Tom Corvid

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Tom Corvid

Tom Corvid

@tomcorvid

Always curious. Love a tall oak tree on a grassy hill. Macro junkie.

Katılım Haziran 2019
1.2K Takip Edilen404 Takipçiler
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Tom Corvid
Tom Corvid@tomcorvid·
This 👇🏻: it’s just a way to put the rambling narrative in my head somewhere. I’d be very surprised if my feed is value-add for anyone else.
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T-Lor
T-Lor@TangoYankee13·
@zillowgonewild Lol my coworker and his GF are actually looking at buying this house.
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Zillow Gone Wild 🏡
Zillow Gone Wild 🏡@zillowgonewild·
Everytime I see an 1800s Queen Anne in my inbox I think this one can’t possibly suffer from another case of BW and PSGW and then not only am I proved wrong but it’s better than before. This 1891 home is known as the John & Marie Broom House and is currently listed for only $350,000 in Minneapolis. Are we moving to Minneapolis now?? Hello??
Zillow Gone Wild 🏡 tweet mediaZillow Gone Wild 🏡 tweet mediaZillow Gone Wild 🏡 tweet mediaZillow Gone Wild 🏡 tweet media
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Tr. Randy Brown
Tr. Randy Brown@SpotMonthEnergy·
Did POTUS say something about the Iran thing 20 min ago #OOTT
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Dario Perkins
Dario Perkins@darioperkins·
The theory didn't fail. Investors just didn't read the research. Demographics and inflation has a U-shaped relationship. Lots of young or lots of old - inflationary. Lots of middle-aged, still in work and saving for retirement - deflationary... bis.org/publ/work722.p…
Joe Weisenthal@TheStalwart

@conorsen We should do that, the failures of demographic approaches.

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Tom Corvid
Tom Corvid@tomcorvid·
@BartGonnissen Bit of a stretch to call Portsmouth a ‘seaside town’! It’s one of the most densely populated cities in the country
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Tom Corvid
Tom Corvid@tomcorvid·
@pineconemacro I keep collecting them where I find them, waiting for the day I can throw the smartphone into the abyss and sail to a quiet bay!
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Tom Corvid
Tom Corvid@tomcorvid·
@ColeFusionHQ @GreatBritishTT Unfortunately we are trapped, we could cut pip & pensions but a Labour govt with a record majority just failed to do that. Everything else is messing about at the margins. The only credible way to improve our situation is growth; cheaper energy, allow more building, FDI
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GBTT — Great British Think Tank
They called it the moron premium when it was Liz Truss. The 2025 number, under Rachel Reeves, is +157 bps on the 5-year gilt — higher than the year of the mini-budget. Where's the headline? A thread on what the data actually shows. 1/
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Tom Corvid
Tom Corvid@tomcorvid·
@ColeFusionHQ @GreatBritishTT US $ hegemony (prob oversimplifying this) & Japanese positive balance of payments (with a weak yen). UK liabilities are so big that pushing retirement age out to 68 hasn’t really put a dent in it.
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MaxC
MaxC@ColeFusionHQ·
@GreatBritishTT Why does the UK pay more to borrow than Japan or the US? We're at 95% debt-to-GDP. Japan is at 220%, the US at 120%. If the premium isn't about the debt itself, what is it about?
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Tom Corvid
Tom Corvid@tomcorvid·
@marketplunger1 My instinctive reaction to just the mention of diamonds was so bad that it might be a contra indicator!
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Dario Perkins
Dario Perkins@darioperkins·
The bull case for the UK was that our govt would just stop doing dumb shit. Guess it was too much to hope for
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Tom Corvid
Tom Corvid@tomcorvid·
@OddStats It’s good to have you back, lowering the median fintwit experience.
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kchoudhu
kchoudhu@kchoudhu·
The Other Bennet Sister has been highly recommended to me but I find myself unable to watch it without dying of secondhand embarrassment. Tough ask.
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ʎllǝuuop ʇuǝɹq
ʎllǝuuop ʇuǝɹq@donnelly_brent·
I hope all you EU rates traders are having fun.
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Rory Johnston
Rory Johnston@Rory_Johnston·
Is the Strait of Hormuz open? You be the judge:
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Tom Corvid
Tom Corvid@tomcorvid·
@speakjava I don’t really care what you think, I just wanted to use the Feynman line. If you are going to make an argument, make it. A couple of ad hominems really are a poor substitute.
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Simon Ritter
Simon Ritter@speakjava·
@tomcorvid Thanks for confirming you have absolutely no idea what you’re talking about.
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Tom Corvid
Tom Corvid@tomcorvid·
@speakjava Well, Feynman, reserves are reclassified as cost of extraction and prevailing market prices rise thereby making previously uneconomic resources worth extracting. This means that available reserves are fairly constant over time. There are always 30 - 50 years of known resources
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Simon Ritter
Simon Ritter@speakjava·
@tomcorvid Ok, Einstein, explain how fossil fuels are *not* running out. Do you even know what a fossil fuel is?
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