Special Situations 🌐 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
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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
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Special Situations 🌐 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
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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
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Special Situations 🌐 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
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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
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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.…
MastersInvest.com
“Whenever 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.” Jamie Mai
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“Whenever 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.” Jamie Mai
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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
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RT @Julian: The most interesting thing I learned last year is this mental model for generating world-class writing. https://t.co/bPMHPtLDuh
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
AXS investments coming out with several single name short ETFs, in space with @stocktalkweekly @StockMKTNewz
$TSLQ inverse $TSLA ETF
$NVDS inverse $NVDA ETF (1.25x leverage)
$NKEQ inverse $NKE ETF (2.0x leverage)
$BAS inverse $BA ETF (1.25x leverage)
$PYPS inverse $PYPL ETF https://t.co/8XVAqDZuuB
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AXS investments coming out with several single name short ETFs, in space with @stocktalkweekly @StockMKTNewz
$TSLQ inverse $TSLA ETF
$NVDS inverse $NVDA ETF (1.25x leverage)
$NKEQ inverse $NKE ETF (2.0x leverage)
$BAS inverse $BA ETF (1.25x leverage)
$PYPS inverse $PYPL ETF https://t.co/8XVAqDZuuB
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Dennis Hong
From “Thing Explainer” by Randall Munroe https://t.co/G8b5g2SgpC https://t.co/WOeH6vk7rm
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From “Thing Explainer” by Randall Munroe https://t.co/G8b5g2SgpC https://t.co/WOeH6vk7rm
Smart people use simple language. - Vala Afshartweet
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Ethan Mollick
Its time for your quarterly reminder: Silicon Valley is not dead.
New Q2 venture capital numbers are down, but the Valley remains at 31% of all VC funding (same as Q2 last year), followed by NYC, Boston & LA. The "Big Shift" to Miami and Austin still hasn't happened. Both at 2%. https://t.co/RhTpLsThbN
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Its time for your quarterly reminder: Silicon Valley is not dead.
New Q2 venture capital numbers are down, but the Valley remains at 31% of all VC funding (same as Q2 last year), followed by NYC, Boston & LA. The "Big Shift" to Miami and Austin still hasn't happened. Both at 2%. https://t.co/RhTpLsThbN
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Read Rust
RT @AeroRust: NMEA 0183 crate
We are looking for contributors to make the NMEA crate no_std.
There is some research already done and NMEA sentences gathered (and committed) in the repo to get you started.
@rustembedded #embedded
https://t.co/tv7h3lbpba
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RT @AeroRust: NMEA 0183 crate
We are looking for contributors to make the NMEA crate no_std.
There is some research already done and NMEA sentences gathered (and committed) in the repo to get you started.
@rustembedded #embedded
https://t.co/tv7h3lbpba
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