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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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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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Morning Brew β˜•οΈ
Being CC'ed to an email instead of being a recipient https://t.co/dbcbPp6GAd
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Special Situations 🌐 Newsletter (Jay Singh III)
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 Evans
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Santangel's Review
β€œDon't spend so much time trying to choose the perfect opportunity, that you miss the right opportunity.” - Michael Dell
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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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Five Minute Macro
We've reached the 'bad inflation is good inflation' stage of the cycle.
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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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Morning Brew β˜•οΈ
The cost of giving birth in the U.S., including insurance coverage and out-of-pocket costs, is nearly $19,000, per a new Kaiser Family Foundation report (via @axios)
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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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MastersInvest.com
β€œWhenever 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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MastersInvest.com
RT @Julian: The most interesting thing I learned last year is this mental model for generating world-class writing. https://t.co/bPMHPtLDuh
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Morning Brew β˜•οΈ
Americans using dollars in Europe this summer https://t.co/4rcfTyiKN3
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