Offshore
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Ethan Mollick
Two interesting findings in this new paper:
1) Household work is often unevenly distributed, with nearly half of couples saying one member contributes much more
2) Uneven work led to future relationship dissatisfaction EXCEPT if the partner felt appreciated, then things were OK https://t.co/qOYRd4zXcY
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Two interesting findings in this new paper:
1) Household work is often unevenly distributed, with nearly half of couples saying one member contributes much more
2) Uneven work led to future relationship dissatisfaction EXCEPT if the partner felt appreciated, then things were OK https://t.co/qOYRd4zXcY
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
Chinese oil demand has rebounded from lows with partial reopening, as the rest of the world (US demand) has weakened. $USO $UCO $XLE $XOP https://t.co/uvfkTDCOYp
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Chinese oil demand has rebounded from lows with partial reopening, as the rest of the world (US demand) has weakened. $USO $UCO $XLE $XOP https://t.co/uvfkTDCOYp
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Special Situations 🌐 Newsletter (Jay Singh III)
Agricultural commodity prices since 2002 $WEAT https://t.co/XM63qN1qRa
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Agricultural commodity prices since 2002 $WEAT https://t.co/XM63qN1qRa
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
I go through the SPAC lifecycle and how to think about short opportunities on this interview with @marketplunger1 on Value Hive
Apple Podcasts: https://t.co/4eZsPW2eu9
More on: https://t.co/3elMLYk4hW
https://t.co/8kQd3EL5nQ
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I go through the SPAC lifecycle and how to think about short opportunities on this interview with @marketplunger1 on Value Hive
Apple Podcasts: https://t.co/4eZsPW2eu9
More on: https://t.co/3elMLYk4hW
https://t.co/8kQd3EL5nQ
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
Not a great turn of events for Italy, if fascist leader is elected in Italy after Draghi potentially formally resigns. Keep an eye on this next week! Thx @DdEmerging
https://t.co/ryrQ0fzfYR
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Not a great turn of events for Italy, if fascist leader is elected in Italy after Draghi potentially formally resigns. Keep an eye on this next week! Thx @DdEmerging
https://t.co/ryrQ0fzfYR
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Offshore
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Jitendra Chawla, CFA
“Life is a game where you work very hard and deal only occasionally.” – Charlie Munger
https://t.co/xnQ2geqHUl
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“Life is a game where you work very hard and deal only occasionally.” – Charlie Munger
https://t.co/xnQ2geqHUl
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Special Situations 🌐 Newsletter (Jay Singh III)
Breaking: IMF just cut global growth expectations in April (lagging forecaster), and will likely cut them substantially again. In a review due this month, “we will downgrade our forecast substantially,” Pazarbasioglu said
“Path to a soft landing is narrowing, CBs have no choice"
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Breaking: IMF just cut global growth expectations in April (lagging forecaster), and will likely cut them substantially again. In a review due this month, “we will downgrade our forecast substantially,” Pazarbasioglu said
“Path to a soft landing is narrowing, CBs have no choice"
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
We spoke about this in last week's spaces:
1/US dollar’s relentless rise is threatening to trigger more outflows from Asia’s EM indices, spoiling hopes of the region making a comeback in 2H. MSCI Asia ex-Japan Index has fallen 20% as investors took $71B out of EM mkts this year! https://t.co/7vp05UOTeX
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We spoke about this in last week's spaces:
1/US dollar’s relentless rise is threatening to trigger more outflows from Asia’s EM indices, spoiling hopes of the region making a comeback in 2H. MSCI Asia ex-Japan Index has fallen 20% as investors took $71B out of EM mkts this year! https://t.co/7vp05UOTeX
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Bread Crumbs Research
Twilio CEO Jeff Lawson on SaaS profits and stock performance - Protocol $twlo https://t.co/ucr8mRfgbM
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Twilio CEO Jeff Lawson on SaaS profits and stock performance - Protocol $twlo https://t.co/ucr8mRfgbM
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Special Situations 🌐 Newsletter (Jay Singh III)
Some positive news (special situation):
ANZ Said To Near A$5.6 Billion Deal For Suncorp’s Banking Unit
"An announcement could be made as soon as this week and lender will seek to tap equity markets with a share sale to help fund the potential takeover, according to sources" https://t.co/mJqL7mq1yy
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Some positive news (special situation):
ANZ Said To Near A$5.6 Billion Deal For Suncorp’s Banking Unit
"An announcement could be made as soon as this week and lender will seek to tap equity markets with a share sale to help fund the potential takeover, according to sources" https://t.co/mJqL7mq1yy
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