Offshore
Photo
Special Situations π Newsletter (Jay Singh III)
Fed's Barkin: There is near-term recession risk. Wow, looks like someone has been watching GDPNow data from the Atlanta Fed...where were you in June bro? https://t.co/Bq8OQmRzXE
tweet
Fed's Barkin: There is near-term recession risk. Wow, looks like someone has been watching GDPNow data from the Atlanta Fed...where were you in June bro? https://t.co/Bq8OQmRzXE
tweet
Special Situations π Newsletter (Jay Singh III)
RT @jfahmy: I'm blown away that 8400 people tuned in live to our space yesterday! Thank you to everyone who participated and please follow the amazing speakers who generously helped out: @bclund @MomAngtrades @PatternProfits @SpecialSitsNews @OphirGottlieb @nancy__davis @alphacharts365
tweet
RT @jfahmy: I'm blown away that 8400 people tuned in live to our space yesterday! Thank you to everyone who participated and please follow the amazing speakers who generously helped out: @bclund @MomAngtrades @PatternProfits @SpecialSitsNews @OphirGottlieb @nancy__davis @alphacharts365
tweet
Offshore
Photo
Morning Brew βοΈ
Being CC'ed to an email instead of being a recipient https://t.co/dbcbPp6GAd
tweet
Being CC'ed to an email instead of being a recipient https://t.co/dbcbPp6GAd
tweet
Special Situations π Newsletter (Jay Singh III)
Thanks brother!
https://t.co/tD4PLCXuJy
tweet
Thanks brother!
https://t.co/tD4PLCXuJy
Amazing CPI call @SpecialSitsNews! You were the first on FinTwit to warn of a possible 9% CPI print. - Dillon Evanstweet
Twitter
Amazing CPI call @SpecialSitsNews! You were the first on FinTwit to warn of a possible 9% CPI print.
Special Situations π Newsletter (Jay Singh III)
Delta Air Lines $DAL missed on margins (EBIT $1.445B vs est $1.610B in 2Q & said high opex will persist through 2022, weighing on rebound as carriers ty capitalize on strong travel demand. Blamed earnings miss on high fuel prices and >4,000 canceled flights in May and June. $UAL
tweet
Delta Air Lines $DAL missed on margins (EBIT $1.445B vs est $1.610B in 2Q & said high opex will persist through 2022, weighing on rebound as carriers ty capitalize on strong travel demand. Blamed earnings miss on high fuel prices and >4,000 canceled flights in May and June. $UAL
tweet
Special Situations π Newsletter (Jay Singh III)
Yield-to-Worst (YTW) for CCC high yield bonds is now almost 14%! Rolling over debt at these prices is likely not sustainable. Default expectations rising for 2023... $HYG $JNK
@MomAngtrades @JLinWins @rhemrajani9 @stocktalkweekly @MacroStratChris @marketplunger1
tweet
Yield-to-Worst (YTW) for CCC high yield bonds is now almost 14%! Rolling over debt at these prices is likely not sustainable. Default expectations rising for 2023... $HYG $JNK
@MomAngtrades @JLinWins @rhemrajani9 @stocktalkweekly @MacroStratChris @marketplunger1
tweet
Special Situations π Newsletter (Jay Singh III)
RT @SpecialSitsNews: 7/ Delaware courts usually find in favor of target companies and order acquirers to complete deals [often at a lower price], a legal remedy known as specific performance. In 2001, this is what happened when Tyson Foods reneged on its purchase of IBP, Inc., a meatpacker. https://t.co/ulDEk8mlEW
tweet
RT @SpecialSitsNews: 7/ Delaware courts usually find in favor of target companies and order acquirers to complete deals [often at a lower price], a legal remedy known as specific performance. In 2001, this is what happened when Tyson Foods reneged on its purchase of IBP, Inc., a meatpacker. https://t.co/ulDEk8mlEW
tweet
Twitter
7/ Delaware courts usually find in favor of target companies and order acquirers to complete deals [often at a lower price], a legal remedy known as specific performance. In 2001, this is what happened when Tyson Foods reneged on its purchase of IBP, Inc.β¦
MastersInvest.com
βWhenever the market is pointing at something and saying this is a risk to be concerned about, in my experience, most of the time, the risk ends up being not as bad as the market anticipated.β Jamie Mai
tweet
βWhenever the market is pointing at something and saying this is a risk to be concerned about, in my experience, most of the time, the risk ends up being not as bad as the market anticipated.β Jamie Mai
tweet
Offshore
Photo
MastersInvest.com
RT @Julian: The most interesting thing I learned last year is this mental model for generating world-class writing. https://t.co/bPMHPtLDuh
tweet
RT @Julian: The most interesting thing I learned last year is this mental model for generating world-class writing. https://t.co/bPMHPtLDuh
tweet