Offshore
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Ensemble Capital
$HD's summary of the intense cross currents between worrisome macro and robust micro is something being seen in many industries. If you're not confused and uncertain, you're not paying attention. https://t.co/vLttfBt0th
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Offshore
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Morning Brew ☕️
RT @Retail_Brew: The CBD market is expected to soar to $19.5 billion in 2025.

CBD company @Prospect_Farms wants to bring transparency to the space.

We spoke to Chief Brand Officer @BrookeShields about the brand's focus on sustainability.

https://t.co/3abMsrpoPh
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Outside of the pandemic, Empire manufacturing sentiment was the lowest since 2008, but the memes keep going. Get out of the way until the euphoria subsides and leads to the next crash... https://t.co/a5i8o1D0Ht
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Offshore
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Morning Brew ☕️
More than 107M Americans are expected to suffer through extreme temperatures more often and for longer over the next 30 years, according to new data released by @FirstStreetFdn.

Over 1,000 U.S. counties are projected to experience at least one day above 125°F by 2053. https://t.co/wB3PHqKdIG
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Frederik Gieschen
Excellent piece on Stoicism - "in our age of distraction more relevant than ever. Our overstimulated minds are being goaded by desire, anxiety and outrage, leading us away from our goals, turning our lives into a series of reflex reactions." by @G_S_Bhogal
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Offshore
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Morning Brew ☕️
he just wants to be included that's all

(TikTok: cody.taurus) https://t.co/MQRoW7J0NN
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Special Situations 🌐 Research Newsletter (Jay)
From $HKD (Up 32,000%) to $REV (Bankrupt) and $BBBY (almost bankrupt), this meme squeeze will again end in tears eventually.

With major indices up 23% from the lows, monetary tightening could last for several months...
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
$ear up 65%... there are too many of these memes to have coordinated action, the biggest weakness of wsb plays that end of withering and dying https://t.co/hwEnP046LK
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Morning Brew ☕️
JUST IN: President Joe Biden has signed the Inflation Reduction Act into law
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Special Situations 🌐 Research Newsletter (Jay)
Using commodities as a proxy for inflation is like using $FAZE as an advertising revenue proxy for Youtube/ $GOOG
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Offshore
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Morning Brew ☕️
Introverts preparing for their next Zoom meeting just to say "no updates on my end" https://t.co/URL0t1X3tV
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