Offshore
Photo
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
tweet
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
tweet
Special Situations 🌐 Research Newsletter (Jay)
$SAP CUTS FY NON-IFRS OPERATING PROFIT FORECAST TO EU7.6B-EU7.9B
tweet
Paras Chopra
It’s amazing how greetings cards essentially disappeared from our celebrations without anyone noticing.
tweet
Offshore
Photo
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
tweet
Offshore
Photo
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
tweet
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.”
tweet
Offshore
Video
MastersInvest.com
RT @JonErlichman: On this day in 2006: Tesla Roadster unveiled https://t.co/oxX5cY2vu1
tweet
Offshore
Photo
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
tweet
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.”
tweet
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
tweet
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
tweet
Favored Prisoner
Girard's mimetic theory is strictly worse than theories of human nature based on evolutionary psychology.

It's trendy because Girard and Thiel are Christian and don't vibe with evolutionary explanations, and it's arcane enough that it's not worthwhile to criticize.
tweet
Offshore
Photo
Special Situations 🌐 Research Newsletter (Jay)
$PLTR
July 6: Insider Moore Alexander D. reports selling 37,076 shares of $PLTR for a total $341,080.66
June 28: aylor Ryan D. reports selling 77,607 shares of $PLTR for a total $784,591.25
June 28: Jeffrey Buckley reports selling 21,342 shares of $PLTR for a total $213,420.00 https://t.co/xTI9JPmO9E
tweet