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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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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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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iinvested
2Q22 Baron Small Cap Fund on $GTLS, $SPT
https://t.co/89JGtyJkSb

More fund letters here:
https://t.co/8MCOsDToDq https://t.co/GZXYIIf2lL
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Special Situations 🌐 Research Newsletter (Jay)
Wild day for high short-interest meme stocks:
$EAR +77% (had positive FDA news)
$BBIG +59%
$GBOX +55%
$BCAB +48%
$FUBO +45%
$SKYT +33%
$IONQ +32%
$KIRK +31%
$PRTY +29%
$BBBY +28%
$BLND +29%
$QRHC +28%
$NVTS +26%
$GLBE +24% (high multiple tech, 10% SI)
$REAL +23%
$FXLV +22% https://t.co/Rr9h9Vsqrr
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Taylor Pearson
RT @choffstein: At the risk of annoying @WayneHimelsein, I wanted to highlight this section of his monthly letter.

In my original rebalance timing luck paper, I pointed out that benchmarks can benefit from RTL (Image #1)

Convexity makes RTL impact explode.

Wayne discusses nicely (#2 & #3) https://t.co/Ii1aC4HDmz
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Special Situations 🌐 Research Newsletter (Jay)
$WMT is predominantly a food retailer, over 50% of sales are in grocery, and it is winning share from smaller retailers as middle income consumers trade down to go to Walmart instead of other stores like $TGT. Also benefitting from inflation. Let's see how other retailers fare!
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