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Inside Arbitrage Friday Wrap – GDP Decline Impacting Both Real Estate And Commodities

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FRIDAY WRAP

Our list of curated tweets for the current week

Investing

Over $26 billion of public U.S. M&A closed over the past 24 hours

Amazon $AMZN and One Medical $ONEM sign an agreement for Amazon to acquire One Medical

Twitter

Elon just filed his response to the $TWTR Sept trial request.

$TWTR Good interview. Nice to hear from an adult about the lawsuit.

Market seems to be giving the $TWTR deal a very high chance of being completed at maybe $45-50.

Speculators exodus from metals cont. in week to July 12

Gold falls to weakest level in a year as yellow metal heads for 5th straight weekly drop

Just remember, the year-over-year pricing for housing is up, yes.

Inventory as a % of households

The U.S. housing market got priced to 3% mortgage rates.

We've been doing some sensitivity testing on home prices.

The SF rental home industry has doubled in value in 10 years.

Given how weak the July numbers already are, the decline in Q3 #GDP is likely to be greater than the drop during the first two quarters of the current #recession.

BlackRock, $BLK, just lost the largest amount of money lost by a single firm over a six-month period.

Very short/negative positioning is a often a great longer term contrarian signal

Martin Sorrell's much-hyped advertising roll up S4 Capital is down 82% over the past year.

Fossil had a $5.4 billion market cap before the Apple watch was released.

You must buy on the way down. There is far more volume on the way down than on the way back up

Investing in companies with strong competitive advantages works.

Global Events

ECB President Christine Lagarde is expected to unveil the bank’s first interest-rate increase in more than a decade to combat eurozone inflation near 9%

Italy's PM Draghi has resigned.

I get very often asked about the best global macro books out there.

 

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