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Special Situations 🌐 Research Newsletter (Jay)
Gold $GLD declined after posting biggest weekly gain since May as investors weighed prospects for tighter US monetary policy & concerns over an economic slowdown.
Bullion hit lowest level since Mar 2021 last week, only to rebound as US Treasury yields eased, but 75 bps on 27th.. https://t.co/S5AIEM36Nl
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Gold $GLD declined after posting biggest weekly gain since May as investors weighed prospects for tighter US monetary policy & concerns over an economic slowdown.
Bullion hit lowest level since Mar 2021 last week, only to rebound as US Treasury yields eased, but 75 bps on 27th.. https://t.co/S5AIEM36Nl
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Special Situations 🌐 Research Newsletter (Jay)
Japan’s 10Y yields dropping Mon to play catchup w/ EU & US benchmark rallies. May be lingering after-effects of BOJ’s extraordinary June buying spree to hold yields at 0.25%. Central bank bought record 16 trillion yen of bonds or 89.4% of 10Y supply from March vs. 69% in Dec 21.
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Japan’s 10Y yields dropping Mon to play catchup w/ EU & US benchmark rallies. May be lingering after-effects of BOJ’s extraordinary June buying spree to hold yields at 0.25%. Central bank bought record 16 trillion yen of bonds or 89.4% of 10Y supply from March vs. 69% in Dec 21.
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MastersInvest.com
'When we combine our ongoing expectations for mid-teens EPS growth from the Portfolio with what we believe are now very reasonable val's, we are optimistic despite the many exogenous factors weighing on the market today.'
Polen Q2: +AMZN ADP SHL GY -NFLX
https://t.co/JnpwJ6doEt
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'When we combine our ongoing expectations for mid-teens EPS growth from the Portfolio with what we believe are now very reasonable val's, we are optimistic despite the many exogenous factors weighing on the market today.'
Polen Q2: +AMZN ADP SHL GY -NFLX
https://t.co/JnpwJ6doEt
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James Wang
RT @TimSweeneyEpic: Apple’s “App Tracking Transparency” (which displays terrifying warnings about Apple competitors, while using comforting language about Apple’s own tracking) is another brazen anticompetitive move to foreclose on competition. But since Facebook was the #1 victim, folks cheered it.
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RT @TimSweeneyEpic: Apple’s “App Tracking Transparency” (which displays terrifying warnings about Apple competitors, while using comforting language about Apple’s own tracking) is another brazen anticompetitive move to foreclose on competition. But since Facebook was the #1 victim, folks cheered it.
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Special Situations 🌐 Research Newsletter (Jay)
Chinese property stocks and dollar bonds rallied Monday, as a reported move by Beijing to establish a fund to support developers fueled optimism about a turnaround for the struggling sector.
An index of the country’s real estate firms jumped as much as 3.4%, the most in a week. https://t.co/EzHEuoNDhT
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Chinese property stocks and dollar bonds rallied Monday, as a reported move by Beijing to establish a fund to support developers fueled optimism about a turnaround for the struggling sector.
An index of the country’s real estate firms jumped as much as 3.4%, the most in a week. https://t.co/EzHEuoNDhT
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Ethan Mollick
This is great. If you have ever tried to read free books from sites like Project Gutenberg, you noticed that they can be uncomfortable to read, due to their basic layouts, type, & occasional errors in scanning.
This project takes those free books and makes them free & beautiful. https://t.co/0BfZhYproE https://t.co/i9KjLm7pYd
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This is great. If you have ever tried to read free books from sites like Project Gutenberg, you noticed that they can be uncomfortable to read, due to their basic layouts, type, & occasional errors in scanning.
This project takes those free books and makes them free & beautiful. https://t.co/0BfZhYproE https://t.co/i9KjLm7pYd
love this project, carefully produced public domain ebooks: https://t.co/ktBRcIVLOy - Craig Modtweet
MastersInvest.com
“Stanley Marcus, retired chairman of Neiman Marcus, said, ‘A public corporation concentrates on profits while a private company concentrates on its people.’" S. Truett Cathy, Founder Chick-Fil-A
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“Stanley Marcus, retired chairman of Neiman Marcus, said, ‘A public corporation concentrates on profits while a private company concentrates on its people.’" S. Truett Cathy, Founder Chick-Fil-A
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MastersInvest.com
RT @kevg1412: RIP to a legend. Dee was one of the most thoughtful business leaders and philosophers I've studied, and he's left behind a lasting legacy -- both in Visa and his writings.
https://t.co/STsge8JHRV
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RT @kevg1412: RIP to a legend. Dee was one of the most thoughtful business leaders and philosophers I've studied, and he's left behind a lasting legacy -- both in Visa and his writings.
https://t.co/STsge8JHRV
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Dalius - Special Situation Investments
New investment ideas from VIC 👇
Incl: $PFHC, $UNTC, $ITI, $HNVR and $KSS
$PFHC pitch:
– Pure-play vertically integrated pressure pumper.
– Set to benefit from the expected multi-year upcycle in N.A. fracking activity.
– A good way to gain exposure to N.A. energy cycle.
... 👇
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New investment ideas from VIC 👇
Incl: $PFHC, $UNTC, $ITI, $HNVR and $KSS
$PFHC pitch:
– Pure-play vertically integrated pressure pumper.
– Set to benefit from the expected multi-year upcycle in N.A. fracking activity.
– A good way to gain exposure to N.A. energy cycle.
... 👇
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