Paul Graham
It's hard to stop up the holes through which something valuable flows. https://t.co/bxx3Etasso
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It's hard to stop up the holes through which something valuable flows. https://t.co/bxx3Etasso
Saudi Arabia more than doubled its purchase of Russian fuel oil in the months after the Ukraine war began
Saudi Arabia is defying US pressure as it wants to free up its crude for export and use discounted Russian fuel oil for summer cooling - Samuel Ramanitweet
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Saudi Arabia more than doubled its purchase of Russian fuel oil in the months after the Ukraine war began
Saudi Arabia is defying US pressure as it wants to free up its crude for export and use discounted Russian fuel oil for summer cooling
Saudi Arabia is defying US pressure as it wants to free up its crude for export and use discounted Russian fuel oil for summer cooling
Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
What many don't understand is that U.S. is exporting inflation & addl Fed hikes will only make it worse as interest rate differentials force dollar to strengthen more into 3rd quarter. In EU, risk that higher rates will just slow economy w/o addressing inflation (staglfation). https://t.co/b4Nsbt859R
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What many don't understand is that U.S. is exporting inflation & addl Fed hikes will only make it worse as interest rate differentials force dollar to strengthen more into 3rd quarter. In EU, risk that higher rates will just slow economy w/o addressing inflation (staglfation). https://t.co/b4Nsbt859R
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Special Situations 🌐 Newsletter (Jay Singh III)
China’s Covid-19 cases remain elevated, with Shanghai rolling out mass testing in 9 districts as financial hub seeks to stamp out infections, while Macau extended its lockdown.
Reported 510 cases for Sunday after new infections jumped to 580 on Saturday -- highest since May 23
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China’s Covid-19 cases remain elevated, with Shanghai rolling out mass testing in 9 districts as financial hub seeks to stamp out infections, while Macau extended its lockdown.
Reported 510 cases for Sunday after new infections jumped to 580 on Saturday -- highest since May 23
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Special Situations 🌐 Newsletter (Jay Singh III)
“The supertanker of Western capital is starting to turn away from China,” said Matt Smith of Ruffer LLP, a $31 billion investment firm that recently shut Hong Kong office after more than a decade. "Xi’s government showed little regard for global investors last year." $KWEB $BABA
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“The supertanker of Western capital is starting to turn away from China,” said Matt Smith of Ruffer LLP, a $31 billion investment firm that recently shut Hong Kong office after more than a decade. "Xi’s government showed little regard for global investors last year." $KWEB $BABA
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Special Situations 🌐 Newsletter (Jay Singh III)
$GS Prime book cumulative short float as corporate buybacks resume post earnings https://t.co/b1QeGx83oW
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$GS Prime book cumulative short float as corporate buybacks resume post earnings https://t.co/b1QeGx83oW
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MastersInvest.com
"The greatest folly is to accept expert statements uncritically" Garrett Hardin
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"The greatest folly is to accept expert statements uncritically" Garrett Hardin
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MastersInvest.com
"The key is to understand that price targets follow stocks, rather than lead them. A higher stock price generates higher price targets and a lower stock price generates falling price targets." David Einhorn
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"The key is to understand that price targets follow stocks, rather than lead them. A higher stock price generates higher price targets and a lower stock price generates falling price targets." David Einhorn
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Rolf Degen
Both sexes reacted less positively to research findings showing a sex difference favoring males rather than females, and they judged male-favoring research to be lower in quality. https://t.co/24eZBWQxAs https://t.co/FzKaBWznkj
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Both sexes reacted less positively to research findings showing a sex difference favoring males rather than females, and they judged male-favoring research to be lower in quality. https://t.co/24eZBWQxAs https://t.co/FzKaBWznkj
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Special Situations 🌐 Research Newsletter (Jay)
China’s central bank injected additional liquidity into the financial system for 1st time since June as a growing mortgage-payment boycott and a virus flareup leads to a sense of crisis
PBOC boosted size of daily ST cash operation to 12 billion yuan ($1.8 billion) from 3 billion
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China’s central bank injected additional liquidity into the financial system for 1st time since June as a growing mortgage-payment boycott and a virus flareup leads to a sense of crisis
PBOC boosted size of daily ST cash operation to 12 billion yuan ($1.8 billion) from 3 billion
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Special Situations 🌐 Research Newsletter (Jay)
$BAC ERASES EARLIER GAIN AND FALLS TO PREMARKET LOW
*Bank of America GAAP EPS of $0.73 misses by $0.02, revenue of $22.7B misses by $90M
*Noninterest income declined $989 million, or 9%, to $10.2 billion, primarily reflecting weaker capital markets.
$JPM $C $GS $DB $UBS $BARC $CS
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$BAC ERASES EARLIER GAIN AND FALLS TO PREMARKET LOW
*Bank of America GAAP EPS of $0.73 misses by $0.02, revenue of $22.7B misses by $90M
*Noninterest income declined $989 million, or 9%, to $10.2 billion, primarily reflecting weaker capital markets.
$JPM $C $GS $DB $UBS $BARC $CS
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Special Situations 🌐 Research Newsletter (Jay)
Loan upgrade-to-downgrade ratio (credit) we were discussing on Spaces last week. Downgrades are now > upgrades, pointing to the expected weakness in credit with the slowing economy & inflation.
Important to monitor regarding strength of leveraged loan markets! $JNK $HYG $BKLN https://t.co/uSZ3WmlQLM
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Loan upgrade-to-downgrade ratio (credit) we were discussing on Spaces last week. Downgrades are now > upgrades, pointing to the expected weakness in credit with the slowing economy & inflation.
Important to monitor regarding strength of leveraged loan markets! $JNK $HYG $BKLN https://t.co/uSZ3WmlQLM
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