Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
Round trip day in $BRPM if rolled some profits into August contracts after 18% drop yesterday https://t.co/lZT6vfwjCR
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Round trip day in $BRPM if rolled some profits into August contracts after 18% drop yesterday https://t.co/lZT6vfwjCR
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Offshore
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Meb Faber
Got to hang with one of my favorite tweeps on the podcast...@EricBalchunas!
Of course we dig into Bogle the GOAT, but Eric also shares some of his favorite ETF ideas that haven’t been launched yet...
https://t.co/qOmzbKOgK8 https://t.co/zvX3LgONO2
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Got to hang with one of my favorite tweeps on the podcast...@EricBalchunas!
Of course we dig into Bogle the GOAT, but Eric also shares some of his favorite ETF ideas that haven’t been launched yet...
https://t.co/qOmzbKOgK8 https://t.co/zvX3LgONO2
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Special Situations 🌐 Newsletter (Jay Singh III)
$NFLX NETFLIX CHOOSES MICROSOFT AS PARTNER FOR AD-SUPPORTED SERVICE
https://t.co/3rJEMBsHBl
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$NFLX NETFLIX CHOOSES MICROSOFT AS PARTNER FOR AD-SUPPORTED SERVICE
https://t.co/3rJEMBsHBl
1/ What has caused slowdown at $NFLX, a thread!
Netflix Inc.’s co-CEO is blaming recent slowdown at streaming service on multiple factors including inflation’s impact on household budgets, decline in smart TV sales due to supply chain constraints, and its departure from Russia. https://t.co/MzpaC2Put8 - Special Situations 🌐 Newsletter (Jay Singh III)tweet
Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
Fed's Barkin: There is near-term recession risk. Wow, looks like someone has been watching GDPNow data from the Atlanta Fed...where were you in June bro? https://t.co/Bq8OQmRzXE
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Fed's Barkin: There is near-term recession risk. Wow, looks like someone has been watching GDPNow data from the Atlanta Fed...where were you in June bro? https://t.co/Bq8OQmRzXE
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Special Situations 🌐 Newsletter (Jay Singh III)
RT @jfahmy: I'm blown away that 8400 people tuned in live to our space yesterday! Thank you to everyone who participated and please follow the amazing speakers who generously helped out: @bclund @MomAngtrades @PatternProfits @SpecialSitsNews @OphirGottlieb @nancy__davis @alphacharts365
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RT @jfahmy: I'm blown away that 8400 people tuned in live to our space yesterday! Thank you to everyone who participated and please follow the amazing speakers who generously helped out: @bclund @MomAngtrades @PatternProfits @SpecialSitsNews @OphirGottlieb @nancy__davis @alphacharts365
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Special Situations 🌐 Newsletter (Jay Singh III)
Thanks brother!
https://t.co/tD4PLCXuJy
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Thanks brother!
https://t.co/tD4PLCXuJy
Amazing CPI call @SpecialSitsNews! You were the first on FinTwit to warn of a possible 9% CPI print. - Dillon Evanstweet
Twitter
Amazing CPI call @SpecialSitsNews! You were the first on FinTwit to warn of a possible 9% CPI print.
Special Situations 🌐 Newsletter (Jay Singh III)
Delta Air Lines $DAL missed on margins (EBIT $1.445B vs est $1.610B in 2Q & said high opex will persist through 2022, weighing on rebound as carriers ty capitalize on strong travel demand. Blamed earnings miss on high fuel prices and >4,000 canceled flights in May and June. $UAL
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Delta Air Lines $DAL missed on margins (EBIT $1.445B vs est $1.610B in 2Q & said high opex will persist through 2022, weighing on rebound as carriers ty capitalize on strong travel demand. Blamed earnings miss on high fuel prices and >4,000 canceled flights in May and June. $UAL
tweet
Special Situations 🌐 Newsletter (Jay Singh III)
Yield-to-Worst (YTW) for CCC high yield bonds is now almost 14%! Rolling over debt at these prices is likely not sustainable. Default expectations rising for 2023... $HYG $JNK
@MomAngtrades @JLinWins @rhemrajani9 @stocktalkweekly @MacroStratChris @marketplunger1
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Yield-to-Worst (YTW) for CCC high yield bonds is now almost 14%! Rolling over debt at these prices is likely not sustainable. Default expectations rising for 2023... $HYG $JNK
@MomAngtrades @JLinWins @rhemrajani9 @stocktalkweekly @MacroStratChris @marketplunger1
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Special Situations 🌐 Newsletter (Jay Singh III)
RT @SpecialSitsNews: 7/ Delaware courts usually find in favor of target companies and order acquirers to complete deals [often at a lower price], a legal remedy known as specific performance. In 2001, this is what happened when Tyson Foods reneged on its purchase of IBP, Inc., a meatpacker. https://t.co/ulDEk8mlEW
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RT @SpecialSitsNews: 7/ Delaware courts usually find in favor of target companies and order acquirers to complete deals [often at a lower price], a legal remedy known as specific performance. In 2001, this is what happened when Tyson Foods reneged on its purchase of IBP, Inc., a meatpacker. https://t.co/ulDEk8mlEW
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Twitter
7/ Delaware courts usually find in favor of target companies and order acquirers to complete deals [often at a lower price], a legal remedy known as specific performance. In 2001, this is what happened when Tyson Foods reneged on its purchase of IBP, Inc.…
MastersInvest.com
“Whenever the market is pointing at something and saying this is a risk to be concerned about, in my experience, most of the time, the risk ends up being not as bad as the market anticipated.” Jamie Mai
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“Whenever the market is pointing at something and saying this is a risk to be concerned about, in my experience, most of the time, the risk ends up being not as bad as the market anticipated.” Jamie Mai
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