Offshore
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Special Situations 🌐 Research Newsletter (Jay)
US natural gas production has risen to a record in response to high prices (97+bcf/day), but risks are not off the table with Freeport coming back online in the fall $UNG $BOIL $LNG $AR $EQT $SD https://t.co/NSKd5lOViE
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US natural gas production has risen to a record in response to high prices (97+bcf/day), but risks are not off the table with Freeport coming back online in the fall $UNG $BOIL $LNG $AR $EQT $SD https://t.co/NSKd5lOViE
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Offshore
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Paul Graham
"Cross-class friendships — what the researchers called economic connectedness — had a stronger impact than school quality, family structure, job availability or a community’s racial composition."
https://t.co/oZMP0ccmHU
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"Cross-class friendships — what the researchers called economic connectedness — had a stronger impact than school quality, family structure, job availability or a community’s racial composition."
https://t.co/oZMP0ccmHU
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Special Situations 🌐 Research Newsletter (Jay)
UK had the driest July since 1935 amid a searing heat wave that pushed infrastructure to the brink & severely disrupted travel
Unusually dry weather came as temps rose >40 degrees Celsius (104F) for the first time. Cancelled flights and power plants down to avoid overheating.
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UK had the driest July since 1935 amid a searing heat wave that pushed infrastructure to the brink & severely disrupted travel
Unusually dry weather came as temps rose >40 degrees Celsius (104F) for the first time. Cancelled flights and power plants down to avoid overheating.
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Special Situations 🌐 Research Newsletter (Jay)
RT @StealthQE4: She’s a 10 but she thinks the Fed is going to pivot this year.
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RT @StealthQE4: She’s a 10 but she thinks the Fed is going to pivot this year.
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Special Situations 🌐 Research Newsletter (Jay)
*The Global Times is a tabloid backed by the Communist Party:
GLOBAL TIMES' HU XIJIN: WISH SPEAKER PELOSI A SAFE JOURNEY & WISH SHE NOT BE DEFINED BY HISTORY AS A SINNER WHO STARTS A SPIRAL OF ESCALATION PROCESS EXPANDING MILITARY FRICTIONS TO A LARGE-SCALE WAR IN TAIWAN STRAIT
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*The Global Times is a tabloid backed by the Communist Party:
GLOBAL TIMES' HU XIJIN: WISH SPEAKER PELOSI A SAFE JOURNEY & WISH SHE NOT BE DEFINED BY HISTORY AS A SINNER WHO STARTS A SPIRAL OF ESCALATION PROCESS EXPANDING MILITARY FRICTIONS TO A LARGE-SCALE WAR IN TAIWAN STRAIT
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Offshore
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Jim OShaughnessy
As the Great Reshuffle continues, expect to see a huge burst of creative alternatives to the propaganda machines masquerading as "news" sites.
I received this reminder this morning and I'm subscribing, you might want to subscribe as well:
https://t.co/VFn7bvWYcc
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As the Great Reshuffle continues, expect to see a huge burst of creative alternatives to the propaganda machines masquerading as "news" sites.
I received this reminder this morning and I'm subscribing, you might want to subscribe as well:
https://t.co/VFn7bvWYcc
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Offshore
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Jitendra Chawla, CFA
#todaysgoodtalk
Listen to this very insightful conversation between two quants @jposhaughnessy and @MebFaber
https://t.co/OpG33wLYRh
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#todaysgoodtalk
Listen to this very insightful conversation between two quants @jposhaughnessy and @MebFaber
https://t.co/OpG33wLYRh
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Ramneek
I don’t care about “Likes”, but getting fewer “Likes” on my tweets is usually a great contra indicator on FinTwit. This is how clownish some parts of this space have become, exposing closet day traders masked as investors. https://t.co/qGE42LGZbH
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I don’t care about “Likes”, but getting fewer “Likes” on my tweets is usually a great contra indicator on FinTwit. This is how clownish some parts of this space have become, exposing closet day traders masked as investors. https://t.co/qGE42LGZbH
August 2022
US Portfolio
Holdings: 7
New Buy: -
Add: -
Reduce: -
Trade: Bought & Sold: - https://t.co/zxDL1xfkxY - Ramneektweet
Morning Brew ☕️
RT @HR_Brew: There are 63 million parents of children under 18 in the US, just over 10 million of whom are single parents, per the US Census Bureau.
Over half of US working parents who pay for childcare estimate they’ll spend 20%+ of their salary on daycare this year https://t.co/yAQENa7A3g
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RT @HR_Brew: There are 63 million parents of children under 18 in the US, just over 10 million of whom are single parents, per the US Census Bureau.
Over half of US working parents who pay for childcare estimate they’ll spend 20%+ of their salary on daycare this year https://t.co/yAQENa7A3g
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Ensemble Capital
RT @AReviewOrTwo1: Here are a few more that @IntrinsicInv put together and some in the replies https://t.co/7rchOiyEay
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RT @AReviewOrTwo1: Here are a few more that @IntrinsicInv put together and some in the replies https://t.co/7rchOiyEay
Hey FinTwit, let's curate a list of great industry news/research sites. We're talking about non-investment focused sites that target industry professionals. We'll kick off the thread with a couple we like. Add your favorites as well. - Ensemble Capitaltweet