Thomaxxx

[Thomaxxx @Thomaxxx]

@oliverbrown72 💪🏻

[Thomaxxx @Thomaxxx]

@michaelxpettis @RanaForoohar Are whole economy averages blurring the insight? Productivity collapse could be due to bridges to nowhere, and heavy investment in technology is just a spurious correlation?

[Thomaxxx @Thomaxxx]

@biancoresearch what are these indices? I think I've found ECSUSUUS for the yellow one but can't find the blue one. thanks

[Thomaxxx @Thomaxxx]

@steveclapham i remember the hannover re CFO talking up a reisurance supercycle after Katrina wiped out reisurer capital. never happened. Cat bonds allowed capital to flood in and kept rates down.

[Thomaxxx @Thomaxxx]

@tracyalloway @hendry_hugh @TheStalwart that chart function Hugh mentioned was CNP<go> and Bloomie retired it for no good reason!! 🤬

[Thomaxxx @Thomaxxx]

@donnelly_brent -8% ex the big outlier of JPM?

[Thomaxxx @Thomaxxx]

@DrYohanJohn @tedgioia Tell NVDA. They just reported sales +101%!!

[Thomaxxx @Thomaxxx]

@mjmauboussin Kathie Wood? 🙃

[Thomaxxx @Thomaxxx]

@albertedwards99 @TheStalwart @NathanTankus @izakaminska @MichaelRStrain There are actually 10 types of people: those that understand binary and those that don’t.

[Thomaxxx @Thomaxxx]

@JeffSnider_AIP If a yield curve becomes more inverted, is that flattening or steepening? :)

[Sahil Bloom @SahilBloom]

A “razor” is a rule of thumb that simplifies decision making.

The most powerful razors I’ve found:

[Thomaxxx @Thomaxxx]

@MacroAlf Any chance of providing a link to the source doc? 🙏🏻

[David Morris @wdmorrisjr]

Your career is a long journey to an unknown destination without a map.

I'm the old guy by the side of the road you stop and ask directions.

The only career advice you'll ever need:

[Thomaxxx @Thomaxxx]

Who needs facebook/messenger/WhatsApp etc anyway? The only social network worth being on is Strava, right @medwighto??

[Thomaxxx @Thomaxxx]

@Ex_la_ 1700 CET

[Thomaxxx @Thomaxxx]

@podcast_maze Hi Simon: what was the name of Nicolai Tangen’s interrogation book, and is it out in English yet? Ta

[Thomaxxx @Thomaxxx]

@volvocars 3. …when car is within warranty, and Volvo can’t rely on their own mistakes to invalidate their own warranty. Day 7 now. Please expedite!

[Thomaxxx @Thomaxxx]

@volvocars I bought a car from VOLVO Leasing within VOLVO warranty, last serviced by VOLVO approved servicer, and now it’s broken down within Warranty. VOLVO Warranty refusing to fix it due to work done when owned by VOLVO! How is this not VOLVO’s fault??! Help me!! 6 days in…

[Thomaxxx @Thomaxxx]

@volvocars 2. We bought car from Ravenscroft under main dealer warranty- the only work they had done was by Martin Matthewson Volvo Specialists. Ravenscroft bought from Volvo Lease under main dealer warranty. It’s implausible that anyone would pay a non Volvo garage for work to be done…

[Thomaxxx @Thomaxxx]

@volvocars 1. Thanks. Plate: CU68FXP. Chassis YVIUZ25VCK1244623. Engine 2750660. Case Number: 01248778. Dealing with glaston.rhoden@volvocars in customer service, [email protected] @ Volvo West London, and apparently Rachel rrhode28@volvocars in warranty.