Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews
Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRx specialsitsresearch.com Not Financial Advice Joined March 2020-
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$GOOG $NVDA $AMZN and $MSFT really saved the week
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Have a blessed evening, off to play some pickleball and blow off steam! Back to the grind in the morning Educational Discord VIP Idea Call on Sunday at 8:30pm ET. Will be going through earnings season and the 46% of SPX companies that have reported so far! This week was better!
US dollar rallying hard with US stocks... Not something you see everyday
Japanese yen has depreciated to 158.33 vs USD in very short period of time...lowest level in 34 years
Alphabet $GOOG touches $2 trillion market capitalization for first time...
Lol Tepper...go enjoy your billions x.com/barstoolsports…
Lol Tepper...go enjoy your billions x.com/barstoolsports…
Updated Alphabet $GOOG valuation model for web subscribers... will be e-mailed in the next 10 minutes specialsitsresearch.com/product-page/a…
$PARA Considering removing CEO during sale talks Paramount Global’s board is considering removing Chief Executive Officer Bob Bakish and putting the film and TV company under a committee of top executives while it evaluates a possible sale (BBG)
5.7 magnitude earthquake hits Taiwan...
US personal savings rate is falling
Almost $2 trillion in interest expense per year would be INSANE for this country if rates stay flat through 2025
Rare combination of low unemployment rate and low Presidential approval (BofA)
Global housing prices are rising, despite Fed tightening:
US citizens are taxed on cap gains wherever they live FYI...this is applicable if you are not a US citizen x.com/MrFamilyOffice…
US citizens are taxed on cap gains wherever they live FYI...this is applicable if you are not a US citizen x.com/MrFamilyOffice…
Big issues with copper supply supporting price: CODELCO 1Q COPPER PRODUCTION FELL 9.6% Y/Y
This debate will be wild and embarrassing for everyone in the country at the same time. My friends in London are going to have a blast x.com/zerohedge/stat…
This debate will be wild and embarrassing for everyone in the country at the same time. My friends in London are going to have a blast x.com/zerohedge/stat…
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@SpecialSitsNews Man, the guy is tarnishing his professional reputation. Hate to see it. When you're the owner you have to take the heat. Part of owning a franchise.
$GOOG $NVDA $AMZN and $MSFT really saved the week
@SpecialSitsNews Number one rule: never tell anyone you play pickleball. 😂 🤷♀️ Nerd. Love ya brotha.
@SpecialSitsNews Have a blessed evening as well.
@SpecialSitsNews Have a fantabulous weekend! Pickleball is so fun!🤩 🎉🎉🎉
Have a blessed evening, off to play some pickleball and blow off steam! Back to the grind in the morning Educational Discord VIP Idea Call on Sunday at 8:30pm ET. Will be going through earnings season and the 46% of SPX companies that have reported so far! This week was better!
You mean flatlined… 💔 😢
US personal savings rate is falling
Almost $2 trillion in interest expense per year would be INSANE for this country if rates stay flat through 2025
@SpecialSitsNews all other currencies suk D. usd pays 5%. safety.
@SpecialSitsNews Sold some covered calls and used the premium to buy some of the 2 year yields…. Boomer play… 🤷♂️
@SpecialSitsNews Meanwhile long bonds caught a bid 🤨
US dollar rallying hard with US stocks... Not something you see everyday
@SpecialSitsNews My god 40% gain in 2 years
Trends for United States
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