Special Situations 🌐 Newsletter (Jay Singh III)
RT @SpecialSitsNews: 4 months after we discussed this risk, Goldman $GS capitulates on expected earnings decline & forecasts S&P500 at 3,150 in recession scenario (14x PE * 200 EPS). Ben Wilson finally agrees that "E" in P/E Ratio could fall & that current multiples could appear artificially cheap... https://t.co/5jsNHUuDIC
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RT @SpecialSitsNews: 4 months after we discussed this risk, Goldman $GS capitulates on expected earnings decline & forecasts S&P500 at 3,150 in recession scenario (14x PE * 200 EPS). Ben Wilson finally agrees that "E" in P/E Ratio could fall & that current multiples could appear artificially cheap... https://t.co/5jsNHUuDIC
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Twitter
4 months after we discussed this risk, Goldman $GS capitulates on expected earnings decline & forecasts S&P500 at 3,150 in recession scenario (14x PE * 200 EPS). Ben Wilson finally agrees that "E" in P/E Ratio could fall & that current multiples could appear…
10-K Diver
Folks, this is in about 2 hours from now.
I hope to see you there, let’s help each other become better investors! https://t.co/IG9WdZTesj
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Folks, this is in about 2 hours from now.
I hope to see you there, let’s help each other become better investors! https://t.co/IG9WdZTesj
Folks, please join me for a new Money Concepts episode tomorrow (Sun, Jul 17) at 1pm ET.
We’ll go over some of the common ways companies die — and what steps we can take to protect our portfolios from such dangers.
Link: https://t.co/EQn0cfqpS7 - 10-K Divertweet
Twitter
Folks, please join me for a new Money Concepts episode tomorrow (Sun, Jul 17) at 1pm ET.
We’ll go over some of the common ways companies die — and what steps we can take to protect our portfolios from such dangers.
Link: https://t.co/EQn0cfqpS7
We’ll go over some of the common ways companies die — and what steps we can take to protect our portfolios from such dangers.
Link: https://t.co/EQn0cfqpS7
Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
Shadowstats inflation calculated based on 1980s basket...CPI would be almost 20% today https://t.co/7Rj1nTdsvZ
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Shadowstats inflation calculated based on 1980s basket...CPI would be almost 20% today https://t.co/7Rj1nTdsvZ
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Special Situations 🌐 Newsletter (Jay Singh III)
RT @SpecialSitsNews: Car delinquency rates already up from 2% in 2019 to 23.4% in Washington, DC. Unreal. $ALLY $CVNA https://t.co/eshTbEhzLG
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RT @SpecialSitsNews: Car delinquency rates already up from 2% in 2019 to 23.4% in Washington, DC. Unreal. $ALLY $CVNA https://t.co/eshTbEhzLG
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Twitter
Car delinquency rates already up from 2% in 2019 to 23.4% in Washington, DC. Unreal. $ALLY $CVNA
Special Situations 🌐 Newsletter (Jay Singh III)
Boeing Co. $BA is grappling w shortages of engines, semiconductors & parts, w/ hiccups seemingly changing by month & disruptions far from being resolved, execs at US plane maker said Sunday. $BA Refuses to build gliders, "planes w/ no engines," while waiting for $GE to deliver...
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Boeing Co. $BA is grappling w shortages of engines, semiconductors & parts, w/ hiccups seemingly changing by month & disruptions far from being resolved, execs at US plane maker said Sunday. $BA Refuses to build gliders, "planes w/ no engines," while waiting for $GE to deliver...
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Paul Graham
RT @simonwakter: There is now a clear majority in favour of using nuclear energy and for keeping the plants running, which the German government is ignoring. https://t.co/4tlNYE5w0c
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RT @simonwakter: There is now a clear majority in favour of using nuclear energy and for keeping the plants running, which the German government is ignoring. https://t.co/4tlNYE5w0c
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Ethan Mollick
It seems teachers can't praise younger kids too much. This study shows that the higher the ratio of elementary school teacher praise to criticism, the more on task students are, with no limit. The “rule”of praising 3x as much as you reprimand is too stingy https://t.co/bym8AlkT8O https://t.co/RNZ1FZfbaw
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It seems teachers can't praise younger kids too much. This study shows that the higher the ratio of elementary school teacher praise to criticism, the more on task students are, with no limit. The “rule”of praising 3x as much as you reprimand is too stingy https://t.co/bym8AlkT8O https://t.co/RNZ1FZfbaw
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Frederik Gieschen
RT @Amit_Aujla: @BackpackerFI The best book on Stanley Drukenmiller is @scmallaby’s ‘More Money Than God’ & @NeckarValue’s series of articles are great https://t.co/JzBZ9GjAl9 ($)
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RT @Amit_Aujla: @BackpackerFI The best book on Stanley Drukenmiller is @scmallaby’s ‘More Money Than God’ & @NeckarValue’s series of articles are great https://t.co/JzBZ9GjAl9 ($)
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Frederik Gieschen
"History is not a GPS system or roadmap... I like to think of history as a compass for steering investors in the right direction when historical trends appear"
Bubble Triangle by John Turner.
https://t.co/01juFWcYc2 https://t.co/zjQEAEgFTY
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"History is not a GPS system or roadmap... I like to think of history as a compass for steering investors in the right direction when historical trends appear"
Bubble Triangle by John Turner.
https://t.co/01juFWcYc2 https://t.co/zjQEAEgFTY
Financial History: Sunday Reads
• Why You Should Care About History
• Important Historical Frameworks
• @pmarca: The Value of History
• @nfergus: The Wrong Lessons from History
• What History is *Not*
• Historical Resources
https://t.co/Xuq0oWn0Sv - Jamie Catherwoodtweet
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Jim OShaughnessy
Blue Horseshoe says "I have no idea what the market will do next week." https://t.co/ksvOzn0vfR
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Blue Horseshoe says "I have no idea what the market will do next week." https://t.co/ksvOzn0vfR
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Jim OShaughnessy
My friend @Aardvarkadillo has 2 FREE tickets for the Beach House concert on Tuesday, 7/19 in NYC.
2 FREE tickets in the orchestra section that cost him a fortune but he can't use.
First person to DM him @Aardvarkadillo WIN the tickets.
#Free @BeaccchHoussse @subpop https://t.co/3HGHTkhapG
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My friend @Aardvarkadillo has 2 FREE tickets for the Beach House concert on Tuesday, 7/19 in NYC.
2 FREE tickets in the orchestra section that cost him a fortune but he can't use.
First person to DM him @Aardvarkadillo WIN the tickets.
#Free @BeaccchHoussse @subpop https://t.co/3HGHTkhapG
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