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 $IWM
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$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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Offshore
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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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“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)
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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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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Morning Brew ☕️
The Women's Euro Final at Wembley Stadium yesterday had a record attendance of 87,192 for any Euro Final — mens's or women’s.
It also had a peak TV audience of 17.4m on BBC One & 5.9m streams online. https://t.co/HQovZfn6xM
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The Women's Euro Final at Wembley Stadium yesterday had a record attendance of 87,192 for any Euro Final — mens's or women’s.
It also had a peak TV audience of 17.4m on BBC One & 5.9m streams online. https://t.co/HQovZfn6xM
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Special Situations 🌐 Research Newsletter (Jay)
US natural gas production has risen to a record in response to high prices (97+bcf/day), but risks are not off the table with Freeport coming back online in the fall $UNG $BOIL $LNG $AR $EQT $SD https://t.co/NSKd5lOViE
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US natural gas production has risen to a record in response to high prices (97+bcf/day), but risks are not off the table with Freeport coming back online in the fall $UNG $BOIL $LNG $AR $EQT $SD https://t.co/NSKd5lOViE
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Paul Graham
"Cross-class friendships — what the researchers called economic connectedness — had a stronger impact than school quality, family structure, job availability or a community’s racial composition."
https://t.co/oZMP0ccmHU
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"Cross-class friendships — what the researchers called economic connectedness — had a stronger impact than school quality, family structure, job availability or a community’s racial composition."
https://t.co/oZMP0ccmHU
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Special Situations 🌐 Research Newsletter (Jay)
UK had the driest July since 1935 amid a searing heat wave that pushed infrastructure to the brink & severely disrupted travel
Unusually dry weather came as temps rose >40 degrees Celsius (104F) for the first time. Cancelled flights and power plants down to avoid overheating.
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UK had the driest July since 1935 amid a searing heat wave that pushed infrastructure to the brink & severely disrupted travel
Unusually dry weather came as temps rose >40 degrees Celsius (104F) for the first time. Cancelled flights and power plants down to avoid overheating.
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Special Situations 🌐 Research Newsletter (Jay)
RT @StealthQE4: She’s a 10 but she thinks the Fed is going to pivot this year.
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RT @StealthQE4: She’s a 10 but she thinks the Fed is going to pivot this year.
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Special Situations 🌐 Research Newsletter (Jay)
*The Global Times is a tabloid backed by the Communist Party:
GLOBAL TIMES' HU XIJIN: WISH SPEAKER PELOSI A SAFE JOURNEY & WISH SHE NOT BE DEFINED BY HISTORY AS A SINNER WHO STARTS A SPIRAL OF ESCALATION PROCESS EXPANDING MILITARY FRICTIONS TO A LARGE-SCALE WAR IN TAIWAN STRAIT
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*The Global Times is a tabloid backed by the Communist Party:
GLOBAL TIMES' HU XIJIN: WISH SPEAKER PELOSI A SAFE JOURNEY & WISH SHE NOT BE DEFINED BY HISTORY AS A SINNER WHO STARTS A SPIRAL OF ESCALATION PROCESS EXPANDING MILITARY FRICTIONS TO A LARGE-SCALE WAR IN TAIWAN STRAIT
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Jim OShaughnessy
As the Great Reshuffle continues, expect to see a huge burst of creative alternatives to the propaganda machines masquerading as "news" sites.
I received this reminder this morning and I'm subscribing, you might want to subscribe as well:
https://t.co/VFn7bvWYcc
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As the Great Reshuffle continues, expect to see a huge burst of creative alternatives to the propaganda machines masquerading as "news" sites.
I received this reminder this morning and I'm subscribing, you might want to subscribe as well:
https://t.co/VFn7bvWYcc
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Jitendra Chawla, CFA
#todaysgoodtalk
Listen to this very insightful conversation between two quants @jposhaughnessy and @MebFaber
https://t.co/OpG33wLYRh
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#todaysgoodtalk
Listen to this very insightful conversation between two quants @jposhaughnessy and @MebFaber
https://t.co/OpG33wLYRh
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