Special Situations 🌐 Newsletter (Jay Singh III)
Russell futures already down >1%. Let's see how the market reacts with CPI this week and earnings season (Q2) starting!

Don't forget, Fed's John Williams, Thomas Barkin, and Raphael Bostic speaking this week! https://t.co/6WyaTEAITf
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Special Situations 🌐 Newsletter (Jay Singh III)
Imagine if the U.S. fined the entire tech sector every 3-6 months for social good...what would tech valuations look like? And should companies in $KWEB trade at a material discount? $BABA $JD $PDD $TME
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Special Situations 🌐 Newsletter (Jay Singh III)
Covid-19 cases in Shanghai continued to climb as parts of China’s fin hub face more rounds of mass testing, w new sub-variants providing constant challenge to country’s zero-tolerance approach.

Recorded 69 new infections for Sunday, most since late May and up from 57 day before.
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Special Situations 🌐 Newsletter (Jay Singh III)
Wheat, corn and soybeans up 3-5% in Singapore (futures); with weather turning drier across US, traders are exiting short bets. Corn futures were up more than 4% on Monday, after a similar gain Friday, and wheat futures were initially up 5%. Levels reasonable here for real buyers. https://t.co/rDwdN8ARYf
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Special Situations 🌐 Newsletter (Jay Singh III)
Founders of Crypto hedge fund 3AC have still yet to be physically found and are not cooperating with regulators... I see a Hollywood film coming out of this...#bitcoin #Ethereum $coin $mstr https://t.co/JCLhUiemqN
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Special Situations 🌐 Newsletter (Jay Singh III)
60-day consumer delinquencies across all ABS sectors ticking up above pre-covid levels. It will be interesting to see where the data is 6 months from now! https://t.co/8FY5se4DXP
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Special Situations 🌐 Newsletter (Jay Singh III)
Eight (8) new short ideas in this weekend's SPAC catalyst updates, from ex-redemption shorts, to PIPE unlocks, and 180 Day unlocks. A 9th one coming out early this week once we finish digging through the filings tomorrow!

https://t.co/r7f3PlxC5V
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Special Situations 🌐 Newsletter (Jay Singh III)
If you have respect for others and treat them like you wish to be treated, you rarely have to be worried about making a bad decision! Most come naturally!
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Special Situations 🌐 Newsletter (Jay Singh III)
Dollar surge will be a massive hit for multi-national S&P 500 companies this earnings season and next. Looking at the 16% climb in ICE U.S. Dollar Index over past 12 months, $MS signals an 8% headwind for S&P 500 earnings per share growth. The dollar is set to remain firm... https://t.co/JFqo5Jn9jB
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MastersInvest.com
"The number of things that are possible is not fully appreciated by the average individual. And it is not clear, then, to them how many things that are possible must not be happening. That it's impossible that everything that is possible is happening." Richard Feynman
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Special Situations 🌐 Newsletter (Jay Singh III)
Regional builder cancellations $xhb $dhi $hov $tol $phm https://t.co/tq6l6izWhs
Regional builder cancellation rates vary quite a bit. Texas highest at 27%, with Southeast lowest at 8%. https://t.co/HbheBYCGs5 - Rick Palacios Jr.
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Bread Crumbs Research
Iridium Communications $IRDM https://t.co/T5xHDeofjD
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Read Rust
RT @Enygmator: This is my second post (update on RSoC 2021) 😊
I ported Bochs and QEMU to Redox OS, and I ran my test kernel on Bochs on Redox! 🎊

☑️ ISA-level #virtualization
🟫 Hardware Virtualization. (Hang on tight!)

Thanks to @jeremy_soller and @redox_os community for helping. https://t.co/1IXY4D8JCJ
A Redox Summer of Code student has been working on virtualization on Redox, check it out!

https://t.co/vtLLv9znTS - Redox OS
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