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Morning Brew ☕️
For the first time in 33-years, you’re going to see a beer commercial in the Super Bowl that’s not from Anheuser-Busch.
After ending their exclusive partnership with the NFL, competitor Molson Coors, maker of Coors Light and Miller Lite, promptly purchased a 30-sec ad. https://t.co/aqfgVwvR2K
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For the first time in 33-years, you’re going to see a beer commercial in the Super Bowl that’s not from Anheuser-Busch.
After ending their exclusive partnership with the NFL, competitor Molson Coors, maker of Coors Light and Miller Lite, promptly purchased a 30-sec ad. https://t.co/aqfgVwvR2K
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
$GRRR, former $GLSPT retreating after low float SPAC squeeze. Just creates more short opportunities in the future (never involved). https://t.co/mTJnnts5t1
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$GRRR, former $GLSPT retreating after low float SPAC squeeze. Just creates more short opportunities in the future (never involved). https://t.co/mTJnnts5t1
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Offshore
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Morning Brew ☕️
Could we see Beyonce hit the "She's Buff" dance real soon?
Probably not, but Beyonce and her entire music catalog are now on TikTok. In less than 24 hours after joining, Beyonce has amassed over 3.5 million followers, and highlights how important TikTok has become for artists. https://t.co/CJG0eNGuf3
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Could we see Beyonce hit the "She's Buff" dance real soon?
Probably not, but Beyonce and her entire music catalog are now on TikTok. In less than 24 hours after joining, Beyonce has amassed over 3.5 million followers, and highlights how important TikTok has become for artists. https://t.co/CJG0eNGuf3
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Frederik Gieschen
Jim Simons wasn't the first one to build a campus of researchers and traders to try and beat the market.
In the 1970s, Helmut Weymar founded Commodities Corporation, a “trading university” which spun out, seeded, or influenced many traders like Bruce Kovner and Paul Tudor Jones. https://t.co/X7cxZnpdHR
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Jim Simons wasn't the first one to build a campus of researchers and traders to try and beat the market.
In the 1970s, Helmut Weymar founded Commodities Corporation, a “trading university” which spun out, seeded, or influenced many traders like Bruce Kovner and Paul Tudor Jones. https://t.co/X7cxZnpdHR
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Dalius - Special Situation Investments
$VG merger approved by the CFIUS.
+14% merger arb gains in 2 months.
This is what we said to SSI subscribers:
- Ericsson's CEO is optimistic and reiterated the expected merger closing in H1 2022/
- Till the recent general market sell-off, the spread used to be around 5% only.
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$VG merger approved by the CFIUS.
+14% merger arb gains in 2 months.
This is what we said to SSI subscribers:
- Ericsson's CEO is optimistic and reiterated the expected merger closing in H1 2022/
- Till the recent general market sell-off, the spread used to be around 5% only.
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Special Situations 🌐 Newsletter (Jay Singh III)
RT @DLineMinutes: 3/4s of the advance last month was due to goods, especially energy.
Prices of goods climbed 2.4% in June, the most in three months.
Prices of goods rose a record 17.9% YoY.
Services prices gained 0.4% or 7.7% YoY, after a bigger 0.6% gain in May.
#inflation #rates #growth https://t.co/OXrGD3QwEy
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RT @DLineMinutes: 3/4s of the advance last month was due to goods, especially energy.
Prices of goods climbed 2.4% in June, the most in three months.
Prices of goods rose a record 17.9% YoY.
Services prices gained 0.4% or 7.7% YoY, after a bigger 0.6% gain in May.
#inflation #rates #growth https://t.co/OXrGD3QwEy
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Twitter
3/4s of the advance last month was due to goods, especially energy.
Prices of goods climbed 2.4% in June, the most in three months.
Prices of goods rose a record 17.9% YoY.
Services prices gained 0.4% or 7.7% YoY, after a bigger 0.6% gain in May.
#inflation…
Prices of goods climbed 2.4% in June, the most in three months.
Prices of goods rose a record 17.9% YoY.
Services prices gained 0.4% or 7.7% YoY, after a bigger 0.6% gain in May.
#inflation…
Special Situations 🌐 Newsletter (Jay Singh III)
RT @eliant_capital: Translation: Demand is slowing. $TSLA https://t.co/ZnfScmPXC4
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RT @eliant_capital: Translation: Demand is slowing. $TSLA https://t.co/ZnfScmPXC4
ELON MUSK SAYS "IF INFLATION CALMS DOWN, WE CAN LOWER PRICES FOR CARS" - TWEET
$TSLA - *Walter Bloombergtweet
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ELON MUSK SAYS "IF INFLATION CALMS DOWN, WE CAN LOWER PRICES FOR CARS" - TWEET
$TSLA
$TSLA
Special Situations 🌐 Newsletter (Jay Singh III)
From $C Citi earnings call. FICC trading beat, exiting Russia, grew mkt share Corp Cred Cards
More important: The CET1 ratio of 11.9% is 50 basis points above 1Q and above the reg requirement of 10.5%. Mason said Citi expects to build to a CET1 target of around 13% by mid-2023.
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From $C Citi earnings call. FICC trading beat, exiting Russia, grew mkt share Corp Cred Cards
More important: The CET1 ratio of 11.9% is 50 basis points above 1Q and above the reg requirement of 10.5%. Mason said Citi expects to build to a CET1 target of around 13% by mid-2023.
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Special Situations 🌐 Newsletter (Jay Singh III)
Nice earnings from $C, but never forget that just a couple years ago, Citigroup accidentally sent a whopping $900 million to creditors of the cosmetics giant $REV Revlon (now bankrupt) when it was supposed to just be making a small interest payment.
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Nice earnings from $C, but never forget that just a couple years ago, Citigroup accidentally sent a whopping $900 million to creditors of the cosmetics giant $REV Revlon (now bankrupt) when it was supposed to just be making a small interest payment.
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Special Situations 🌐 Newsletter (Jay Singh III)
Next Atlanta Fed GDPNow update on Tuesday, July 19th:
US GDP estimate for 2Q22, now -1.5%, thx @Ryancerfus https://t.co/vmT3oI6FSw
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Next Atlanta Fed GDPNow update on Tuesday, July 19th:
US GDP estimate for 2Q22, now -1.5%, thx @Ryancerfus https://t.co/vmT3oI6FSw
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