Special Situations 🌐 Research Newsletter (Jay)
Shitcos rallying does not imply market bottoming... it's just desperate traders taking advantage of short positioning, because it is one of the very few retail strategies that is actually working for them right now...
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Special Situations 🌐 Research Newsletter (Jay)
Larry Fink continues to unload $BLK... shows you how confident the world's largest asset mgmt CEO is about equities
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Special Situations 🌐 Research Newsletter (Jay)
Earnings growth is going to slow sharply in 2H22; what will compound it is that there's a whole generation of managers who came up in the last ~5 yrs who only know how to scale businesses by adding more people
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Special Situations 🌐 Research Newsletter (Jay)
RT @kannbwx: 🇺🇸🌽2022 U.S. yield expectations ahead of USDA's Friday report: #Corn 175.9 bu/acre, #soybeans 51.1 bu/acre

Of 24 analysts polled, 21 think corn yield comes in lower than July's 177, but only 1 thinks higher. 18/24 see soy yield lower than July's 51.5, only 1 pegged it higher. https://t.co/FchedImPJ1
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Special Situations 🌐 Research Newsletter (Jay)
RT @IYKYKcap: Why is RE twitter filled with all the most cringey people??
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Special Situations 🌐 Research Newsletter (Jay)
RT @eliant_capital: Never forget https://t.co/La6nRGUm0v
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10-K Diver
This earnings season, I see many companies with revenues DOWN, profits DOWN even more, claiming it’s because of operating DE-LEVERAGE.

The question to ask is:

In the past, when revenues were UP, did these same companies demonstrate similar operating LEVERAGE? https://t.co/WoQfz3DSva
Operating leverage, visualized

(h/t @10kdiver) https://t.co/teulU97BMy - Brian Feroldi (🧠,📈)
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Jerry Neumann
Cures for ennui?
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Special Situations 🌐 Research Newsletter (Jay)
Going to see private market write downs

https://t.co/ieGgAI8J9S
This year's public-market turmoil is spreading to private markets. Investors are selling stakes in private-equity and venture capital funds at the fastest pace on record, typically selling them below their face value. https://t.co/fF99uUBWxn https://t.co/lZ5VPxGT7v - Lisa Abramowicz
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Special Situations 🌐 Research Newsletter (Jay)
RT @MomAngtrades: The biggest monopoly in the US isn’t a company or bank. It’s the Democratic and Republican parties.
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Special Situations 🌐 Research Newsletter (Jay)
Many quote that "millionaires are born during recessions". This is true, but the painful truth is many more lose fortunes on the way down...
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FXHedge
DONALD TRUMP SAYS FBI AGENTS RAIDING MAR-A-LAGO
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Special Situations 🌐 Research Newsletter (Jay)
RT @murray_orr: Well this is awkward… https://t.co/g85GGvlh44 https://t.co/5nisROjqVC
"For years, Elon Musk sold us fantasies to distract from the reality of the future he’s trying to build, and to get people to accept his growing belligerence."

📝 @parismarx https://t.co/l0OjPBbNF5 - TIME
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Special Situations 🌐 Research Newsletter (Jay)
TRUMP SAYS FBI AGENTS BROKE INTO HIS SAFE: BBG
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