Michael Mauboussin
RT @HelloSurgeAI: We just released our latest free dataset — financial transactions annotated with intent and expense category.

All yours, right here: https://t.co/TIZImriW8R

And a blog about how we built it: https://t.co/52zWCMIYGZ

Image courtesy of DALL·E 2 :) https://t.co/L2NmdYV9WY
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Special Situations 🌐 Research Newsletter (Jay)
Jefferies $JEF said it expects to pay combined $80mn civil monetary penalty to SEC & US Commodity Futures Trading Commission.

Cites industry-wide regulatory investigation relating to record-keeping requirements in connection with personal-texting devices used for business...
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Special Situations 🌐 Research Newsletter (Jay)
Can't make this nonsense up $MCO:

Moody's: "Due to Manchin's bill, inflation will be 0.33% lower in 2031..."

How do you even forecast that and how does it matter???

Source below:

https://t.co/Vk07jjURNt
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MastersInvest.com
‘I think it is very important to understand that FedEx’s success is also its nemesis in that it is very similar to a telephone company. I could go out and try sell you a telephone service for a dime a month that would allow you to call (only) Seattle…’ https://t.co/Bjw0VuQCl9
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Oddball Stocks Newsletter
RT @TheCreditBubble: 🚨🚨
New CBS post, looking at Q2 earnings for $PM, $BTI, $MO, $SWMAY and assessing "Re-Nicotinization" prospects:

https://t.co/WfEKfqoQDm
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MastersInvest.com
RT @ProfFeynman: If you have a theory, you must try to explain what’s good and what’s bad about it equally. In science, you learn a kind of standard integrity and honesty. https://t.co/jJ3IxZN7RA
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Special Situations 🌐 Research Newsletter (Jay)
We are going to see a lot more Fed jawboning this month...
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Paul Graham
I was talking to a high school student interested in a certain technology and I suggested she try reading some papers about it. I told her to look on Sci-Hub. How broken is it that the default advice for a young student interested in research is to use a "pirate" web site?
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Ethan Mollick
I created all the graphs in this viral thread within a day of first using MidJourney, a DALL-E-like AI image generation system.

I think the technology is transformative to how we relate to art and design. Everyone should try it. Here is a thread on how to, in under 10 minutes🧵 https://t.co/Gjs4oY23Y3
Data visualization inspiration thanks to DALL-E: how Rothko, Basquiat, Picasso, and Monet would create an academic chart. https://t.co/HM5U2f2E8g - Ethan Mollick
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Special Situations 🌐 Research Newsletter (Jay)
California also declares a state of emergency over monkeypox

https://t.co/K57VbpWT5l
NYC declares state of emergency around Monkeypox

https://t.co/JQAVUIlEYM https://t.co/ZIKQENSrNt - Special Situations 🌐 Research Newsletter (Jay)
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Johnathan Bi
Remote working out of Santa Teresa, Costa Rica for august.

Who should I meet? https://t.co/3pXqQFP5eZ
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FXHedge
CHINA PLANS MILITARY DRILLS IN SOUTH CHINA SEA: CCTV
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Special Situations 🌐 Research Newsletter (Jay)
RT @charliebilello: The last 4 times the spread between New Orders and Inventories in the ISM Manufacturing Index was this negative, the US was already in a recession. The 2001, 1990-91, and 1981-82 recessions never had readings this low.

Charting via @ycharts https://t.co/2uaPhJ7HT7
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Jim OShaughnessy
I hope everyone loves these stories as much as I do. Thanks to my colleague @vtslkshk for the idea and all the writers who submitted such great ideas! https://t.co/uHeGASeIjD
Day 2: Today’s script is by @WoodyWiegmann

https://t.co/0ePaLSPFgF - Infinite Loops 🎙
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