Special Situations 🌐 Research Newsletter (Jay)
Free economic calendar below. Importance Rank, Estimates, Fed Speakers, Macro commentary included with subscription:
https://t.co/r7f3PlxC5V https://t.co/TN7w8j43Tt
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Rolf Degen
"Research indicates that people will behave in ways that are consistent with the genes they believe they possess." https://t.co/k38kZElZ9J https://t.co/R41cgezaXa
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Mostly Borrowed Ideas
The most recent $META 10-Q had this line which never appeared before:

"We continuously evaluate our liquidity and capital resources, including our access to external capital, to ensure we can finance our future capital requirements."

What does this hint at?
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Special Situations 🌐 Research Newsletter (Jay)
$KKR Earnings Slide 9% on Lower Deal Fees in Second Quarter
- Distributable earnings were $839.8 million, or 95 cents a share met estimates
- KKR & Co. 2Q REV. $330.1M, -89% Y/Y
- KKR & Co. 2Q Asset-Mgmt Rev -$308.2M
Mgmt fees continue to grow, but not excited about markdowns https://t.co/Itz1znbltc
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Special Situations 🌐 Research Newsletter (Jay)
Cutting tariffs to China likely off the table, along with the Biden administration's estimated 1.3% CPI decline:
https://t.co/UJC2tgnc8d
Not worried about war/escalation with respect to Pelosi. More worried about decline in US/China relations at a time of peak inflation - Special Situations 🌐 Research Newsletter (Jay)
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Alex Brogan
Who are the best Twitter follows under 20k followers?
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Compounding Capital
$TMUS 5G Home Internet now available in 121M homes according to Broadband Now.

That's basically a nationwide overbuilder. https://t.co/xY4O8buyhR https://t.co/rL2JPaXqGw
With $CMCSA (and likely $CHTR) now seeing declining broadband net adds, it’s clear FWA is real competitive threat. Fiber still to come.

CHTR running 4.5x leverage to maintain dilutive repo looks more dangerous by the quarter. https://t.co/ezIBrTG6dU - Compounding Capital
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Meb Faber
Investing quote of the day: https://t.co/OkIufmjcJI
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Special Situations 🌐 Research Newsletter (Jay)
Energy crisis this winter in the UK could push 1 in 8 British households into debt (BBG). $LNG $BOIL $UNG
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Ethan Mollick
There are about 14 dead people in human history for every living one. About 6.7% of all humans who ever lived are alive today.

If Facebook has stopped growing, dead users will outnumber the living in 2060.

If it resumes growth, dead users will outnumber the living in 2100. https://t.co/J95SrCSjPl
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Paul Graham
Make something you yourself want. https://t.co/CKTQQ5HmNJ
When we first purchased carbon offsets for @Segment back in 2015 I was super frustrated how opaque the outcome was. Now at Charm we get to flip the script 🤓 with a ton (har har) more detailed transparency… an industry-first! https://t.co/Cp0jQNsO9C - Peter Reinhardt
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