Ensemble Capital
A reminder that we are hosting our quarterly webinar at 1:30 Pacific (4:30 Eastern) today. We'll discuss the market, provide updated thoughts on our stocks, and host a longer-than-usual live Q&A to answer audience questions. You can register here.

https://t.co/Eifg3mbjVk
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Rihard Jarc
Commonstock has a cool competition giving $5k for the best investment idea!

I am supporting this kind of initiative as we need more of them. I also have a great perk for my followers. We'll be giving $50 each to two people who:

♻️retweet and
❤️like my tweet to enter the raffle https://t.co/cle9A66rJk
🚨Win $5,000🚨

WHAT: @JoinCommonstock #buythedip competition
WHEN: July 12th - July 19th
WHERE: Commonstock
HOW: Post your top crypto or stock idea for the next 12 months
Judges: @Brian_Stoffel_ @SheTalksFinance @jenstilmanydots @TSOH_Investing

Details in the next tweet https://t.co/FwotPup0vU - Commonstock
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Morning Brew ☕️
JUST IN: The Euro has just hit a 20 year low. https://t.co/ry11r96Fth
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Special Situations 🌐 Newsletter (Jay Singh III)
*Federal Reserve's Bostic sees another 75 bps hike (obvi)
*Thinks Fed can avoid recession as it hikes (wow, really?)
*Fed policy starting to work, will help cool prices (yes, to some extent)
*Neutral rate ~3% (more hawkish: Kashkari 2% & Bullard 3.5%)
*First objective inflation https://t.co/CTskKGg3gd
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Morning Brew ☕️
more good news coming your way on this Monday afternoon https://t.co/Qj3e00GUsZ
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Morning Brew ☕️
it's an art form only some will understand https://t.co/9aZFy8oEO7
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Santangel's Review
"The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions." – Seth Klarman
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Special Situations 🌐 Newsletter (Jay Singh III)
$GPS Sonia Syngal to depart after a brief transition.
Executive Chairman Bob Martin to serve as interim CEO
Gap names Horacio “Haio” Barbeito president/CEO of Old Navy; he was most recently president/CEO of Walmart Canada
Gap sees 2Q net sales down about high-single-digit range..
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Special Situations 🌐 Newsletter (Jay Singh III)
White House spokeswoman Jean-Pierre: I expect new CPI data to be highly elevated! Thx @Ryancerfus

Will Special Situations Research be correct with 9%+ estimate from early June?
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Special Situations 🌐 Newsletter (Jay Singh III)
$TWTR TWITTER LAWYER WACHTELL SAYS MUSK TERMINATION INVALID & WRONGFUL (OBVI)
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Ethan Mollick
A paper I refer to a lot… https://t.co/uG0UJcoCX6
Useful paper for teaching & learning. Tell students: “Your goal is to feel awkward and uncomfortable.”

Giving an explicit goal of aiming to feel uncomfortable in order to grow makes folks persist in classes, write better, seek out more info & learn more from political opponents. https://t.co/d827MIvxuP - Ethan Mollick
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Five Minute Macro
The Euro 🤝 Tether
Markets worrying about Italian liabilities. https://t.co/FSmLLIq9Ob
How rough is it going in Europe? Check this out.

One euro is barely worth more than one Tether. https://t.co/0T5tBDoRnu - Joe Weisenthal
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MastersInvest.com
‘I don’t pay much attention to macroeconomic trends. Like the weather, I just ignore the weather. I just try to invest whatever capital I have as best I can and take the results as they fall.’ Charlie Munger

https://t.co/CcIqOWy6lG
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Ethan Mollick
RT @ellulie_: The more I read about the study of pedagogy, the more I realize that the metric of "feels good"/"feels bad" corresponds very little to the effectiveness of a given technique https://t.co/VjZQooYiBz
Cold calling students is a surprisingly good idea:
👉Rather than making classes awkward, it leads to higher voluntary student participation from more students, and ultimately more learning.
🙋It increases voluntary participation by women, closing the gender gap in participation. https://t.co/CBnmVXtICL - Ethan Mollick
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