Special Situations 🌐 Research Newsletter (Jay)
S&P500 2023e earnings expectations over time via bbg https://t.co/AjLIVqC5qw
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Paul Graham
It's hard to imagine the world in which Boldini's paintings looked fashionable rather than freakish, but fashion will do that to you. We can be sure there are things now that seem cool to most people but will seem as freakish later. https://t.co/ateTpyX5Wq
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Paul Graham
A conversation with Ben Silbermann:

Ben: I don't use Twitter a lot, but there's this one guy I follow. In fact you probably told me about him...

Me: Massimo?

Ben: Massimo! He's most of Twitter for me.

(If you want to follow Massimo too, he's @Rainmaker1973.)
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Paul Graham
Is it custom or regulation that makes all the buildings the same? From this angle it looks like a sort of extrusion. https://t.co/HXKscMCF7I
Copenhagen, Denmark 🇩🇰
📸: copenhagenbycosedis | IG https://t.co/VH6GwZksOH - 𝚃𝚛𝚊𝚟𝚎𝚕 𝚅𝚒𝚍𝚊
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James Wang
Microsoft paid $8 billion for Skype.

Who is still using Skype and how does it generate revenue?
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Oddball Stocks Newsletter
RT @Catahoula_Value: The FDIC says 6/30/22 Call Reports are due July 30. Lucky staff members in bank financial reporting areas will hit “submit” by the close of business today. But you can bet that many will be pulling weekend hours right up until the deadline tomorrow…
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Oddball Stocks Newsletter
RT @TaviCosta: So you are telling me that a softer tone by the Fed won’t cause commodity prices to rise again?

None of the structural issues have been resolved.

Overall capex for producers have gone no where and monetary tightening has only reduced capital availability for new investments. https://t.co/qAXDU9aKk8
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Oddball Stocks Newsletter
RT @TaviCosta: Value vs. Growth.

The historical double bottom in the energy-to-tech stocks ratio illustrates how early we are in this upward trend. https://t.co/nbY2QcFjdf
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Ethan Mollick
One of the interesting things about MidJourney & other DALL-E-like AI systems is that they are not fully understood. So, there are collective efforts to discover lists of artists that these systems know (https://t.co/jS6tVfD23y) & prompts they respond to (https://t.co/952QYSY0H3) https://t.co/wkxi9WrBLa
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FXHedge
MARKETS FACE DOWNSIDE AFTER JULY JUMP; FED WILL NEED MORE HIKES TO COOL INFLATION, RISKING RECESSION: BRIDGEWATER'S PATTERSON
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FXHedge
CHINESE GOVERNMENT ASKED TIKTOK FOR STEALTH PROPAGANDA ACCOUNT, CHINA ASKED FOR SOCIAL ACCOUNT TARGETING WESTERN AUDIENCES: BBG
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Johnathan Bi
What I like about poetry over prose is that the former’s difficulty is painfully evident, it forces you to think and interpret.

Prose can be so smooth and natural that you swallow it without chewing.
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Ethan Mollick
Popularity really does ruin things.

Why do award-winning books get lower online ratings? High-status book reviewers & readers buzz about similar novels. But once reviewers give a book an award, it attracts a larger, diverse audience, some of whom hate the book so ratings drop! https://t.co/Wvat9Xes9H
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