Frederik Gieschen
RT @davedreampolice: This was a phenomenal interview with @mjmauboussin by @NeckarValue. Great questions. https://t.co/nd2bLMq66X
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Special Situations 🌐 Research Newsletter (Jay)
Brent crude oil resumed trading above $105/bbl after Saudis declined to make promises regarding future output increases. Weaker dollar also helped put wider commodity mkts on firmer footing.

Oil aided by risk-on sentiment that rallied broader markets. $USO $UCO $OXY $XLE $XOP
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Frederik Gieschen
RT @TheTranscript_: Excellent writeup by @NeckarValue: https://t.co/7C6pzmHYAn
This was a phenomenal interview with @mjmauboussin by @NeckarValue. Great questions. https://t.co/nd2bLMq66X - David Byrne
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Special Situations 🌐 Research Newsletter (Jay)
National Association of Home Builders (NAHB) reported housing market index (HMI) was 55, down from 67 in May. Conditions are likely to get worse in the next report. This past report was June $XHB $PHM $KBH $LEN $TOL $HOV $DHI
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Rihard Jarc
New e-commerce feature announcement after another. $META seriously pushing e-commerce right now, on all three platforms.
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Jim OShaughnessy
Andre is the best! I think his future is very bright. Great profile Kian, cheers https://t.co/21XAJBEkUe
Meet @AndreWorrell7. An Econ major, he was named Best Young Entrepreneur in 🇹🇹 in ‘09 (he plans to move to 🇺🇸). He’s a gym buff & eats 3,600 calories/day. Andre is 🚀 a startup, runs a newsletter with YouTuber Vincent Chan, & is helping his wife find remote work. #FinTwitIn280 https://t.co/nKvtVH0SwB - Kian Salehizadeh
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Compounding Capital
$FRC thesis by Wedgewood:

"Rather than try to outcompete every bank...FRC’s competitive strategy of doing only a handful of things well results in a superior value proposition to its customers."

Client-first focus + avoiding many business lines ensures rapid, profitable growth. https://t.co/ZQRwyCVgCh
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Morning Brew ☕️
the last thing my coffee cup sees https://t.co/BZM8lxxryE
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Morning Brew ☕️
Dive into @moneywithkatie's Rich Girl Summer collection, perfect for when working from home goes poolside. Shop now! https://t.co/bghk8oeVbu https://t.co/66PH7X5gax
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Special Situations 🌐 Research Newsletter (Jay)
Smartphone shipments dropped 9% in 2q22 according to Canalys... thx @WagieCagie $AAPL $QCOM https://t.co/vFXb3nr7Yz
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Morning Brew ☕️
Should we even call them updates at this point? https://t.co/Yi5NRI8lXl
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Taylor Pearson
If you ever wondered why driving or flying can be exhausting even though you're not physically anythign:

At 30 miles per hour, we are exposed to about 1,320 'items of information' per minute.

Lots of stimulus!
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