Special Situations 🌐 Research Newsletter (Jay)
Is the Chinese government worried that @SpeakerPelosi will turn China into West Taiwan...?https://t.co/A6fIE9qGUS https://t.co/ZV2WvjAv9m
1/ China launches live-fire drills off Taiwan, as Pelosi head to Asia:

While Pentagon wanted Speaker Nancy Pelosi to cancel her visit to Taiwan - now pending her possible arrival in Taipei, US military has moved a Navy strike group into South China Sea led by USS Ronald Reagan. - Special Situations 🌐 Research Newsletter (Jay)
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Rolf Degen
People with utilitarian inclinations conform to the majority in their moral judgments to a greater extent and more often than people with deontological inclinations. https://t.co/AkmEmf7M1w https://t.co/H2CnQWBogT
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Special Situations 🌐 Research Newsletter (Jay)
The Bank of England is expected to step up its fight against inflation in the coming week, joining some 70 other institutions around the world in delivering a half-point increase in borrowing costs

BoE hasn't raised rates by 50 bps since 1995, but is anticipated by most analysts https://t.co/aJzQGi6pcb
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Tren Griffin
Paper shortage for books: https://t.co/1DjaNhisC7

Also a lack of paper is impacting academic books: https://t.co/MQrAIFnGKb
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Tren Griffin
Responded to the wrong thread. I'm on a walk tho. Ooops.

"Adult nonfiction sales fell by a relatively mild 3.4% compared to the week ended July 24, 2021. Atomic Habits by James Clear was #1, selling more than 18,000 copies."

That's a lot of copies. https://t.co/8EyTB4pBqh https://t.co/05MjGbagup
@howardlindzon "The steady closing of printing plants has resulted in 'North American print capacity being at historic low levels,' while demand for books remains extremely high."
https://t.co/FuBoqO6kPz - Tren Griffin
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FXHedge
CHINESE NBS MANUFACTURING PMI ACTUAL 49 EST 50.3 PREV 50.2
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MastersInvest.com
RT @QCompounding: "The best time to invest is when you have money. This is because history suggests it is not timing which matters, it is time."

--John Templeton
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Compounding Capital
Founders of most investment firms built their firms and personal fortunes on the back of just 1-2 great insights early in their careers.

Many of those founders tend to put up mediocre returns for next 20-30 years and milk clients based on reputations built decades earlier. 1/3
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Bread Crumbs Research
A remarkable quote from Bernard Baruch. Great leaders always stay young, not by age but by spirit https://t.co/z1WQLtOwQq
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Bread Crumbs Research
A Conversation with Lee Ainslie, Founder and Managing Partner of Maverick Capital (May 2021)
https://t.co/3CeHRgTvWz
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Paras Chopra
Over time I’ve realised that nobody cares if you’re technically right.

They want you to be interesting, instead.
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Jim OShaughnessy
Two thoughts from Robinson Jeffers

"I believe that the universe is one being, all its parts are different expressions of the same energy..."

"That public men publish falsehoods Is nothing new...Be angry at the sun for setting If these things anger you."
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Special Situations 🌐 Research Newsletter (Jay)
The first ship to export Ukrainian grain since an agreement was reached for the safe transit of vessels may depart as soon as Monday, Haberturk TV reported, citing President Recep Tayyip Erdogan’s spokesman Ibrahim Kalin. $WEAT
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