Special Situations 🌐 Newsletter (Jay Singh III)
HK shares for $BABA tumbled as much as 5.8% on Friday, after a report that the company faces an inquiry in China in connection with data theft case renewed regulatory concerns broadly

In US, Nasdaq Golden Dragon China Index fell 2.2%, bringing weekly drop to 7.7% $JD $PDD $KWEB https://t.co/H3QLfeJzUA
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Special Situations 🌐 Newsletter (Jay Singh III)
China property crisis is only in the 3rd inning...
https://t.co/V4FuGhSo2e
China's property crisis is getting much worse. These four charts show just how grim it’s looking. 🧵1/6 - Rebecca Choong Wilkins 钟碧琪
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Special Situations 🌐 Newsletter (Jay Singh III)
Orban chooses to speak the truth. Happy Friday.

*HUNGARY'S ORBAN SEES RECESSION IN EUROPE AFTER ENERGY CRISIS
*HUNGARY'S PM ORBAN: EU SANCTIONS ON RUSSIA HAVE BACKFIRED
*HUNGARY UNLIKELY TO FACE GAS CUT BUT PRICE TO SOAR, ORBAN SAYS
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Special Situations 🌐 Newsletter (Jay Singh III)
Biden will likely extend the student loan moratorium again (midterms, of course!), otherwise we will be modeling a $400/month hit to the avg. consumer in 2 months...we have touched on this for several months.
Thx @vr_tonio
https://t.co/ofAgA5rfnr
We have less than 50 days until student loan payments restart.

It's time to cancel student debt and deliver relief for millions of Americans before these crushing payments are due.
https://t.co/nin5jKHLzE - Rep. Pramila Jayapal
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Special Situations 🌐 Newsletter (Jay Singh III)
Most don't realize that there is STILL fiscal stimulus present in the broader U.S. economy, given the student loan moratorium over the last 2 years, roughly $400/mo.
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Special Situations 🌐 Newsletter (Jay Singh III)
Big OpEx day tomorrow, a day to be careful...
"About $1.9 trillion of options are set to expire, obliging investors to either roll or start new hedges. Monthly event includes $925B of S&P 500-linked contracts & $395B of derivatives across single stocks, $GS estimates." https://t.co/SRmNJGbc3d
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Bread Crumbs Research
Capital allocators portfolio:
$BRK
$POST
$XPO
$DHR
$CSU.TO
$SSNC
$ROP
$WSO
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FXHedge
BULLARD: DOING 75 OR 100 BPS NOW MAY NOT MAKE MUCH DIFFERENCE
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Special Situations 🌐 Newsletter (Jay Singh III)
Rising rates, inflation posing challenges to investors that they haven’t seen in decades, $BLK Larry Fink said after co reported 2Q earnings that missed Wall Street estimates. Investors pulled $10bn of funds out of $BLK active funds & retirement inflows missed by $40bn to $69bn.
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Special Situations 🌐 Newsletter (Jay Singh III)
Russell 2000 $IWM just gave up most of AM gains
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Tren Griffin
Twitter suggested that I follow tickers.
Why would I want to insert tweets from people into my feed who don't share my investing style?

I have negative interest in tweets from people who participate in a Keynesian beauty contests. Interest a given ticker ≠ investing insight. https://t.co/F4LeykS6jy
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Paul Graham
RT @Fusion_Industry: "More than 93% of the survey respondents—all people working in private fusion companies—now believe that fusion power will first be on the grid by the 2030s, up from 83% last year." Details on our report launched yesterday and its implications in @m_windridge article for @Forbes https://t.co/fTjuRaj5cd
Huge Growth In Fusion Energy Industry, Shows New Report https://t.co/aTHxG9JfoT - Forbes Europe
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Morning Brew ☕️
Have a Van Gogh lying around? You might want to get it x-rayed.

Experts at the National Galleries of Scotland recently discovered a previously unknown self-portrait by Vincent Van Gogh hidden under cardboard and glued to the back of one of his other works. https://t.co/TtceMYloE8
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