Special Situations 🌐 Newsletter (Jay Singh III)
How does the Fed's soft landing look right now...? We have just started earnings season...
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Paul Graham
RT @JohnDCook: "In general you [become successful] not by knowing what the experts know but by learning what they think is beneath them." -- George Gilder
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
Manhattan rents hit all time high, up 29% y/y. This wasn't even the highest increase we have seen in the US. OER does not do a good job of capturing real estate related inflation...

https://t.co/LcGOvdxlUN
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Bread Crumbs Research
Danny Meyer buys $830k shares of SHAK (first time since at least 2018)
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Offshore
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Bread Crumbs Research
RT @NinaSlepkova: Vinnytsia, Ukraine, office center, just now. #russiaisaterrorisstate https://t.co/oaog02PdBY
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Bread Crumbs Research
RT @visegrad24: BREAKING:

The death toll after the Russian missile strike this morning on a medical center in Vinnytsia, a city in western Ukraine, has risen to 12 people, including a mother and her 1-year-old daughter.

When will the West muster enough will to end Russia’s aggression? https://t.co/rcxHgOXt64
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Ensemble Capital
Happy to see $NTDOY continuing to move toward monetizing its vast IP library. https://t.co/c19CWneCSN
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Frederik Gieschen
Loved talking to @mjmauboussin about becoming a better investor, studying the greats, analysts and PMs, even teaching.

"What we do is the intersection of business, people, psychology, sociology, and numbers. It's just inherently fascinating. You never have the game beat. Never."
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Saj Karsan
Carr's votes have blocked developments (including transit-oriented) that would have densified Vancouver and made us less dependent on cars. Would it be a better use of council funds to sue *her* for being a cause of climate change? https://t.co/tnJCZkqtJd
Motion to next week's @CityofVancouver council meeting from @AdrianeCarr proposes hiking taxes or diverting from existing programs to sue oil companies for climate change. Motion cites big tobacco litigation, where there was a clear cause and effect. #bcpoli #vanpoli https://t.co/4oIDhTbtUs - Bob Mackin
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Morning Brew ☕️
Does your dog bite?

No, worse… she judges people not subscribed to Morning Brew https://t.co/fD0ZF787EV
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Michael Mauboussin
Thanks, Frederik. I really enjoyed the discussion! https://t.co/ekbZZvnz3b
You can find the full conversation here👇

https://t.co/2ESoXo5s5d
- Frederik Gieschen
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Special Situations 🌐 Newsletter (Jay Singh III)
RT @TechnicalsOG: @JLinWins @SpecialSitsNews some of the best people to follow on twitter!
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Special Situations 🌐 Newsletter (Jay Singh III)
*THAI BAHT FALLS TO WEAKEST LEVEL VERSUS DOLLAR SINCE 2006

Nothing to see here...
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Special Situations 🌐 Newsletter (Jay Singh III)
Fed's Waller speaking at 11am ET; he is 2nd most hawkish
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Frederik Gieschen
Renaissance's model: "“There is no individual bet we explain by saying we think one stock is going to go up or another down. Every bet is a function of all the other bets, our risk profile, and what we expect to do in the near and distant future."
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