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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Ethan Mollick
Comic books show us keys to creative success: the team structure of writers matters a lot! Diverse teams produce comics with the highest variance: they are either among the best or the worst performers. And teams outperform solo authors, unless those solo authors have experience. https://t.co/RSqy6iwZ4E
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Comic books show us keys to creative success: the team structure of writers matters a lot! Diverse teams produce comics with the highest variance: they are either among the best or the worst performers. And teams outperform solo authors, unless those solo authors have experience. https://t.co/RSqy6iwZ4E
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Morning Brew ☕️
For the first time in 33-years, you’re going to see a beer commercial in the Super Bowl that’s not from Anheuser-Busch.
After ending their exclusive partnership with the NFL, competitor Molson Coors, maker of Coors Light and Miller Lite, promptly purchased a 30-sec ad. https://t.co/aqfgVwvR2K
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For the first time in 33-years, you’re going to see a beer commercial in the Super Bowl that’s not from Anheuser-Busch.
After ending their exclusive partnership with the NFL, competitor Molson Coors, maker of Coors Light and Miller Lite, promptly purchased a 30-sec ad. https://t.co/aqfgVwvR2K
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Special Situations 🌐 Newsletter (Jay Singh III)
$GRRR, former $GLSPT retreating after low float SPAC squeeze. Just creates more short opportunities in the future (never involved). https://t.co/mTJnnts5t1
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$GRRR, former $GLSPT retreating after low float SPAC squeeze. Just creates more short opportunities in the future (never involved). https://t.co/mTJnnts5t1
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