Meb Faber
"While the relationship is not perfect, historically value has tended to win in inflationary regimes, and win or lose in disinflationary regimes. " Rob Arnott https://t.co/IrNLzDYoSs
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Ethan Mollick
Sports lesson from COVID: the home field advantage comes from the home crowd intimidating the referees.

When COVID led to soccer matches in closed arenas, it didn't change player performance but it eliminated "one-third of a yellow card for away teams relative to the home team." https://t.co/0Rbmufg3SU
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Cundill Capital
Hedgeye on why $QRTEA could be a 0 https://t.co/6kJbV988U2
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FXHedge
TRUMP ALLY REP. SCOTT PERRY SAYS THE FBI CONFISCATED HIS CELLPHONE AT THE AIRPORT TODAY -FBN
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Morning Brew ☕️
petition to abolish the NYT opinion section https://t.co/dFVkFqomXF
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Special Situations 🌐 Research Newsletter (Jay)
Blank-check firm backed by billionaire Sam Zell will return the cash it raised and close shop after failing to reach a merger deal.

Equity Distribution Acquisition Corp., which is chaired by Zell, plans to stop trading at the close on Sept. 16, 2 years after it went public. $EQD
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Special Situations 🌐 Research Newsletter (Jay)
Barclays High Yield Spreads: $JNK $HYG https://t.co/eYYlqRAS0r
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Special Situations 🌐 Research Newsletter (Jay)
Thanks much! https://t.co/lWxFmGbFiz
@SpecialSitsNews I love listening to you in the twitter spaces. I tune in every time I see your name in the space to pick at your brain. Thank you!!! - AdamHeupel.eth
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Clark Square Capital
Nick Sleep on mistakes: https://t.co/c5PILqLbij
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Morning Brew ☕️
he's doing the best he can https://t.co/hNO6i2B2ac
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MastersInvest.com
“I believe in the discipline of mastering the best that other people have ever figured out. I don’t believe in just sitting down and trying to dream it all up yourself. Nobody’s that smart.” Charlie Munger
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