Morning Brew ☕️
the market trying to get me to put more money in https://t.co/HGonETd1kp
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Frederik Gieschen
"Commodities Corporation: Traders, Innovators, and Making a Virtue out of Necessity"

"I have known many great traders and the market is bigger than anybody. It goes where it wants to go. There are exceptions, but they don’t last too long." Michael Marcus
https://t.co/mg8W0gFZvU
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Special Situations 🌐 Newsletter (Jay Singh III)
A former Chinese central banker told the forum at the Caixin Summer Summit in Beijing Saturday that "China should be cautious with cutting interest rates or lowering banks’ required cash reserves due to looming risks of importing inflation." Won't see 2015/16 type stimulus...
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Rolf Degen
"We document a robust underestimation of how much other people appreciate being reached out to." https://t.co/SXaPgDEy5x https://t.co/0czrNXJvMI
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Special Situations 🌐 Newsletter (Jay Singh III)
Bank of Canada is set to deliver a 75 bps interest rate hike this week, as it accelerates efforts to withdraw stimulus from an overheated economy.

Gov Tiff Macklem expected to raise central bank’s policy rate to 2.25%, largest increase since 1998 after 2 50 bps hikes in Apr/Jun
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Special Situations 🌐 Newsletter (Jay Singh III)
Actual inflation in Canada vs. forecast inflation from last July to April 2022. Central bankers really #winning this year... https://t.co/ODEVauEkLl
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Rihard Jarc
In the dot com bubble, $CSCO's EV/EBITDA multiple was over 100 and then went to under 15.

$META's EV/EBITDA one year ago at $350 was around 22; now it's under 8.

Two completely different periods. $META at 22 EV/EBITDA was not even close to "bubble territory."
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Morning Brew ☕️
Ending emails is harder than it seems. (ft. @dhtoomey) https://t.co/UDAXMqN4E8
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Frederik Gieschen
Terrific pod with Rob Citrone.

Lessons from working with both George Soros and Julian Robertson: "Totally different in how they approached things but two things I learned that they did the same.

First: When they lost conviction on an idea they got out. They didn't wait around."
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Morning Brew ☕️
LimeWire is back..........as an NFT marketplace. https://t.co/maayzv5pYl
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Morning Brew ☕️
your boss when you get in trouble for sending a passive aggressive email https://t.co/0Bd7yczfpp
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Morning Brew ☕️
Are Dippin’ Dots the superior theme park snack?
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Ethan Mollick
My sister's series on Theranos was just nominated for 8 Emmy Awards! As well as being fun, it serves as a dark mirror of entrepreneurial success. For some research on the lessons founders & investors can learn from Theranos, take a look at the thread below (and watch the show!). https://t.co/9oXEPOXIDR
My sister @JMollick produced #TheDropout - the new Hulu series on Elizabeth Holmes. In addition to being entertaining, it also shows some drivers of success in entrepreneurship.

So: a 🧵 of research on Theranos, and what honest investors & founders can learn from the lies. 1/ https://t.co/05OJz7lN1I - Ethan Mollick
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