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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Special Situations 🌐 Research Newsletter (Jay)
Not worried about war/escalation with respect to Pelosi. More worried about decline in US/China relations at a time of peak inflation
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Morning Brew ☕️
The forbidden question https://t.co/sIcaBxwqsX
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FXHedge
BRITISH MPS ARE PLANNING A VISIT TO TAIWAN: GUARDIAN
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Morning Brew ☕️
In the final installment of our Cool Down series with @hoka, we feature our very own multimedia and marathon queen, @sarahsinger.

Paid partnership with @hoka #FlyHumanFly https://t.co/zBAUXbFeMO
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