Special Situations 🌐 Research Newsletter (Jay)
If the ECB is hiking into an obvious recession, from a MUCH weaker position, how could $JPM expect Fed a pivot this fall? The tightening has just begun...

ECB'S KAZAKS: SEPTEMBER HIKE NEEDS TO BE QUITE SIGNIFICANT...
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Alex Brogan
RT @SystemSunday: If you want to improve your thinking, outsmart these 25 cognitive biases 👇
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Special Situations 🌐 Research Newsletter (Jay)
According to $RDFN, we are seeing the most single family real estate price drops than any time since at least 2015
$XHB $LEN $BZH $DHI $PHM $TOL $HOV https://t.co/OZy7CPPjcJ
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Special Situations 🌐 Research Newsletter (Jay)
The Federal Reserve Bank of Chicago’s National Activity Index held at minus 0.19 in June, the first back-to-back negative readings since the pandemic started in early 2020! https://t.co/0YBZCc1cMB
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Ethan Mollick
You could make a case that more innovative startups are more likely to survive (they are differentiated from competition) or fail (they have to build & sell something new).

This study of Finnish startups supports the latter: innovative startups fail more. https://t.co/csuvKvoOUV https://t.co/qlveFXxRA6
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Alex Brogan
Pre-suasion

If you want to be persuasive, arrange for your recipient to be receptive to a message before they encounter it.

What we present first changes the way people experience what we present next.

The more generous your offer ‘seems’ the more attractive it will be. https://t.co/YpbS5lfN9h
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Corry Wang
I know nothing about the healthcare industry, so this entire blog post was very surprising to me https://t.co/6V1SSVLani

The argument: 1) US health spending is not uniquely high among wealthy countries; & 2) spending is driven by quantity of services delivered, not higher prices
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Meb Faber
Investing quote of the day via @morganhousel: https://t.co/0ayhHNhytP
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Jim OShaughnessy
"In life, there are experiments, experiences and lessons learned. Wisdom or knowledge without application has no practical benefit."
~@Alltopstartups

A Successful Life is an Infinite Game of Experiments by @Alltopstartups https://t.co/AUQyX3e3Jc
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Rob Briner
Being told that pay deductions might happen did not prepare me for what it would feel like to actually see the deductions in numbers on my payslip (and then bank statement).

Want to know more about what this is all about? https://t.co/NGkonMjpt7 https://t.co/yQKwPrgVm0
I've not said much on what's happening @QMUL as frankly it's upsetting.

21 days pay deducted. That includes 3 days of booked annual leave, time spent shortlisting for School & Faculty, Director of Research work, supervising MA diss & PhDs, public engagement, & research. Awful - Prof. Sophie Harman
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