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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Rob Briner
"We are currently experiencing very high call volumes."

Or: "We are currently experiencing very low staffing levels."
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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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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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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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Special Situations 🌐 Research Newsletter (Jay)
If the ECB is hiking into an obvious recession, from a MUCH weaker position, how could $JPM expect Fed a pivot this fall? The tightening has just begun...

ECB'S KAZAKS: SEPTEMBER HIKE NEEDS TO BE QUITE SIGNIFICANT...
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Alex Brogan
RT @SystemSunday: If you want to improve your thinking, outsmart these 25 cognitive biases 👇
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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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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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Ethan Mollick
You could make a case that more innovative startups are more likely to survive (they are differentiated from competition) or fail (they have to build & sell something new).

This study of Finnish startups supports the latter: innovative startups fail more. https://t.co/csuvKvoOUV https://t.co/qlveFXxRA6
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Alex Brogan
Pre-suasion

If you want to be persuasive, arrange for your recipient to be receptive to a message before they encounter it.

What we present first changes the way people experience what we present next.

The more generous your offer ‘seems’ the more attractive it will be. https://t.co/YpbS5lfN9h
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