Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Jawad Mian Profile picture
@jsmian
Jun 21, 2021 • 7 tweets • 2 min read • Read on X
Scrolly
This is the story of my father.

“He dropped out of school at fourteen. When most boys are busy playing sports or chasing after girls, he had time for neither.”

1/6
He made his first million by the time he turned thirty in 1979.

2/6
His famous trades: arbitraging silver, buying land during war, seeing China’s threat and ME!

3/6
Fulfilling his one dream.

4/6
The reasons for his success

5/6
Happy Father’s Day

6/6
This story is from the Stray Reflections book, which is 99% guaranteed to get you to re-examine your life.

(The rest is up to you). 👊🏼
strayreflectionsbook.com

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Jawad Mian

Jawad Mian Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @jsmian

Jawad Mian Profile picture
Jun 27, 2023
1) There are times when you learn something that explains everything.

While manufacturing activity is acutely sensitive to business cycles, did you know that services GDP did not shrink from one year to the next between the Korean war and the Great Recession?

That was a period… twitter.com/i/web/status/1…
2) Monthly business surveys show manufacturing has been contracting since November, and the downturn is confirmed by falls in container freight, diesel consumption, and industrial electricity sales. 

The ISM manufacturing PMI is below the 50-point threshold, consistent with the… twitter.com/i/web/status/1…
3) We are in a period very much like those ten recessions between 1950 and 2007, which saw manufacturing contract but services continue to expand.

This is an economic recession without a labor market recession. 

Are we going to see the labor market crack?

Is the recession… twitter.com/i/web/status/1…
Read 5 tweets
Jawad Mian Profile picture
Jun 12, 2023
1) If you are waiting for a recession or trying to figure out why the US economy has not yet entered a recession...

What if I told you something else is going on? 🧵
2) Historically, manufacturing has been acutely sensitive to business cycles.

Services GDP has not really shrunk from one year to the next from the Korean war until the Great Recession. That was a period encompassing 10 recessions.
3) Monthly business surveys show manufacturing has been contracting since November, and the downturn is confirmed by falls in container freight, diesel consumption, and industrial electricity sales.
Read 14 tweets
Jawad Mian Profile picture
May 24, 2023
1) I didn’t think it was possible, but I returned from my New York trip even more bullish.

I hosted a breakfast with long/short managers, a dinner with a younger group of CIOs and portfolio managers, and met one-on-one with various investors.

🧵
2) The macro folks are worried about rates volatility, the contraction in money supply, and tightening lending standards. 

The equity guys are puzzled by the resilient earnings season and stock market going up despite bad breadth.

The credit investors are surprisingly not as… twitter.com/i/web/status/1…
3) Could it be the popularity of private credit is more of a business development opportunity than an investing one?
Read 7 tweets
Jawad Mian Profile picture
Apr 1, 2023
1) “What’s your dream?”

My friend’s question surprised me.

Even more surprising was my silence; I didn’t have an answer.

🧵
2) That is so strange, I thought. I had spent my entire twenties dreaming.

When did I stop?
3) “It’s the possibility of a dream coming true that makes life interesting,” Paulo Coelho wrote in The Alchemist.

It was the book that first got me dreaming.
Read 15 tweets
Jawad Mian Profile picture
Mar 24, 2023
1) Fasting has become popular for its health benefits. But what has always interested me is the spiritual dimension.

In every culture and religion in history, fasting has endured as an instinctive and essential practice. 

Learn more 🧵
2) Prophet Moses fasted for 40 days and 40 nights when he was waiting for the revelation on the mountain of Sinai.
3) The gospels record Prophet Jesus fasted for 40 days before undergoing an intense confrontation with Satan.
Read 18 tweets
Jawad Mian Profile picture
Mar 21, 2023
1) Since mid-June, we have believed that the stock market is in a bottoming phase that will result in new highs.

Others believe that the sideways consolidation is a continuation pattern with a soon-to-be completed break to new lows.

Who is correct? 🧵 Image
2) Why it matters: More investment mistakes arise from a dogmatic mindset than from uncertainty and confusion.
3) “The constant lesson of history is the dominant role played by surprise,” as Peter Bernstein once said.

“Just when we are most comfortable with an environment and come to believe we finally understand it, the ground shifts under our feet.”
Read 11 tweets

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/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

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

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(