CodyyyGardner Authors BVDDY
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This year, for the first time, I started sharing my thoughts on various topics in Investing/Economics/Law.
Here’s a ‘Master Thread’ of my main write-ups this year.👇
First, a special thanks to all the brilliant people I’ve met & learned from on Twitter. To name a few:
@profplum99 @hkuppy @Convertbond @contrarian8888 @jam_croissant @pineconemacro @verdadcap @WayneHimelsein @LT3000Lyall @HFI_Research @SahilBloom @coloradotravis @SantiagoAuFund
Why Inflation Will Kill the Ponzi Sector and Catalyze the Growth/Value Rotation,
9/19/2020
Why Fund Flows and the Shift to Fiscal Stimulus Will Drive the Rotation,
10/8/2020
Inflation, Rising Yields, and Risk Parity: The Biggest Danger in Finance,
10/10/2020
Here’s a ‘Master Thread’ of my main write-ups this year.👇
First, a special thanks to all the brilliant people I’ve met & learned from on Twitter. To name a few:
@profplum99 @hkuppy @Convertbond @contrarian8888 @jam_croissant @pineconemacro @verdadcap @WayneHimelsein @LT3000Lyall @HFI_Research @SahilBloom @coloradotravis @SantiagoAuFund
Why Inflation Will Kill the Ponzi Sector and Catalyze the Growth/Value Rotation,
9/19/2020
Why Inflation Will Kill the Ponzi Sector (and Catalyze the Long-Awaited Sector Rotation from Growth to Value)...
— BVDDY (@BvddyCorleone) September 19, 2020
A thread.
This topic was a black box to me a few weeks ago. I will try to crystallize what (I think) I now understand.
Why Fund Flows and the Shift to Fiscal Stimulus Will Drive the Rotation,
10/8/2020
1- For the record, I\u2019m most convinced that the 2 primary drivers of this sector rotation will be i) fund flows and ii) the shift to fiscal stimulus. https://t.co/TQ2mUwHJhg
— BVDDY (@BvddyCorleone) October 8, 2020
Inflation, Rising Yields, and Risk Parity: The Biggest Danger in Finance,
10/10/2020
Why the Biggest Risk in Finance is Inflation (and a rising 10Y Treasury Yield).
— BVDDY (@BvddyCorleone) October 10, 2020
A thread.
Hint: it has to do with the ubiquitous Risk Parity framework.