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Unpaywalled by Smartkarma - Issue #24

Unpaywalled by Smartkarma
Unpaywalled by Smartkarma - Issue #24
By Smartkarma • Issue #24 • View online
A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network.

01 INSIGHTS
Trending, unpaywalled analysis
Electric Vehicle Startup Lucid Motors, the poster child for the SPAC Boom in 2021, has seen its valuation plummet. Some experts claim it go under unless it cuts back spending and reprices its vehicles.
The things that are important in the next crypto cycle will be created when the price is low and attention is fleeting. What will get built during this “crypto winter”?
Recent events in crypto show that we are in the middle of Jason Yanowitz’s stage 2 of a bear market. In Stage 2, diamond hands become forced sellers- not because they want to, but because they have to.
Russia cut up to 60% of its gas flows to Germany. It will become very hard for Europe to get over the next winter if gas flows remain that low
Grab is Southeast Asia’s dominant on-demand platform for ride-hailing and deliveries. It is also one of the top mobile wallet/fintech player in the region.
02 EVENTS
RSVP to join upcoming events. Subscribe for recordings
Today, at 5pm SGT, we welcome back Analysts Charles Macgregor, Trung Nguyen, and Leonard Law, CFA of Lucror Analytics, who will present their high-yield/crossover picks in India and Indonesia.
On 28 June, 5pm SGT, join our Corporate Webinar with China Shenshan Orchard Executive Director David Zhao, speaking to Analyst Angus Mackintosh and answering audience questions.
On 5 July, 5pm SGT, join our Corporate Webinar with Golden Agri Resources Director, IR, Richard Fung will share a company presentation and discuss with Analyst Angus Mackintosh.
03 TWEETS
Top tweets of the week
Smartkarma Research Network
Let's give it up for Travis Lundy @travislundyasia reaching the 2,000 Insight milestone! 🥳

Thanks for being part of our mission to #movemarketstogether https://t.co/ZTYU7Mkx6z
Greg Quinn
#Canada has the highest household #debt as a percentage of GDP in the G7, according to Desjardins: "Rate Hikes Will Push the Canadian Economy and Housing Market from Hot to Not."
(AKA: Have you seen Graph 6?) #cdnecon https://t.co/pNIGmE0wB5
Kuppy
How’s German inflation doing…🤷‍♂️🤷‍♂️ Good thing rates are still negative… https://t.co/niQWdkLfKh
Smartkarma Research Network
Nearly half, 47.8%, of homes for sale in Provo, Utah had a price drop in May, the highest share of the 108 metropolitan divisions in this analysis.

Price drops happening in:
* Tacoma, WA 47.7%
* Denver, COL 46.9%
* Salt Lake City 45.8%
* Sacramento 44.3%
* Boise, ID 44.2% https://t.co/zskKkxGpLH
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Smartkarma

A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network

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