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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Morning Brew ☕️
when it's still the work week...but you're signing off early https://t.co/tm3zWS3Rtm
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Meb Faber
Starting today, will US stocks outperform foreign stocks for the next decade?
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Compounding Capital
TCI's analysis of $CNI and the rails from 2021.

Dramatic underperformance relative to peers. https://t.co/rqA1W2E71V
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Jim OShaughnessy
“Kindness is an inner desire that makes us want to do good things even if we do not get anything in return. It is the joy of our life to do them. When we do good things from this inner desire, there is kindness in everything we think, say, want, and do.”
~Emanuel Swedenborg
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Jim OShaughnessy
Make Freedom of Speech Liberal Again: @tunkuv interviews Nadine Strossen https://t.co/y4bXGlkJC9 via @WSJ
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Jim OShaughnessy
Currently reading the book--this is a good story.

What Steve Jobs learned from Buckminster Fuller during their only meeting https://t.co/U2l3fP5rf6
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