Special Situations 🌐 Research Newsletter (Jay)
Chevron $CVX  expanded buybacks by as much as 50% after blowing past all profit forecasts with strongest performance in company history. 

Adjusted per-share earnings reached $5.82, the San Ramon-based company said in a statement Friday, 86 cents above Consensus
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Special Situations 🌐 Research Newsletter (Jay)
*EURO-AREA ECONOMY GREW 0.7% IN SECOND QUARTER; MEDIAN EST. 0.2% (HMM)
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Frank Taber
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Thank you for over 5,000 subs on the newsletter!

I only have 3 write-ups on Substack. I’ve been unable to write regularly due to work commitments and crackdowns on finance content in Australia.

So to have such large support before really getting started is crazy! https://t.co/3Ypmfwhpm0
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Rolf Degen
For one neurological patient, perceived time slowed to the point that through each 12-h period, he went by his daily activities as if a complete day had passed. https://t.co/6m08cDBssG https://t.co/Iqmk33I2Wx
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Rob Briner
Quite something to have your own employer namechecked in this way but what's going on is extraordinary.

Please watch. https://t.co/ohVtmGLIEK
Even by normal standards in higher education, the past 7 days have been a hard in HE. The system is truly broken. Love and solidarity to anyone having a hard time. https://t.co/DiHSh1pk8S - Jo Grady
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Compounding Capital
As former $CHTR bull, today’s results are sobering reminder of why it’s critical to constantly test thesis while maintaining LT view.

Declining resi broadband subs and FCF, rising leverage, repo now underwater on avg.

Should have sold earlier than this year, ignored FWA risks. https://t.co/q2q6vduaB4
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Special Situations 🌐 Research Newsletter (Jay)
$GETY the SPAC machine keeps on printing short opportunities for the future... https://t.co/HNQ6YjfyRZ
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Special Situations 🌐 Research Newsletter (Jay)
White House Press Secretary: Biden will run again in 2024

Future News Headline: US 🇺🇸 markets need another $3 trillion bailout after gross negligence by administration
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Special Situations 🌐 Research Newsletter (Jay)
Teladoc $TDOC saw another 400k purchase by Cathie Woods... Is she going to take it private? Funding secured?
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Special Situations 🌐 Research Newsletter (Jay)
Fiscal stimulus won't bring down inflation...
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Alex Brogan
RT @SystemSunday: If you struggle with fitness motivation, read this:
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