Jim OShaughnessy
Cool

https://t.co/J0zCHMrBzO
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Special Situations 🌐 Research Newsletter (Jay)
Just shared my reflections on a recent tech HF presentation on the state of the capital markets with subscribers...positioning is as very low levels
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Jim OShaughnessy
A behavior that causes lots of problems; not just for raising children, but also many other areas of life.

If you find yourself doing this, please stop. https://t.co/VaLKWV0fgy
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Jim OShaughnessy
RT @Popeta11: The "Earth" without "art" is just "eh"

#Banksy https://t.co/DEGxRfXuCr
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Jim OShaughnessy
After 13 years of being on this website, I’ve decided to start stealing everyone else’s tweets and content. It’s too mentally exhausting to come up with insightful, innovative, and clever tweets every day that no one appreciates. I’m sorry that it has come to this. Thank you. https://t.co/XoONuCfyr2
After 10 years of being on this website, I’ve decided to start stealing everyone else’s tweets and content. It’s too mentally exhausting to come up with insightful, innovative, and clever tweets every day that no one appreciates. I’m sorry that it has come to this. Thank you. - Ramp Capital
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Special Situations 🌐 Research Newsletter (Jay)
*GOOGLE $GOOG DELAYING PLAN TO END TRACKING COOKIES TO 2024 $META $PINS $SNAP
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Special Situations 🌐 Research Newsletter (Jay)
$TTD on $GOOG tracking news https://t.co/KNznYBWAxQ
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Special Situations 🌐 Research Newsletter (Jay)
RT @SpecialSitsNews: Breakdown of U.S. wealth % between stocks and residential real estate. Residential real estate is much more important when taking into account the avg. investor. And based on $RDFN numbers, 19% of sellers are lowering prices (different by geography). $XHB $PHM $LEN $BZH $TOL $HOV https://t.co/R45jKsMFYs
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Special Situations 🌐 Research Newsletter (Jay)
Housing prices have been rolling over
https://t.co/GQjUb67w3G
U.S. housing prices finally starting to roll over according to Redfin $rdfn, but the Fed will likely continue to hike into a slowdown, given OER lag in CPI. Have been discussing this for months now. Not good setup for real estate! Tx @Crussian17 $xhb $phm $hov $tol $dhi $len $bzh https://t.co/sXXZbpPrcE - Special Situations 🌐 Research Newsletter (Jay)
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Morning Brew ☕️
don't hate the player, hate the game https://t.co/e1fybEWDLr
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M&A Focused CPA
I wrote this thread before on NWC
https://t.co/iJ0naCozEX
Here's why it's important to understand when you're buying a business:
thread on net working capital (NWC) inspired by @GoodsCapital and @ClintFiore's reluctance to trust accountants lol - M&A Focused CPA
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Special Situations 🌐 Research Newsletter (Jay)
Post FOMC meeting, 50-75 bps still on the table for September (but 2 months of CPI and Labor data to digest in between), and a couple points in 2:30pm discussion were dovish on the margin...

Most of what was said was expected.
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FXHedge
EVERGRANDE CREDITORS DEMAND FURTHER EXPLANATION FOR BILLIONS IN SEIZED CASH: DJ
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Michael Mauboussin
🙏🙏 https://t.co/ZXIMLfeR8M
@BrianFeroldi H/T @mjmauboussin https://t.co/WdUMMjVhl0 - Arthur Cahuantzi
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