Special Situations 🌐 Research Newsletter (Jay)
Blank-check firm backed by billionaire Sam Zell will return the cash it raised and close shop after failing to reach a merger deal.
Equity Distribution Acquisition Corp., which is chaired by Zell, plans to stop trading at the close on Sept. 16, 2 years after it went public. $EQD
tweet
Blank-check firm backed by billionaire Sam Zell will return the cash it raised and close shop after failing to reach a merger deal.
Equity Distribution Acquisition Corp., which is chaired by Zell, plans to stop trading at the close on Sept. 16, 2 years after it went public. $EQD
tweet
Offshore
Photo
Special Situations 🌐 Research Newsletter (Jay)
Barclays High Yield Spreads: $JNK $HYG https://t.co/eYYlqRAS0r
tweet
Barclays High Yield Spreads: $JNK $HYG https://t.co/eYYlqRAS0r
tweet
Special Situations 🌐 Research Newsletter (Jay)
Thanks much! https://t.co/lWxFmGbFiz
tweet
Thanks much! https://t.co/lWxFmGbFiz
@SpecialSitsNews I love listening to you in the twitter spaces. I tune in every time I see your name in the space to pick at your brain. Thank you!!! - AdamHeupel.ethtweet
Twitter
@SpecialSitsNews I love listening to you in the twitter spaces. I tune in every time I see your name in the space to pick at your brain. Thank you!!!
MastersInvest.com
“I believe in the discipline of mastering the best that other people have ever figured out. I don’t believe in just sitting down and trying to dream it all up yourself. Nobody’s that smart.” Charlie Munger
tweet
“I believe in the discipline of mastering the best that other people have ever figured out. I don’t believe in just sitting down and trying to dream it all up yourself. Nobody’s that smart.” Charlie Munger
tweet
Offshore
Photo
Special Situations 🌐 Research Newsletter (Jay)
June SEP has Fed Funds peaking at almost 4% in 2023. There is a graph that shows quarterly data that is even more interesting. Powell referred to the June SEP has his base case several times, but everyone ignored it... https://t.co/4JJXj8ti8V
tweet
June SEP has Fed Funds peaking at almost 4% in 2023. There is a graph that shows quarterly data that is even more interesting. Powell referred to the June SEP has his base case several times, but everyone ignored it... https://t.co/4JJXj8ti8V
tweet
Special Situations 🌐 Research Newsletter (Jay)
-Eggs Prices in US +47% as Food Inflation Soars, IRI Says
-Frozen pizza, packaged bread/butter surged in July
-Butter up 26% year over year
-Packaged bread up 15%
-Frozen meals up 23%
-Frozen pizza up 18%
Consumers have been fighting by trading down to value brands $K $GIS $HSY
tweet
-Eggs Prices in US +47% as Food Inflation Soars, IRI Says
-Frozen pizza, packaged bread/butter surged in July
-Butter up 26% year over year
-Packaged bread up 15%
-Frozen meals up 23%
-Frozen pizza up 18%
Consumers have been fighting by trading down to value brands $K $GIS $HSY
tweet
Offshore
Photo
Special Situations 🌐 Research Newsletter (Jay)
Changes in food prices, highest and lowest category moves MoM and YoY. Food inflation was up in July overall! $K $HSY $GIS $PEP $KO $MDLZ $POST $KHC https://t.co/4mnKh8ty9m
tweet
Changes in food prices, highest and lowest category moves MoM and YoY. Food inflation was up in July overall! $K $HSY $GIS $PEP $KO $MDLZ $POST $KHC https://t.co/4mnKh8ty9m
tweet