Special Situations 🌐 Research Newsletter (Jay)
M&A revival for August 2022. Expecting more merger arbitrage opportunities for the 2nd half of the year! https://t.co/m7BPGRKE2e
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Morning Brew ☕️
when the new guy closes their first sale https://t.co/kRe7Bbyntc
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Taylor Pearson
If you're not working/responding to messages, which acronym are you more likely to use?
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Special Situations 🌐 Research Newsletter (Jay)
Sticky CPI still 5.4% according to Atlanta Fed! https://t.co/2aEpPJ2XCb
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Morning Brew ☕️
me if drinking coffee too late in the day was a sport https://t.co/FubZLLGplT
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Special Situations 🌐 Research Newsletter (Jay)
Non-fundamental demand continues to drive equity markets higher into a low liquidity during August (& overall unwillingness to take other side)

Could see $28B worth of total systematic demand over next 1wk assuming flat tape. ($5.6B/D). CTA’s just flipped long the mkt this week
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Morning Brew ☕️
pov you weren't paying attention in the meeting and someone just asked you a question https://t.co/SH8sMPnufe
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Special Situations 🌐 Research Newsletter (Jay)
The market is long gamma muting any potential move lower in the near term. We expect September to be different...more in note to subscribers this afternoon. https://t.co/CFLUlHm5gk
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Cundill Capital
Norbert Lou buys Smith & Wesson $SWBI https://t.co/GoCc93VcbB
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Morning Brew ☕️
Peloton is redesigning its bikes for customers to assemble themselves as a way to cut costs.

Me when I finally finish building my Peloton: https://t.co/w706obgNtB
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Special Situations 🌐 Research Newsletter (Jay)
Compass Inc., RE brokerage, is taking new cost-cutting measures as it seeks to generate positive cash flow in a slowing US housing mkt. CEO said he would cut costs by about $320 million next year.

Sees FY22 Rev of $6.35bn v est. 7.55bn!

$RDFN $COMP $EXPI $MMI $RMAX $RMR $CBRE https://t.co/zCtcXM6sf3
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