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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Special Situations 🌐 Research Newsletter (Jay)
About 6 out of 10 workers are concerned about paying bills, according to bbg, as inflation takes its toll on the average consumer.
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Special Situations 🌐 Research Newsletter (Jay)
Not all dividend stocks are the same... may spend some time on this during Spaces at 6pm ET today:
$AAPL $MSFT $COST $PG $KO $ABBV $O $MO $SBUX $HD https://t.co/CGqpPaxZdx
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Paul Graham
If you want to appeal to Hacker News readers, tell them how something complicated works. Especially if most people either don't know, or are mistaken about, how it works.
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Paul Graham
A company asked why it was so hard to hire a good writer. I told them it was because good writing is an illusion: what people call good writing is actually good thinking, and of course good thinkers are rare.
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