BC SOCIETY
Saved by @CodyyyGardner

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

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I have to make a note before writing about this episode. I was the person (still am) who thinks that bringing back D. was a bad idea. I repeat it that for me the writing of S1 and S2 is like tossed into the bin with that plot evolution, but they had to invent something+
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He wanted a gold girdle studded with precious gems, to be made for Prabhu Vitthal. Narhari refused to make it as it was for Vitthal.
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Listen to Aditya


And by the way, you should never be worried that an offer would be withdrawn if you politely negotiate.

I have seen this happen *extremely* rarely, mostly to women, and anyway is a giant red flag. It suggests you probably didn’t want to work there.

You wish there was no negotiating so it would all be more fair? I feel you, but it’s not happening.

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