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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Morning Brew ☕️
61% of Americans lived paycheck to paycheck in June, according to report by @LendingClub.

The report also found that 36% of Americans earning $200,000 or more also reported living paycheck to paycheck.
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Special Situations 🌐 Research Newsletter (Jay)
Someone definitely new something about this $AAWW deal...major information leakage going on... https://t.co/bDxNtQnU8Z
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Special Situations 🌐 Research Newsletter (Jay)
$REV Revlon is not Hertz. Not necessarily enough asset value to result in anything left for equity. Could be 0. Yet it continues to be pumped. Fed needs to tighten more. A lot of funny stuff continues to go on in the market. Just noticed this one. https://t.co/twUmkk1E9W
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Special Situations 🌐 Research Newsletter (Jay)
$HKD is the mother of all squeezes. No borrow anywhere. https://t.co/cv5uezldtD
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