Ramneek
RT @SridharanAnand: My latest essay - an extra-long, extra-preachy one on what I've seen to be the biggest risk to compounding, whether business or investing. I discuss a risk that is as pernicious as it is underrated.
https://t.co/QSNrSdMMOn
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RT @SridharanAnand: My latest essay - an extra-long, extra-preachy one on what I've seen to be the biggest risk to compounding, whether business or investing. I discuss a risk that is as pernicious as it is underrated.
https://t.co/QSNrSdMMOn
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Substack
The biggest risk in business (and investing)
It's not what's mentioned in media or business-school. It's a lot closer to home than you think.
Special Situations 🌐 Research Newsletter (Jay)
Morgan Stanley $MS, JPMorgan $JPM Disagree on Outlook for Fed’s Pivot
JPM has been buying the dip all the way down from November https://t.co/unzxTWmY04
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Morgan Stanley $MS, JPMorgan $JPM Disagree on Outlook for Fed’s Pivot
JPM has been buying the dip all the way down from November https://t.co/unzxTWmY04
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Bloomberg.com
Morgan Stanley, JPMorgan Disagree on Fed Policy Pause Outlook
Top Wall Street strategists disagree over the impact of weaker economic data on the Federal Reserve’s policy outlook and what it’ll mean for stocks.
Special Situations 🌐 Research Newsletter (Jay)
RT @DisruptorStocks: Great point by @SpecialSitsNews that $QCOM reports Wed and can be a preview for $AAPL that reports Thur.
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RT @DisruptorStocks: Great point by @SpecialSitsNews that $QCOM reports Wed and can be a preview for $AAPL that reports Thur.
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Bread Crumbs Research
RT @MacaesBruno: The Human Rights Watch report show the whole of Kherson has become a concentration camp. Indiscriminate murder, rape and unimaginably cruel torture used against civilians
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RT @MacaesBruno: The Human Rights Watch report show the whole of Kherson has become a concentration camp. Indiscriminate murder, rape and unimaginably cruel torture used against civilians
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
$WEAT Wheat jumps 4.6% again after Russian attack on the port of Odesa...
"Ukrainian officials are still preparing to restart sea exports as soon as this week despite the attack on Odesa, which drew swift international condemnation." https://t.co/6Ci9lboWdo
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$WEAT Wheat jumps 4.6% again after Russian attack on the port of Odesa...
"Ukrainian officials are still preparing to restart sea exports as soon as this week despite the attack on Odesa, which drew swift international condemnation." https://t.co/6Ci9lboWdo
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sunil shah
$TSLA
Ok 10Q for 2q just filed this morning.
https://t.co/LhFYOIysF4
some points.
Net income $ 2,269 m
Foreign currency translation adjustment (421 ) m
Unrealized net loss on marketable securities (6 )
Comprehensive income $1,842 m
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$TSLA
Ok 10Q for 2q just filed this morning.
https://t.co/LhFYOIysF4
some points.
Net income $ 2,269 m
Foreign currency translation adjustment (421 ) m
Unrealized net loss on marketable securities (6 )
Comprehensive income $1,842 m
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Margin is highly correlated with equity prices, and it is better to look at brokerage account margin relative to equity market cap over time. Too many use this graph to draw conclusions... https://t.co/vayd90KNXw
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Margin is highly correlated with equity prices, and it is better to look at brokerage account margin relative to equity market cap over time. Too many use this graph to draw conclusions... https://t.co/vayd90KNXw
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Alex Brogan
RT @SystemSunday: If you want to improve your thinking, outsmart these 25 cognitive biases 👇
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RT @SystemSunday: If you want to improve your thinking, outsmart these 25 cognitive biases 👇
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
According to $RDFN, we are seeing the most single family real estate price drops than any time since at least 2015
$XHB $LEN $BZH $DHI $PHM $TOL $HOV https://t.co/OZy7CPPjcJ
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According to $RDFN, we are seeing the most single family real estate price drops than any time since at least 2015
$XHB $LEN $BZH $DHI $PHM $TOL $HOV https://t.co/OZy7CPPjcJ
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
The Federal Reserve Bank of Chicago’s National Activity Index held at minus 0.19 in June, the first back-to-back negative readings since the pandemic started in early 2020! https://t.co/0YBZCc1cMB
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The Federal Reserve Bank of Chicago’s National Activity Index held at minus 0.19 in June, the first back-to-back negative readings since the pandemic started in early 2020! https://t.co/0YBZCc1cMB
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