Special Situations 🌐 Research Newsletter (Jay)
China has sold >$100 billion of US Treasuries in the last 6 months; 6th straight month of selling!

Chinese UST holdings are now below $1 trillion for the first time since 2010!

If Japan and China are not buying, then who is going to when QT accelerates? https://t.co/OexFihHtrm
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James (is looking for a prod role)
Is it too early to call a de-coupling?
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FXHedge
JIM CRAMER RANG THE OPENING BELL TODAY AT THE NYSE down we go
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Special Situations 🌐 Research Newsletter (Jay)
Apple was one of the drivers for the $QQQ intraday reversal

Apple $AAPL was hit with an antitrust lawsuit over Apple Pay, accused of using its market power in the mobile device industry to fend off competition. EU preliminary probe found Apple abused its dominant position.
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Paul Graham
Our general m.o. with design was to be low-key, but we'd probably have made the sign bigger if we'd realized it would so often be used in this way. https://t.co/sRkcj7tXtP
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Special Situations 🌐 Research Newsletter (Jay)
RT @The_Real_Fly: CHINA CALLS FOR WAR CRIMES INVESTIGATION INTO US AND UK
https://t.co/X43ANdwrZb
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Special Situations 🌐 Research Newsletter (Jay)
Think the EUR/USD exchange rate could go <0.901.5%. It would completely shut off the industrial economy in Germany, as power would be diverted in the winter for citizens to heat their homes!
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Special Situations 🌐 Research Newsletter (Jay)
Inflation expectations coming down; implications for Federal Reserve this year shared with subscribers:
https://t.co/r7f3PlxC5V https://t.co/0PqOnkxSGW
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Compounding Capital
$WCN makes improvement in ROIC and annual FCF/share growth targets part of LT comp.

And as @WTCM3 points out in below thread, $VRSK links LT comp to ROIIC. https://t.co/BBIyPH47r6 https://t.co/ISkE37TOXn
$MCD's inclusion of ROIC, ROIIC, and annual FCF conversion is pretty unique and an excellent disclosure in the 10-K I wish more companies would do.

ROIIC in particular is a really important metric that in many ways get to the heart of what every company should be focused on. https://t.co/BSVFzCcznA - Compounding Capital
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FXHedge
MAN IN UNDERWEAR WALKS THROUGH CNBC SEGMENT ON LIVE TV -NYP https://t.co/3BccIKOL6J
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Compounding Capital
$VRSK thesis per Parnassus:

1) data analytics for insurance industry early in wave of moderninzing and moving to cloud, 30B records spanning 50+ years

2) 12% IRR next 2.5 yrs as EPS compounds 14%, multiple contracts from 32x to 27x

3) improved capital allocation and governance https://t.co/TgEH6hU0OY
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