MastersInvest.com
RT @JonErlichman: A story about Walmart from 1962: https://t.co/szj0e3UKn0
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MastersInvest.com
RT @dougboneparth: Dow rallies more than 500 points as investors get tired of losing money.
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Special Situations 🌐 Research Newsletter (Jay)
RT @jessefelder: 'Companies are increasingly talking about re-shoring to avoid supply delays.' https://t.co/jGcJY4ctxE via @SoberLook https://t.co/QykmFgBS9T
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Special Situations 🌐 Research Newsletter (Jay)
$ASML cuts sales forecast, saw FY sales up 20%, now 10%
$ASML Q2 22 Earnings (beat, but lower guide)
- Q2 Net Sales €5.43B (est €5.26B)
- Sees Q3 Net Sales €5.1-5.4B (est €6.5B)
- Sees FY Sales About 10% (prev 20%)
- Q2 Net Profit €1.4B
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Ethan Mollick
A paper titled “Wolf attacks predict far-right voting” suggests a metal mix of lycanthropy🐺 & prophecy🔮 that is far more intense than most research, but…

It has a pretty serious point: the trade-offs associated with green policies need to be managed or they lead to backlash. https://t.co/K9II4AcOzn
Hmmmmmmmm
https://t.co/EWfStqynoc - Science of Science
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Special Situations 🌐 Research Newsletter (Jay)
*SOUTH AFRICA JUNE CONSUMER PRICES RISE 7.4% Y/Y; EST. +7.3%
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Paras Chopra
The abysmally low women labor participation in India is a vicious cycle.

The fewer the women with financial independence, the more dependent they're on men, and the more difficult it is then for them to make bold career decisions.
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Rob Briner
RT @qm_ucu: As inflation continues to bite, @qmul management put the punitive deductions machine into motion.

Many staff have today received emails informing us that we will lose 21 days from our pay this week, with 21 more threatened next month.

This is punishment, not proportionality. https://t.co/uc0cvzv4wT
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Special Situations 🌐 Research Newsletter (Jay)
Handset sales in Asia; not necessarily representative of $AAPL sales, thx @DisruptorStocks
https://t.co/TDw2QdHdZB
CAICT: #China June domestic mobile phone shipments rose 9.2% y/y to 28.0 million, Jan-June domestic mobile phone shipments fell 21.7% y/y to 136.2 million. June smartphone shipments rose 9.1% to 27.5 million, Jan-June smartphone shipments fell 21.8% to 133.7 million.
#phones #5G https://t.co/QKaHgyXOF3 - CN Wire
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Jim OShaughnessy
Two thoughts from Max Tegmark

“There’s no better guarantee of failure than convincing yourself that success is impossible, and therefore never even trying.”

“If we don't know what we want we're less likely to get it.”
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Bread Crumbs Research
RT @NikitaShchukin_: #russiaisaterrorisstate https://t.co/GWzcHEwnqa
Kharkiv after shelling on July 20. The father of a 13-year-old boy reads a prayer at the place of his death

#Russiaisaterroriststate https://t.co/sD7acrM8aO - Лачен
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Special Situations 🌐 Research Newsletter (Jay)
1/ EU equities give back gains this AM as Russian President Vladimir Putin signaled that Europe will start getting gas again through a key pipeline, but warned that unless a spat over sanctioned parts is resolved, flows will be tightly curbed. https://t.co/JIY3BBl4TZ
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Special Situations 🌐 Research Newsletter (Jay)
$BIIB Biogen misses, down 5% premarket:
BIOGEN SEES FY ADJ EPS $15.25 TO $16.75, SAW $14.25 TO $16
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Special Situations 🌐 Research Newsletter (Jay)
Baker Hughes $BKR adj earnings/share for the 2Q that missed avg analyst est.
-Adj EPS 11c vs. 10c y/y, est 22c
-Rev $5.05bn, -1.8% y/y, est $5.35bn
-Oilfield Services rev $2.69bn, +14% y/y, est $2.61bn
-Turbomachinery & Process Solutions rev $1.29bn, -21% y/y, est $1.68bn
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Ramneek
RT @WTCM3: @Invesquotes making it even easier https://t.co/CQ4hOQiBup
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Morning Brew ☕️
Pro tip: sometimes to speed up we must first slow down.

Shop the Relaxxxxx Candle, for when manifesting ‘too blessed to be stressed’ doesn’t cut it. https://t.co/PFtp3T6zPU https://t.co/rgRnGAaR6t
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