Special Situations 🌐 Research Newsletter (Jay)
For 7th time this year, tiny US listing by a co based in China/HK is seeing a wild price surge after IPO

Hong Kong’s $MEGL Magic Empire Global was halted for volatility after surging 4,000% above its IPO price in its debut session Friday. $HKD has been up 32,000% at one point. https://t.co/Mdsuz9RYNb
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Morning Brew ☕️
DJ Roomba powered by Alexa https://t.co/gUqkiwlDLT
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Jerry Neumann
Sort of embarrassing when I respond to an email pitch saying I don't believe the thesis, they reply with proof of the thesis, and I have to say " Then you're already too late-stage for me."
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Shai Dardashti
RT @GrahamianV: h/t @EdwardOThorp

Full text —
https://t.co/H2pHLzpiZu https://t.co/AVHjJnamI2
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Meb Faber
Do you know a single investor that owns zero US stocks?

I don't.

Imagine suggesting that to clients!

Excluding them must have a massive impact on your portfolio.

Right?

Here is the global market portfolio with and without US stocks (replaced with foreign ones). https://t.co/H2pZkL2Ys5
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Taylor Pearson
New Newsletter!

In this edition:

- The Limits of Friendship
- Rise Of Shadow Banking & Risks Of A Financial Crisis
- eCommerce Trends Report

https://t.co/me3TWIguNl

Sign up below:
https://t.co/G3EiGWSzBn
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Morning Brew ☕️
What’ll happen to the celebrities who promoted the now crashing NFTs? (ft. @anishkmitra) https://t.co/LLOspq2SUf
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Rolf Degen
Monkeys use sex toys. https://t.co/Bv5tCqW3kh https://t.co/Nu2BGNwzTF
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Special Situations 🌐 Research Newsletter (Jay)
Homebuilder cancellation rates up sharply this quarter:
$DHI $LEN $PHM $NVR $TMHC $MTH $KBH $LGIH $TOL $MDC $MHO $HOV https://t.co/ptzsjWLRsX
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Meb Faber
"Everything Is a DCF Model" with @mjmauboussin

https://t.co/AEjAc1vdJ3 https://t.co/hC3mMSWnzk
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Special Situations 🌐 Research Newsletter (Jay)
Largest week-over-week jump in natural gas rigs since March 2022: $UNG $BOIL $AR $EQT $SD https://t.co/iNAv9zzYIJ
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