Morning Brew ☕️
RT @ImpostersMB: In the 2016 presidential primary, Governor @JohnKasich suffered his biggest professional loss against then candidate, Donald Trump.

He tells the story and shares his experience with @businessbarista on our latest episode.

Presented by @lincolnfingroup. https://t.co/f9pqE2PuGI
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Special Situations 🌐 Research Newsletter (Jay)
1/ Government's haven't learned: Mexico’s programs and subsidies to tame inflation will cost the country almost 575 billion pesos ($28 billion) this year as the government tries to cap inflation that has spiked to the highest in over 21 years.
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Ethan Mollick
RT @emollick: After thalidomide was found to cause birth defects, the FDA made it hard to run clinical drug trials on pre-menopause women.

But this well-meaning policy (which lasted from 1977 to 1993) backfired as drug companies focused on men, costing the world about 700 female-focused drugs https://t.co/rD9mJ6ho2T
Man, I may've tweeted about this before, but this is a really interesting + important paper (with the best title ever) and deserves a *bump*

https://t.co/XTz14emzqa https://t.co/blLmOE5mTM - Science of Science
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Morning Brew ☕️
The US dollar and the Euro are valued similarly for the first time in decades. Here’s what that means for you. (feat. @siginojulu) https://t.co/xpWaV2z8WR
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Taylor Pearson
This was a great episode and one of the best histories of central banking I've found. https://t.co/dKE0asLlXJ
I can't remember another episode that generated as much interest or as many new subs as @LevMenand's recent appearance on @HiddenForcesPod.

If you haven't heard this episode yet, it fills in so many holes on one of the most misunderstood areas of modern finance: shadow banking https://t.co/ujUefWtT2x - Demetri Kofinas
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Special Situations 🌐 Research Newsletter (Jay)
Daly said no one should read recent big rate increases as an indication that the central bank is winding down its rate hikes.

Chicago Fed President Charles Evans said raising another half-point in September is “reasonable” but another three-quarter point hike “could also be OK.” https://t.co/YpjsSsg4wb
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Paul Graham
This is interesting because as well as advice it's a portrait of tech by a very observant visitor from another world, a bit like Tocqueville's portrait of America. https://t.co/mrgFRd5R5N
Yesterday was my last day of working at Google. Perhaps this comes as surprise to you twitter folks, as I haven't widely announced that I left academia to try something new. Here's what I learned in 9 months as a Data Analyst who (temporarily) left Astronomy for Big Tech. 1/n https://t.co/qZGhYIHMa2 - Oliver Müller
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Special Situations 🌐 Research Newsletter (Jay)
The freight rate declining sharply is why we are avoiding shippers at the moment, especially ones with spot exposure...
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Morning Brew ☕️
Tiger Woods turned down a $700M deal to join LIV Golf, a Saudi-backed golf league.

The numerous critics of LIV Golf say that the tour is an example of "sports washing." @Sigin_Ojulu breaks down what that is. https://t.co/rTmncPtNhB
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Special Situations 🌐 Research Newsletter (Jay)
$TWTR subpoenaed records from unit of Brookfield . and other equity investors involved Musk’s financing for $44B buyout of social media co he’s trying to cancel.

Brookfield’s new VC arm put $250mn into Musk’s $7.1B equity raise for deal in May. $TWTR trying to understand terms.
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Paras Chopra
RT @paraschopra: The value of reading existential literature (such as Camus or Sartre) is that you don’t feel alone when you’re having an existential crisis.
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Special Situations 🌐 Research Newsletter (Jay)
CATL, a Chinese supplier of EV batteries, decided to push back announcing a multibillion-dollar North American plant to supply $TSLA and $F due to tensions raised by House Speaker Nancy Pelosi’s trip to Taiwan, according to people familiar with the matter. Discussion isn't public
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Bread Crumbs Research
RT @outliers_mgmt: Darcy Davenport, CEO of BellRing Brands $brbr https://t.co/eUUGwKgDJw
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Special Situations 🌐 Research Newsletter (Jay)
$BP reported a profit of $8.5bn for its 2Q on Tuesday, its biggest windfall in 14 years, making it the latest oil giant to cash in on higher crude prices as Russia's war in Ukraine disrupts global energy markets. $XOM
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Special Situations 🌐 Research Newsletter (Jay)
Thanks brotha!
https://t.co/gdZMCIWn6L
CATL PAUSES N. AMERICA PLANT ANNOUNCEMENT ON PELOSI TAIWAN TRIP: BBG

And there she goes, China's first response is ECONOMIC warfare. Hats off to Jay here always seems to be right.
https://t.co/xXvCMg8DWh - Jeremy L(W)ins
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