Inside Arbitrage Friday Wrap – Goldilocks? Or The Three Bears?

FRIDAY WRAP

Our list of curated tweets for the current week

 

Special Situations

This is the thread for the Twitter v. Musk mega-hearing


$TWTR counsel Savitt just showed a tweet where, after signing, Musk tells his Morgan Stanley bankers to "slow down,"


AERWINS Technologies / Pono Capital $PONO deal overview


C-Suite Transitions – Laxman Narasimhan Named CEO Of Starbucks


It is now public that Tobi has asked me to serve as Shopify’s next COO in addition to my current role as VP of Product.



The problem with stock buybacks is that companies always do it at the end of bull markets, when their stock is expensive.


Investing

This Q2 2022 earnings season is coming to an end so it is a good time to assess where valuations stand


Buffett: "If you’re an investor and you get a chance to buy the local brain surgeon's practice...


Great framing of cyclical businesses and how to exploit cyclicality in stocks


This remains my all-time favorite stock market analogy


Microsoft, one of the world's best-managed companies, has steadily increased its book value and cash from operations over the last five years.


Since 1960, P/Es have trended lower when #inflation is higher.


When the Chair of the Fed asks you to buckle up in anticipation of pain, you either scale back exposure or start hedging.


The hallmark of today’s jobs report


Housing

Housing is slumping, and people will suffer. Just don't call it a crisis.


The average 30-year fixed mortgage rate slips to 6.12%.


Home prices are declining.


Global Events

Australia’s central bank will dial back the pace of policy tightening


Here are the price time series of 10 country ETFs


The UK's longest-serving monarch, Queen Elizabeth II, has died at the age of 96

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