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

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Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews)

Let’s talk bonds for a moment

#FinanceDaily: Food inflation | $MTN earnings| #Amarco offering| $JUUL

Earnings season recap, Fed, Treasury, growth slowing, short covering

FOMC, debt shutdown preview, IPO market, high yield

Earnings, stocks, BOJ relents, big rate cuts in Brazil and Chile

Global PMIs falling, Fed, ECB, BOJ, Earnings Season by Sector

$1 trillion of T-bill issuance, earnings, $AAPL, OPEC, Capital Flows

Debt ceiling and Fed Meeting Part 2

Macro Monday: 42pct of S&P 500 companies report this week, Econ, BoJ

Bank CDS discussion, is it important? How to interpret? Macro, Fed

What happened with banks and SIVB today? Detailed explanation and Q&A

Big short, commercial real estate, what is Icahn doing what is CMBX13?

Delaying the inevitable; stocks and macro (macro = necessary evil…)

Perma bears squeezed, but is it over? Good news is actually good? Wait

‘‘Twas the night before Powell

Are we still entering a recession? 5 indicators to monitor! And ideas!

2023: the good, the bad, and the ugly. Macro, Merger Arb, Fixed Income

Macro, Fed, ECB crushing Santa Claus rally, bonds, oil, 3x witching

Powell speaking on 30th, China macro

CPI week. Earnings. Macro public space. Recorded

We said pain trade was up last week, what’s next? FOMC, PCE, earnings

S&P 500 earnings Q&A, Fed, Bank of Japan. Dude where is ur risk mgmt@?

Many missing out on 3 drivers that contributed to rally today

Fed madness, cpi & value investing principles

Is Credit Suisse the next Lehman? Hold your horses

Sunday Space: CPI, ECB, Yen/BOJ, Rates, Preferred Stocks, China crisis

Fed/Jackson Hole aftermath, ECB, recession, low vol, energy, TWTR arb

Earnings, Fed / Jackson Hole, $BBBY / $AMC grift, EU Energy Crisis

Climate bill, Macro, Fed, Earnings, SPACs, CEFs, Recession???

Collection great minds E2, Hosted by @astocks92, 🔑 note speakers ⬆️

Earnings, Dividends, $AMC $BP $TWLO $AMD $UBER $MOS $MRNA, Fed, Shorts

Recession coming? Fed, Macro, Earnings, M&A, TSLA, TWTR, short SPACS

Twitter M&A termination, Car market crash, Fed, earnings season, Arb

Let’s talk bonds for a moment

#FinanceDaily: Food inflation | $MTN earnings| #Amarco offering| $JUUL

Earnings season recap, Fed, Treasury, growth slowing, short covering

FOMC, debt shutdown preview, IPO market, high yield

Earnings, stocks, BOJ relents, big rate cuts in Brazil and Chile

Global PMIs falling, Fed, ECB, BOJ, Earnings Season by Sector

$1 trillion of T-bill issuance, earnings, $AAPL, OPEC, Capital Flows

Debt ceiling and Fed Meeting Part 2

Macro Monday: 42pct of S&P 500 companies report this week, Econ, BoJ

Bank CDS discussion, is it important? How to interpret? Macro, Fed

What happened with banks and SIVB today? Detailed explanation and Q&A

Big short, commercial real estate, what is Icahn doing what is CMBX13?

Delaying the inevitable; stocks and macro (macro = necessary evil…)

Perma bears squeezed, but is it over? Good news is actually good? Wait

‘‘Twas the night before Powell

Are we still entering a recession? 5 indicators to monitor! And ideas!

2023: the good, the bad, and the ugly. Macro, Merger Arb, Fixed Income

Macro, Fed, ECB crushing Santa Claus rally, bonds, oil, 3x witching

Powell speaking on 30th, China macro

CPI week. Earnings. Macro public space. Recorded

We said pain trade was up last week, what’s next? FOMC, PCE, earnings

S&P 500 earnings Q&A, Fed, Bank of Japan. Dude where is ur risk mgmt@?

Many missing out on 3 drivers that contributed to rally today

Fed madness, cpi & value investing principles

Is Credit Suisse the next Lehman? Hold your horses

Sunday Space: CPI, ECB, Yen/BOJ, Rates, Preferred Stocks, China crisis

Fed/Jackson Hole aftermath, ECB, recession, low vol, energy, TWTR arb

Earnings, Fed / Jackson Hole, $BBBY / $AMC grift, EU Energy Crisis

Climate bill, Macro, Fed, Earnings, SPACs, CEFs, Recession???

Collection great minds E2, Hosted by @astocks92, 🔑 note speakers ⬆️

Earnings, Dividends, $AMC $BP $TWLO $AMD $UBER $MOS $MRNA, Fed, Shorts

Recession coming? Fed, Macro, Earnings, M&A, TSLA, TWTR, short SPACS

Twitter M&A termination, Car market crash, Fed, earnings season, Arb