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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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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 πŸ’‰ approval had β€œopportunity 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
$PSTH Never Forget https://t.co/VAAp8yEMzZ - π—˜π—Ώπ—Άπ—° 𝗧𝗡𝗲 𝗨𝗺𝗽𝗢𝗿𝗲
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Special Situations 🌐 Newsletter (Jay Singh III)
$BYD DOWN 11% IN H.K. AFTER BIG STAKE APPEARS IN CLEARING SYSTEM
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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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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
$GPS Sonia Syngal to depart after a brief transition.
Executive Chairman Bob Martin to serve as interim CEO
Gap names Horacio β€œHaio” 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)
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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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Special Situations 🌐 Newsletter (Jay Singh III)
"A global squeeze on energy supply that’s 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
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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
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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
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Ethan Mollick
I have tweeted before about the complex issues of creativity versus pastiche that DALL-E raises, as well as the questions about the role of human insight in creating true art... but I also really like having it make pictures of golden retrievers in the style of famous artists. https://t.co/jtTyIvFLI1
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