Special Situations 🌐 Research Newsletter (Jay)
RT @charliebilello: The last 4 times the spread between New Orders and Inventories in the ISM Manufacturing Index was this negative, the US was already in a recession. The 2001, 1990-91, and 1981-82 recessions never had readings this low.

Charting via @ycharts https://t.co/2uaPhJ7HT7
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Jim OShaughnessy
I hope everyone loves these stories as much as I do. Thanks to my colleague @vtslkshk for the idea and all the writers who submitted such great ideas! https://t.co/uHeGASeIjD
Day 2: Today’s script is by @WoodyWiegmann

https://t.co/0ePaLSPFgF - Infinite Loops 🎙
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Special Situations 🌐 Research Newsletter (Jay)
Taiwan dollar at 1-year low...Taiwan stocks also fell as much as 1.7% as US-China tensions escalated amid US House Speaker Nancy Pelosi’s expected plan to visit Taiwan on Tuesday. https://t.co/FP6xqtZWdy
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Special Situations 🌐 Research Newsletter (Jay)
Congress' $52 billion chips bill prevents Intel $INTC and others from expanding in China: Specifically, the Chips and Science Act bars companies that get federal funding from materially expanding production of chips more advanced than 28-nanometer in China!
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Special Situations 🌐 Research Newsletter (Jay)
$HKD will eventually be one of the biggest market crashes/reversions. The sequence of events that led up to the squeeze is also almost impossible to replicate. Many will use it to pump their low floats. "Oh, look what happened w/ $HKD...the same can happen with $XYZ". BE CAREFUL.
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FXHedge
HANG SENG TECH INDEX DOWN 3%
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Steven Kiel
Twitter finally learns to go on the offensive. https://t.co/YVi6zO6Swh
This wide-net subpoena may involve not only Silicon Valley “elites” but extend to the fecundity of the entire planet. Earth, that is, not Mars. https://t.co/OH3Qr1COKw - Christopher Bloomstran
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Kevin G.
RT @Fundamenta1Edge: MODELING SERIES: REVENUE BUILD APPROACHES 1

Crack open an elite buy-side model and perhaps the biggest takeaway will be how much works goes into the revenue build. Our job is to be right on Forecast Metrics (EBITDA, EPS, FCF) and you can't do that without being right on Revenue.
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Kevin G.
Very fun (and informative) thread from @Fundamenta1Edge https://t.co/4875X6ibcX
MODELING SERIES: REVENUE BUILD APPROACHES 1

Crack open an elite buy-side model and perhaps the biggest takeaway will be how much works goes into the revenue build. Our job is to be right on Forecast Metrics (EBITDA, EPS, FCF) and you can't do that without being right on Revenue. - Brett Caughran
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FXHedge
SEVERAL CHINESE WARPLANES FLY CLOSE TO MEDIAN LINE OF TAIWAN STRAIT TUESDAY MORNING -RTRS
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Tren Griffin
Berkshire Hathaway’s results date for the quarterly earnings is August 5, https://t.co/Xwo0DVqUuR
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Paras Chopra
Good morning.

On a scale of 1-10, how happy are you today and what would notch your happiness by a couple of points and what’s preventing that from happening?
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Special Situations 🌐 Research Newsletter (Jay)
Stagflation nation
https://t.co/7aZCl12wmy
The debate about whether or not the US is in recession is tiresome, and off point. On point, and undeniable, is the fact that the US is experiencing stagflation. - Jeffrey Gundlach
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Jim OShaughnessy
Spoiler Alert: @david_perell gives away the title of @morganhousel's next book 🥁🥁🥁:

"The Morgan Housel Guide to Writing"

Just kidding: I love Morgan and David and this is a pretty neat video breaking down how The Sage of Seattle creates the magic

https://t.co/ONcJFLIwvE
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Compounding Capital
$WCN has directed 50-65% of capital towards highly accretive M&A over past 15 yrs.

Management suggests in this slide that if M&A slows, return of capital would more than triple.

Meanwhile, dividends have grown at 15% CAGR since 2010.

M&A is by far best use of capital imo. https://t.co/TBSM9zRRJx
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