Special Situations 🌐 Research Newsletter (Jay)
Lagarde thinks TP-I can solve everything...what is this a Covid era supermarket run? https://t.co/WadEiOW3VW
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Special Situations 🌐 Research Newsletter (Jay)
*US Conference Board Leading Index -0.8% vs exp of -0.6% after weak Philly Fed; watch the Atlanta Fed go back to -2% GDP growth...
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Special Situations 🌐 Research Newsletter (Jay)
Market is reading Lagarde's language on TPI as if Italy won't qualify, given budget issues...
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iinvested
2Q22 Third Avenue Small-Cap Value Fund on $SUPN, $CCF
https://t.co/j2pzR9pdYu

More fund letters here:
https://t.co/8MCOsEaZuY https://t.co/U7HtUGhXeb
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Frederik Gieschen
Absolute must-listen today with @SuperMugatu and @jposhaughnessy

"One of the reasons why I love markets and can't imagine doing anything else is the market is a factory that just mass produces Greek tragedies." https://t.co/YPCR4J6TxH
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Jim OShaughnessy
Me too @TinkeredThinker, me too. https://t.co/drWncfBHMa
Couldn't agree more. https://t.co/omerbbU95a - Tinkered Thinking
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Jim OShaughnessy
A lovely entry into our "White Mirror" story contest. You still have time to submit yours, contest ends tomorrow. https://t.co/3GNHzrDyZf
In the year 2325, a 50 year old billionaire scientist named Aman realizes she's finally succeeded:

She's invented a time machine.

After decades of trial and error, she has figured it out.

She can finally go back in time to save her friend from dying at the age of 19. https://t.co/wGWDIOtlNT - Forge of Man
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FXHedge
WHITE HOUSE: BIDEN TESTS POSITIVE FOR COVID-19
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Morning Brew ☕️
JUST IN: The White House announces that U.S. President Joe Biden has tested positive for COVID.
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Frederik Gieschen
Paul Tudor Jones: “The whole world is simply nothing more than a flow chart for capital.”
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Morning Brew ☕️
In the first episode of our Cool Down series with @hoka, we talk with Morning Brew’s @ohmygoshna about the vital role walks play in her daily routine.

Paid partnership with @hoka #FlyHumanFly https://t.co/wGhk7phgKn
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Morning Brew ☕️
Stat of the Day:

According to a new survey from UC Davis, 20% of U.S. adults said that political violence is justified in some circumstances, with half of respondents also saying they expect the U.S. to break out in civil war soon. https://t.co/wAphqd0jr3
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Special Situations 🌐 Research Newsletter (Jay)
Natural Gas Inventory +32 bcf vs +44 bcf Expected $UNG $BOIL, tighter inventories on US heat wave, even with Freeport closed
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Special Situations 🌐 Research Newsletter (Jay)
Just to put it in perspective, the Philly Fed Factory Outlook was the lowest since 1979! Gauges of future new orders and planned capital expenditures both deteriorated.

But Powell, Brainard, Bullard, Kashkari, Daly, all think the economy is bangin!
https://t.co/mvQrwMX12N https://t.co/0DscMENj1U
Philadelphia Fed Jul Business Index -12.3 Vs Jun -3.3

Expectations were for +0.8

Meh... - Special Situations 🌐 Research Newsletter (Jay)
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