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Morning Brew ☕️
LAST CALL for early bird tickets to the Emerging Tech Brew Summit! From incredible speakers, networking opportunities, breakout sessions, and more.
You can still save $200 by purchasing your ticket today. Act fast, ticket prices increase tomorrow!
https://t.co/dfAVcltbHt https://t.co/q4eQfpaAMp
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LAST CALL for early bird tickets to the Emerging Tech Brew Summit! From incredible speakers, networking opportunities, breakout sessions, and more.
You can still save $200 by purchasing your ticket today. Act fast, ticket prices increase tomorrow!
https://t.co/dfAVcltbHt https://t.co/q4eQfpaAMp
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Special Situations 🌐 Newsletter (Jay Singh III)
RT @SpecialSitsNews: @realDillonEvans I think we see a Sept hike, even 50 bps if commodities rebound. Next CPI could be over 9% on OER alone and we won't be seeing 5% inflation this fall. Fed has said a few tenths decline here and there doesn't matter to them and they are ignoring gdp data
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RT @SpecialSitsNews: @realDillonEvans I think we see a Sept hike, even 50 bps if commodities rebound. Next CPI could be over 9% on OER alone and we won't be seeing 5% inflation this fall. Fed has said a few tenths decline here and there doesn't matter to them and they are ignoring gdp data
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Frederik Gieschen
"Commodities Corporation: Traders, Innovators, and Making a Virtue out of Necessity"
"I have known many great traders and the market is bigger than anybody. It goes where it wants to go. There are exceptions, but they don’t last too long." Michael Marcus
https://t.co/mg8W0gFZvU
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"Commodities Corporation: Traders, Innovators, and Making a Virtue out of Necessity"
"I have known many great traders and the market is bigger than anybody. It goes where it wants to go. There are exceptions, but they don’t last too long." Michael Marcus
https://t.co/mg8W0gFZvU
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Special Situations 🌐 Newsletter (Jay Singh III)
A former Chinese central banker told the forum at the Caixin Summer Summit in Beijing Saturday that "China should be cautious with cutting interest rates or lowering banks’ required cash reserves due to looming risks of importing inflation." Won't see 2015/16 type stimulus...
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A former Chinese central banker told the forum at the Caixin Summer Summit in Beijing Saturday that "China should be cautious with cutting interest rates or lowering banks’ required cash reserves due to looming risks of importing inflation." Won't see 2015/16 type stimulus...
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Rolf Degen
"We document a robust underestimation of how much other people appreciate being reached out to." https://t.co/SXaPgDEy5x https://t.co/0czrNXJvMI
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"We document a robust underestimation of how much other people appreciate being reached out to." https://t.co/SXaPgDEy5x https://t.co/0czrNXJvMI
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Special Situations 🌐 Newsletter (Jay Singh III)
Bank of Canada is set to deliver a 75 bps interest rate hike this week, as it accelerates efforts to withdraw stimulus from an overheated economy.
Gov Tiff Macklem expected to raise central bank’s policy rate to 2.25%, largest increase since 1998 after 2 50 bps hikes in Apr/Jun
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Bank of Canada is set to deliver a 75 bps interest rate hike this week, as it accelerates efforts to withdraw stimulus from an overheated economy.
Gov Tiff Macklem expected to raise central bank’s policy rate to 2.25%, largest increase since 1998 after 2 50 bps hikes in Apr/Jun
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Special Situations 🌐 Newsletter (Jay Singh III)
Actual inflation in Canada vs. forecast inflation from last July to April 2022. Central bankers really #winning this year... https://t.co/ODEVauEkLl
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Actual inflation in Canada vs. forecast inflation from last July to April 2022. Central bankers really #winning this year... https://t.co/ODEVauEkLl
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Frederik Gieschen
Terrific pod with Rob Citrone.
Lessons from working with both George Soros and Julian Robertson: "Totally different in how they approached things but two things I learned that they did the same.
First: When they lost conviction on an idea they got out. They didn't wait around."
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Terrific pod with Rob Citrone.
Lessons from working with both George Soros and Julian Robertson: "Totally different in how they approached things but two things I learned that they did the same.
First: When they lost conviction on an idea they got out. They didn't wait around."
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Morning Brew ☕️
your boss when you get in trouble for sending a passive aggressive email https://t.co/0Bd7yczfpp
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your boss when you get in trouble for sending a passive aggressive email https://t.co/0Bd7yczfpp
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