Special Situations 🌐 Newsletter (Jay Singh III)
Love how $SHOP trades like a 5 beta penny stock...it has become a trading vehicle more than anything else... https://t.co/SLN5dJii4D
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Morning Brew ☕️
if we text you "☕️" it means it's time to read today's edition of Morning Brew
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James (is looking for a prod role)
Do I know anyone who works at Figma?
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Special Situations 🌐 Newsletter (Jay Singh III)
4 SSR Earnings Season Themes:
- $SPY 40%+ of earnings from abroad, strong dollar negative
- Recession/slowdown risk could be baked into outlooks
- Difficult comps could be problem for pandemic beneficiaries (2Q21 $SPY EPS up 90% y/y)
- Margin compression threat (labor, inputs)
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Meb Faber
Gross

🤮

cc @SEC_Enforcement https://t.co/91GfLG8pmz
Lol https://t.co/7A6ZVZOQTf - Ramit Sethi
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Morning Brew ☕️
The U.N. has released a new report in conjunction with World Population Day.

Of note:
-India will become the most populous nation next year, overtaking China
-In 1950 the world population stood at ~2.5B, by November that number will be 8B
-By 2100, we could reach 10.4B
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Ensemble Capital
A reminder that we are hosting our quarterly webinar at 1:30 Pacific (4:30 Eastern) today. We'll discuss the market, provide updated thoughts on our stocks, and host a longer-than-usual live Q&A to answer audience questions. You can register here.

https://t.co/Eifg3mbjVk
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Rihard Jarc
Commonstock has a cool competition giving $5k for the best investment idea!

I am supporting this kind of initiative as we need more of them. I also have a great perk for my followers. We'll be giving $50 each to two people who:

♻️retweet and
❤️like my tweet to enter the raffle https://t.co/cle9A66rJk
🚨Win $5,000🚨

WHAT: @JoinCommonstock #buythedip competition
WHEN: July 12th - July 19th
WHERE: Commonstock
HOW: Post your top crypto or stock idea for the next 12 months
Judges: @Brian_Stoffel_ @SheTalksFinance @jenstilmanydots @TSOH_Investing

Details in the next tweet https://t.co/FwotPup0vU - Commonstock
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Morning Brew ☕️
JUST IN: The Euro has just hit a 20 year low. https://t.co/ry11r96Fth
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Special Situations 🌐 Newsletter (Jay Singh III)
*Federal Reserve's Bostic sees another 75 bps hike (obvi)
*Thinks Fed can avoid recession as it hikes (wow, really?)
*Fed policy starting to work, will help cool prices (yes, to some extent)
*Neutral rate ~3% (more hawkish: Kashkari 2% & Bullard 3.5%)
*First objective inflation https://t.co/CTskKGg3gd
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Morning Brew ☕️
more good news coming your way on this Monday afternoon https://t.co/Qj3e00GUsZ
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Morning Brew ☕️
it's an art form only some will understand https://t.co/9aZFy8oEO7
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Santangel's Review
"The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions." – Seth Klarman
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Special Situations 🌐 Newsletter (Jay Singh III)
$GPS Sonia Syngal to depart after a brief transition.
Executive Chairman Bob Martin to serve as interim CEO
Gap names Horacio “Haio” Barbeito president/CEO of Old Navy; he was most recently president/CEO of Walmart Canada
Gap sees 2Q net sales down about high-single-digit range..
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Special Situations 🌐 Newsletter (Jay Singh III)
White House spokeswoman Jean-Pierre: I expect new CPI data to be highly elevated! Thx @Ryancerfus

Will Special Situations Research be correct with 9%+ estimate from early June?
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