$SPY: “Base case for anyone doing any actual channel checks should be two quarters of severe supply chain disruption.” | Feb 2020 #thread

Serious Take: Base case for anyone doing any actual channel checks here should be 2 quarters of severe supply chain disruption. Media and Sell Side dripping out reality on lag because they have to maintain access. Autos, Semis, Travel annual numbers are absurd. — Dan McMurtrie (@SuperMugatu) February 20, 2020

$SPY: “Major costs facing families have skyrocketed unsustainably in ways our economics is incapable of acknowledging.” | Feb 2020 #thread

Thread (1/16). How is that our economic statistics suggest workers have been making slow but steady progress in recent decades, while popular perception is that their family finances are coming under increasingly untenable pressure? I’ve been working on this, here’s my answer: — Oren Cass (@oren_cass) February 20, 2020

$SPY: The USA “need[s] to learn from the relationship [which the] technology industry and DoD/gov’t enjoyed in the 1950s and 1960s” in order to compete with China | Jan 2020

1. Was involved in a discussion today with some senior members of the administration. SV tech, defense tech, and threat from China was the agenda. Clearly, China is in the crosshairs. And not just with this admin – seen as a long term threat to economy and national security. — Bilal Zuberi (@bznotes) January 16, […]

$SPY: Iranians are risking their lives by protesting against the government after IRGC admits responsibility for downed Ukraine airliner | Jan 2020

1. This AM I woke up to dozens of messages from family/friends in Iran Right now, Iran is a tinderbox internally. As some of you know, there are protests mostly around the anger that Iranians feel towards the gov after they admitted IRGC shot down the Ukraine Airlines aircraft — Yashar Ali 🐘 (@yashar) January […]

$SPY: “6 million donors gave $1 billion via ActBlue in 2019, highlighting the explosion of online giving on the left heading into the presidential election year.” | Jan 2020

6 million donors gave $1 billion via @ActBlue in 2019, highlighting the explosion of online giving on the left heading into the presidential election year. Half were first-time donors, ActBlue said. https://t.co/cvVOL6iCDm — Michelle Ye Hee Lee (@myhlee) January 9, 2020

$SPY: “For 40 years Iranians have been hearing “Death to America” and honestly it becomes meaningless after a while. It’s not shocking.” | Jan 2020

1. A word on “Death to America” chants in Iran. I’ve had friends & folks on Twitter send me videos of crowds chanting “Death to America” and say they’re scared When I shrug my shoulders about the chants, they’re confused…here’s why the chants don’t phase me and many Iranians — Yashar Ali 🐘 (@yashar) January […]

$SPY: “If you think Iran lobbing missiles over the border is the kind of revenge they ultimately have in mind, you’re wrong.” | Jan 2020

1. I want to express this carefully cause I don’t want to minimize anything that results in loss of life. But missiles flying back/forth in Mid East is all too common (something US can handle) & not what makes me nervous about the Soleimani situation Here’s what makes me nervous https://t.co/F2LYk09m5w — Yashar Ali 🐘 […]

$SPY: “The most probable outcome of Soleimani’s killing is more of the same: Low-intensity Iranian warfare against America.” | Jan 2020

For non-Arabic speakers, reporting in the main news outlets NYT and Wash Post is so misinformed (either on purpose or because of incompetence) that you might think that the Iraqi State has officially voted for ejecting US forces from Iraq (because of Trump’s miscalculated move — Hussain Abdul-Hussain 🇺🇸 (@hahussain) January 5, 2020

$SPY: “The evidence suggesting there was to be an imminent [Iranian] attack on American targets is “razor thin”.” | Jan 2020

1. I’ve had a chance to check in with sources, including two US officials who had intelligence briefings after the strike on Suleimani. Here is what I’ve learned. According to them, the evidence suggesting there was to be an imminent attack on American targets is “razor thin”. — Rukmini Callimachi (@rcallimachi) January 4, 2020

$SPY: “Likelihood of an all-out direct US-Iran war is low” given strategic nature of the moves made by both sides so far | Jan 2020

1/ Why did Iran militarily escalate in the Gulf lately? Shooting down a US drone, seizing tankers, bombing Saudi oil infrastructure? It wanted to internationalise the conflict. The Strait of Hormuz is where most of the world’s shipping transits. The US chose not to go there. — Rym Momtaz ريم ممتاز (@RymMomtaz) January 3, 2020

$SPY: Nothing in recent times has come close to replicating the explosion of new companies, apps and business from 2008 to 2011 | Dec 2019

Existed over 10 years ago &used on those awful lists to show how fast the world has changed UberAirbnbBitcoinIOTKickstarterApp StoreAISiriGoogle ChromeWhatsApp3D printingWazeShazamHuluSpotify Netflix VenmoKindleDropbox FitbitAndroid Whatsapp SeamlessAmazon — Tom Goodwin (@tomfgoodwin) December 27, 2019