Morning Brew ☕️
Taking my ID photo for another job I don't want https://t.co/qF1vjUUdv2
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FXHedge
WHITE HOUSE BRACING FOR A SECOND QUARTER OF NEGATIVE GDP GROWTH -FBN
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Special Situations 🌐 Research Newsletter (Jay)
"In 2008, Sergey $GOOG loaned Musk $500k to help keep $TSLA afloat in his time of need.

Now friends of Nicole & Elon tell WSJ that Nicole had an affair with Elon Musk in December 2021.

In same month, Musk welcomed a baby girl via surrogate w his ex-gf Grimes." $TWTR $TSLA
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Johnathan Bi
I've always been puzzled by why the classical embodiments of philosophy are female: Lady Philosophy, Athena, etc.

... since philosophy was considered THE male discipline par excellence, perhaps even more so than something like war!
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Shai Dardashti
The Future of Copper: Will the looming supply gap
short-circuit the energy transition (h/t @danielyergin, Project Chairman) —
https://t.co/OpnW5MU8KH
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James Wang
So utterly sick of life hustle Twitter threads
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Special Situations 🌐 Research Newsletter (Jay)
Bots have always been the least of Musk's issues $TWTR
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Ethan Mollick
Academic disciplines do a lot of gatekeeping, so academics with leas focused identities can be dinged by purists in their fields. Worse, this paper finds that (at least in Italy, the data source), high-performing boundary spanners are penalized much more than low-performing ones. https://t.co/r77mg2vT1s
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Special Situations 🌐 Research Newsletter (Jay)
Barclays Plc $BARC is buying a stake in Copper, a cryptocurrency company that counts former Chancellor Philip Hammond among its advisers, according to Sky News.
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10-K Diver
Starting NOW ... https://t.co/zGtMUQDXNy
Folks, please join me for a new Money Concepts episode tomorrow (Sun, Jul 24) at 1pm ET.

In this episode, we’ll go over the basics of Capital Allocation — ie, how businesses can:

(1) raise cash opportunistically, and
(2) deploy cash intelligently.

Link: https://t.co/9lyYvyT9jM - 10-K Diver
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Jim OShaughnessy
I've been going down multiple rabbit holes on Kris's first speculation for years--still haven't found an explanation that could be formally tested via falsification.

Fascinating subject.

Moontower #154, by @KrisAbdelmessih https://t.co/1AqtyDtrEe
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Jim OShaughnessy
Quote Tweet if neither is true. https://t.co/Ljsq9ssATb
RT if Elon is your father
Like if he slept with your girl - Ramp Capital
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Jim OShaughnessy
CAN NOT WAIT FOR @INVESTMENTSHULK'S RESPONSE TO THIS 🍿🍿 https://t.co/jXinyHZGyN
Marvel just dropped a new trailer for #SheHulk. #SDCC

Watch now: https://t.co/RWSydhL8f6 https://t.co/2HsaUTmi4H - Variety
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Tren Griffin
Mr Market has a lousy taste.

Dungeness is far batter crab. It's not even close. And yet: https://t.co/ZvHHr3ShTE
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Special Situations 🌐 Research Newsletter (Jay)
Interesting take on Putin's rule:

https://t.co/3y69NS0lln
Putin's rule is weakening. 0/ - Timothy Snyder
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Mostly Borrowed Ideas
How is Elon Musk running multiple companies at the frontier of tech yet still managing to get into complicated non-platonic relationships with colleague(s), Hollywood actors, and centi-billionaire's wife? Are we sure Musk is just one person?

Stranger than fiction indeed.
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