Jitendra Chawla, CFA
#todaysgoodtalk

Listen to this very insightful conversation between two quants @jposhaughnessy and @MebFaber

https://t.co/OpG33wLYRh
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Morning Brew ☕️
Do you say "theme park"? Or "amusement park"?
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Ramneek
I don’t care about “Likes”, but getting fewer “Likes” on my tweets is usually a great contra indicator on FinTwit. This is how clownish some parts of this space have become, exposing closet day traders masked as investors. https://t.co/qGE42LGZbH
August 2022

US Portfolio

Holdings: 7

New Buy: -

Add: -

Reduce: -

Trade: Bought & Sold: - https://t.co/zxDL1xfkxY - Ramneek
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Morning Brew ☕️
RT @HR_Brew: There are 63 million parents of children under 18 in the US, just over 10 million of whom are single parents, per the US Census Bureau.

Over half of US working parents who pay for childcare estimate they’ll spend 20%+ of their salary on daycare this year https://t.co/yAQENa7A3g
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Ensemble Capital
RT @AReviewOrTwo1: Here are a few more that @IntrinsicInv put together and some in the replies https://t.co/7rchOiyEay
Hey FinTwit, let's curate a list of great industry news/research sites. We're talking about non-investment focused sites that target industry professionals. We'll kick off the thread with a couple we like. Add your favorites as well. - Ensemble Capital
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Morning Brew ☕️
the U.S. trying to avoid a recession

https://t.co/YXDH8j3iOB
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Meb Faber
Top and Bottom Five years of US 60/40 Portfolio Returns from 1800 to Present....

....and what happens next?!

via @ManGroup https://t.co/u25nIGj5zb
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Special Situations 🌐 Research Newsletter (Jay)
NANCY PELOSI TO ARRIVE TAIWAN ON TUESDAY AT 15.30 LONDON TIME - TAIWAN LOCAL MEDIA
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Morning Brew ☕️
Shop the 2022 @moneywithkatie Wealth Planner for smart, income based recommendations, progress reports PLUS your spending, saving & investments—all in one place.

Finally, a personal finance planner that’s personal. https://t.co/5iRNVLHQC9 https://t.co/9yoEscHQTz
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Morning Brew ☕️
how it feels to ask for a day of PTO https://t.co/EMCO0iSCM9
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Special Situations 🌐 Research Newsletter (Jay)
Kashkari before he went 180 degrees to hawkish
https://t.co/CWLDLYXk99
FED'S KASHKARI: WE KEEP GETTING SURPRISED ON INFLATION PRINTS.

Same guy

https://t.co/4HoDGwTEPL - Nate Anderson
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Kevin G.
As a (mostly) introvert, I always breathe a sigh of relief when someone says "Let's catch up!" without setting a date/time because I know it's never going to happen 🤣
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Special Situations 🌐 Research Newsletter (Jay)
NYC declares state of emergency around Monkeypox

https://t.co/JQAVUIlEYM https://t.co/ZIKQENSrNt
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Meb Faber
Today's podcast is a little different and a lot of fun...

Investing for financial & environmental returns through ranch restoration in The American West!

Enjoy my chat with Robert Keith of the Beartooth Group!

https://t.co/lMNHPafFYW https://t.co/2np3bSMxXS
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Special Situations 🌐 Research Newsletter (Jay)
China's banks face $350bn in potential losses $baba $kweb $pdd $jd

https://t.co/D8ONgcjr9b
China’s banks face mortgage losses of $350 billion in a worst-case scenario as confidence plunges in the nation’s property market https://t.co/jX8bQZENR1 - Bloomberg
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