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Special Situations 🌐 Research Newsletter (Jay)
3M London interbank offered rate for dollars climbed to the highest level since financial crisis as traders price in larger interest-rate hikes by the Fed.
Libor rose for the fourth straight session, rising roughly 2.5 basis points to 2.83229%, the highest since November 2008. https://t.co/v3YKpCbnyN
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3M London interbank offered rate for dollars climbed to the highest level since financial crisis as traders price in larger interest-rate hikes by the Fed.
Libor rose for the fourth straight session, rising roughly 2.5 basis points to 2.83229%, the highest since November 2008. https://t.co/v3YKpCbnyN
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Special Situations 🌐 Research Newsletter (Jay)
$CVS boosted its adjusted earnings per share guidance for the full year; the guidance beat the average analyst estimate.
-Sees adjusted EPS $8.40 to $8.60, saw $8.20 to $8.40, estimate $8.35
-Sees cash flow from ops $12.5B to $13.5B, saw $12.0B to $13.0B, est $12.9B
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$CVS boosted its adjusted earnings per share guidance for the full year; the guidance beat the average analyst estimate.
-Sees adjusted EPS $8.40 to $8.60, saw $8.20 to $8.40, estimate $8.35
-Sees cash flow from ops $12.5B to $13.5B, saw $12.0B to $13.0B, est $12.9B
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Alex Brogan
RT @thealexbanks: Investing can be complicated.
Let's make it simple.
10 terms every entrepreneur and investor should know:
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RT @thealexbanks: Investing can be complicated.
Let's make it simple.
10 terms every entrepreneur and investor should know:
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Jim OShaughnessy
"In the future, everyone will be world-famous for 15 minutes."
~Andy Warhol
314: Value Creation vs Value Extraction, Nvidia, Data Usage, Visa's Founder, Will Thorndike, Ford's Battery Supply, IT Security, YF-23 vs F-22, and Doom, by @LibertyRPF https://t.co/BzLMnRDf9P
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"In the future, everyone will be world-famous for 15 minutes."
~Andy Warhol
314: Value Creation vs Value Extraction, Nvidia, Data Usage, Visa's Founder, Will Thorndike, Ford's Battery Supply, IT Security, YF-23 vs F-22, and Doom, by @LibertyRPF https://t.co/BzLMnRDf9P
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Special Situations 🌐 Research Newsletter (Jay)
OPEC Plus group of nations plans to increase production by a scant 100,000 barrels daily, a move that is unlikely to have a major effect on U.S. gas prices despite considerable political capital that Biden expended to push the consortium in that direction. #OOTT $USO $UCO $OXY
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OPEC Plus group of nations plans to increase production by a scant 100,000 barrels daily, a move that is unlikely to have a major effect on U.S. gas prices despite considerable political capital that Biden expended to push the consortium in that direction. #OOTT $USO $UCO $OXY
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Rob Briner
Did @Scrumdotorg just trademark "𝘌𝘷𝘪𝘥𝘦𝘯𝘤𝘦-𝘉𝘢𝘴𝘦𝘥 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵"?
Can they? And why would they, or anyone, bother?
https://t.co/i3eE7cNV6O
@CenterforEBMgt https://t.co/tApun5vWDt
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Did @Scrumdotorg just trademark "𝘌𝘷𝘪𝘥𝘦𝘯𝘤𝘦-𝘉𝘢𝘴𝘦𝘥 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵"?
Can they? And why would they, or anyone, bother?
https://t.co/i3eE7cNV6O
@CenterforEBMgt https://t.co/tApun5vWDt
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Morning Brew ☕️
Welcome to the Bored Ape Book Club.
Pearson plans to sell their online textbooks as NFTs to profit from secondhand sales. https://t.co/I635jK5ELK
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Welcome to the Bored Ape Book Club.
Pearson plans to sell their online textbooks as NFTs to profit from secondhand sales. https://t.co/I635jK5ELK
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Special Situations 🌐 Research Newsletter (Jay)
There is more trading volatility in bonds than an equities! Good opportunities to allocate and generate alpha.
https://t.co/MTVHVfVLir
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There is more trading volatility in bonds than an equities! Good opportunities to allocate and generate alpha.
https://t.co/MTVHVfVLir
@SpecialSitsNews Got your newsletter update to scale back the muni / CEF bond gains early this morning Jay. I was thinking about pairing back some of those positions today / tomorrow, but I actually ended up doing it in the first five minutes of trading and timing was lovely. Sold 60%. - Miketweet
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Rob Briner
"Most organisations run some form of employee engagement survey...but do we 'know' that it makes a difference? Surely, we must if we're willing to spend budget and time on it.
Well, here, Rob Briner considers the evidence that exists to support that..."
https://t.co/psaYSFPZt6
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"Most organisations run some form of employee engagement survey...but do we 'know' that it makes a difference? Surely, we must if we're willing to spend budget and time on it.
Well, here, Rob Briner considers the evidence that exists to support that..."
https://t.co/psaYSFPZt6
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Special Situations 🌐 Research Newsletter (Jay)
UST declined after hawkish comments from Fed officials made it apparent that policy pivot unlikely
10Y yield pushed above 2.85% as swaps markets showed traders now pricing in 50% chance for 75 bps in Sept. 10-year had slumped toward 2.5% on expectation that hike would be smaller
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UST declined after hawkish comments from Fed officials made it apparent that policy pivot unlikely
10Y yield pushed above 2.85% as swaps markets showed traders now pricing in 50% chance for 75 bps in Sept. 10-year had slumped toward 2.5% on expectation that hike would be smaller
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