Special Situations 🌐 Research Newsletter (Jay)
Quantitative tightening has only just started...don't get too excited

Fed reduced its $9 trillion balance sheet by only $25bn since May 25

Equities have risen by 10%, HY spreads have tightened by 100 bps & mortgage rates have come in by 50 bps. How do you think Fed will react??
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Tren Griffin
That Long March rocket upper stage debris that just landed near the Philippines could have hit San Francisco, which would have been, well, messy. https://t.co/wFKHo7fARl
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Tren Griffin
I have received and been included on many private message threads about how Richard Tait impacted the lives of others in a very positive way.

When that happens, it reminds you how you want to be remembered. https://t.co/8UZzIcibz8
RIP. "Richard Tait started at Microsoft in July 1988 and is credited with launching a series of new businesses. He helped pioneer client server computing in the company’s operating system division, ran the CD rom business with products like Encarta." https://t.co/346chyxIES - Tren Griffin
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Special Situations 🌐 Research Newsletter (Jay)
Ding Wenwu, former president of China’s biggest semiconductor industry investment fund, is under investigation

60-year-old has helmed China’s Big Fund since its foundation in 2014

So China will keep imprisoning top tech minds $intc $amd $kweb $pdd $jd
https://t.co/jDQffumlIb
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Special Situations 🌐 Research Newsletter (Jay)
We have seen the market react to interest rates, but the liquidity crisis and earnings crisis have yet to materialize...
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Special Situations 🌐 Research Newsletter (Jay)
Musk realizing he will have to complete $twtr deal and his love for @TWIZZLERS $tsla

https://t.co/m2WSLiCRIv
Tesla + Twitter -> Twizzler - Elon Musk
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FXHedge
BIDEN TESTS POSITIVE FOR COVID AGAIN, DAYS AFTER INITIAL RECOVERY
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Dennis Hong
Green shoots 🌱 https://t.co/0iC82mab1W
Inflation might be trending down - Elon Musk
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Special Situations 🌐 Research Newsletter (Jay)
All the squiggly line folks are back
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Special Situations 🌐 Research Newsletter (Jay)
Wildfires in CA & MT exploded overnight amid windy, hot conditions. In CA's Klamath Forest, the McKinney fire tore across 28 sq mi by Sat AM from Fri.

In Montana, Elmo fire doubled in size to >6 square miles. Idaho residents remain under evacuation orders due to Moose Fire $PCG
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Ensemble Capital
RT @calculatedrisk: https://t.co/fNUspmXeYx https://t.co/W9vTnfgt3l
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M&A Focused CPA
RT @JStaatsCPA: Let's crowd-source some advice for this anonymous firm:

💰 $1M Revenue
🛠 50/50 Tax & Accounting
🌎 Small city rural mix
👥 2 Partners & 6 Staff

Over capacity, tax review bottleneck, accounting projects behind due to tax season

All the dirty deets below:
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Paul Graham
RT @dadiomov: Opening the Instagram app these days is getting a reminder of why PMs should never blindly follow data in evolving their products. The worst product decisions always come with lots of supporting data, because without the data no one would think they're good ideas.
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Steven Kiel
RT @alphaarchitect: March for the Fallen training...the Puerto Rico version! #mftf

September 24th is approaching fast. 28 miles won't March itself!
https://t.co/MDmrUpcudf https://t.co/Hjnu3O26mJ
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James Wang
My favorite passage from Thucydides where he contrasts the Athenians and Spartans. But to me it reads just as well if you swap out "Athenian" for "American". 😁 https://t.co/ReuTwR37Ap
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