Special Situations 🌐 Research Newsletter (Jay)
US NAHB housing index just recorded its 8th monthly straight decline - last time it happened was in 2007. And with housing affordability at 33-year lows, this is likely going to get worse. Housing could be in for multi-year downturn. $XHB $PHM $TOL $HOV $DHI $BZH $LGIH $HD $LOW https://t.co/wPWobNIcf3
tweet

Special Situations 🌐 Research Newsletter (Jay)
Google searches for "firewood" in Germany:
$BOIL $UNG $LNG https://t.co/Xw3LByNAFH
tweet

Tren Griffin
Wholesale transfer pricing =  the bargaining power of company A that supplies a unique "product" XYZ to Company B which may enable company A to take the profits of company B by increasing the wholesale price of XYZ. The "product" can be a sales channel.

https://t.co/3uSjaQspOq
tweet

Morning Brew ☕️
HR when they're all out of ideas to boost morale: https://t.co/8ibQdwXv6i
tweet

Morning Brew ☕️
Did you know Ashton Kutcher is one of Hollywood's most prolific investors? Here's where his money is at. (ft. @TheBlakeGuidry) https://t.co/dlrgOrQRQm
tweet

Ethan Mollick
Very scary new paper shows billions of causalities from famine due to atmospheric dust from even a small nuclear exchange https://t.co/xn1i0foLM6

Another paper shows a small investment now could help grow food that does not need sunlight & save humanity from nuke winter & 🌋& ☄️ https://t.co/2KLtVJENYG
tweet

Special Situations 🌐 Research Newsletter (Jay)
M&A revival for August 2022. Expecting more merger arbitrage opportunities for the 2nd half of the year! https://t.co/m7BPGRKE2e
tweet

Morning Brew ☕️
when the new guy closes their first sale https://t.co/kRe7Bbyntc
tweet

Taylor Pearson
If you're not working/responding to messages, which acronym are you more likely to use?
tweet