Jim OShaughnessy
“Apollo is Edward Norton in Fight Club; Dionysus is Brad Pitt. Many of the conflicts within us can be seen as a result of these opposing urges pulling us in opposing directions,”
~@DerrenBrown https://t.co/PUKdnk4BRU
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Morning Brew ☕️
how it feels being the last one logged on for the day https://t.co/92NVAeIWp8
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Johnathan Bi
Philosophers ought comfort in times of turmoil (Augustine) and agitate in times of peace (Critical Theory).
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Special Situations 🌐 Research Newsletter (Jay)
Elliott Management (activist) takes a stake in PayPal $PYPL... https://t.co/tpgYGAAWuL
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Ethan Mollick
🗽Looking back 150 years, a careful study finds: “Counties with more historical immigration have higher incomes, less unemployment, less poverty, more education, and higher shares of urban population. We also found that these economic benefits do not have long-run social costs.” https://t.co/x7NNbJWlwc
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Mostly Borrowed Ideas
1/17 $GOOG 2Q'22 Update

2022 is the year of tough comps, along with macro uncertainty. The word "uncertainty" was emphasized by CFO Ruth Porat because "the data are complicated".

Let's look at some simple data from the most recent quarter first.
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Alex Brogan
RT @dickiebush: These 7 deep work playlists will help you get more done in an hour than most people get done in a month —

(For Spotify, YouTube, AND Apple Music):
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Johnathan Bi
Thinking is useless https://t.co/DKbp4xZJyd
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FXHedge
FORMER TOP CUOMO STAFFER KILLED AFTER LYFT DRIVER KICKS HIM OUT ON HIGHWAY -NYP
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Morning Brew ☕️
up late thinking about the typo in your email from earlier in the day https://t.co/H6TyG6vkub
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Compounding Capital
Stating the obvious here, but it always amazes me how quickly and violently market sentiment shifts.

Recall all the talk about this decade being the “Roaring 20s” just a few months ago.

Now consensus view appears to be years of structurally high inflation and low growth. https://t.co/85gFUTrxrf
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