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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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*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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Special Situations 🌐 Newsletter (Jay Singh III)
$GPS Sonia Syngal to depart after a brief transition.
Executive Chairman Bob Martin to serve as interim CEO
Gap names Horacio “Haio” Barbeito president/CEO of Old Navy; he was most recently president/CEO of Walmart Canada
Gap sees 2Q net sales down about high-single-digit range..
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$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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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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Ethan Mollick
A paper I refer to a lot… https://t.co/uG0UJcoCX6
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A paper I refer to a lot… https://t.co/uG0UJcoCX6
Useful paper for teaching & learning. Tell students: “Your goal is to feel awkward and uncomfortable.”
Giving an explicit goal of aiming to feel uncomfortable in order to grow makes folks persist in classes, write better, seek out more info & learn more from political opponents. https://t.co/d827MIvxuP - Ethan Mollicktweet
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Useful paper for teaching & learning. Tell students: “Your goal is to feel awkward and uncomfortable.”
Giving an explicit goal of aiming to feel uncomfortable in order to grow makes folks persist in classes, write better, seek out more info & learn more…
Giving an explicit goal of aiming to feel uncomfortable in order to grow makes folks persist in classes, write better, seek out more info & learn more…
Five Minute Macro
The Euro 🤝 Tether
Markets worrying about Italian liabilities. https://t.co/FSmLLIq9Ob
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The Euro 🤝 Tether
Markets worrying about Italian liabilities. https://t.co/FSmLLIq9Ob
How rough is it going in Europe? Check this out.
One euro is barely worth more than one Tether. https://t.co/0T5tBDoRnu - Joe Weisenthaltweet
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How rough is it going in Europe? Check this out.
One euro is barely worth more than one Tether.
One euro is barely worth more than one Tether.
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MastersInvest.com
‘I don’t pay much attention to macroeconomic trends. Like the weather, I just ignore the weather. I just try to invest whatever capital I have as best I can and take the results as they fall.’ Charlie Munger
https://t.co/CcIqOWy6lG
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‘I don’t pay much attention to macroeconomic trends. Like the weather, I just ignore the weather. I just try to invest whatever capital I have as best I can and take the results as they fall.’ Charlie Munger
https://t.co/CcIqOWy6lG
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Ethan Mollick
RT @ellulie_: The more I read about the study of pedagogy, the more I realize that the metric of "feels good"/"feels bad" corresponds very little to the effectiveness of a given technique https://t.co/VjZQooYiBz
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RT @ellulie_: The more I read about the study of pedagogy, the more I realize that the metric of "feels good"/"feels bad" corresponds very little to the effectiveness of a given technique https://t.co/VjZQooYiBz
Cold calling students is a surprisingly good idea:
👉Rather than making classes awkward, it leads to higher voluntary student participation from more students, and ultimately more learning.
🙋It increases voluntary participation by women, closing the gender gap in participation. https://t.co/CBnmVXtICL - Ethan Mollicktweet
Twitter
Cold calling students is a surprisingly good idea:
👉Rather than making classes awkward, it leads to higher voluntary student participation from more students, and ultimately more learning.
🙋It increases voluntary participation by women, closing the gender…
👉Rather than making classes awkward, it leads to higher voluntary student participation from more students, and ultimately more learning.
🙋It increases voluntary participation by women, closing the gender…
Ethan Mollick
RT @emollick: Wish your students learned more in your class? Get them to THINK they did by giving them cookies!
In an experiment, 50% of classes with the same teachers & content got cookies the last class. Teaching scores for the 🍪classes were higher & they reported they learned 20% more 🤷 https://t.co/bWgkrbPtBQ
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RT @emollick: Wish your students learned more in your class? Get them to THINK they did by giving them cookies!
In an experiment, 50% of classes with the same teachers & content got cookies the last class. Teaching scores for the 🍪classes were higher & they reported they learned 20% more 🤷 https://t.co/bWgkrbPtBQ
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Twitter
Wish your students learned more in your class? Get them to THINK they did by giving them cookies!
In an experiment, 50% of classes with the same teachers & content got cookies the last class. Teaching scores for the 🍪classes were higher & they reported they…
In an experiment, 50% of classes with the same teachers & content got cookies the last class. Teaching scores for the 🍪classes were higher & they reported they…
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Morning Brew ☕️
If you're reading this, it's time to hit send on that PTO request https://t.co/gZMu6Amixv
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If you're reading this, it's time to hit send on that PTO request https://t.co/gZMu6Amixv
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Special Situations 🌐 Newsletter (Jay Singh III)
Ruh Roh: $RIVN "Rivian Automotive Inc. is planning hundreds of layoffs to trim its workforce in areas where the EV maker has grown too quickly."
The co is pulling back after roughly doubling its headcount over the past year to support a ramp-up in production. Big surprise!
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Ruh Roh: $RIVN "Rivian Automotive Inc. is planning hundreds of layoffs to trim its workforce in areas where the EV maker has grown too quickly."
The co is pulling back after roughly doubling its headcount over the past year to support a ramp-up in production. Big surprise!
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