Special Situations π Research Newsletter (Jay)
Blank-check firm backed by billionaire Sam Zell will return the cash it raised and close shop after failing to reach a merger deal.
Equity Distribution Acquisition Corp., which is chaired by Zell, plans to stop trading at the close on Sept. 16, 2 years after it went public. $EQD
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Blank-check firm backed by billionaire Sam Zell will return the cash it raised and close shop after failing to reach a merger deal.
Equity Distribution Acquisition Corp., which is chaired by Zell, plans to stop trading at the close on Sept. 16, 2 years after it went public. $EQD
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Offshore
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Special Situations π Research Newsletter (Jay)
Barclays High Yield Spreads: $JNK $HYG https://t.co/eYYlqRAS0r
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Barclays High Yield Spreads: $JNK $HYG https://t.co/eYYlqRAS0r
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Special Situations π Research Newsletter (Jay)
Thanks much! https://t.co/lWxFmGbFiz
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Thanks much! https://t.co/lWxFmGbFiz
@SpecialSitsNews I love listening to you in the twitter spaces. I tune in every time I see your name in the space to pick at your brain. Thank you!!! - AdamHeupel.ethtweet
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@SpecialSitsNews I love listening to you in the twitter spaces. I tune in every time I see your name in the space to pick at your brain. Thank you!!!
MastersInvest.com
βI believe in the discipline of mastering the best that other people have ever figured out. I donβt believe in just sitting down and trying to dream it all up yourself. Nobodyβs that smart.β Charlie Munger
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βI believe in the discipline of mastering the best that other people have ever figured out. I donβt believe in just sitting down and trying to dream it all up yourself. Nobodyβs that smart.β Charlie Munger
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Offshore
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Special Situations π Research Newsletter (Jay)
June SEP has Fed Funds peaking at almost 4% in 2023. There is a graph that shows quarterly data that is even more interesting. Powell referred to the June SEP has his base case several times, but everyone ignored it... https://t.co/4JJXj8ti8V
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June SEP has Fed Funds peaking at almost 4% in 2023. There is a graph that shows quarterly data that is even more interesting. Powell referred to the June SEP has his base case several times, but everyone ignored it... https://t.co/4JJXj8ti8V
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Special Situations π Research Newsletter (Jay)
-Eggs Prices in US +47% as Food Inflation Soars, IRI Says
-Frozen pizza, packaged bread/butter surged in July
-Butter up 26% year over year
-Packaged bread up 15%
-Frozen meals up 23%
-Frozen pizza up 18%
Consumers have been fighting by trading down to value brands $K $GIS $HSY
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-Eggs Prices in US +47% as Food Inflation Soars, IRI Says
-Frozen pizza, packaged bread/butter surged in July
-Butter up 26% year over year
-Packaged bread up 15%
-Frozen meals up 23%
-Frozen pizza up 18%
Consumers have been fighting by trading down to value brands $K $GIS $HSY
tweet