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Special Situations 🌐 Newsletter (Jay Singh III)
Is this the week where the Euro is going to fall below parity with the US dollar!? Is the strengthening of the U.S. dollar going to continue to wreak havoc on global capital markets?
Imagine if rate expectations reprice after Wed CPI, how bad this could get for EU inflation... https://t.co/lNUMUjY0Ov
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Is this the week where the Euro is going to fall below parity with the US dollar!? Is the strengthening of the U.S. dollar going to continue to wreak havoc on global capital markets?
Imagine if rate expectations reprice after Wed CPI, how bad this could get for EU inflation... https://t.co/lNUMUjY0Ov
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Greg Walsh
RT @sbabmarks: So, do you have direct industry experience? NO, but I have “transferable skills”. Here’s some questions to ask so you know how to answer a lender when he asks! #SMB #Search #acquisitions
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RT @sbabmarks: So, do you have direct industry experience? NO, but I have “transferable skills”. Here’s some questions to ask so you know how to answer a lender when he asks! #SMB #Search #acquisitions
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Jitendra Chawla, CFA
Keeping in mind the upcoming wedding, the bride to be needs to go on a diet to reduce weight... https://t.co/qCyCSQZERj
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Keeping in mind the upcoming wedding, the bride to be needs to go on a diet to reduce weight... https://t.co/qCyCSQZERj
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Special Situations 🌐 Newsletter (Jay Singh III)
Run on Chinese Bank, depositors lost funds and then beaten for protesting
https://t.co/sdDdj0dp2f
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Run on Chinese Bank, depositors lost funds and then beaten for protesting
https://t.co/sdDdj0dp2f
Victims of what could be one of China’s worst financial scandals were surrounded by local police and beaten by a group of unidentified men during a protest on July 10 in central China. https://t.co/fgAPZEfDYz - South China Morning Posttweet
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Victims of what could be one of China’s worst financial scandals were surrounded by local police and beaten by a group of unidentified men during a protest on July 10 in central China.
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Ethan Mollick
Question about prehistory: did the Agricultural Revolution make our health better or worse?
This interesting paper argues it was great for the first 11,650 years or so, as our immune systems adapted to density & disease. But things changed dramatically starting around 1950… 1/2 https://t.co/7zra9MJZop
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Question about prehistory: did the Agricultural Revolution make our health better or worse?
This interesting paper argues it was great for the first 11,650 years or so, as our immune systems adapted to density & disease. But things changed dramatically starting around 1950… 1/2 https://t.co/7zra9MJZop
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Ethan Mollick
Argument that FDA cost-benefit calculations are worse than we think: they don't take into account people choosing bad alternatives while waiting for drugs. So FDA COVID 💉 approval had “opportunity costs on the order of a trillion dollars in the U.S. for just a half-year delay.” https://t.co/X6MZcnyU3O
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Argument that FDA cost-benefit calculations are worse than we think: they don't take into account people choosing bad alternatives while waiting for drugs. So FDA COVID 💉 approval had “opportunity costs on the order of a trillion dollars in the U.S. for just a half-year delay.” https://t.co/X6MZcnyU3O
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Special Situations 🌐 Newsletter (Jay Singh III)
Best tweet of the day. Never forget, $PSTH. Letter and redemption details shared with subscribers!
https://t.co/jLJtOlH9gy
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Best tweet of the day. Never forget, $PSTH. Letter and redemption details shared with subscribers!
https://t.co/jLJtOlH9gy
$PSTH Never Forget https://t.co/VAAp8yEMzZ - 𝗘𝗿𝗶𝗰 𝗧𝗵𝗲 𝗨𝗺𝗽𝗶𝗿𝗲tweet
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$PSTH Never Forget
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Rolf Degen
People who enter into a new romantic relationship often experience that they are desired by others more than they were before. https://t.co/jVYa5J4d29 https://t.co/wsPq7P6l9J
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People who enter into a new romantic relationship often experience that they are desired by others more than they were before. https://t.co/jVYa5J4d29 https://t.co/wsPq7P6l9J
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Special Situations 🌐 Newsletter (Jay Singh III)
GAP's $GPS Syngal was meant to be a savior, given her turnaround of Old Navy. Her surprise departure shows how difficult situation is at GAP
She was appointed CEO in Mar 2020 from interim CEO Robert Fisher, who in turn, stepped in for ousted CEO Art Peck
https://t.co/sVtnMcoIsO
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GAP's $GPS Syngal was meant to be a savior, given her turnaround of Old Navy. Her surprise departure shows how difficult situation is at GAP
She was appointed CEO in Mar 2020 from interim CEO Robert Fisher, who in turn, stepped in for ousted CEO Art Peck
https://t.co/sVtnMcoIsO
$GPS Sonia Syngal to depart after a brief transition.
Executive Chairman Bob Martin to serve as interim CEO
Gap names Horacio “Haio” Barbeito president/CEO of Old Navy; he was most recently president/CEO of Walmart Canada
Gap sees 2Q net sales down about high-single-digit range.. - Special Situations 🌐 Newsletter (Jay Singh III)tweet
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$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…
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…
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Special Situations 🌐 Newsletter (Jay Singh III)
1/Chinese loan growth exploding...why aren't we seeing signs of growth in economy? Should we expect in 2H22?
*New CNY loans: RMB 2810bn in June v est RMB 2400bn.
*CNY loan growth: 11.2% yoy in June vs. May: 11% yoy
*Total social financing: RMB 5170bn in June, vs. est RMB 4200bn. https://t.co/LJVX1HrR7V
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1/Chinese loan growth exploding...why aren't we seeing signs of growth in economy? Should we expect in 2H22?
*New CNY loans: RMB 2810bn in June v est RMB 2400bn.
*CNY loan growth: 11.2% yoy in June vs. May: 11% yoy
*Total social financing: RMB 5170bn in June, vs. est RMB 4200bn. https://t.co/LJVX1HrR7V
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