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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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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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Special Situations 🌐 Newsletter (Jay Singh III)
Central bank decisions this week:
Tuesday: Nigeria (inflation touch 18.6%, 5Y high)
Thursday: ECB (Europe), South Africa, BOJ (Japan), Uzbekistan, Indonesia, French Guiana
Friday: Russia, Paraguay https://t.co/UGFhh7ihlQ
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Central bank decisions this week:
Tuesday: Nigeria (inflation touch 18.6%, 5Y high)
Thursday: ECB (Europe), South Africa, BOJ (Japan), Uzbekistan, Indonesia, French Guiana
Friday: Russia, Paraguay https://t.co/UGFhh7ihlQ
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Dalius - Special Situation Investments
New investment ideas from VIC 👇
Incl: $GBTG, $CNSL, $TEN arb and $XELB
$GBTG pitch:
– Business travel management company, #1 player globally.
- $AXP spin-off, parent retains 35% stake.
– Set to rebound with corporate travel, which is still well below pre-covid levels.
... 👇
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New investment ideas from VIC 👇
Incl: $GBTG, $CNSL, $TEN arb and $XELB
$GBTG pitch:
– Business travel management company, #1 player globally.
- $AXP spin-off, parent retains 35% stake.
– Set to rebound with corporate travel, which is still well below pre-covid levels.
... 👇
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Special Situations 🌐 Newsletter (Jay Singh III)
Many parts of Central Plains & Texas are under heat advisories & warnings this weekend
Heat warnings also in effect for California, Arizona & New Mexico
Parts of Texas, Oklahoma & Kansas could see highest summer temps to date, w/ predicted highs of 102-110 degrees
$UNG $BOIL
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Many parts of Central Plains & Texas are under heat advisories & warnings this weekend
Heat warnings also in effect for California, Arizona & New Mexico
Parts of Texas, Oklahoma & Kansas could see highest summer temps to date, w/ predicted highs of 102-110 degrees
$UNG $BOIL
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