David Twyford

short-term panic and long-term opportunity are the same thing, viewed from different perspectives #stocks

Long-term vision, yet every three months asked "are we there yet?... When will we be there?" #earnings #publictechcompanies @elonmusk

Higher #commodities prices don't necessarily mean higher #inflation, as they're wholesale prices #economy #fed

Economy going the way of bankruptcies: weaken slowly (now), then suddenly (?). Great leverage to job market #Economy #fed #rates

When AI ceo interviews start to sound like pro wrestling promos..#ai #hype #caution

Healthcare job growth discounted as if sector less relevant to economy, but may now be growth sector given demographic trends #economy

Seems Bitcoin now about as correlated with #stocks as..municipal #bonds? #Bitcoin

@mikeSco39099993 Severe hous trouble seems unlikely

@UnlovedMoney I agree. This crisis won’t be as bad. They can’t afford to risk losing their votes. A housing crash now?

@ianbremmer “Kuwait and see” if rus cuts off oil?

Late birthday present: P/E ratio @elonmusk @Tesla

@jakejakeny "partisanization" of gov't workers would nullify (if partisan, term length irrelevant)?

@hannahkuchler May be throttling rev growth at 50% (always seem to get there - how else to explain?)

@sfiegerman Stock market negativity is sooo.. [earlier in this bull market]

@grossdm Some hadn't seen it before..particularly the participants. Coursework completed at U of Hard Knocks

@ReformedBroker Said nice things about him in his first book (circa 30 years ago)

@ReformedBroker Oblivion arbitrage?

@pkedrosky In case of emergency, break plastic?

@awealthofcs Seems "attractions" attractive mainly to out-of-towners. Lived near "Magic Kingdom" for 35 years and been couple times. Every decade or two and I'm good

Tesla pay plan for #ElonMusk akin to hedge fund mgr (small percentage of gains). No grievances here #Tesla

@mashable Non beer drinkers: uh..I thought it's always been made that way

want more peace, fulfillment and joy in your life? be more loving towards others