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Worker hoarding: The fun new trend that could be key to a soft economic landing. w/Sydney Ember nytimes.com/2022/10/12/bus…

My first story & first SCOOP for The Wall Street Journal ⁦@WSJdeals⁩: Activist hedge fund Macellum, which has long tar­geted Kohl’s, is ratch­et­ing up the pres­sure, call­ing on the retailer to make changes to its board or face an­other proxy fight. $kss wsj.com/articles/activ…

Gap stock is up 11% since it announced it would start selling some clothes on Amazon, but as Jinjoo Lee points out, there are very good reasons that clothing brands don't do this wsj.com/articles/gaps-…

What to beat the odds in tech? Pick the stock that’s done it time and time again. Barry Diller’s spin off strategy at IAC has soundly outperformed both Berkshire and the S&P on a cumulative basis over 25+ years. All about it here 👇🏻⁦Heard on the Street⁩ $iac wsj.com/articles/in-a-…

Chewy is still the alpha, but some of the biggest dogs of all, from Amazon to Target, are moving into its turf, says ⁦Jinjoo Lee⁩ wsj.com/articles/chewy…

Laughed out loud multiple times while reading this brilliant A-hed today from Ben Eisen: wsj.com/articles/chatg…

"Residential demand is the low hanging fruit in Texas... For every dollar spent, the benefit reaped was roughly $3.80 in 2021...demand-side fixes would take less time & money compared with building new gas fired power plants." #txlege #txenergy 1/4 wsj.com/articles/texas…

Two things crystal clear this AM on ERCOT grid: 1) Everyone underestimated demand. By a lot. 2) We're flying blind on gas. No way to see if gas delivery is flowing or freezing.

Griping about California gas prices is a popular pastime - even for people who don't live here. My Heard on the Street teammate Jinjoo Lee brings some much needed light on the why - and it's not all what you think: wsj.com/articles/calif…

People love to gripe about or gawk at California’s high gas prices. I tried to figure out why it's so high (with help from some very smart people) for Heard on the Street: wsj.com/articles/calif…

The idled Freeport LNG plant is VERY CLOSE to resuming exports 🇺🇸🎉 🚢 A vessel docked at Freeport for the first time since a fire shut the plant in June ⚠️ NOTE: This cargo will be filled with gas in storage from before the fire. Still not clear when LNG production will restart

A Valentine's Day two-fer! First, a fascinating piece on lab-grown diamonds that look identical but cost way less from my Heard on the Street colleague Jinjoo Lee, and (continued) wsj.com/articles/diamo…

What do you get when five Heard on the Street columnists put their heads together? A picture of a millionaire Walmart shopper. Check out me, Justin Lahart Jinjoo Lee Laura Landry Forman Telis Demos on the "Richcession" wsj.com/articles/its-a…

🧵 On March 29, Wall Street Journal reporter Evan Gershkovich was detained in Russia during a reporting trip. He remains in a Moscow prison. We’re offering resources for those who want to show their support for him. #IStandWithEvan wsj.com/Evan

In other news, Jinjoo Lee and my commodities, fashion and geopolitics-focused hedge fund is opening for subscriptions this week

🧵On March 29, 2023, Wall Street Journal reporter Evan Gershkovich was detained in Russia for doing his job. He was wrongfully convicted and sentenced to 16 years in a Russian prison today. We’re offering resources for those who want to show their support for him.

Warren Buffett likes Ulta Beauty - should you? wsj.com/business/retai… by Jinjoo Lee $ULTA

The winner of last year's Heard on the Street stock picking contest Jinjoo Lee is back with an aggressive pick: SharkNinja wsj.com/business/retai…

In her oeuvre, 2024 literature laureate Han Kang confronts historical traumas and invisible sets of rules and, in each of her works, exposes the fragility of human life. She has a unique awareness of the connections between body and soul, the living and the dead, and in her

A great explainer by Jinjoo Lee on small modular nuclear reactors, and why Big Tech is investing in them. Personally, I'll be amazed if the economics of this ever pan out. wsj.com/business/energ…