Special Situations 🌐 Research Newsletter (Jay)
Lagarde is making it worse...reminds me of 2012
*LAGARDE SAYS ECB WON'T HESITATE TO USE BOND CRISIS TOOL
*LAGARDE: NATIONS NEED SOUND MACRO POLICIES TO ACCESS BOND TOOL
*LAGARDE: NATIONS MUST COMPLY WITH EU DEBT RULES TO ACCESS TOOL
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Bread Crumbs Research
ok guys, could SPGI be a short? capiq is such a bad product that it's a complete joke. seems like the company is badly mismanaged given the quality of their product
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Offshore
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Compounding Capital
Just posted Part Two of my $AME deep dive, where I analyze historical results and take a stab at what future returns could look like.

Hope you enjoy.

https://t.co/CxN7r7iJe9
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Special Situations 🌐 Research Newsletter (Jay)
$MOND In regulatory filings, Mondee disclosed that its CEO Prasad Gundumogula and Orestes Fintiklis bought 100K shares and 260K shares on July 18th in total transaction sizes of $1.0M and $2.6M. Earlier this week, it completed its business comb with $ITHX Acquisition Corp SPAC.
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Offshore
GIF
Special Situations 🌐 Research Newsletter (Jay)
Lagarde thinks TP-I can solve everything...what is this a Covid era supermarket run? https://t.co/WadEiOW3VW
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Special Situations 🌐 Research Newsletter (Jay)
*US Conference Board Leading Index -0.8% vs exp of -0.6% after weak Philly Fed; watch the Atlanta Fed go back to -2% GDP growth...
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Special Situations 🌐 Research Newsletter (Jay)
Market is reading Lagarde's language on TPI as if Italy won't qualify, given budget issues...
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Offshore
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iinvested
2Q22 Third Avenue Small-Cap Value Fund on $SUPN, $CCF
https://t.co/j2pzR9pdYu

More fund letters here:
https://t.co/8MCOsEaZuY https://t.co/U7HtUGhXeb
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Offshore
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Frederik Gieschen
Absolute must-listen today with @SuperMugatu and @jposhaughnessy

"One of the reasons why I love markets and can't imagine doing anything else is the market is a factory that just mass produces Greek tragedies." https://t.co/YPCR4J6TxH
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Jim OShaughnessy
Me too @TinkeredThinker, me too. https://t.co/drWncfBHMa
Couldn't agree more. https://t.co/omerbbU95a - Tinkered Thinking
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Jim OShaughnessy
A lovely entry into our "White Mirror" story contest. You still have time to submit yours, contest ends tomorrow. https://t.co/3GNHzrDyZf
In the year 2325, a 50 year old billionaire scientist named Aman realizes she's finally succeeded:

She's invented a time machine.

After decades of trial and error, she has figured it out.

She can finally go back in time to save her friend from dying at the age of 19. https://t.co/wGWDIOtlNT
- Forge of Man
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FXHedge
WHITE HOUSE: BIDEN TESTS POSITIVE FOR COVID-19
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Morning Brew β˜•οΈ
JUST IN: The White House announces that U.S. President Joe Biden has tested positive for COVID.
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Frederik Gieschen
Paul Tudor Jones: β€œThe whole world is simply nothing more than a flow chart for capital.”
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