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Special Situations 🌐 Research Newsletter (Jay)
An inflation tracker used by the Fed is suggesting a headline y/y CPI print closer to 9% on Wed -- above the median forecast of 8.7% - if trend over last year continues
Cleveland Fed’s CPI nowcast has been underestimating the actual figure by avg of 17.7bps over the past year https://t.co/xfthAcvrOP
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An inflation tracker used by the Fed is suggesting a headline y/y CPI print closer to 9% on Wed -- above the median forecast of 8.7% - if trend over last year continues
Cleveland Fed’s CPI nowcast has been underestimating the actual figure by avg of 17.7bps over the past year https://t.co/xfthAcvrOP
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Looking back at last month's NFIB Small Business Confidence --> -61% indicates ALL-TIME LOWS in the measure. https://t.co/VqaAetvBMx
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Looking back at last month's NFIB Small Business Confidence --> -61% indicates ALL-TIME LOWS in the measure. https://t.co/VqaAetvBMx
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Despite a slowing global economy, OECD oil inventories continue to remain tight, relative to historical norms
$UCO $USO $OXY https://t.co/yIuWTxMVzA
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Despite a slowing global economy, OECD oil inventories continue to remain tight, relative to historical norms
$UCO $USO $OXY https://t.co/yIuWTxMVzA
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Rolf Degen
Meta-analyses: Cognitive training is completely ineffective in advancing cognitive function and academic achievement. https://t.co/0h4LotkJU9 https://t.co/6k3PC89I5O
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Meta-analyses: Cognitive training is completely ineffective in advancing cognitive function and academic achievement. https://t.co/0h4LotkJU9 https://t.co/6k3PC89I5O
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Commodities continue outperform equities in late-cycle environments $UCO $USO $OXY https://t.co/8WQxmTcbQg
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Commodities continue outperform equities in late-cycle environments $UCO $USO $OXY https://t.co/8WQxmTcbQg
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Commodity prices face a different price profile in commodity-driven recessions $UCO $USO $OXY $XOM $BP $CVX https://t.co/PnLn1bnHFz
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Commodity prices face a different price profile in commodity-driven recessions $UCO $USO $OXY $XOM $BP $CVX https://t.co/PnLn1bnHFz
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Rolf Degen
Sticking to or changing one's beliefs can be understood as an economic transaction in which people weigh which course of action will bring them the greatest benefit. https://t.co/fz4kD349FE https://t.co/rinvdz0Zt1
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Sticking to or changing one's beliefs can be understood as an economic transaction in which people weigh which course of action will bring them the greatest benefit. https://t.co/fz4kD349FE https://t.co/rinvdz0Zt1
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Paul Graham
Today I had office hours with a startup I hadn't talked to since before Covid. The last time we talked I told them what to do and what they'd look like a few years later if they did it. They did it, and that's exactly what they look like now. I was so pleased. This never happens.
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Today I had office hours with a startup I hadn't talked to since before Covid. The last time we talked I told them what to do and what they'd look like a few years later if they did it. They did it, and that's exactly what they look like now. I was so pleased. This never happens.
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