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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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.
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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
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Special Situations 🌐 Research Newsletter (Jay)
RT @SpecialSitsNews: 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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Frank Taber
Tortilla $MEX.L LFL sales up 19% vs. 5.6% for the benchmark of UK restaurants & fast food.

Labor, food prices & utilities likely to increase total costs by ~10%, so seems that they are out pacing inflation so far.

Not bad for a micro-cap, Mexican food chain in the UK.
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Special Situations 🌐 Research Newsletter (Jay)
Lagarde is making it worse...reminds me of 2012
*LAGARDE SAYS ECB WON'T HESITATE TO USE BOND CRISIS TOOL
*LAGARDE: NATIONS NEED SOUND MACRO POLICIES TO ACCESS BOND TOOL
*LAGARDE: NATIONS MUST COMPLY WITH EU DEBT RULES TO ACCESS TOOL
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Bread Crumbs Research
ok guys, could SPGI be a short? capiq is such a bad product that it's a complete joke. seems like the company is badly mismanaged given the quality of their product
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