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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Special Situations 🌐 Newsletter (Jay Singh III)
https://t.co/MGySIq2Lic
$C $JPM $GS $MS $C $DB $UBS
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MastersInvest.com
'I don’t look at the primary message from Graham as being anything to do with formulas. There’s three important aspects to it: one is your attitude toward the stock market, the second principle is the margin of safety, the third is just looking at stocks as businesses.' W Buffett
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MastersInvest.com
'To the extent that the method of estimating future cash flow requires projections, I would say that projections, while they’re logically required by the circumstances, on average, do more harm than good in America.' Charlie Munger
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