Ethan Mollick
The limiting factor on relationships is your time. A study of 6 billion phone calls finds Dunbar’s Number of 150 relationships holds. Generally:
💏5 very close ones
👭10 close
👯‍♀️35 fairly close
👥100 acquaintances
So when you add a romantic partner, you lose a very close friend! https://t.co/ab77LWaE55
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Morning Brew ☕️
The end of an era💔

Ryanair CEO Michael O'Leary says rising fuel prices are forcing the airline to raise prices. Say goodbye to "the one euro fares, the €0.99 fares, even the €9.99 fares - I think you will not see those fares for the next number of years" https://t.co/M9dFDJgBtn
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Morning Brew ☕️
What’s the first and most important step to starting your retirement? (ft. @applecomedy)

Full video on YouTube here:
https://t.co/5DUBo5EcJH https://t.co/btByxfd3hO
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Bread Crumbs Research
Good business leaders care about customers/employees/shareholders
Bad business leaders care about themselves
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Special Situations 🌐 Research Newsletter (Jay)
Well, that was fast!
$REV $BBBY $ALLG $FAZE $GME

https://t.co/loBn9W8dLl https://t.co/ZHgy3yNLQj
There are so many different short squeeze pump and dump trades going on right now that these guys are all diluting themselves and the ideas will all mean revert... - Special Situations 🌐 Research Newsletter (Jay)
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Morning Brew ☕️
Another month, another record high for Manhattan rent.

Median rent for an apartment in Manhattan increased to $4,150 a month in July, up 29% from a year ago and 2.5% from June (via @CNNBusiness)
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Special Situations 🌐 Research Newsletter (Jay)
"This is the next $HKD, LMAO!"

What many don't realize is that silly pumps are not investments nor even fundamentals-based trades...they are very short-term ideas that require a lot of volume & tiny float. When volume doesn't come through next day/week, the trade withers & dies. https://t.co/a9zqXZOScd
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Special Situations 🌐 Research Newsletter (Jay)
With natural gas up another 13% in 2 days and oil rallying, most don't realize how big of an energy catastrophe we could have this winter. Most of the CPI/PPI beat was energy, and it could easily reverse...
$BOIL $UNG $AR $SD $USO $UCO $OXY https://t.co/jArn8iAgmO
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Special Situations 🌐 Research Newsletter (Jay)
https://t.co/rCjtTT03iF
Boaz knows, the decline in credit spreads is unsustainable $JNK $HYG...and earnings will likely be weaker in 3Q22
@boazweinstein
Breathtaking rally in CDS and bonds. Credit has retraced over 60% of the January to end of June widening in spreads. While some risk factors have gotten better, and earnings weren’t a disaster, some risk factors are worse such as China. Spreads feel way too low and asymmetric. - boaz weinstein
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Special Situations 🌐 Research Newsletter (Jay)
RT @boazweinstein: CDS pricing probability of a real recession near zero.
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Frederik Gieschen
Buffett: "Money tends to be fairly captive once it’s in a company. If a business gets subnormal returns, there’s a big threshold in terms of either a takeover, or a proxy fight, something like that to unleash the capital."
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Morning Brew ☕️
Our newsletter might be sharing your inbox space with a few uninvited guests soon.

The Federal Election Commission has approved Google's proposal to keep campaign emails from being marked as spam. https://t.co/1HGFDWwrS6
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