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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FXHedge
MUSK SAYS HE IS DONE SELLING TESLA SHARES
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Special Situations 🌐 Research Newsletter (Jay)
Elon is playing chess, while $TSLA shareholders are playing checkers... $TWTR https://t.co/Lo1AfSVLPB
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Special Situations 🌐 Research Newsletter (Jay)
In response to furious shareholders, Musk says he is done selling $TSLA shares for the third time; "he will buy $TSLA shares if the $TWTR deal doesn't close"

https://t.co/qh6CXFsx1U
Musk is preparing for the $TWTR buyout with the sale of $TSLA shares:
https://t.co/nnQXWSKwcG - Special Situations 🌐 Research Newsletter (Jay)
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Meb Faber
For 95% of returns, the IRS could just calculate your taxes and send you a prefilled return.

If you agree, sign, pay if you need to, and send back in. If disagree, file your own.

What a gigantic waste of time & resources to ask people to go through this brain damage & anxiety https://t.co/xF98DLKJm7
87k new IRS agents scare me bc I am sure that I'm doing my taxes wrong, not bc I'm trying to cheat the system.

Just tell me what I owe in taxes! Do what many other countries do; don't waste my time and hire people to enforce something that is unnecessary.

Even Don doesn't know: https://t.co/GQojBF7Ruc - Sheel Mohnot
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