Special Situations 🌐 Research Newsletter (Jay)
Snap sales and guidance wiped $76 billion from social media stocks overnight $SNAP $META $TWTR $PINS $GOOG
Snapchat parent plummeted 30% in pre trading. Meanwhile, Facebook parent Meta Platforms Inc. fell 4.8%, Alphabet (Google) declined 2.8%, and Pinterest sank 7.1%
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Snap sales and guidance wiped $76 billion from social media stocks overnight $SNAP $META $TWTR $PINS $GOOG
Snapchat parent plummeted 30% in pre trading. Meanwhile, Facebook parent Meta Platforms Inc. fell 4.8%, Alphabet (Google) declined 2.8%, and Pinterest sank 7.1%
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Offshore
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Alex Brogan
The Great Temptation
We haven’t found aliens yet, so what if extraterrestrial intelligence has a deep tendency to be self-limiting or even self-exterminating?
Like getting obsessed with computer games or virtual reality instead of worrying about reproduction.
@h/t primalpoly https://t.co/FsmOMBn3m6
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The Great Temptation
We haven’t found aliens yet, so what if extraterrestrial intelligence has a deep tendency to be self-limiting or even self-exterminating?
Like getting obsessed with computer games or virtual reality instead of worrying about reproduction.
@h/t primalpoly https://t.co/FsmOMBn3m6
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Special Situations 🌐 Research Newsletter (Jay)
Typical home sold during 4 weeks ending July 17 spent 19 days on the mkt, one day longer than last year. That’s according to a new report from $rdfn, the technology-powered real estate brokerage.
First time in 2 years median time on market has posted a y/y gain. Will get worse
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Typical home sold during 4 weeks ending July 17 spent 19 days on the mkt, one day longer than last year. That’s according to a new report from $rdfn, the technology-powered real estate brokerage.
First time in 2 years median time on market has posted a y/y gain. Will get worse
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Offshore
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Compounding Capital
$VZ and $TMUS encroaching even more aggressively on cable with FWA net adds ramping.
Assuming $TMUS comes in around 400K FWA net adds, that's 650K total FWA net adds in 2Q 2022.
Cable used to add about 500K HSD subs in 2Q pre-COVID. https://t.co/eE3953a6f9
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$VZ and $TMUS encroaching even more aggressively on cable with FWA net adds ramping.
Assuming $TMUS comes in around 400K FWA net adds, that's 650K total FWA net adds in 2Q 2022.
Cable used to add about 500K HSD subs in 2Q pre-COVID. https://t.co/eE3953a6f9
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Special Situations 🌐 Research Newsletter (Jay)
US PMIs crashing, just like Europe. Forward indicators for 3Q22 earnings:
-US July Flash Composite PMI 47.5 vs 52.3
-Employment falls to 54.7 vs 55.7 in June
-Output prices fall vs prior month
-US S&P Global July Services Flash PMI 47; Est. 52.7
- BIG MISS Range from 51.5 to 53.1
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US PMIs crashing, just like Europe. Forward indicators for 3Q22 earnings:
-US July Flash Composite PMI 47.5 vs 52.3
-Employment falls to 54.7 vs 55.7 in June
-Output prices fall vs prior month
-US S&P Global July Services Flash PMI 47; Est. 52.7
- BIG MISS Range from 51.5 to 53.1
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
$TLT baby, munis @JLinWins https://t.co/FLyVmJX2pB
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$TLT baby, munis @JLinWins https://t.co/FLyVmJX2pB
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Special Situations 🌐 Research Newsletter (Jay)
The “right thing to do” at the moment is to have stronger cash levels and take advantage of higher relative rates in the front-end of global curves, said Jerome Schneider, head of short-term portfolio management and funding at Pacific Investment Management Co.
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The “right thing to do” at the moment is to have stronger cash levels and take advantage of higher relative rates in the front-end of global curves, said Jerome Schneider, head of short-term portfolio management and funding at Pacific Investment Management Co.
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