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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Paul Graham
In England, people drive pickup trucks when they need to carry the types of loads they're suited for. But no one drives a pickup truck as a fashion statement. That would seem a very strange idea, like driving a tractor as a fashion statement.
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FXHedge
PELOSI'S HUSBAND SOLD $5 MILLION IN NVIDIA STOCK AHEAD OF VOTE ON CHIPMAKER SUBSIDES -NYP
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Special Situations 🌐 Research Newsletter (Jay)
As noted by GS, in recent weeks, upwards of 40% of daily SPX option volumes have an expiry of less than 24 hours. That is a lot of short dealer gamma, which will contribute velocity to an already less liquid trading environment!
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Special Situations 🌐 Research Newsletter (Jay)
Publishing note for subscribers shortly with views on today's FOMC meeting, GDP estimate range for tomorrow, EU equities, Chinese equities, U.S. fiscal deficit/tax receipts, EUR/USD target for 2H22.
https://t.co/r7f3PlxC5V
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Paul Graham
I introduced a founder who needed a specific kind of help to Ron Conway. Ron's not an investor in his company, but I knew it wouldn't matter. Ron wants to fix any brokenness in a startup, regardless of whether it's a portfolio company. He's playing Tetris with Silicon Valley.
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MastersInvest.com
RT @chriswmayer: Love the Gell-Mann Amnesia Effect, described by Michael Crichton, who formulated the Effect in conversation with Gell-Mann (h/t @TheBrowser): https://t.co/GIixXAHDUJ
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MastersInvest.com
RT @lostinhist0ry: Shipping a 5MB hard drive in the 1950’s. https://t.co/aQsz2Ejq7x
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