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Morning Brew ☕️
here we go again... https://t.co/Nk1fLmgTzO
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Alex Brogan
RT @thealexbanks: Investing can be complicated.

Let's make it simple.

10 terms every entrepreneur and investor should know:
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Special Situations 🌐 Research Newsletter (Jay)
Surprising economic strength in the data this morning:
*US JUNE DURABLE GOODS ORDERS INCREASE 2.0%; EST. 1.9%
*US JULY ISM SERVICES GAUGE RISES TO 56.7 FROM 55.3; EST. 53.5
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Jim OShaughnessy
"In the future, everyone will be world-famous for 15 minutes."
~Andy Warhol

314: Value Creation vs Value Extraction, Nvidia, Data Usage, Visa's Founder, Will Thorndike, Ford's Battery Supply, IT Security, YF-23 vs F-22, and Doom, by @LibertyRPF https://t.co/BzLMnRDf9P
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Special Situations 🌐 Research Newsletter (Jay)
OPEC Plus group of nations plans to increase production by a scant 100,000 barrels daily, a move that is unlikely to have a major effect on U.S. gas prices despite considerable political capital that Biden expended to push the consortium in that direction. #OOTT $USO $UCO $OXY
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Rob Briner
Did @Scrumdotorg just trademark "𝘌𝘷𝘪𝘥𝘦𝘯𝘤𝘦-𝘉𝘢𝘴𝘦𝘥 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵"?

Can they? And why would they, or anyone, bother?

https://t.co/i3eE7cNV6O

@CenterforEBMgt https://t.co/tApun5vWDt
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Morning Brew ☕️
Welcome to the Bored Ape Book Club.

Pearson plans to sell their online textbooks as NFTs to profit from secondhand sales. https://t.co/I635jK5ELK
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Special Situations 🌐 Research Newsletter (Jay)
Remember, when it comes to the Fed, good news is bad news...
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Special Situations 🌐 Research Newsletter (Jay)
10-year back to 2.85% from 2.55%
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Special Situations 🌐 Research Newsletter (Jay)
5-year back at almost 3% from 2.63% on 8/1
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Special Situations 🌐 Research Newsletter (Jay)
There is more trading volatility in bonds than an equities! Good opportunities to allocate and generate alpha.
https://t.co/MTVHVfVLir
@SpecialSitsNews Got your newsletter update to scale back the muni / CEF bond gains early this morning Jay. I was thinking about pairing back some of those positions today / tomorrow, but I actually ended up doing it in the first five minutes of trading and timing was lovely. Sold 60%. - Mike
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Rob Briner
"Most organisations run some form of employee engagement survey...but do we 'know' that it makes a difference? Surely, we must if we're willing to spend budget and time on it.

Well, here, Rob Briner considers the evidence that exists to support that..."

https://t.co/psaYSFPZt6
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Special Situations 🌐 Research Newsletter (Jay)
UST declined after hawkish comments from Fed officials made it apparent that policy pivot unlikely

10Y yield pushed above 2.85% as swaps markets showed traders now pricing in 50% chance for 75 bps in Sept. 10-year had slumped toward 2.5% on expectation that hike would be smaller
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Special Situations 🌐 Research Newsletter (Jay)
*FED-RELATED SWAPS SHOW 1-IN-2 ODDS OF 75BP HIKE IN SEPTEMBER
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Morning Brew ☕️
The recalled products include hoverboards, baby rockers, children's watches, and clothes. https://t.co/BVmgREWWe7
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