Discover and read the best of Twitter Threads about #value
Most recents (3)
#Venus has strong associations with bubbles, because they bring joy, pleasure, and excitement, and are frequently used to mark happy occasions.
They are a literal representation of #effervescence, which is a #Venusian feature, and are often paired with #sugar (ruled by Venus), as in #soda, or used in #alcoholic beverages, which reduce social inhibitions and can stir the libidinal instincts.
For those reasons, #Venus is associated with #champagne, mineral water, and #bubbly drinks of all variety. They, along with #greentea, make great Venus #offerings.
#Portfolios carry innate positioning. Corrections are when positioning counts.
#Positioning depend on your style. #Value plays out distinctly. #Momentum has its own stamp. #Thematic plays to its own dynamics. Often, we follow a blend.
Your Blend counts. Watch it close. 1/7
#Positioning depend on your style. #Value plays out distinctly. #Momentum has its own stamp. #Thematic plays to its own dynamics. Often, we follow a blend.
Your Blend counts. Watch it close. 1/7
Often, #Portfolios are constructed without a blend. They will be distinctly #Momentum. Or uniquely #Value. Or totally #Thematic .
Such portfolios may show beta that can shock and awe both ways.
#Positioning will held manage #beta better; It always fits to a market context. 2/7
Such portfolios may show beta that can shock and awe both ways.
#Positioning will held manage #beta better; It always fits to a market context. 2/7
Market context is dynamic. Interest rates, exchange rates, oil prices, political churn & technological change are all key drivers.
#Portfolios need to capture the dramatic shift in drivers. #Positioning must be aligned to emerging trends in drivers. Blend must capture them. 3/7
#Portfolios need to capture the dramatic shift in drivers. #Positioning must be aligned to emerging trends in drivers. Blend must capture them. 3/7
#KarlMarx200 thread:
1. In my own #research, I have found Marx's notion of #contradiction particularly useful.
In his analysis, Marx noted how the contradiction between #labor and #capital accounted for many of the social dynamics of #capitalism.
1. In my own #research, I have found Marx's notion of #contradiction particularly useful.
In his analysis, Marx noted how the contradiction between #labor and #capital accounted for many of the social dynamics of #capitalism.
2. The contradiction does not necessarily mean #conflict, but tendencies that "pull" in different directions and are in a dialectical relation to each other.
The contradiction of labor/capital can be accommodated in different ways and with very different consequences.
The contradiction of labor/capital can be accommodated in different ways and with very different consequences.
3. I like how this notions focuses on changing social dynamics. In my own work on #land use of #Mengen speakers in #PapuaNewGuinea, I've used the notion of #contradiction, to think about social forces underpinning Mengen land ownership and use.
