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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Rolf Degen
Humans routinely miss important information that is right in front of their eyes, because their brains generate predictive models of the world that can overshadow what's out there. https://t.co/co59i1HIwj https://t.co/pH6ypyN5Kt
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Jitendra Chawla, CFA
I'm amazed lakhs of people watch/listen to this 'analysis'

#NeemHakimKhatrayeJaan

https://t.co/g1z9FhgAS0
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Ethan Mollick
Want to make people around you happy? Here are simple things that cause happiness, but that we don’t do enough as we wrongly think they will be awkward & not appreciated. 🧵

🙏🏻People appreciate gratitude MUCH more than the giver expects & it is less awkward to give than expected https://t.co/81SXtS3PVO
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Paul Graham
"Whether we like it or not, research is already, easily and increasingly, published outside of journals, and so are reviews. Reforming peer review, therefore, should mean working with the way science is shared in public, not ignoring it."

https://t.co/1rIzidLzpf
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Paul Graham
"I went in at 16 years old, I did 35 years."

https://t.co/snjIR7pASk
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Santangel's Review
“I stress tested my opinions by having the smartest people I could find challenge them so I could find out where I was wrong." - Ray Dalio
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Paul Graham
When we first arrived in Silicon Valley in 1998, Trevor Blackwell proposed the ambitious goal of eating at every fast food place on El Camino Real. Now with the aid of Doordash our sons seem dedicated to realizing his vision.
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Rihard Jarc
CashApp for $SQ continues its rise. Even though fintech is out of favor right now in this macro environment, companies like $SQ are benefiting even more as financial conditions for raising capital and funding for smaller fintech competitors get harder.

Long $SQ https://t.co/bB56cKGJVG
$SQ Cash App reached 34M downloads in the US in H1 2022, according to Apptopia.

More than PayPal and Venmo combined $PYPL. https://t.co/iZjymw0apu - App Economy Insights
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Morning Brew ☕️
San Francisco wondering what all the fuss is about https://t.co/5IqpZee1fC
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Meb Faber
21% gain in private equity lololololol https://t.co/IeSqo77itZ https://t.co/GS6HjAZTp6
@MebFaber
Your favorite institutional investor reporting a 13.1% loss on public stocks, and a 21.3% gain on private equity. Does anyone actually believe these numbers?

https://t.co/JN8FRVlG7Y - Valentine 🇺🇦
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Ethan Mollick
RT @emollick: Lots of folks are building AI advisors. There is one problem: we hate to listen to AI.

Getting feedback from an AI system improved employee performance… until they learned it was from an AI, then their performance DROPPED. Only the most experienced employees were okay with it! https://t.co/9RCIJQEdJV
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