@ttmygh Slap on the face with @Tesla? Respect you putting your views out there early on. Hope you get on the right side of the story, the spreadsheets will follow (or not).
@HedgeyeInternet@Hedgeye@HedgeyeInternet this seems to say that FB will capture market share (depending on the model assumptions, approximating 15%) from the existing market. If anything, this says that FB will begin to eat into MTCH market share.
@HedgeyeInternet this seems to say that FB will capture market share (depending on the model assumptions, approximating 15%) from the existing market. If anything, this says that FB will begin to eat into MTCH market share. https://t.co/LwR6PXpzym
$MTCH | We wouldn't rush to the conclusion that $FB is going to eat MTCH's lunch just because it's entering the space. Below is one small reason (of many) why we don't expect that to be the case. @Hedgeye
#Investment Short Brazil (EWZ). Catalysts are EM growth slowing (brazil slowing more among EMs), political and monetary risks. Investment risk is limited to low. Investment vehicle is long at-the-money put for expressing short brazil, long volatility, short brazilian currency
China appears to be taking a major step to combat U.S. dollar dominance. How significant could that move be, and what political, economic, and market changes might result? @LukeGromen joins for a deeply insightful discussion in the latest podcast: https://t.co/npn3fZfQvD
#chinaCHEATS The West largely turned a blind eye to China's cheating because everyone was making money. On the margin and in relative terms, US no longer makes profit from relationship with China. Ignoring China's cheating going forward is less likely.
If there is going to be a fight of any kind, then the optimal strategy is to choose the time and place it is going to happen to maximize your advantage: https://t.co/6sH1FPbzFE
‘One of the few things Republicans and Democrats seem to be able to agree on is that Zuckerberg is a sanctimonious and hypocritical con man.’ https://t.co/eqikfCaeuG