Special Situations 🌐 Research Newsletter (Jay)
Whoever says volatility isn't risk hasn't been through a market downturn. Capital preservation is of utmost importance!
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Special Situations 🌐 Research Newsletter (Jay)
Of course, the Federal Reserve prefers PCE to CPI (since 2012), it underweights Shelter and Energy-related inflation...PCE was adopted as a preferred method post Bernanke's QE1, QE2, Op Twist, QE3

Do you really think avg. American pays 16% of income on housing? Give me a break! https://t.co/zQKlzbaM6C
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Tren Griffin
My friends are asking me what is best to eat in Seattle on hot days (for here 90+ degrees).

I suggest they unthaw Spot Prawns they caught. They can buy them at a market, but they're not free. Crab is cheaper per pound in the shell.

Crustaceans Rule Everything Around Me (CREAM) https://t.co/20U1t40lZn
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Special Situations 🌐 Research Newsletter (Jay)
What happens when capital mkts aren't fully open? $LTRY https://t.co/oZd7oaFGB1 does not have enough capital to continue operating...
-Sank to record low on Fri after firm admitted to not having capital to fund operations for 12 months
-Substantial doubt about going concern (BK!)
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Special Situations 🌐 Research Newsletter (Jay)
$WMT has no choice but to mark items down as consumer budgets tighten w/ inflation: air fryer down from $149 to $110; set of pajamas down from $12 to $9: red “rollback” signs not hard to find at Walmart Supercenter closest to HQ, Bentonville, Arkansas.
https://t.co/elKGmCwXoA
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Special Situations 🌐 Research Newsletter (Jay)
Short interest levels at local lows... https://t.co/8xHTDG8p9D
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Special Situations 🌐 Research Newsletter (Jay)
Biden tested positive for Covid again. How accurate are these tests, anyway?

https://t.co/DC7C2d73Yz
Folks, today I tested positive for COVID again.

This happens with a small minority of folks.

I’ve got no symptoms but I am going to isolate for the safety of everyone around me.

I’m still at work, and will be back on the road soon. - President Biden
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Ensemble Capital
For many decades US productivity growth averaged ~2% a year. Over the last 10-15 years it has averaged about ~1%.

What are the best reasons why ~1% is all we can expect going forward, or what are the catalyst that would return the US to ~2% productivity growth?
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Ethan Mollick
As a reminder, low-stakes testing is one of the most powerful learning (not just assessment!) tools. Lots of low stakes tests help you remember what you learned better than studying; access unrelated knowledge & learn more in the future. Read this summary: https://t.co/8pgOKKGug1 https://t.co/iDj2a949cc
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Alex Brogan
RT @AzizNiabaly: Very interesting and educational @alex brogan https://t.co/wclatHxapS
10 insanely useful free websites you needed but didn't know existed (instant bookmarks): - Alex Brogan
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