Jitendra Chawla, CFA
Anyone knows how to tell @HDFCBank_Cares that I don't want to increase my credit limit on my credit card?

Getting one email and one notification everyday for the last month and I don't think intend to stop until I say yes or cancel the card.
tweet
Special Situations ๐ŸŒ Research Newsletter (Jay)
*GREECE CAN'T ACCEPT EU PROPOSAL FOR 15% GAS USE REDUCTION
tweet
Ramneek
RT @SridharanAnand: My latest essay - an extra-long, extra-preachy one on what I've seen to be the biggest risk to compounding, whether business or investing. I discuss a risk that is as pernicious as it is underrated.

https://t.co/QSNrSdMMOn
tweet
Special Situations ๐ŸŒ Research Newsletter (Jay)
Morgan Stanley $MS, JPMorgan $JPM Disagree on Outlook for Fedโ€™s Pivot

JPM has been buying the dip all the way down from November https://t.co/unzxTWmY04
tweet
Special Situations ๐ŸŒ Research Newsletter (Jay)
RT @DisruptorStocks: Great point by @SpecialSitsNews that $QCOM reports Wed and can be a preview for $AAPL that reports Thur.
tweet
Bread Crumbs Research
RT @MacaesBruno: The Human Rights Watch report show the whole of Kherson has become a concentration camp. Indiscriminate murder, rape and unimaginably cruel torture used against civilians
tweet
Rob Briner
"We are currently experiencing very high call volumes."

Or: "We are currently experiencing very low staffing levels."
tweet
Offshore
Photo
Special Situations ๐ŸŒ Research Newsletter (Jay)
$WEAT Wheat jumps 4.6% again after Russian attack on the port of Odesa...

"Ukrainian officials are still preparing to restart sea exports as soon as this week despite the attack on Odesa, which drew swift international condemnation." https://t.co/6Ci9lboWdo
tweet
sunil shah
$TSLA
Ok 10Q for 2q just filed this morning.
https://t.co/LhFYOIysF4
some points.
Net income $ 2,269 m
Foreign currency translation adjustment (421 ) m
Unrealized net loss on marketable securities (6 )
Comprehensive income $1,842 m
tweet
Offshore
Photo
Special Situations ๐ŸŒ Research Newsletter (Jay)
Margin is highly correlated with equity prices, and it is better to look at brokerage account margin relative to equity market cap over time. Too many use this graph to draw conclusions... https://t.co/vayd90KNXw
tweet
Special Situations ๐ŸŒ Research Newsletter (Jay)
If the ECB is hiking into an obvious recession, from a MUCH weaker position, how could $JPM expect Fed a pivot this fall? The tightening has just begun...

ECB'S KAZAKS: SEPTEMBER HIKE NEEDS TO BE QUITE SIGNIFICANT...
tweet
Alex Brogan
RT @SystemSunday: If you want to improve your thinking, outsmart these 25 cognitive biases ๐Ÿ‘‡
tweet
Offshore
Photo
Special Situations ๐ŸŒ Research Newsletter (Jay)
According to $RDFN, we are seeing the most single family real estate price drops than any time since at least 2015
$XHB $LEN $BZH $DHI $PHM $TOL $HOV https://t.co/OZy7CPPjcJ
tweet
Offshore
Photo
Special Situations ๐ŸŒ Research Newsletter (Jay)
The Federal Reserve Bank of Chicagoโ€™s National Activity Index held at minus 0.19 in June, the first back-to-back negative readings since the pandemic started in early 2020! https://t.co/0YBZCc1cMB
tweet