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Special Situations 🌐 Newsletter (Jay Singh III)
Mike Kantro on possible long recession
https://t.co/xJVYIanvwu
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Mike Kantro on possible long recession
https://t.co/xJVYIanvwu
Buckle up for a long recession, says Piper Sandler's Kantrowitz https://t.co/i1JdgvgwJp - Kantrotweet
Special Situations 🌐 Newsletter (Jay Singh III)
China Stimulus Unlikely to Reverse Global Metals Meltdown https://t.co/c4vfxUWcgb
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China Stimulus Unlikely to Reverse Global Metals Meltdown https://t.co/c4vfxUWcgb
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Bloomberg.com
China Stimulus Unlikely to Reverse Global Metals Meltdown
Commodity investors looking to China to reverse the rout in global metals markets may be disappointed, with Beijing unable to deliver the kind of investment splurge that powered past bull markets.
Ethan Mollick
Guess the painter that DALL-E is imitating! (Answers in the second tweet in the thread) https://t.co/VnffhJUDQf
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Guess the painter that DALL-E is imitating! (Answers in the second tweet in the thread) https://t.co/VnffhJUDQf
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 - Ethan Mollicktweet
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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…
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Morning Brew ☕️
LAST CALL for early bird tickets to the Emerging Tech Brew Summit! From incredible speakers, networking opportunities, breakout sessions, and more.
You can still save $200 by purchasing your ticket today. Act fast, ticket prices increase tomorrow!
https://t.co/dfAVcltbHt https://t.co/q4eQfpaAMp
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LAST CALL for early bird tickets to the Emerging Tech Brew Summit! From incredible speakers, networking opportunities, breakout sessions, and more.
You can still save $200 by purchasing your ticket today. Act fast, ticket prices increase tomorrow!
https://t.co/dfAVcltbHt https://t.co/q4eQfpaAMp
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Special Situations 🌐 Newsletter (Jay Singh III)
RT @SpecialSitsNews: @realDillonEvans I think we see a Sept hike, even 50 bps if commodities rebound. Next CPI could be over 9% on OER alone and we won't be seeing 5% inflation this fall. Fed has said a few tenths decline here and there doesn't matter to them and they are ignoring gdp data
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RT @SpecialSitsNews: @realDillonEvans I think we see a Sept hike, even 50 bps if commodities rebound. Next CPI could be over 9% on OER alone and we won't be seeing 5% inflation this fall. Fed has said a few tenths decline here and there doesn't matter to them and they are ignoring gdp data
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Frederik Gieschen
"Commodities Corporation: Traders, Innovators, and Making a Virtue out of Necessity"
"I have known many great traders and the market is bigger than anybody. It goes where it wants to go. There are exceptions, but they don’t last too long." Michael Marcus
https://t.co/mg8W0gFZvU
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"Commodities Corporation: Traders, Innovators, and Making a Virtue out of Necessity"
"I have known many great traders and the market is bigger than anybody. It goes where it wants to go. There are exceptions, but they don’t last too long." Michael Marcus
https://t.co/mg8W0gFZvU
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Special Situations 🌐 Newsletter (Jay Singh III)
A former Chinese central banker told the forum at the Caixin Summer Summit in Beijing Saturday that "China should be cautious with cutting interest rates or lowering banks’ required cash reserves due to looming risks of importing inflation." Won't see 2015/16 type stimulus...
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A former Chinese central banker told the forum at the Caixin Summer Summit in Beijing Saturday that "China should be cautious with cutting interest rates or lowering banks’ required cash reserves due to looming risks of importing inflation." Won't see 2015/16 type stimulus...
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Rolf Degen
"We document a robust underestimation of how much other people appreciate being reached out to." https://t.co/SXaPgDEy5x https://t.co/0czrNXJvMI
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"We document a robust underestimation of how much other people appreciate being reached out to." https://t.co/SXaPgDEy5x https://t.co/0czrNXJvMI
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Special Situations 🌐 Newsletter (Jay Singh III)
Bank of Canada is set to deliver a 75 bps interest rate hike this week, as it accelerates efforts to withdraw stimulus from an overheated economy.
Gov Tiff Macklem expected to raise central bank’s policy rate to 2.25%, largest increase since 1998 after 2 50 bps hikes in Apr/Jun
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Bank of Canada is set to deliver a 75 bps interest rate hike this week, as it accelerates efforts to withdraw stimulus from an overheated economy.
Gov Tiff Macklem expected to raise central bank’s policy rate to 2.25%, largest increase since 1998 after 2 50 bps hikes in Apr/Jun
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