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Tren Griffin
I experienced chest deep water arriving quickly once due to heavy rains in Seoul. It was shocking how fast the water rose.
https://t.co/I61pJBvlZr
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Ramneek
RT @rhunterh: @IgnoreNarrative β€œNever forget that the goal is to have
more money than brains. Too many
are out here constantly trying to
maintain having more brains than
money. And for what?” - @unlevered
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Special Situations 🌐 Research Newsletter (Jay)
*H.K. MULLS WAIVING DOUBLE STAMP DUTY FOR CHINESE HOMEBUYERS: IP
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Special Situations 🌐 Research Newsletter (Jay)
*PHILIPPINES 2Q GDP RISES 7.4% Y/Y; EST. +8.4%
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Special Situations 🌐 Research Newsletter (Jay)
*CHINA JULY RETAIL PASSENGER VEHICLE SALES RISE 20.1% Y/Y: PCA
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Special Situations 🌐 Research Newsletter (Jay)
An inflation tracker used by the Fed is suggesting a headline y/y CPI print closer to 9% on Wed -- above the median forecast of 8.7% - if trend over last year continues

Cleveland Fed’s CPI nowcast has been underestimating the actual figure by avg of 17.7bps over the past year https://t.co/xfthAcvrOP
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FXHedge
JPMORGAN CUTS NVIDIA TARGET PRICE TO $230 FROM $285 $NVDA
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Special Situations 🌐 Research Newsletter (Jay)
Looking back at last month's NFIB Small Business Confidence --> -61% indicates ALL-TIME LOWS in the measure. https://t.co/VqaAetvBMx
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Special Situations 🌐 Research Newsletter (Jay)
Despite a slowing global economy, OECD oil inventories continue to remain tight, relative to historical norms
$UCO $USO $OXY https://t.co/yIuWTxMVzA
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Offshore
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Rolf Degen
Meta-analyses: Cognitive training is completely ineffective in advancing cognitive function and academic achievement. https://t.co/0h4LotkJU9 https://t.co/6k3PC89I5O
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Special Situations 🌐 Research Newsletter (Jay)
Commodities continue outperform equities in late-cycle environments $UCO $USO $OXY https://t.co/8WQxmTcbQg
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Special Situations 🌐 Research Newsletter (Jay)
Commodity prices face a different price profile in commodity-driven recessions $UCO $USO $OXY $XOM $BP $CVX https://t.co/PnLn1bnHFz
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