Offshore
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Tren Griffin
"In June, unit sales for perishable goods such as meat and produce declined 4.5% from a year ago." https://t.co/Z8pUlqs6Oo
Maybe consumer are buying more bivalves! One can hope so.
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"In June, unit sales for perishable goods such as meat and produce declined 4.5% from a year ago." https://t.co/Z8pUlqs6Oo
Maybe consumer are buying more bivalves! One can hope so.
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Offshore
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Tren Griffin
JP Morgan borrows an investing thesis from Master Po in an early episode of Kung Fu.
"Bad data is good data." https://t.co/Kyd67dh63u
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JP Morgan borrows an investing thesis from Master Po in an early episode of Kung Fu.
"Bad data is good data." https://t.co/Kyd67dh63u
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Offshore
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Rolf Degen
“Where am I?” A small percentage of the population struggles with a complete lack of navigational skills. https://t.co/1TchuNK6ab https://t.co/6PSX7mE9Ey
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“Where am I?” A small percentage of the population struggles with a complete lack of navigational skills. https://t.co/1TchuNK6ab https://t.co/6PSX7mE9Ey
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Offshore
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Compounding Capital
Eddie Lampert buying back $5B of Sears stock 2005-08 is a textbook example of how share repurchase can destroy immense value.
CEO should reinvest in the business if there’s a credible return on the investment above cost of capital or dividend out the cash if it’s a dying asset. https://t.co/Zs3DixxKEp
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Eddie Lampert buying back $5B of Sears stock 2005-08 is a textbook example of how share repurchase can destroy immense value.
CEO should reinvest in the business if there’s a credible return on the investment above cost of capital or dividend out the cash if it’s a dying asset. https://t.co/Zs3DixxKEp
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Offshore
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Paul Graham
A really insightful (and bravely unconventional) essay by Brie Wolfson about the excitement of working hard.
https://t.co/LJvRIWNEdU
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A really insightful (and bravely unconventional) essay by Brie Wolfson about the excitement of working hard.
https://t.co/LJvRIWNEdU
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Offshore
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Jitendra Chawla, CFA
Transparency and Innovation don't make you money.
Buying at the right price does!
Cathie Wood’s ARK Investment Management to close transparency ETF, ARK’s first fund closure since Wood launched her firm in 2014.
https://t.co/Gc7OpugOVW
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Transparency and Innovation don't make you money.
Buying at the right price does!
Cathie Wood’s ARK Investment Management to close transparency ETF, ARK’s first fund closure since Wood launched her firm in 2014.
https://t.co/Gc7OpugOVW
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Draghi resignation aftermath:
- Moves raise prospect of snap elections in Oct
- Collapse was inevitable after allies withdrew support
- 10-year Italian yields extended surge to 21bps higher to 3.60%
- w/o Draghi's discipline, will need to agree on reforms to unlock EUR200B EU aid https://t.co/FyUwbY1Ftl
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Draghi resignation aftermath:
- Moves raise prospect of snap elections in Oct
- Collapse was inevitable after allies withdrew support
- 10-year Italian yields extended surge to 21bps higher to 3.60%
- w/o Draghi's discipline, will need to agree on reforms to unlock EUR200B EU aid https://t.co/FyUwbY1Ftl
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Special Situations 🌐 Research Newsletter (Jay)
*RUSSIA PLANS ANNEXATION VOTES IN UKRAINE REGIONS BY SEPT. 15
What a day! @Ukraine @CanadaUN @LatviaUN_NY @Canada @MFA_Ukraine
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*RUSSIA PLANS ANNEXATION VOTES IN UKRAINE REGIONS BY SEPT. 15
What a day! @Ukraine @CanadaUN @LatviaUN_NY @Canada @MFA_Ukraine
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Options traders have turned more bearish on the euro heading into the ECB decision in minutes following resignation of Italian Prime Minister Draghi.
While outcome expected, demand for euro downside structures over the 3mo period that captures an Italian snap elections (October) https://t.co/Rc1ZiSj2r3
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Options traders have turned more bearish on the euro heading into the ECB decision in minutes following resignation of Italian Prime Minister Draghi.
While outcome expected, demand for euro downside structures over the 3mo period that captures an Italian snap elections (October) https://t.co/Rc1ZiSj2r3
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