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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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"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
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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 Hollenbecktweet
Twitter
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
h…
h…
Offshore
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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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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
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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)tweet
Twitter
Musk is preparing for the $TWTR buyout with the sale of $TSLA shares:
https://t.co/nnQXWSKwcG
https://t.co/nnQXWSKwcG
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
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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 Mohnottweet
Twitter
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.…
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.…
Offshore
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Jim OShaughnessy
I subscribe to @debliu_'s substack and just bought her book.
Check it out!
Today Is Launch Day https://t.co/JgF3f0AESp
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I subscribe to @debliu_'s substack and just bought her book.
Check it out!
Today Is Launch Day https://t.co/JgF3f0AESp
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Special Situations 🌐 Research Newsletter (Jay)
China getting ready to regulate/tax living daylights out of its trusts to after RE crisis and lockdowns:
-China orders surprise audit of $3 trillion industry
-Top state auditor said to check >20 trust firms
-Industry is facing increased defaults from developers
$baba $kweb $fxi
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China getting ready to regulate/tax living daylights out of its trusts to after RE crisis and lockdowns:
-China orders surprise audit of $3 trillion industry
-Top state auditor said to check >20 trust firms
-Industry is facing increased defaults from developers
$baba $kweb $fxi
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Tren Griffin
Tonight's Falcon 9 launch was SpaceX's 21st Starlink mission of 2022 and its 35th of the year. A launch roughly every 6 days. The 53 additional satellites bring "the total number of launched Starlinks to 2,920." The booster landed upright in < 9 minutes. https://t.co/V6Nxde4UqW
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Tonight's Falcon 9 launch was SpaceX's 21st Starlink mission of 2022 and its 35th of the year. A launch roughly every 6 days. The 53 additional satellites bring "the total number of launched Starlinks to 2,920." The booster landed upright in < 9 minutes. https://t.co/V6Nxde4UqW
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Special Situations 🌐 Research Newsletter (Jay)
-China drills show possible invasion prep, Taiwan says
-Taiwan’s military began live-fire artillery drills Tuesday
-Wu: China wants to change status quo in Taiwan Strait
-“Median line of Taiwan Strait has kept the status quo in the strait for decades, violated by Chinese drills" https://t.co/RMQRZmkhJd
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-China drills show possible invasion prep, Taiwan says
-Taiwan’s military began live-fire artillery drills Tuesday
-Wu: China wants to change status quo in Taiwan Strait
-“Median line of Taiwan Strait has kept the status quo in the strait for decades, violated by Chinese drills" https://t.co/RMQRZmkhJd
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Jim OShaughnessy
I should probably have @jlowin back on just so I can do this to him again 😆 https://t.co/bQnPYYIP8v
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I should probably have @jlowin back on just so I can do this to him again 😆 https://t.co/bQnPYYIP8v
Me: hey @jlowin, guess what?
Jeremiah: leave me out of this
Me: I had you as a guest on Infinite Loops
Jeremiah: Please stop
Me: I left in all your verbal gaffes and stumbles, but I removed every single pun. Every. Single. One.
Jeremiah: <sobbing.gifMe: <teaguy.gifhttps://t.co/xGv25K1d70 - Jim OShaughnessytweet
Twitter
Me: hey @jlowin, guess what?
Jeremiah: leave me out of this
Me: I had you as a guest on Infinite Loops
Jeremiah: Please stop
Me: I left in all your verbal gaffes and stumbles, but I removed every single pun. Every. Single. One.
Jeremiah: <sobbing.gif>…
Jeremiah: leave me out of this
Me: I had you as a guest on Infinite Loops
Jeremiah: Please stop
Me: I left in all your verbal gaffes and stumbles, but I removed every single pun. Every. Single. One.
Jeremiah: <sobbing.gif>…
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Special Situations 🌐 Research Newsletter (Jay)
China Belt & Road Initiative going to bust!
https://t.co/7sm5FiKou8
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China Belt & Road Initiative going to bust!
https://t.co/7sm5FiKou8
Road to nowhere: #China’s Belt and Road Initiative at tipping point
Nearly a decade after it began, the #BRI is facing a crisis, with unmet promises exacerbating the #debt burdens of #Pakistan, #SriLanka and others.
Read this week's Big Story: https://t.co/mvlYtKkcNi https://t.co/wzFVe462Fs - Nikkei Asiatweet