Special Situations 🌐 Research Newsletter (Jay)
$WMT has no choice but to mark items down as consumer budgets tighten w/ inflation: air fryer down from $149 to $110; set of pajamas down from $12 to $9: red “rollback” signs not hard to find at Walmart Supercenter closest to HQ, Bentonville, Arkansas.
https://t.co/elKGmCwXoA
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Special Situations 🌐 Research Newsletter (Jay)
Short interest levels at local lows... https://t.co/8xHTDG8p9D
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Special Situations 🌐 Research Newsletter (Jay)
Biden tested positive for Covid again. How accurate are these tests, anyway?

https://t.co/DC7C2d73Yz
Folks, today I tested positive for COVID again.

This happens with a small minority of folks.

I’ve got no symptoms but I am going to isolate for the safety of everyone around me.

I’m still at work, and will be back on the road soon. - President Biden
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Ensemble Capital
For many decades US productivity growth averaged ~2% a year. Over the last 10-15 years it has averaged about ~1%.

What are the best reasons why ~1% is all we can expect going forward, or what are the catalyst that would return the US to ~2% productivity growth?
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Ethan Mollick
As a reminder, low-stakes testing is one of the most powerful learning (not just assessment!) tools. Lots of low stakes tests help you remember what you learned better than studying; access unrelated knowledge & learn more in the future. Read this summary: https://t.co/8pgOKKGug1 https://t.co/iDj2a949cc
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Alex Brogan
RT @AzizNiabaly: Very interesting and educational @alex brogan https://t.co/wclatHxapS
10 insanely useful free websites you needed but didn't know existed (instant bookmarks): - Alex Brogan
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Ethan Mollick
It is now possible, using peer-reviewed research, to build the world’s most horrible robot, with processors that run entirely on crab-based logic gates, and using undead spiders as actuators. Go, science!

🦀💻 paper: https://t.co/Q1BSZBwfig
💀🕷 paper: https://t.co/Pp2prYWu3r https://t.co/rfwdq1fcMi
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Paul Graham
A startup I did office hours with today mentioned a benefit of YC that I hadn't realized: the intense batch format helped jolt them out of the bureaucratic habits they'd acquired working for their previous employer.
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FXHedge
CHINA HOLDS LIVE-FIRE DRILLS NEAR TAIWAN AS PELOSI HEADS TO ASIA: BBG
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Jim OShaughnessy
Had a great day with ⁦@FiSurgi⁩ followed by a fun dinner with his family! https://t.co/TjdZKOXLCV
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