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Special Situations ๐ŸŒ Newsletter (Jay Singh III)
Blue Apron $APRN burning almost all its cash according to sell side estimates --> $52.8mn according to consensus. Will it need to raise equity? https://t.co/gZU7NtzgZy
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Morning Brew โ˜•๏ธ
Even with inflation rates on the rise, U.S. shoppers boosted retail spending in June by 1%. https://t.co/22Ol72Jk2K
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Special Situations ๐ŸŒ Newsletter (Jay Singh III)
$ASTS also looks like will burn more than all its cash based on consensus through 2023. Team hasn't spent enough time on it yet https://t.co/UmBm30FHvL
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Special Situations ๐ŸŒ Newsletter (Jay Singh III)
$DIS Disney chose violence after lunch today:
*ESPN+ STREAMING MONTHLY PRICE WILL RISE 43%, DISNEY SAYS
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Ethan Mollick
RT @emollick: AI-generated Ottoman science fiction is cool but what if Star Wars & Fahrenheit 451 & Terminator 2 & Inception were Ottoman miniatures instead of movies ?

@_Muratpalta shows us what that would look like (love the details like the scimitar lightsaber). https://t.co/v0oG1wtQrd https://t.co/pZPuAZpfKv
Ottoman era inspired science fiction, a thread. #midjourney #AI https://t.co/rnq0V0uLMB - elsa bleda
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Special Situations ๐ŸŒ Newsletter (Jay Singh III)
RT @kylenabecker: Breaking News.๐Ÿšจ

Estonian prime minister Kaja Kallas has just resigned.

This follows upon the resignation announcements of Italian PM Mario Draghi, Sri Lankan Pres. Gotabaya Rajapaksa and British PM Boris Johnson, as well as the assassination of former Japanese PM Shinzo Abe. https://t.co/tYxK3XJAhh
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Special Situations ๐ŸŒ Newsletter (Jay Singh III)
BIDEN WILL LEAVE THE MIDDLE EAST THIS WEEK WITH NO PUBLIC ANNOUNCEMENTS ON INCREASING OIL SUPPLY. $USO $UCO $OXY $XLE $XOP

Surprise. Surprise.
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Morning Brew โ˜•๏ธ
Happy 16th Birthday to our friend Twitter, which launched on this day in 2006.

When did you join this hellscape? https://t.co/YRl9AQpbOd
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Morning Brew โ˜•๏ธ
Learn the basics of crypto and impress your friends in the next metaverse group outing ๐Ÿซก

Paid partnership with @eToroUS

https://t.co/7A5B1bF6s6
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Special Situations ๐ŸŒ Newsletter (Jay Singh III)
Jim Caron $MS fixed income portfolio manager: we could be in a recession already, will have a deeply inverted yield curve, led by 2s10s. Yes, we are in a slowdown and still will not be able to bring down inflation fast enough.
Transitory stag-flation?
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Frederik Gieschen
"Common characteristics in probabilistic fields. Not just investors but poker players, handicappers, sports managers share many of the same qualities. Whether or not you're investing yourself, there's still a great deal we can draw from it." @mjmauboussin
https://t.co/9Sp6EgnBkO
You can find the full conversation here๐Ÿ‘‡

https://t.co/2ESoXo5s5d
- Frederik Gieschen
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Special Situations ๐ŸŒ Newsletter (Jay Singh III)
$BLK BlackRock's Rick Rieder starting to buy high yield credit, no choice at that AUM size $HYG $JNK
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Rolf Degen
Psychopathic traits, particularly meanness and impulsivity, were protective against PTSD. https://t.co/mbo4IxUjQr https://t.co/S6DR4xRVC6
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