Special Situations ๐ Newsletter (Jay Singh III)
Run on Chinese Bank, depositors lost funds and then beaten for protesting
https://t.co/sdDdj0dp2f
tweet
Run on Chinese Bank, depositors lost funds and then beaten for protesting
https://t.co/sdDdj0dp2f
Victims of what could be one of Chinaโs 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
Twitter
Victims of what could be one of Chinaโs 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.
Offshore
Photo
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 1950โฆ 1/2 https://t.co/7zra9MJZop
tweet
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 1950โฆ 1/2 https://t.co/7zra9MJZop
tweet
Offshore
Photo
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 ๐ approval had โopportunity costs on the order of a trillion dollars in the U.S. for just a half-year delay.โ https://t.co/X6MZcnyU3O
tweet
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 ๐ approval had โopportunity costs on the order of a trillion dollars in the U.S. for just a half-year delay.โ https://t.co/X6MZcnyU3O
tweet
Special Situations ๐ Newsletter (Jay Singh III)
Best tweet of the day. Never forget, $PSTH. Letter and redemption details shared with subscribers!
https://t.co/jLJtOlH9gy
tweet
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 - ๐๐ฟ๐ถ๐ฐ ๐ง๐ต๐ฒ ๐จ๐บ๐ฝ๐ถ๐ฟ๐ฒtweet
Twitter
$PSTH Never Forget
Offshore
Photo
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
tweet
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
tweet
Special Situations ๐ 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
tweet
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 โHaioโ 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 ๐ Newsletter (Jay Singh III)tweet
Twitter
$GPS Sonia Syngal to depart after a brief transition.
Executive Chairman Bob Martin to serve as interim CEO
Gap names Horacio โHaioโ Barbeito president/CEO of Old Navy; he was most recently president/CEO of Walmart Canada
Gap sees 2Q net sales down aboutโฆ
Executive Chairman Bob Martin to serve as interim CEO
Gap names Horacio โHaioโ Barbeito president/CEO of Old Navy; he was most recently president/CEO of Walmart Canada
Gap sees 2Q net sales down aboutโฆ
Offshore
Photo
Special Situations ๐ 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
tweet
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
tweet
Special Situations ๐ Newsletter (Jay Singh III)
"A global squeeze on energy supply thatโs triggered crippling shortages and sent power and fuel prices surging may get worse", according to head of the International Energy Agency. Temporary relief is welcome, but the winter could be an absolute disaster for the EU. $USO $LNG
tweet
"A global squeeze on energy supply thatโs triggered crippling shortages and sent power and fuel prices surging may get worse", according to head of the International Energy Agency. Temporary relief is welcome, but the winter could be an absolute disaster for the EU. $USO $LNG
tweet
Offshore
Photo
Rolf Degen
The desire for rough sex is more deeply rooted in curiosity and a need for novelty than in aggression. https://t.co/D2W6N0LNSc https://t.co/erJh714jQP
tweet
The desire for rough sex is more deeply rooted in curiosity and a need for novelty than in aggression. https://t.co/D2W6N0LNSc https://t.co/erJh714jQP
tweet
Offshore
Photo
MastersInvest.com
RT @morganhousel: "The first step in avoiding being taken for a ride is to recognize that you are a mark for people trying to get rich off your money."
https://t.co/JoAr1avrut
tweet
RT @morganhousel: "The first step in avoiding being taken for a ride is to recognize that you are a mark for people trying to get rich off your money."
https://t.co/JoAr1avrut
tweet