Morning Brew ☕️
Learn the basics of crypto and impress your friends in the next metaverse group outing 🫡

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Special Situations 🌐 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
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You can find the full conversation here👇

https://t.co/2ESoXo5s5d - Frederik Gieschen
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Special Situations 🌐 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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Meb Faber
Best Investment Writing Volume 6!

Today we kick off Episode 1 with @verdadcap with "Emerging Markets Crisis Investing"

https://t.co/FYQthi7Ym1 https://t.co/IUEUh844t3
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Morning Brew ☕️
"Ok boomer" https://t.co/q1j2R7yAon
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Morning Brew ☕️
when the work day is crawling https://t.co/iqh7sG7XLs
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Special Situations 🌐 Newsletter (Jay Singh III)
Market share of Blue Apron $APRN declining every year, is strategy to focus on higher prices and fewer customers? What is differentiation strategy? https://t.co/dz7DkfftPs
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Frederik Gieschen
Buffett on talent at Berkshire ('94): "Charlie and I have two jobs. We have to identify and keep good managers interested after we’ve figured out who they are." https://t.co/TgT6ssuDDe
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