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 https://t.co/1RTLabcJh1
Why Fund Flows and the Shift to Fiscal Stimulus Will Drive the Rotation,

10/8/2020 https://t.co/LQuw7f3mqY
Inflation, Rising Yields, and Risk Parity: The Biggest Danger in Finance,

10/10/2020 https://t.co/TmrFKWd2VW
What Will Bring About Inflation?,

10/10/2020 https://t.co/sYYqVkAMsT
The Consistency of Inflation Through History,

10/12/2020 https://t.co/xH6bTTbxgv
Why We’re on the Precipice of Another #Bitcoin Mania,

10/14/2020 https://t.co/es50d3kTy9
Why NatGas & Related Equities Will Surprise to the Upside,

10/22/2020 https://t.co/NY60UVpa7P
The 3 Stages of Price Inflation,

10/24/2020 https://t.co/GFS0NwzCCT
Getting Wobbly: Bad Week for Risk Parity,

10/30/2020 https://t.co/tKQROIB4CT
‘Descriptive MMT’ vs. ‘Prescriptive MMT’,

11/1/2020 https://t.co/xr1Z826pP8
Colossal & Historic Blowout in the Large Growth/Small Value Spread,

11/09/2020 https://t.co/4XgQjlLeQt
Real Rate Positioning and the Impact of Flows from Tech to Energy,

11/10/2020 https://t.co/OON5foFBXd
Huge Week for the Home Team (Tech vs. Energy & Small Value),

11/13/2020 https://t.co/3wJgEsGt0Z
What’s Up With Bond Yields?,

11/16/2020 https://t.co/PU4V0u9Qox
The Next #Bitcoin Mania is Here,

11/20/2020 https://t.co/HZdHgU3qae
Why $GBTC is the Key Ingredient to the Present #Bitcoin Mania,

11/20/2020 https://t.co/eDhM1NzeZl
Why the Growth/Value Rotation is Still in it’s Early Innings,

11/29/2020 https://t.co/gEg6cxZtRR
A Note on my Proxies for Monitoring Growth and Value,

12/10/2020 https://t.co/21tvf0JjJc
Macro Themes with Kyle Bass,

12/20/2020 https://t.co/GPu8lfZay0

More from Society

The Nashville Operation - A Battle in the War

A thread exploring the Nashville bombing in the context of the 2020 Digital War (via SolarWinds) against the United States perpetrated by our enemies, likely China, Iran and/or Russia.


SolarWinds Hack

A digital "Pearl Harbor" moment for the United States, whoever was responsible had access to the keys to the kingdom for months during 2020, including sensitive military infrastructure. This is war!

SunGard + SolarWinds

SolarWinds software company is owned by same company that owns SunGard, which essentially provides data center services. A secure place to host internet servers with redundant power and "big pipe" data connections.

https://t.co/U3P3SrrkM1


SunGard Data Center

In Nashville, around the corner from their "big pipe" connection, AT&T. Like any data center, highly secure. Only authorized personnel can enter, and even fewer can access the actual server rooms. Backup generators are available in case of power failure.


If the SunGard hardware was being used to "host" critical command and control software related to SolarWinds, the US powers would be very interested in gaining special access keys that are stored on the hard-drives of specific servers.
We finally have the U.S. Citizenship Act Bill Text! I'm going to go through some portions of the bill right now and highlight some of the major changes and improvements that it would make to our immigration system.

Thread:


First the Bill makes a series of promises changes to the way we talk about immigrants and immigration law.

Gone would be the term "alien" and in its place is "noncitizen."

Also gone would be the term "alienage," replaced with "noncitizenship."


Now we get to the "earned path to citizenship" for all undocumented immigrants present in the United States on January 1, 2021.

Under this bill, anyone who satisfies the eligibility criteria for a new "lawful prospective immigrant status" can come out of the shadows.


So, what are the eligibility criteria for becoming a "lawful prospective immigrant status"? Those are in a new INA 245G and include:

- Payment of the appropriate fees
- Continuous presence after January 1, 2021
- Not having certain criminal record (but there's a waiver)


After a person has been in "lawful prospective immigrant status" for at least 5 years, they can apply for a green card, so long as they still pass background checks and have paid back any taxes they are required to do so by law.

However! Some groups don't have to wait 5 years.

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