Special Situations 🌐 Research Newsletter (Jay)
Both Germany and Spain are putting caps on lifestyle choices, like duration of showers and what temperature you can set your AC to control power consumption... just wait until the winter months...
AC usage isn't even common in EU
$lng $ung $boik
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Both Germany and Spain are putting caps on lifestyle choices, like duration of showers and what temperature you can set your AC to control power consumption... just wait until the winter months...
AC usage isn't even common in EU
$lng $ung $boik
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Special Situations 🌐 Research Newsletter (Jay)
Sadly bound to fail: the Panamanian govt announced it will exert control over the prices of 72 food items & agreed to impose price caps on 150 medicines
"The cost of the basic food basket would decrease by 30%, a savings of more than $80," according President Laurentino Cortizo.
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Sadly bound to fail: the Panamanian govt announced it will exert control over the prices of 72 food items & agreed to impose price caps on 150 medicines
"The cost of the basic food basket would decrease by 30%, a savings of more than $80," according President Laurentino Cortizo.
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Labor market participation continues to be well below precovid levels. https://t.co/L8eaDMGrbr
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Labor market participation continues to be well below precovid levels. https://t.co/L8eaDMGrbr
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Special Situations 🌐 Research Newsletter (Jay)
Nasdaq $QQQ just posted one of best months in 20Y w/ tightening Fed (+98% of other CBs), mixed earnings/muted outlooks, stubbornly high core inflation (ex-commods), slowing growth, declining econ fwd indicators (PMIs, conf), & QT (just starting)
How the bear mkt rally gets ya!
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Nasdaq $QQQ just posted one of best months in 20Y w/ tightening Fed (+98% of other CBs), mixed earnings/muted outlooks, stubbornly high core inflation (ex-commods), slowing growth, declining econ fwd indicators (PMIs, conf), & QT (just starting)
How the bear mkt rally gets ya!
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Special Situations 🌐 Research Newsletter (Jay)
FED's Kashkari details:
-Highly implausible that FOMC will decrease rates next year
-Inflation is spreading and needs immediate action (core inflation)
-Soft landing of the economy is possible, but don't know how likely it is
-Inflation expectations remain anchored $USD $SPY $IWM
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FED's Kashkari details:
-Highly implausible that FOMC will decrease rates next year
-Inflation is spreading and needs immediate action (core inflation)
-Soft landing of the economy is possible, but don't know how likely it is
-Inflation expectations remain anchored $USD $SPY $IWM
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Offshore
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Morning Brew ☕️
Don't know whether we'd be concerned or excited to find something like this in our backyard https://t.co/3fSR62xL8O
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Don't know whether we'd be concerned or excited to find something like this in our backyard https://t.co/3fSR62xL8O
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Special Situations 🌐 Research Newsletter (Jay)
$open
https://t.co/bcblcG1TMh
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$open
https://t.co/bcblcG1TMh
Opendoor owns 354 properties in the Sacramento area per Tax Records and it's impressive that 305 of these units are on the market. Though only 17% of the units have a pending contract, which means 83% of their product is sitting instead of selling. - Ryan Lundquisttweet
M&A Focused CPA
RT @BoilerPlateCPA: Businesses are frequently valued on earnings multiples but I find it helpful to estimate a replacement cost too.
How much would it cost to reproduce:
- their client list
- the tangible assets
- acquiring talent
- processes / best practices
- YOUR opportunity cost while building
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RT @BoilerPlateCPA: Businesses are frequently valued on earnings multiples but I find it helpful to estimate a replacement cost too.
How much would it cost to reproduce:
- their client list
- the tangible assets
- acquiring talent
- processes / best practices
- YOUR opportunity cost while building
tweet
Offshore
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Morning Brew ☕️
A company from Singapore is making beer with recycled sewage water.
We know the font/color/name is a little similar, but just to clarify we have nothing to do with this sh*t (pun intended) https://t.co/PpvCzMEbiD
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A company from Singapore is making beer with recycled sewage water.
We know the font/color/name is a little similar, but just to clarify we have nothing to do with this sh*t (pun intended) https://t.co/PpvCzMEbiD
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MastersInvest.com
"The trick, it seems to us, if one is to be a successful long-term investor, is to recognise the sources of enduring business success, get in early and own enough to make a difference." Nick Sleep
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"The trick, it seems to us, if one is to be a successful long-term investor, is to recognise the sources of enduring business success, get in early and own enough to make a difference." Nick Sleep
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