Offshore
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Meb Faber
🔥Big News🔥

1st episode of The Best Invest Writing Volume 6 drops this Friday!

All sponsor proceeds go to the charity of the authors choice...If you want to sponsor next year drop me a DM...

Got some bangers this year!!! https://t.co/ke0DR0X7SE
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MastersInvest.com
“I didn’t make my fortune predicting macro-economics better than anyone else.” Charlie Munger
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MastersInvest.com
"Most investors take comfort from calm, steadily rising mkts: roiling mkts can drive investor panic. But these conventional reactions are inverted. When all feels calm & prices surge, mkts may feel safe; but, in fact, they're dangerous because few investors are focusing on risk."
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Frank Taber
What micro-caps are you interested in that won’t be significantly impacted by inflation or the broader economic environment?

$KPG.AX comes to mind. Accounting for SME’s is a necessity and there should be minimal impact beyond the odd closure of a business.

Comment a ticker.
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FXHedge
CHINA IS SAID TO GET CAUTIOUS ON OUTBOUND SPENDING AS FED HIKES
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Jitendra Chawla, CFA
The confusion analysts/economists have is should they focus on next two-three 'rate hikes' or the 'rate cuts' coming after that....interesting times we live in! https://t.co/CvpgR9sDSQ
US 10 minus 2 at
-20bps 👀 https://t.co/Uq62iEFjRi
- Sahil Kapoor
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Special Situations 🌐 Newsletter (Jay Singh III)
Celsius just filed for bankruptcy...
#Bitcoin #Ethereum $coin $mstr
https://t.co/ipHMfl08ri
BREAKING: Celsius informs state regulators it’s filing for bankruptcy imminently. - CryptoWhale
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Special Situations 🌐 Newsletter (Jay Singh III)
FED'S DALY: A 1% HIKE IS POSSIBLE - NY Times
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MastersInvest.com
RT @chriswmayer: This is all going to look obvious in retrospect... https://t.co/wSuDyQOaiW
Remember, CPI is a lagging indicator

Commodity $s have plummeted from peaks: Lumber -58%, Nickel -54%, Aluminum -37%, NatGas -31%, Steel -28%, Wheat -28%, Zinc -25%, Lead -23%, Copper -22%, Soybeans -18%, Corn -16%, Cotton -14%, Cocoa -14%, Oil -13%, OJ -11%(Rosenberg Research)
- Jenny VL Harrington
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MastersInvest.com
‘The loyalty of customers cannot be earned without first earning the loyalty of frontline employees.’ Frederick Reichheld, Loyalty Effect
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Offshore
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MastersInvest.com
RT @_inpractise: Parallels between the factors that contribute to the enduring success of "Century Club" companies and the principles of organisation of nature (via F. Capra) are striking

h/t @paulh4224 @chriswmayer

As usual @BlasMoros has some great notes on topic: https://t.co/8vSBgIMpAE https://t.co/StP4QBHrKX
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MastersInvest.com
RT @dougboneparth: “I haven’t see inflation this hot since 1981.” -Tristan, 15
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Offshore
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Paul Graham
RT @gralston: Check out @ycombinator's new video series called the First Five, where growth stage companies look back on their first five hires, customers, and launches. The inaugural episode features @gustohq, which now has more than 2,000 employees! https://t.co/P5cw1gkL1W
First Five is a new video series where growth stage companies look back on their first five hires, customers, and launches.

In the first episode, YC's @anuhariharan sat down with @GustoHQ co-founder & CPO @tomerlondon, to look back on their first hires: https://t.co/usO8tqysM6 https://t.co/wNZG6ZktRz
- Y Combinator
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FXHedge
UKRAINE NEEDS $9B A MONTH TO COVER BUDGET DEFICIT NOT $5B -ECO ADVISER
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