Special Situations 🌐 Newsletter (Jay Singh III)
Macro only matters for 2 reasons: its ability to affect earnings outlooks and Federal Reserve policy! Apart from that, it's just noise.
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Special Situations 🌐 Newsletter (Jay Singh III)
Biden speaking on oil in Saudi Arabia in 5 minutes (at 3:30pm ET). Youtube live below. $USO $UCO $Thanks @JLinWins @Josh_Young_1 @anasalhajji @chigrl
https://t.co/AfLx5Rjf09
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Aswath Damodaran
I live the cushy life, teaching my NYU classes only in the spring, and dabbling in anything that interests me for the rest of the year. However, NYU is offering my classes in corporate finance and Valuation, for certification, in the fall. https://t.co/4OBQqb3uJr
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Paul Graham
"No one is out of my league."

— 10 yo after I explained how dating works
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Morning Brew ☕️
"are you available to stay late today?" https://t.co/eaw5vwYBXf
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Morning Brew ☕️
There's a new Gen-Z coworker at the office. (ft. @dhtoomey)⁠
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Full video here 👇
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https://t.co/QqBBszGt4y
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Special Situations 🌐 Newsletter (Jay Singh III)
469 S&P 500 names finished up today
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Paul Graham
"I know of no country in which there is so little independence of mind and real freedom of discussion as in America."

— Alexis de Tocqueville, 1835
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Special Situations 🌐 Newsletter (Jay Singh III)
Was good to see America still has a backbone in Biden's speech in Jeddah, Saudi Arabia. What happened to Jamal Khashoggi was a travesty. But not much revealed on oil supply...
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Special Situations 🌐 Newsletter (Jay Singh III)
BIG EARNINGS NEXT WEEK: 70 S&P 500 companies reporting next week, including $GS $BAC, but a lot of tech $IBM $NFLX $TSLA $TWTR
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Special Situations 🌐 Newsletter (Jay Singh III)
So, how are you supposed to drive a $TSLA, if Tesla is asking drivers not to charge their cars in Texas during the heatwave?
https://t.co/lOHcOX06js
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Special Situations 🌐 Newsletter (Jay Singh III)
Hedge funds slashed bullish bets on Brent crude oil to the lowest in 8 years amid escalating fears of an economic slowdown. Money managers cut positions by 11,022 lots in wk ending July 12th trimming total to 189,261. Lowest level since Aug 2014, according to new avail ICE data https://t.co/WXFmWbsL9Y
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Shai Dardashti
Bloomberg Wealth: Sam Zell — h/t @DM_Rubenstein, an absolutely phenomenal interviewer.

https://t.co/GayYeMsjgx
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