⁠The Kobeissi Letter
WOW.

The Atlanta Fed just revised their Q1 2025 GDP growth estimate lower AGAIN, from -1.5% on February 28th to -2.8% today.

This estimate has now dropped from +3.9% to -2.8% in 4 weeks.

What is happening here? https://t.co/uMRzy8uzMJ

Something is happening:

The Volatility Index, $VIX, just surged above 20 for its 6th STRAIGHT day.

Since February 14th, the Volatility Index is now up +45% and the S&P 500 has seen near-daily swings of $500B+.

Are you ready for the era of volatility?

(a thread) https://t.co/kh3yp4JjVF - The Kobeissi Letter
tweet

⁠Alvin
M4 MacBook Air is coming soon! 👀

Call me a MacBook simp, but I bet it's going to be another super worthy Mac to buy.

This week. https://t.co/uXqQaGNkSk - Tim Cook
tweet

⁠The Investing for Beginners Podcast
Every Tuesday, I share:

➡️ Six pieces of interesting content with 18,000+ investors
➡️ One finance thread
➡️ One quote

All are focused on making you a better investor.

Want to join?

Sign up here (for free):

https://t.co/IXojwHVVCL
tweet

⁠The Kobeissi Letter
BREAKING: The SEC is offering employees a $50,000 incentive to resign or retire by April 4th, per Bloomberg. https://t.co/jx0aJD3u4x
tweet

⁠Investing visuals
Most investors fail to beat the index.

Simply investing in an ETF like $QQQ is the best option for most👇 https://t.co/CpxUTPOx8m
tweet

⁠The Kobeissi Letter
BREAKING: Gold prices surge back above $2,900 as volatility rises and geopolitical tensions escalate. https://t.co/HkQgaAkwJX

Something is happening:

The Volatility Index, $VIX, just surged above 20 for its 6th STRAIGHT day.

Since February 14th, the Volatility Index is now up +45% and the S&P 500 has seen near-daily swings of $500B+.

Are you ready for the era of volatility?

(a thread) https://t.co/kh3yp4JjVF - The Kobeissi Letter
tweet

⁠Alvin
I saw Samsung fans mocking the iPhone 16e while defending phones like the Galaxy S25+.

Then, I saw Apple fans mocking the Galaxy A56 & S25 Series while defending phones like the iPhone 16e.

They are ALL bad deals.
Chinese phones >>>>> https://t.co/tqKyPE4prc
tweet

⁠The Investing for Beginners Podcast
ROIC measures a company's capital efficiency.

Visualizations like the one below helps us see what drives ROIC.

Pricing, volume, cost controls, and many others drive growth + ROIC. https://t.co/jqqfjWO6UU
tweet

⁠Investing visuals
$GOOGL: a business with one of the largest user bases in the world, at a reasonable price👌 https://t.co/htzbRUsD3O
tweet