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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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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Offshore
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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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pov you weren't paying attention in the meeting and someone just asked you a question https://t.co/SH8sMPnufe
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Offshore
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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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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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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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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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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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Special Situations 🌐 Research Newsletter (Jay)
Mother nature not on EU's side:
-In Germany, Rhine is at critically low levels, hampering deliveries of coal & industrial goods & forecast to become impassable for barges by week end.
-In France, Rhône and Garonne too warm to cool nuclear reactors... $USO $UCO $LNG $UNG $BTU https://t.co/4DPINXrD8H
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Mother nature not on EU's side:
-In Germany, Rhine is at critically low levels, hampering deliveries of coal & industrial goods & forecast to become impassable for barges by week end.
-In France, Rhône and Garonne too warm to cool nuclear reactors... $USO $UCO $LNG $UNG $BTU https://t.co/4DPINXrD8H
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Artisanal Permanent Capital
« It was the craft, the process that mattered, never mind the score. »
RIP Coach Carril. https://t.co/CrD7TVvmpZ
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« It was the craft, the process that mattered, never mind the score. »
RIP Coach Carril. https://t.co/CrD7TVvmpZ
Pete Carril, the rumpled, cigar-smoking basketball coach who led Princeton University to 11 appearances in the NCAA Tournament, where his teams unnerved formidable opponents and rattled March Madness with old-school fundamentals, died Monday. He was 92. https://t.co/E3rNnGxmRJ - The Wall Street Journaltweet