Ethan Mollick
Since Tylenol is trending… https://t.co/7ONa2gORZX
Links between physical and emotional states:
💊Tylenol dulls all pain, including emotional pain & the pain of social rejection. It also dulls reactions to pleasurable things.
🤢Anti-nausea treatment lowers disgust at various purity-based violations & also reduces moral judgement https://t.co/UGxr3Yipw2
- Ethan Mollick
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Clark Square Capital
RT @scale_shared: Fintwit community - what are some unique ways (i.e., excluding interviewing former or current employees or looking at Glassdoor reviews) to analyze a company’s culture?
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MastersInvest.com
'We purchased National Indemnity in 1967, See's in 1972, Buffalo News in 1977, Nebraska Furniture Mart in 1983, & Scott Fetzer in 1986 because those are the years they became available and because we thought the prices they carried were acceptable...' Warren Buffett
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MastersInvest.com
'Focusing on the price of a stock is dynamite, because it really means that you think the stock market knows more than you do. Now if the stock market may know more than you, then you shouldn’t be in stocks. The stock mkt is there to serve you, not instruct you.” Warren Buffett
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Offshore
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Ethan Mollick
I obviously am not qualified to say whether we are on the cusp of a Kuhn-style scientific revolution in physics, but this is an article that scholars of science and innovation should read: an attempt to quantify the “goodness” of particular theories in an interesting way. https://t.co/TVvETXcBA1
Guess I'll have to stop complaining now that no one has quantified how much better MOND is than dark matter. Well done!

https://t.co/kIOQxX1TVC via @physorg_com
- Sabine Hossenfelder
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Special Situations 🌐 Newsletter (Jay Singh III)
Chinese regulator's haven't given up, fining tech companies again! $BABA $TCEHY $BILI

Who is next? $JD $PDD $TME

So much for the China tech rally we had been cautioning about...

Fool you once...fool you twice...

Thanks @JLinWins

https://t.co/FHP0Dmsm8D
#Alibaba drops 3.1%, #Tencent down 2.3%, Bilili down 1.2% in Hong Kong after being fined by China's market regulator SAMR.
$BABA $TCEHY $BILI https://t.co/Dq4k4jXHok
- CN Wire
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
Russell futures already down >1%. Let's see how the market reacts with CPI this week and earnings season (Q2) starting!

Don't forget, Fed's John Williams, Thomas Barkin, and Raphael Bostic speaking this week! https://t.co/6WyaTEAITf
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Special Situations 🌐 Newsletter (Jay Singh III)
Imagine if the U.S. fined the entire tech sector every 3-6 months for social good...what would tech valuations look like? And should companies in $KWEB trade at a material discount? $BABA $JD $PDD $TME
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Special Situations 🌐 Newsletter (Jay Singh III)
Covid-19 cases in Shanghai continued to climb as parts of China’s fin hub face more rounds of mass testing, w new sub-variants providing constant challenge to country’s zero-tolerance approach.

Recorded 69 new infections for Sunday, most since late May and up from 57 day before.
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
Wheat, corn and soybeans up 3-5% in Singapore (futures); with weather turning drier across US, traders are exiting short bets. Corn futures were up more than 4% on Monday, after a similar gain Friday, and wheat futures were initially up 5%. Levels reasonable here for real buyers. https://t.co/rDwdN8ARYf
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
Founders of Crypto hedge fund 3AC have still yet to be physically found and are not cooperating with regulators... I see a Hollywood film coming out of this...#bitcoin #Ethereum $coin $mstr https://t.co/JCLhUiemqN
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
60-day consumer delinquencies across all ABS sectors ticking up above pre-covid levels. It will be interesting to see where the data is 6 months from now! https://t.co/8FY5se4DXP
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Special Situations 🌐 Newsletter (Jay Singh III)
Eight (8) new short ideas in this weekend's SPAC catalyst updates, from ex-redemption shorts, to PIPE unlocks, and 180 Day unlocks. A 9th one coming out early this week once we finish digging through the filings tomorrow!

https://t.co/r7f3PlxC5V
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Special Situations 🌐 Newsletter (Jay Singh III)
If you have respect for others and treat them like you wish to be treated, you rarely have to be worried about making a bad decision! Most come naturally!
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