Special Situations 🌐 Research Newsletter (Jay)
Non-fundamental demand continues to drive equity markets higher into a low liquidity during August (& overall unwillingness to take other side)
Could see $28B worth of total systematic demand over next 1wk assuming flat tape. ($5.6B/D). CTA’s just flipped long the mkt this week
tweet
Non-fundamental demand continues to drive equity markets higher into a low liquidity during August (& overall unwillingness to take other side)
Could see $28B worth of total systematic demand over next 1wk assuming flat tape. ($5.6B/D). CTA’s just flipped long the mkt this week
tweet
Offshore
Photo
Morning Brew ☕️
pov you weren't paying attention in the meeting and someone just asked you a question https://t.co/SH8sMPnufe
tweet
pov you weren't paying attention in the meeting and someone just asked you a question https://t.co/SH8sMPnufe
tweet
Offshore
Photo
Special Situations 🌐 Research Newsletter (Jay)
The market is long gamma muting any potential move lower in the near term. We expect September to be different...more in note to subscribers this afternoon. https://t.co/CFLUlHm5gk
tweet
The market is long gamma muting any potential move lower in the near term. We expect September to be different...more in note to subscribers this afternoon. https://t.co/CFLUlHm5gk
tweet
Offshore
Photo
Morning Brew ☕️
Peloton is redesigning its bikes for customers to assemble themselves as a way to cut costs.
Me when I finally finish building my Peloton: https://t.co/w706obgNtB
tweet
Peloton is redesigning its bikes for customers to assemble themselves as a way to cut costs.
Me when I finally finish building my Peloton: https://t.co/w706obgNtB
tweet
Offshore
Photo
Special Situations 🌐 Research Newsletter (Jay)
Compass Inc., RE brokerage, is taking new cost-cutting measures as it seeks to generate positive cash flow in a slowing US housing mkt. CEO said he would cut costs by about $320 million next year.
Sees FY22 Rev of $6.35bn v est. 7.55bn!
$RDFN $COMP $EXPI $MMI $RMAX $RMR $CBRE https://t.co/zCtcXM6sf3
tweet
Compass Inc., RE brokerage, is taking new cost-cutting measures as it seeks to generate positive cash flow in a slowing US housing mkt. CEO said he would cut costs by about $320 million next year.
Sees FY22 Rev of $6.35bn v est. 7.55bn!
$RDFN $COMP $EXPI $MMI $RMAX $RMR $CBRE https://t.co/zCtcXM6sf3
tweet
Offshore
Photo
Special Situations 🌐 Research Newsletter (Jay)
Mother nature not on EU's side:
-In Germany, Rhine is at critically low levels, hampering deliveries of coal & industrial goods & forecast to become impassable for barges by week end.
-In France, Rhône and Garonne too warm to cool nuclear reactors... $USO $UCO $LNG $UNG $BTU https://t.co/4DPINXrD8H
tweet
Mother nature not on EU's side:
-In Germany, Rhine is at critically low levels, hampering deliveries of coal & industrial goods & forecast to become impassable for barges by week end.
-In France, Rhône and Garonne too warm to cool nuclear reactors... $USO $UCO $LNG $UNG $BTU https://t.co/4DPINXrD8H
tweet
Offshore
Photo
Artisanal Permanent Capital
« It was the craft, the process that mattered, never mind the score. »
RIP Coach Carril. https://t.co/CrD7TVvmpZ
tweet
« It was the craft, the process that mattered, never mind the score. »
RIP Coach Carril. https://t.co/CrD7TVvmpZ
Pete Carril, the rumpled, cigar-smoking basketball coach who led Princeton University to 11 appearances in the NCAA Tournament, where his teams unnerved formidable opponents and rattled March Madness with old-school fundamentals, died Monday. He was 92. https://t.co/E3rNnGxmRJ - The Wall Street Journaltweet
Special Situations 🌐 Research Newsletter (Jay)
What has happened to $GS?
https://t.co/veREU1rXyv
tweet
What has happened to $GS?
https://t.co/veREU1rXyv
Goldman Sachs CEO David Solomon DJing a wedding this past weekend 😂 https://t.co/qKzcEVATSX - litquiditytweet
Twitter
Goldman Sachs CEO David Solomon DJing a wedding this past weekend 😂
Special Situations 🌐 Research Newsletter (Jay)
RT @JeromySonne: The year is 2034. I kiss my wife goodbye as I leave my WeHouse for the WeBus to WeWork while she takes my son to WeLearn. I hear the WeCalltoprayer and pull out my WeWellness Mat and kneel to give homage to Miyoshi Son and Adam Neumann. Life is good for me. Life is good for We.
tweet
RT @JeromySonne: The year is 2034. I kiss my wife goodbye as I leave my WeHouse for the WeBus to WeWork while she takes my son to WeLearn. I hear the WeCalltoprayer and pull out my WeWellness Mat and kneel to give homage to Miyoshi Son and Adam Neumann. Life is good for me. Life is good for We.
tweet