Special Situations 🌐 Newsletter (Jay Singh III)
Biden will likely extend the student loan moratorium again (midterms, of course!), otherwise we will be modeling a $400/month hit to the avg. consumer in 2 months...we have touched on this for several months.
Thx @vr_tonio
https://t.co/ofAgA5rfnr
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Biden will likely extend the student loan moratorium again (midterms, of course!), otherwise we will be modeling a $400/month hit to the avg. consumer in 2 months...we have touched on this for several months.
Thx @vr_tonio
https://t.co/ofAgA5rfnr
We have less than 50 days until student loan payments restart.
It's time to cancel student debt and deliver relief for millions of Americans before these crushing payments are due.
https://t.co/nin5jKHLzE - Rep. Pramila Jayapaltweet
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Special Situations 🌐 Newsletter (Jay Singh III)
Big OpEx day tomorrow, a day to be careful...
"About $1.9 trillion of options are set to expire, obliging investors to either roll or start new hedges. Monthly event includes $925B of S&P 500-linked contracts & $395B of derivatives across single stocks, $GS estimates." https://t.co/SRmNJGbc3d
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Big OpEx day tomorrow, a day to be careful...
"About $1.9 trillion of options are set to expire, obliging investors to either roll or start new hedges. Monthly event includes $925B of S&P 500-linked contracts & $395B of derivatives across single stocks, $GS estimates." https://t.co/SRmNJGbc3d
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Special Situations 🌐 Newsletter (Jay Singh III)
Rising rates, inflation posing challenges to investors that they haven’t seen in decades, $BLK Larry Fink said after co reported 2Q earnings that missed Wall Street estimates. Investors pulled $10bn of funds out of $BLK active funds & retirement inflows missed by $40bn to $69bn.
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Rising rates, inflation posing challenges to investors that they haven’t seen in decades, $BLK Larry Fink said after co reported 2Q earnings that missed Wall Street estimates. Investors pulled $10bn of funds out of $BLK active funds & retirement inflows missed by $40bn to $69bn.
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Tren Griffin
Twitter suggested that I follow tickers.
Why would I want to insert tweets from people into my feed who don't share my investing style?
I have negative interest in tweets from people who participate in a Keynesian beauty contests. Interest a given ticker ≠ investing insight. https://t.co/F4LeykS6jy
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Twitter suggested that I follow tickers.
Why would I want to insert tweets from people into my feed who don't share my investing style?
I have negative interest in tweets from people who participate in a Keynesian beauty contests. Interest a given ticker ≠ investing insight. https://t.co/F4LeykS6jy
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Paul Graham
RT @Fusion_Industry: "More than 93% of the survey respondents—all people working in private fusion companies—now believe that fusion power will first be on the grid by the 2030s, up from 83% last year." Details on our report launched yesterday and its implications in @m_windridge article for @Forbes https://t.co/fTjuRaj5cd
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RT @Fusion_Industry: "More than 93% of the survey respondents—all people working in private fusion companies—now believe that fusion power will first be on the grid by the 2030s, up from 83% last year." Details on our report launched yesterday and its implications in @m_windridge article for @Forbes https://t.co/fTjuRaj5cd
Huge Growth In Fusion Energy Industry, Shows New Report https://t.co/aTHxG9JfoT - Forbes Europetweet
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Morning Brew ☕️
Have a Van Gogh lying around? You might want to get it x-rayed.
Experts at the National Galleries of Scotland recently discovered a previously unknown self-portrait by Vincent Van Gogh hidden under cardboard and glued to the back of one of his other works. https://t.co/TtceMYloE8
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Have a Van Gogh lying around? You might want to get it x-rayed.
Experts at the National Galleries of Scotland recently discovered a previously unknown self-portrait by Vincent Van Gogh hidden under cardboard and glued to the back of one of his other works. https://t.co/TtceMYloE8
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Special Situations 🌐 Newsletter (Jay Singh III)
RT @SpecialSitsNews: So if the Fed is dovish, the back end of the curve should rise in response to expectations of higher inflation, but if the Fed is hawkish, the curve may eventually invert, predicting a recession...
Good news is bad news and bad news is bad news. Say it again with me!
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RT @SpecialSitsNews: So if the Fed is dovish, the back end of the curve should rise in response to expectations of higher inflation, but if the Fed is hawkish, the curve may eventually invert, predicting a recession...
Good news is bad news and bad news is bad news. Say it again with me!
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Frederik Gieschen
RT @typesfast: @KleeBeard @LibertyRPF "The World for Sale" is a much better history of the oil industry (and other commodities) since the 1960s. Top biz book I read this year.
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RT @typesfast: @KleeBeard @LibertyRPF "The World for Sale" is a much better history of the oil industry (and other commodities) since the 1960s. Top biz book I read this year.
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Dalius - Special Situation Investments
New investment ideas from VIC 👇
Incl: $AXP short, $GHG, $AEP and $VITL
$AXP short pitch:
– Investors misunderstand earnings profile - AXP became just another lending business as non-interest income declined 90% from 2007 peak.
– Way too high valuation at 20x EBIT
... 👇
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New investment ideas from VIC 👇
Incl: $AXP short, $GHG, $AEP and $VITL
$AXP short pitch:
– Investors misunderstand earnings profile - AXP became just another lending business as non-interest income declined 90% from 2007 peak.
– Way too high valuation at 20x EBIT
... 👇
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