Special Situations 🌐 Research Newsletter (Jay)
Equally busy earnings week starting August 1st! We will be watching $pins $uber $bp $cvs $ua $fubo $sofi $jblu $amd $most $two $crox $lly $dkng $pypl $lthm for long and short opportunities. https://t.co/SUaccHpvrZ
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Tren Griffin
"Nationwide, food bank donations are down 20% from last year."

Houston Food Bank: average of 610,000 pounds distributed daily.

Every year I organize a campaign to raise funds to fight hunger. The event is always in October, but the work starts earlier.
https://t.co/m39BKsZUQB https://t.co/bZhJuTlXLj
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Rob Briner
My employer.

University accused of ‘vindictive attack’ as staff lose 21 days’ pay over protest https://t.co/SJABaVP1la
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Tren Griffin
I was swimming in Puget Sound last night saw some floating sea lettuce and ate it. Always eat your greens!

One local green algae is called the Green String Lettuce.  It consists of narrow hollow tubes made up of a single cell layer. Bubbles of oxygen allow the blades to float. https://t.co/fITBHnFnM1
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Special Situations 🌐 Research Newsletter (Jay)
How does Biden expect to ink a trade agreement with China now...? Inflation is going to be elevated for a number of categories for a few months more...
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Mostly Borrowed Ideas
Given the switching cost, I can understand why cloud deserves to have elevated capex.

Since $AMZN will spend $30 Bn capex on AWS this year, it implies another $30 Bn capex on AMZN ex AWS in 2022. How was AMZN ex AWS surviving with those "anemic" capex level in 2015-2019? https://t.co/as6eaTw0Pp
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Ethan Mollick
Retweeting, since this thread on making people happy was discussed on NPR this morning. https://t.co/zTzCcZNZRX
Want to make people around you happy? Here are simple things that cause happiness, but that we don’t do enough as we wrongly think they will be awkward & not appreciated. 🧵

🙏🏻People appreciate gratitude MUCH more than the giver expects & it is less awkward to give than expected https://t.co/81SXtS3PVO - Ethan Mollick
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Tren Griffin
Long March rocket upper stage debris returning to Earth over Kuching Malaysia. It missed you this time. Inverse lottery. A debris landing area of 119.0 degrees East and 9.1 degrees North, in the Sulu Sea, close to Palawan Island in the western Philippines. https://t.co/GsDowpkX6T
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Morning Brew ☕️
One of the best financial decisions in recent memory? https://t.co/ygqVc4ap4E
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Special Situations 🌐 Research Newsletter (Jay)
So the White House knew GDP print before, just like they knew the last 2 CPI prints that exceeded expectations ...case closed
https://t.co/MJWPLeUZXg
Breaking: The White House Council of Economic Advisors said on July 21 that even if Friday's advance estimate of the country's GDP is negative, it's still "unlikely" to be indicative that the country is in a recession. - Special Situations 🌐 Research Newsletter (Jay)
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Special Situations 🌐 Research Newsletter (Jay)
US electricity prices continue to rise at an alarming pace $ceg $smr $ccj $boil $ung $urnm https://t.co/mx67AafziB
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Special Situations 🌐 Research Newsletter (Jay)
Quantitative tightening has only just started...don't get too excited

Fed reduced its $9 trillion balance sheet by only $25bn since May 25

Equities have risen by 10%, HY spreads have tightened by 100 bps & mortgage rates have come in by 50 bps. How do you think Fed will react??
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Tren Griffin
That Long March rocket upper stage debris that just landed near the Philippines could have hit San Francisco, which would have been, well, messy. https://t.co/wFKHo7fARl
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