Rolf Degen
"Some individuals are more susceptible to problematic Internet use than others due to genetic vulnerabilities."
https://t.co/6cHITEf3ri https://t.co/jgImxN4arZ
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Special Situations 🌐 Research Newsletter (Jay)
One of the most comical SPAC deals of the year; one no-revenue company buys another:

Nikola $NKLA will acquire $RMO Romeo Power for $144mn (~90% discount).

That’s a fraction of the $1.33bn value at which the CA-based company agreed to merge with a SPAC.
$LCID $PSNY $RIDE
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Special Situations 🌐 Research Newsletter (Jay)
BREAKING: $PEP PEPSICO TO TAKE 8.5% STAKE IN CELSIUS $CELH FOR $550M AT $75/SHARE @JonahLupton
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Fred Liu
RT @williswee: Indonesia bans PayPal, Yahoo Search, and other tech platforms https://t.co/sSZA6pzYYF
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Paras Chopra
Why does iCloud suck so much?

It decides to upload ~250gb of data from my hard drive every other week. Syncing files efficiently across storages cannot be this hard.

@Apple, fix your software! https://t.co/uYjLNUBGfJ
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Alex Brogan
What is your go-to question when meeting someone to skip small talk and jump right into a meaningful conversation?
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Special Situations 🌐 Research Newsletter (Jay)
RT @vulcaninvestor: This is always 🔥 https://t.co/miDG0Bj8CC
https://t.co/1R1RL9XRo0 - Special Situations 🌐 Research Newsletter (Jay)
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Meb Faber
Investing quote of the day via @danielcrosby: https://t.co/U63Kb1mibD
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Paras Chopra
What does “first principles thinking” mean to you?
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Morning Brew ☕️
Monday mornings, am I right? https://t.co/XCdjTFYgle
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Rihard Jarc
$ASML is, in my view, the best way to get exposure to the semiconductor industry.
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Special Situations 🌐 Research Newsletter (Jay)
$BAC: "equity low in June wasn’t floor for stock markets & investors need to see more earnings cuts before the bear market ends.

Prior bear markets ended after EPS cuts, whereas today forward EPS is still +7% YTD, strategists led by Savita Subramanian write in a note. $SPY $IWM
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Jim OShaughnessy
“I've lived through some terrible things in my life, some of which actually happened.”
~Attributed to Mark Twain https://t.co/o2Y4zpGFjk
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Special Situations 🌐 Research Newsletter (Jay)
Service PMI missed (47) to contractionary levels last week. This morning S&P Global Manufacturing PMI missed at 52.2 vs. exp 52.3.
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Special Situations 🌐 Research Newsletter (Jay)
Former Fed Reserve Governor Bill Dudley:

"Investors have lately become strangely optimistic that the Fed won’t have to tighten monetary policy much further, bidding up stocks and bonds amid hopes that the Fed pivot.

This wishful thinking is both unfounded & counterproductive."
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