Special Situations 🌐 Research Newsletter (Jay)
Draghi resignation aftermath:
- Moves raise prospect of snap elections in Oct
- Collapse was inevitable after allies withdrew support
- 10-year Italian yields extended surge to 21bps higher to 3.60%
- w/o Draghi's discipline, will need to agree on reforms to unlock EUR200B EU aid https://t.co/FyUwbY1Ftl
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Special Situations 🌐 Research Newsletter (Jay)
*RUSSIA PLANS ANNEXATION VOTES IN UKRAINE REGIONS BY SEPT. 15

What a day! @Ukraine @CanadaUN @LatviaUN_NY @Canada @MFA_Ukraine
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Special Situations 🌐 Research Newsletter (Jay)
Options traders have turned more bearish on the euro heading into the ECB decision in minutes following resignation of Italian Prime Minister Draghi.
While outcome expected, demand for euro downside structures over the 3mo period that captures an Italian snap elections (October) https://t.co/Rc1ZiSj2r3
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Special Situations 🌐 Research Newsletter (Jay)
China fined Didi >8B yuan ($1.2B), after probe into ride-hailing giant that symbolizes Beijing’s campaign to rein in internet cos

China uses its tech cos as a piggy bank to fund social projects. Regulation never ends...more than ridiculous!

$DIDIY $KWEB $BABA $JD $PDD $TME $FXI
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Special Situations 🌐 Research Newsletter (Jay)
$SAP CUTS FY NON-IFRS OPERATING PROFIT FORECAST TO EU7.6B-EU7.9B
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Paras Chopra
It’s amazing how greetings cards essentially disappeared from our celebrations without anyone noticing.
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MastersInvest.com
“It goes without saying that, for any company, it’s staff are the key, the main asset.” Joe Foster, founder Reebok https://t.co/2o9m1ONfaI
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Jim OShaughnessy
🚨New episode of @InfiniteL88ps is up🚨

My friend @SuperMugatu and I have a broad discussion on the current state of markets. We cover the agency problem within asset management; behavioral risks in investing and how it's alway ultimately you vs. you.

https://t.co/tKi41H9QKO
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Jim OShaughnessy
Two thoughts from David Mamet

“Worry is interest paid in advance on a debt that never comes due.”

“Train yourself for a profession that does not [yet] exist.”
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MastersInvest.com
RT @JonErlichman: On this day in 2006: Tesla Roadster unveiled https://t.co/oxX5cY2vu1
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Rolf Degen
Autistic people outperform others in a cartoon version of the "Reading the Mind in the Eyes" emotion recognition test. https://t.co/9PhIAVWgsS https://t.co/qC8srRevIH
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Ramneek
“Over last 10y, only India matched US/World Market in equity returns. Every other market: EU, China, Japan, EM as a basket delivered 1/3-1/2 of what India did. No other market w $2.5T+ delivered better returns than India over last 10y despite sharp currency depreciation.”
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Steven Kiel
RT @DanHillHistory: At around 1am 78 years ago today on this spot in Berlin's Bendlerblock Colonel Claus von Stauffenberg was executed by firing squad after a failed coup and assassination attempt on Hitler. His last words: "Es lebe das heilige Deutschland" - Long live our sacred Germany. https://t.co/Sfvte3qOyQ
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Special Situations 🌐 Research Newsletter (Jay)
Raymond James announces $20/share price target for Palantir $PLTR; seems a bit rich at the moment, but RayJay wants to be a hero
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