Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
Chinese oil demand has rebounded from lows with partial reopening, as the rest of the world (US demand) has weakened. $USO $UCO $XLE $XOP https://t.co/uvfkTDCOYp
tweet
Chinese oil demand has rebounded from lows with partial reopening, as the rest of the world (US demand) has weakened. $USO $UCO $XLE $XOP https://t.co/uvfkTDCOYp
tweet
Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
Agricultural commodity prices since 2002 $WEAT https://t.co/XM63qN1qRa
tweet
Agricultural commodity prices since 2002 $WEAT https://t.co/XM63qN1qRa
tweet
Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
I go through the SPAC lifecycle and how to think about short opportunities on this interview with @marketplunger1 on Value Hive
Apple Podcasts: https://t.co/4eZsPW2eu9
More on: https://t.co/3elMLYk4hW
https://t.co/8kQd3EL5nQ
tweet
I go through the SPAC lifecycle and how to think about short opportunities on this interview with @marketplunger1 on Value Hive
Apple Podcasts: https://t.co/4eZsPW2eu9
More on: https://t.co/3elMLYk4hW
https://t.co/8kQd3EL5nQ
tweet
Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
Not a great turn of events for Italy, if fascist leader is elected in Italy after Draghi potentially formally resigns. Keep an eye on this next week! Thx @DdEmerging
https://t.co/ryrQ0fzfYR
tweet
Not a great turn of events for Italy, if fascist leader is elected in Italy after Draghi potentially formally resigns. Keep an eye on this next week! Thx @DdEmerging
https://t.co/ryrQ0fzfYR
tweet
Offshore
Photo
Jitendra Chawla, CFA
“Life is a game where you work very hard and deal only occasionally.” – Charlie Munger
https://t.co/xnQ2geqHUl
tweet
“Life is a game where you work very hard and deal only occasionally.” – Charlie Munger
https://t.co/xnQ2geqHUl
tweet
Special Situations 🌐 Newsletter (Jay Singh III)
Breaking: IMF just cut global growth expectations in April (lagging forecaster), and will likely cut them substantially again. In a review due this month, “we will downgrade our forecast substantially,” Pazarbasioglu said
“Path to a soft landing is narrowing, CBs have no choice"
tweet
Breaking: IMF just cut global growth expectations in April (lagging forecaster), and will likely cut them substantially again. In a review due this month, “we will downgrade our forecast substantially,” Pazarbasioglu said
“Path to a soft landing is narrowing, CBs have no choice"
tweet
Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
We spoke about this in last week's spaces:
1/US dollar’s relentless rise is threatening to trigger more outflows from Asia’s EM indices, spoiling hopes of the region making a comeback in 2H. MSCI Asia ex-Japan Index has fallen 20% as investors took $71B out of EM mkts this year! https://t.co/7vp05UOTeX
tweet
We spoke about this in last week's spaces:
1/US dollar’s relentless rise is threatening to trigger more outflows from Asia’s EM indices, spoiling hopes of the region making a comeback in 2H. MSCI Asia ex-Japan Index has fallen 20% as investors took $71B out of EM mkts this year! https://t.co/7vp05UOTeX
tweet
Offshore
Photo
Bread Crumbs Research
Twilio CEO Jeff Lawson on SaaS profits and stock performance - Protocol $twlo https://t.co/ucr8mRfgbM
tweet
Twilio CEO Jeff Lawson on SaaS profits and stock performance - Protocol $twlo https://t.co/ucr8mRfgbM
tweet
Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
Some positive news (special situation):
ANZ Said To Near A$5.6 Billion Deal For Suncorp’s Banking Unit
"An announcement could be made as soon as this week and lender will seek to tap equity markets with a share sale to help fund the potential takeover, according to sources" https://t.co/mJqL7mq1yy
tweet
Some positive news (special situation):
ANZ Said To Near A$5.6 Billion Deal For Suncorp’s Banking Unit
"An announcement could be made as soon as this week and lender will seek to tap equity markets with a share sale to help fund the potential takeover, according to sources" https://t.co/mJqL7mq1yy
tweet
Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
Central bank decisions this week:
Tuesday: Nigeria (inflation touch 18.6%, 5Y high)
Thursday: ECB (Europe), South Africa, BOJ (Japan), Uzbekistan, Indonesia, French Guiana
Friday: Russia, Paraguay https://t.co/UGFhh7ihlQ
tweet
Central bank decisions this week:
Tuesday: Nigeria (inflation touch 18.6%, 5Y high)
Thursday: ECB (Europe), South Africa, BOJ (Japan), Uzbekistan, Indonesia, French Guiana
Friday: Russia, Paraguay https://t.co/UGFhh7ihlQ
tweet