Morning Brew ☕️
One more day to go until @HR_Brew's virtual sit down with Lorraine Stomski, SVP of associate learning and leadership at Walmart, to discuss the new rules of engagement in building and maintaining your workforce.

Sponsored by @15Five | RSVP 👇

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Special Situations 🌐 Newsletter (Jay Singh III)
Natural gas volatility has been unreal this year... $UNG up another 8% today after Freeport collapse. Eyes on inventories tomorrow. https://t.co/5vdQZ0D9Sg
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Rihard Jarc
Breaking news $NFLX partners with $MSFT on ad-supported subscription plan.
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Special Situations 🌐 Newsletter (Jay Singh III)
Round trip day in $BRPM if rolled some profits into August contracts after 18% drop yesterday https://t.co/lZT6vfwjCR
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Meb Faber
Got to hang with one of my favorite tweeps on the podcast...@EricBalchunas!

Of course we dig into Bogle the GOAT, but Eric also shares some of his favorite ETF ideas that haven’t been launched yet...

https://t.co/qOmzbKOgK8 https://t.co/zvX3LgONO2
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Special Situations 🌐 Newsletter (Jay Singh III)
$NFLX NETFLIX CHOOSES MICROSOFT AS PARTNER FOR AD-SUPPORTED SERVICE

https://t.co/3rJEMBsHBl
1/ What has caused slowdown at $NFLX, a thread!

Netflix Inc.’s co-CEO is blaming recent slowdown at streaming service on multiple factors including inflation’s impact on household budgets, decline in smart TV sales due to supply chain constraints, and its departure from Russia. https://t.co/MzpaC2Put8 - Special Situations 🌐 Newsletter (Jay Singh III)
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Morning Brew ☕️
Meet crypto's sugar daddy. (ft. @anishkmitra) https://t.co/cWljJOvsrt
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Special Situations 🌐 Newsletter (Jay Singh III)
Fed's Barkin: There is near-term recession risk. Wow, looks like someone has been watching GDPNow data from the Atlanta Fed...where were you in June bro? https://t.co/Bq8OQmRzXE
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Special Situations 🌐 Newsletter (Jay Singh III)
RT @jfahmy: I'm blown away that 8400 people tuned in live to our space yesterday! Thank you to everyone who participated and please follow the amazing speakers who generously helped out: @bclund @MomAngtrades @PatternProfits @SpecialSitsNews @OphirGottlieb @nancy__davis @alphacharts365
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Morning Brew ☕️
Being CC'ed to an email instead of being a recipient https://t.co/dbcbPp6GAd
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Special Situations 🌐 Newsletter (Jay Singh III)
Thanks brother!
https://t.co/tD4PLCXuJy
Amazing CPI call @SpecialSitsNews! You were the first on FinTwit to warn of a possible 9% CPI print. - Dillon Evans
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Santangel's Review
“Don't spend so much time trying to choose the perfect opportunity, that you miss the right opportunity.” - Michael Dell
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Special Situations 🌐 Newsletter (Jay Singh III)
Delta Air Lines $DAL missed on margins (EBIT $1.445B vs est $1.610B in 2Q & said high opex will persist through 2022, weighing on rebound as carriers ty capitalize on strong travel demand. Blamed earnings miss on high fuel prices and >4,000 canceled flights in May and June. $UAL
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Five Minute Macro
We've reached the 'bad inflation is good inflation' stage of the cycle.
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Special Situations 🌐 Newsletter (Jay Singh III)
Yield-to-Worst (YTW) for CCC high yield bonds is now almost 14%! Rolling over debt at these prices is likely not sustainable. Default expectations rising for 2023... $HYG $JNK

@MomAngtrades @JLinWins @rhemrajani9 @stocktalkweekly @MacroStratChris @marketplunger1
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