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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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Special Situations 🌐 Newsletter (Jay Singh III)
Blue Apron $APRN burning almost all its cash according to sell side estimates --> $52.8mn according to consensus. Will it need to raise equity? https://t.co/gZU7NtzgZy
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Blue Apron $APRN burning almost all its cash according to sell side estimates --> $52.8mn according to consensus. Will it need to raise equity? https://t.co/gZU7NtzgZy
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Morning Brew ☕️
Even with inflation rates on the rise, U.S. shoppers boosted retail spending in June by 1%. https://t.co/22Ol72Jk2K
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Even with inflation rates on the rise, U.S. shoppers boosted retail spending in June by 1%. https://t.co/22Ol72Jk2K
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Special Situations 🌐 Newsletter (Jay Singh III)
$ASTS also looks like will burn more than all its cash based on consensus through 2023. Team hasn't spent enough time on it yet https://t.co/UmBm30FHvL
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$ASTS also looks like will burn more than all its cash based on consensus through 2023. Team hasn't spent enough time on it yet https://t.co/UmBm30FHvL
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Ethan Mollick
RT @emollick: AI-generated Ottoman science fiction is cool but what if Star Wars & Fahrenheit 451 & Terminator 2 & Inception were Ottoman miniatures instead of movies ?
@_Muratpalta shows us what that would look like (love the details like the scimitar lightsaber). https://t.co/v0oG1wtQrd https://t.co/pZPuAZpfKv
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RT @emollick: AI-generated Ottoman science fiction is cool but what if Star Wars & Fahrenheit 451 & Terminator 2 & Inception were Ottoman miniatures instead of movies ?
@_Muratpalta shows us what that would look like (love the details like the scimitar lightsaber). https://t.co/v0oG1wtQrd https://t.co/pZPuAZpfKv
Ottoman era inspired science fiction, a thread. #midjourney #AI https://t.co/rnq0V0uLMB - elsa bledatweet
Twitter
Ottoman era inspired science fiction, a thread. #midjourney #AI
Special Situations 🌐 Newsletter (Jay Singh III)
RT @kylenabecker: Breaking News.🚨
Estonian prime minister Kaja Kallas has just resigned.
This follows upon the resignation announcements of Italian PM Mario Draghi, Sri Lankan Pres. Gotabaya Rajapaksa and British PM Boris Johnson, as well as the assassination of former Japanese PM Shinzo Abe. https://t.co/tYxK3XJAhh
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RT @kylenabecker: Breaking News.🚨
Estonian prime minister Kaja Kallas has just resigned.
This follows upon the resignation announcements of Italian PM Mario Draghi, Sri Lankan Pres. Gotabaya Rajapaksa and British PM Boris Johnson, as well as the assassination of former Japanese PM Shinzo Abe. https://t.co/tYxK3XJAhh
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Twitter
Breaking News.🚨
Estonian prime minister Kaja Kallas has just resigned.
This follows upon the resignation announcements of Italian PM Mario Draghi, Sri Lankan Pres. Gotabaya Rajapaksa and British PM Boris Johnson, as well as the assassination of former Japanese…
Estonian prime minister Kaja Kallas has just resigned.
This follows upon the resignation announcements of Italian PM Mario Draghi, Sri Lankan Pres. Gotabaya Rajapaksa and British PM Boris Johnson, as well as the assassination of former Japanese…
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Morning Brew ☕️
Happy 16th Birthday to our friend Twitter, which launched on this day in 2006.
When did you join this hellscape? https://t.co/YRl9AQpbOd
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Happy 16th Birthday to our friend Twitter, which launched on this day in 2006.
When did you join this hellscape? https://t.co/YRl9AQpbOd
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Morning Brew ☕️
Learn the basics of crypto and impress your friends in the next metaverse group outing 🫡
Paid partnership with @eToroUS
https://t.co/7A5B1bF6s6
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Learn the basics of crypto and impress your friends in the next metaverse group outing 🫡
Paid partnership with @eToroUS
https://t.co/7A5B1bF6s6
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Twitter
Learn the basics of crypto and impress your friends in the next metaverse group outing 🫡
Paid partnership with @eToroUS
https://t.co/7A5B1bF6s6
Paid partnership with @eToroUS
https://t.co/7A5B1bF6s6
Special Situations 🌐 Newsletter (Jay Singh III)
Jim Caron $MS fixed income portfolio manager: we could be in a recession already, will have a deeply inverted yield curve, led by 2s10s. Yes, we are in a slowdown and still will not be able to bring down inflation fast enough.
Transitory stag-flation?
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Jim Caron $MS fixed income portfolio manager: we could be in a recession already, will have a deeply inverted yield curve, led by 2s10s. Yes, we are in a slowdown and still will not be able to bring down inflation fast enough.
Transitory stag-flation?
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