Jim OShaughnessy
After 13 years of being on this website, I’ve decided to start stealing everyone else’s tweets and content. It’s too mentally exhausting to come up with insightful, innovative, and clever tweets every day that no one appreciates. I’m sorry that it has come to this. Thank you. https://t.co/XoONuCfyr2
After 10 years of being on this website, I’ve decided to start stealing everyone else’s tweets and content. It’s too mentally exhausting to come up with insightful, innovative, and clever tweets every day that no one appreciates. I’m sorry that it has come to this. Thank you. - Ramp Capital
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Special Situations 🌐 Research Newsletter (Jay)
*GOOGLE $GOOG DELAYING PLAN TO END TRACKING COOKIES TO 2024 $META $PINS $SNAP
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Special Situations 🌐 Research Newsletter (Jay)
$TTD on $GOOG tracking news https://t.co/KNznYBWAxQ
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Special Situations 🌐 Research Newsletter (Jay)
RT @SpecialSitsNews: Breakdown of U.S. wealth % between stocks and residential real estate. Residential real estate is much more important when taking into account the avg. investor. And based on $RDFN numbers, 19% of sellers are lowering prices (different by geography). $XHB $PHM $LEN $BZH $TOL $HOV https://t.co/R45jKsMFYs
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Special Situations 🌐 Research Newsletter (Jay)
Housing prices have been rolling over
https://t.co/GQjUb67w3G
U.S. housing prices finally starting to roll over according to Redfin $rdfn, but the Fed will likely continue to hike into a slowdown, given OER lag in CPI. Have been discussing this for months now. Not good setup for real estate! Tx @Crussian17 $xhb $phm $hov $tol $dhi $len $bzh https://t.co/sXXZbpPrcE - Special Situations 🌐 Research Newsletter (Jay)
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Morning Brew ☕️
don't hate the player, hate the game https://t.co/e1fybEWDLr
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M&A Focused CPA
I wrote this thread before on NWC
https://t.co/iJ0naCozEX
Here's why it's important to understand when you're buying a business:
thread on net working capital (NWC) inspired by @GoodsCapital and @ClintFiore's reluctance to trust accountants lol - M&A Focused CPA
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Special Situations 🌐 Research Newsletter (Jay)
Post FOMC meeting, 50-75 bps still on the table for September (but 2 months of CPI and Labor data to digest in between), and a couple points in 2:30pm discussion were dovish on the margin...

Most of what was said was expected.
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FXHedge
EVERGRANDE CREDITORS DEMAND FURTHER EXPLANATION FOR BILLIONS IN SEIZED CASH: DJ
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Michael Mauboussin
🙏🙏 https://t.co/ZXIMLfeR8M
@BrianFeroldi H/T @mjmauboussin https://t.co/WdUMMjVhl0 - Arthur Cahuantzi
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Paul Graham
In England, people drive pickup trucks when they need to carry the types of loads they're suited for. But no one drives a pickup truck as a fashion statement. That would seem a very strange idea, like driving a tractor as a fashion statement.
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FXHedge
PELOSI'S HUSBAND SOLD $5 MILLION IN NVIDIA STOCK AHEAD OF VOTE ON CHIPMAKER SUBSIDES -NYP
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Special Situations 🌐 Research Newsletter (Jay)
As noted by GS, in recent weeks, upwards of 40% of daily SPX option volumes have an expiry of less than 24 hours. That is a lot of short dealer gamma, which will contribute velocity to an already less liquid trading environment!
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Special Situations 🌐 Research Newsletter (Jay)
Publishing note for subscribers shortly with views on today's FOMC meeting, GDP estimate range for tomorrow, EU equities, Chinese equities, U.S. fiscal deficit/tax receipts, EUR/USD target for 2H22.
https://t.co/r7f3PlxC5V
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Paul Graham
I introduced a founder who needed a specific kind of help to Ron Conway. Ron's not an investor in his company, but I knew it wouldn't matter. Ron wants to fix any brokenness in a startup, regardless of whether it's a portfolio company. He's playing Tetris with Silicon Valley.
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MastersInvest.com
RT @chriswmayer: Love the Gell-Mann Amnesia Effect, described by Michael Crichton, who formulated the Effect in conversation with Gell-Mann (h/t @TheBrowser): https://t.co/GIixXAHDUJ
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