself on purpose (e.g., at a COVID party) it means there is skill involved. But if it is not pure skill, some luck is involved. Luck and skill are two sides of the same coin. Only pure skill means no luck. A spectrum:
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Tren Griffin
@trengriffin
1/ Me not having COVID = luck:

"There's a quick and easy way to test whether an activity involves skill: ask whether you can lose on purpose. In games of skill, it's clear you can lose intentionally, but when playing roulette or the lottery you can't lose on purpose.” Mauboussin
2/ "Much of what we experience in life results from a combination of skill and luck.” google.com/amp/s/25iq.com…
3/ "If you take concrete steps toward attempting to measure [the contributions of skill and luck to potential COVID-19 exposure], you will make better decisions than people who think improperly about those issues or who don’t think about them at all." Riff on Michael Mauboussin
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Tren Griffin
@trengriffin
1/ People were arguing about the effectiveness of masks, the need for lockdowns and quarantine requirements in 1918.

There was no access to Twitter to escalate arguments and fray social bonds tho.

google.com/amp/s/amp.thea…
2/ On October 3, 1918, the epidemic arrived in Seattle. Over the next six months, more than 1,600 people died, most between ages 20 and 35. At the UW, the Women's Dormitory (now Clark Hall) served as a make-shift hospital for campus cases. content.lib.washington.edu/exhibits/WWI/i…
3/ "Seattle Mayor Ole Hanson ordered the closing of theatres, schools, churches, and other public gathering places, a bold decision which may have helped to limit the spread of the virus. At the time, he was widely criticized for this decision." arcgis.com/apps/Cascade/i…
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Gautam Mazumdar
@gautam_icma
Theory of Gaps (A thread)

Gaps in technical charts are formed because of news flow after the market has closed and before it has opened. It is a no trading zone.
A common myth associated with gap is that it is always filled. Waiting for gap to be filled can at time prove too costly for a trader.

Sensex had registered a gap from 12219 to 13479 ways back in the year 2009 which remains unfilled till date.
Types of Gap

Area or Common gap

Breakout gap

Runaway gap or Measuring gap

Exhaustion gap.
Read 17 tweets
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Tim Bartik
@TimBartik
Great article by @EricLiptonNYT & @JesseDrucker on Opportunity Zones. As I've argued before, these subsidies for capital investment in state-selected "low-income" census tracts is likely to not be very cost-effective in helping solve urban problems.
As article outlines, & given way tracts selected via state-directed political process, in many cases selected tracts were already gentrifying, & therefore OZs (1) often subsidize what would have happened anyway, (2) sometimes subsidize stuff that doesn't help nbhd residents
Lessons from past nbhd subsidy programs -- enterprise zones, Empowerment Zones -- suggest that in distressed nbhds, cash subsidies alone are ineffective way to solve nbhd problems: hamiltonproject.org/assets/legacy/…
Read 9 tweets
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Chris Mooney
@chriscmooney
1. So, I’ve been rather quiet lately on here and also haven’t been writing many stories lately. Here’s why washingtonpost.com/graphics/2019/…
2. Today we’re launching the first story in a series about places that have already warmed by nearly or above 2 degrees Celsius, or 3.6 Fahrenheit – roughly double the global and U.S. (lower 48 state) average.
3. Basically, it’s a series about hotspots, or places that for a variety of reasons are experiencing the worst of climate change – and in many cases facing severe impacts already. Hotspots like these
Read 27 tweets
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Dr. Sandhya 🏹
@DocGilRaIm
Appeal to #Hindu Parents: Don’t Let Your #Daughter be the next #Riya/#Maansi/#khhusi.🙏

Recently 3 Hindu girls have been brutally snatched away from Hindu samaj. Their names should be etched in our collective memory: Riya, Maansi, and Khushi. They all fell prey to #Muslim men.
They were all #beautiful: two of them were successful models, and the third was an aspiring air-hostess. They were #modern, #urban, #educated. Khushi had been a finalist in the #Miss_India pageant recently. #LoveJihad 😷
#Maansi had executed several #modelling contracts. #Riya was sure to make it to a top airline as a hostess. They were all below 21. #lovejihad 🔇

#Khushi was only 19,
#Maansi was 20,
#Riya 21 years old.
Read 18 tweets
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CSM
@usacsmret
Done In By Our Own Irrational Compassion - The Post & Email thepostemail.com/2019/05/19/don…
“Hospitals are closing across the country due to the burden of illegal immigration, college students find that summer jobs have dried up due to illegal immigration, and wages across the board are depressed by the overwhelming influx of cheap and illegal labor.” Elton Gallegly
“Illegal immigration is a crisis for our country. It is an open door for drugs, criminals, and potential terrorists to enter our country. It is straining our economy, adding costs to our judicial, health-care, and education systems.” Timothy Murphy
Read 49 tweets
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The Nigerian Senate
@NGRSenate
#Thread

The President’s #Budget2018 Speech:
Our Response; A Joint Press Briefing by Senator Aliyu Sabi Abdullahi and Hon. Abdulrazak Namdas on behalf of the National Assembly.
1. We appreciate the fact that the 2018 Appropriations Law which was passed by the National Assembly on May 16th, 2018 was signed by President Muhammadu Buhari on Wednesday, June 20th, 2018.
#Budget2018
2. In his speech at the signing ceremony, certain observations were raised about the work of the National Assembly and its Constitutional responsibility to modify and amend the budget estimates submitted to it by the Executive.
 #Budget2018
Read 83 tweets

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