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Special Situations π Newsletter (Jay Singh III)
U.S. housing prices finally starting to roll over according to Redfin $rdfn, but the Fed will likely continue to hike into a slowdown, given OER lag in CPI. Have been discussing this for months now. Not good setup for real estate! Tx @Crussian17 $xhb $phm $hov $tol $dhi $len $bzh https://t.co/sXXZbpPrcE
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U.S. housing prices finally starting to roll over according to Redfin $rdfn, but the Fed will likely continue to hike into a slowdown, given OER lag in CPI. Have been discussing this for months now. Not good setup for real estate! Tx @Crussian17 $xhb $phm $hov $tol $dhi $len $bzh https://t.co/sXXZbpPrcE
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Special Situations π Newsletter (Jay Singh III)
Our social media manager just started an Instagram page, where we will be posting educational and informative reels and videos. Please follow us as we create more content for you!
https://t.co/SmoloU9UB9
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Our social media manager just started an Instagram page, where we will be posting educational and informative reels and videos. Please follow us as we create more content for you!
https://t.co/SmoloU9UB9
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Ethan Mollick
Two interesting findings in this new paper:
1) Household work is often unevenly distributed, with nearly half of couples saying one member contributes much more
2) Uneven work led to future relationship dissatisfaction EXCEPT if the partner felt appreciated, then things were OK https://t.co/qOYRd4zXcY
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Two interesting findings in this new paper:
1) Household work is often unevenly distributed, with nearly half of couples saying one member contributes much more
2) Uneven work led to future relationship dissatisfaction EXCEPT if the partner felt appreciated, then things were OK https://t.co/qOYRd4zXcY
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Special Situations π Newsletter (Jay Singh III)
Chinese oil demand has rebounded from lows with partial reopening, as the rest of the world (US demand) has weakened. $USO $UCO $XLE $XOP https://t.co/uvfkTDCOYp
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Chinese oil demand has rebounded from lows with partial reopening, as the rest of the world (US demand) has weakened. $USO $UCO $XLE $XOP https://t.co/uvfkTDCOYp
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Special Situations π Newsletter (Jay Singh III)
Agricultural commodity prices since 2002 $WEAT https://t.co/XM63qN1qRa
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Agricultural commodity prices since 2002 $WEAT https://t.co/XM63qN1qRa
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Special Situations π Newsletter (Jay Singh III)
I go through the SPAC lifecycle and how to think about short opportunities on this interview with @marketplunger1 on Value Hive
Apple Podcasts: https://t.co/4eZsPW2eu9
More on: https://t.co/3elMLYk4hW
https://t.co/8kQd3EL5nQ
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I go through the SPAC lifecycle and how to think about short opportunities on this interview with @marketplunger1 on Value Hive
Apple Podcasts: https://t.co/4eZsPW2eu9
More on: https://t.co/3elMLYk4hW
https://t.co/8kQd3EL5nQ
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Special Situations π Newsletter (Jay Singh III)
Not a great turn of events for Italy, if fascist leader is elected in Italy after Draghi potentially formally resigns. Keep an eye on this next week! Thx @DdEmerging
https://t.co/ryrQ0fzfYR
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Not a great turn of events for Italy, if fascist leader is elected in Italy after Draghi potentially formally resigns. Keep an eye on this next week! Thx @DdEmerging
https://t.co/ryrQ0fzfYR
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Jitendra Chawla, CFA
βLife is a game where you work very hard and deal only occasionally.β β Charlie Munger
https://t.co/xnQ2geqHUl
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βLife is a game where you work very hard and deal only occasionally.β β Charlie Munger
https://t.co/xnQ2geqHUl
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Special Situations π Newsletter (Jay Singh III)
Breaking: IMF just cut global growth expectations in April (lagging forecaster), and will likely cut them substantially again. In a review due this month, βwe will downgrade our forecast substantially,β Pazarbasioglu said
βPath to a soft landing is narrowing, CBs have no choice"
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Breaking: IMF just cut global growth expectations in April (lagging forecaster), and will likely cut them substantially again. In a review due this month, βwe will downgrade our forecast substantially,β Pazarbasioglu said
βPath to a soft landing is narrowing, CBs have no choice"
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