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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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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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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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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Meb Faber
Here's a fun one.

This century (since 12/1999) US stocks and long bonds (30yr) have had the same returns.

22 years and counting...
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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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Jim OShaughnessy
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 OShaughnessy
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Special Situations 🌐 Research Newsletter (Jay)
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 Asia
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Jerry Neumann
NYC at sunset tonight, per @nthurlow https://t.co/aRWo5lek9q
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Jim OShaughnessy
Yes, I totally understand how you would pronounce GRAPHICS interchange format with a J, I simply pronounce it 👇🏻🤪 https://t.co/93ZneMquXC
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