Special Situations 🌐 Research Newsletter (Jay)
*CHINA HALTS IMPORTS OF CITRUS FRUITS AND FISH FROM TAIWAN
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Offshore
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Mostly Borrowed Ideas
$PYPL's explanation for lower transaction margin is higher mix of Braintree which is mostly card funded. Unbranded processing, and core checkout's economics is so different that it's frustrating to not get a more granular breakdown. What's the reason to maintain such opacity? https://t.co/AxOj5zxInQ
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Johnathan Bi
All is fair in love, war … and crypto.
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Special Situations 🌐 Research Newsletter (Jay)
*CHINA HALTS NATURAL SAND EXPORTS TO TAIWAN AFTER PELOSI VISIT
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Offshore
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Ethan Mollick
Teaching makes you immortal. A student’s output is shaped by their teachers, to the degree that it influences future generation of students.

“It may often be via teaching that the greatest influence occurs, when the teacher lives on as a reverberation in the work of the student” https://t.co/a5T5pKp00w
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Offshore
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Johnathan Bi
Thank you all for the incredible support and enthusiasm you've shown @david_perell and I on our Girard lecture series.

We have recently made the painful decision to postpone the release of the rest of the series to Q4, condensed over a span of 2 months... https://t.co/jb287aaak7
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Paras Chopra
The more I play with Dall-E, the more I feel for full time illustrators.

If you depend on making illustrations for a living, better acquire an adjacent skill ASAP.
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Offshore
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Johnathan Bi
The periods when Wittgenstein was intellectually productive was also marked by a desire to masturbate.

If that is the mark of genius, then, truly, I will become world-historic! https://t.co/v0wdneu0r6
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Special Situations 🌐 Research Newsletter (Jay)
Japan's svcs sector activity almost completely stagnated in July as rising inflation & growing economic uncertainty weighed on sentiment; boost from lifting of COVID-19 curbs had faded

Jibun Bank Japan Services PMI slumped to seasonally adj 50.3, marking lowest reading since Mar
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MastersInvest.com
“People chronically mis-appraise the limits of their own knowledge; that’s one of the most basic parts of human nature.” Charlie Munger
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FXHedge
CHINESE MILITARY DRILLS BREACH TAIWAN WATERS, ENDANGER INTERNATIONAL ORDER: TAIPEI
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MastersInvest.com
RT @ProfFeynman: Remove yourself from people and places where you don’t feel valued and respected.
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Offshore
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Paras Chopra
Read my latest: “[Inverted Passion] 🛎️ Newsletter #19” https://t.co/Va7JUbO9x4
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Paras Chopra
It's remarkable how quickly the body adapts to intermittent fasting.

My last meal is typically at 7pm and the first meal the next day noon. I do not feel hungry in between.

Honestly, very (pleasantly) surprised.
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