Morning Brew ☕️
petition to abolish the NYT opinion section https://t.co/dFVkFqomXF
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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
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Special Situations 🌐 Research Newsletter (Jay)
Barclays High Yield Spreads: $JNK $HYG https://t.co/eYYlqRAS0r
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Special Situations 🌐 Research Newsletter (Jay)
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.eth
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Clark Square Capital
Nick Sleep on mistakes: https://t.co/c5PILqLbij
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Morning Brew ☕️
he's doing the best he can https://t.co/hNO6i2B2ac
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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
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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
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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
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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
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Jim OShaughnessy
"It's a mystery
How we can keep repeating our history
Making the same mistakes as our ancestry
Seems like all of life lessons missed we
It's risky
So give praises
One day you may find your oasis
Rise up to the challenge you're faced with
Be hopeful and creative
You'll make it" https://t.co/BNbbEGpjUq
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Ethan Mollick
Dollar stores are expanding rapidly, and this paper shows why, and what it means.

Cheap to start & operate, they drive out nearby grocery stores. Every three dollar stores opened kills one grocery store, and 15% of markets have lost access to all grocery stores as a result. https://t.co/p9mgYIu3XE
New Working Paper: "The Impact of Dollar Store Expansion on Local Market Structure and Food Access" joint with @CaouiHadi and Matthew Osborne (@rotmanschool). We study the impact of the dramatic expansion of dollar store chains on the retail landscape

https://t.co/zUwgsM0xKT https://t.co/dSench7PKk - Brett Hollenbeck
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Special Situations 🌐 Research Newsletter (Jay)
CHINA PPI AND CPI MISS; GROWTH COLLAPSING:
*CHINA JULY PRODUCER PRICES RISE 4.2% Y/Y; EST. +4.9%
*CHINA JULY CONSUMER PRICES RISE 2.7% Y/Y; EST. +2.9%
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