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"
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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"
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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
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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
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Bread Crumbs Research
Twilio CEO Jeff Lawson on SaaS profits and stock performance - Protocol $twlo https://t.co/ucr8mRfgbM
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Twilio CEO Jeff Lawson on SaaS profits and stock performance - Protocol $twlo https://t.co/ucr8mRfgbM
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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
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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
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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
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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
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Dalius - Special Situation Investments
New investment ideas from VIC 👇
Incl: $GBTG, $CNSL, $TEN arb and $XELB
$GBTG pitch:
– Business travel management company, #1 player globally.
- $AXP spin-off, parent retains 35% stake.
– Set to rebound with corporate travel, which is still well below pre-covid levels.
... 👇
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New investment ideas from VIC 👇
Incl: $GBTG, $CNSL, $TEN arb and $XELB
$GBTG pitch:
– Business travel management company, #1 player globally.
- $AXP spin-off, parent retains 35% stake.
– Set to rebound with corporate travel, which is still well below pre-covid levels.
... 👇
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Special Situations 🌐 Newsletter (Jay Singh III)
Many parts of Central Plains & Texas are under heat advisories & warnings this weekend
Heat warnings also in effect for California, Arizona & New Mexico
Parts of Texas, Oklahoma & Kansas could see highest summer temps to date, w/ predicted highs of 102-110 degrees
$UNG $BOIL
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Many parts of Central Plains & Texas are under heat advisories & warnings this weekend
Heat warnings also in effect for California, Arizona & New Mexico
Parts of Texas, Oklahoma & Kansas could see highest summer temps to date, w/ predicted highs of 102-110 degrees
$UNG $BOIL
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Special Situations 🌐 Newsletter (Jay Singh III)
Russia’s defense minister instructed military units in Ukraine to “further intensify” combat activity at a time the arrival of advanced Western weapons is boosting Kyiv’s counterattack capabilities. Airstrikes continued in north, south and central areas, often on civilian targets
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Russia’s defense minister instructed military units in Ukraine to “further intensify” combat activity at a time the arrival of advanced Western weapons is boosting Kyiv’s counterattack capabilities. Airstrikes continued in north, south and central areas, often on civilian targets
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Special Situations 🌐 Newsletter (Jay Singh III)
Countries with highest credit default risk from @VisualCap! Expect more emerging market volatility this year! https://t.co/APB3vZbN33
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Countries with highest credit default risk from @VisualCap! Expect more emerging market volatility this year! https://t.co/APB3vZbN33
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Special Situations 🌐 Newsletter (Jay Singh III)
Early reports from U.S. cos have refocused attention on some of biggest challenges facing businesses, from threat of economic slowdown to the pressure that rising costs are putting on corporate profits. JPMorgan $JPM, Delta Airlines $DAL, and Fastenal $FAST warned of these risks.
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Early reports from U.S. cos have refocused attention on some of biggest challenges facing businesses, from threat of economic slowdown to the pressure that rising costs are putting on corporate profits. JPMorgan $JPM, Delta Airlines $DAL, and Fastenal $FAST warned of these risks.
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Special Situations 🌐 Newsletter (Jay Singh III)
Going to share/discuss Bofa $BAC Quant Savita Subramanian's 11 indicators since 1974 that typically occur before a market bottom with all subscribers this week! Hint, we are not there yet!
https://t.co/r7f3PlxC5V
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Going to share/discuss Bofa $BAC Quant Savita Subramanian's 11 indicators since 1974 that typically occur before a market bottom with all subscribers this week! Hint, we are not there yet!
https://t.co/r7f3PlxC5V
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Special Situations
Plans & Pricing | Special Situations Research Newsletter
Book a 1x1 with an analyst on our team! Get access to weekly ideas / investment memos and financial models on the companies in our database, along with databases of preferred stocks, merger arb candidates, spin candidates and discounted closed end funds!…
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Frank Taber
Thread/
Rich Guerin is arguably the most under appreciated investor of all-time.
He once partnered with Warren Buffett & Charlie Munger, and his returns were just as impressive.
Rick’s fund, Pacific Partners had annual returns of 32.9% from 1965-1983. https://t.co/JA1TcIJOW7
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Thread/
Rich Guerin is arguably the most under appreciated investor of all-time.
He once partnered with Warren Buffett & Charlie Munger, and his returns were just as impressive.
Rick’s fund, Pacific Partners had annual returns of 32.9% from 1965-1983. https://t.co/JA1TcIJOW7
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