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The Kobeissi Letter
A LOT happened last night:
As of 12:01 AM ET, largest US tariff hike since 1930 went LIVE and China has announced 15% retaliatory tariffs.
The S&P 500 and crypto are now extending 2-day losses to a massive -$2 TRILLION.
Here's what you need to know today.
(a thread) https://t.co/t5TBw4x4nk
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A LOT happened last night:
As of 12:01 AM ET, largest US tariff hike since 1930 went LIVE and China has announced 15% retaliatory tariffs.
The S&P 500 and crypto are now extending 2-day losses to a massive -$2 TRILLION.
Here's what you need to know today.
(a thread) https://t.co/t5TBw4x4nk
tweet
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The Kobeissi Letter
RT @KobeissiLetter: What just happened?
The Dow just went from being up +300 points at the open to falling as much as -1,100 points in hours.
Between 10:00 AM and 3:30 PM ET, the S&P 500 erased a whopping $1.5 trillion in market cap.
Here's exactly what you need to know.
(a thread) https://t.co/nQpKOlrihB
tweet
RT @KobeissiLetter: What just happened?
The Dow just went from being up +300 points at the open to falling as much as -1,100 points in hours.
Between 10:00 AM and 3:30 PM ET, the S&P 500 erased a whopping $1.5 trillion in market cap.
Here's exactly what you need to know.
(a thread) https://t.co/nQpKOlrihB
tweet
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Quiver Quantitative
RT @QuiverCongress: Senator Rand Paul just said:
“US tariffs inevitably bring Canadian, Mexican, and Chinese tariffs which means higher prices for lumber, steel, aluminum and more expensive homes and cars.”
Do you agree? https://t.co/n125xJ3Gb7
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RT @QuiverCongress: Senator Rand Paul just said:
“US tariffs inevitably bring Canadian, Mexican, and Chinese tariffs which means higher prices for lumber, steel, aluminum and more expensive homes and cars.”
Do you agree? https://t.co/n125xJ3Gb7
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The Kobeissi Letter
BREAKING: Mexico's president Sheinbaum says they are "responding with tariff and non-tariff measures" to the 25% tariffs imposed by the US.
Mexico says their counter-measures will be announced on Sunday.
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BREAKING: Mexico's president Sheinbaum says they are "responding with tariff and non-tariff measures" to the 25% tariffs imposed by the US.
Mexico says their counter-measures will be announced on Sunday.
A LOT happened last night:
As of 12:01 AM ET, largest US tariff hike since 1930 went LIVE and China has announced 15% retaliatory tariffs.
The S&P 500 and crypto are now extending 2-day losses to a massive -$2 TRILLION.
Here's what you need to know today.
(a thread) https://t.co/t5TBw4x4nk tweet
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The Investing for Beginners Podcast
Free cash flow drives value creation for every company.
1. Reinvestments
2. Buy back stocks
3. Pay down debt
4. Pay a dividend
5. Mergers & Acquisitions (M&A)
Without free cash flow, none of this is possible. https://t.co/LP5AmqujSt
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Free cash flow drives value creation for every company.
1. Reinvestments
2. Buy back stocks
3. Pay down debt
4. Pay a dividend
5. Mergers & Acquisitions (M&A)
Without free cash flow, none of this is possible. https://t.co/LP5AmqujSt
tweet
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The Kobeissi Letter
TARIFFS NOW LIVE:
1. 25% tariffs on goods from Mexico to US
2. 25% tariffs goods except energy from Canada to US
3. 20% tariffs on many goods from China to US
4. 10% tariffs on energy from Canada to US
5. 25% retaliatory tariffs on up to $155B of goods from US to Canada
6. 10%-15% retaliatory tariffs on goods from US to China
Follow us @KobeissiLetter and turn on our post notifications for real-time trade war updates.
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TARIFFS NOW LIVE:
1. 25% tariffs on goods from Mexico to US
2. 25% tariffs goods except energy from Canada to US
3. 20% tariffs on many goods from China to US
4. 10% tariffs on energy from Canada to US
5. 25% retaliatory tariffs on up to $155B of goods from US to Canada
6. 10%-15% retaliatory tariffs on goods from US to China
Follow us @KobeissiLetter and turn on our post notifications for real-time trade war updates.
A LOT happened last night:
As of 12:01 AM ET, largest US tariff hike since 1930 went LIVE and China has announced 15% retaliatory tariffs.
The S&P 500 and crypto are now extending 2-day losses to a massive -$2 TRILLION.
Here's what you need to know today.
(a thread) https://t.co/t5TBw4x4nk tweet
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Investing visuals
$NVDA is down 24% from its January peak but it returned 75.8% annually over the past 10 years.
Zoom out. https://t.co/CbkTx1t4Nb
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$NVDA is down 24% from its January peak but it returned 75.8% annually over the past 10 years.
Zoom out. https://t.co/CbkTx1t4Nb
tweet
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The Kobeissi Letter
RT @KobeissiLetter: What just happened?
The Dow just went from being up +300 points at the open to falling as much as -1,100 points in hours.
Between 10:00 AM and 3:30 PM ET, the S&P 500 erased a whopping $1.5 trillion in market cap.
Here's exactly what you need to know.
(a thread) https://t.co/nQpKOlrihB
tweet
RT @KobeissiLetter: What just happened?
The Dow just went from being up +300 points at the open to falling as much as -1,100 points in hours.
Between 10:00 AM and 3:30 PM ET, the S&P 500 erased a whopping $1.5 trillion in market cap.
Here's exactly what you need to know.
(a thread) https://t.co/nQpKOlrihB
tweet
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Stock Analysis Compilation
Diamons Hill Small Mid Cap Fund on Rexford Industrial Realty $REXR US
Thesis: Rexford Industrial Realty is a warehouse REIT focused on Southern California, facing short-term challenges but positioned for medium-term gains due to slowing new supply and an attractive valuation.
(Extract from their Q4 letter)
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Diamons Hill Small Mid Cap Fund on Rexford Industrial Realty $REXR US
Thesis: Rexford Industrial Realty is a warehouse REIT focused on Southern California, facing short-term challenges but positioned for medium-term gains due to slowing new supply and an attractive valuation.
(Extract from their Q4 letter)
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Finding Compounders
Jeff Bezos’(@JeffBezos ) original sketch of the virtuous cycle that depicts Amazon’s Business Model in 2001 . https://t.co/oPGj4uW8cM
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Jeff Bezos’(@JeffBezos ) original sketch of the virtuous cycle that depicts Amazon’s Business Model in 2001 . https://t.co/oPGj4uW8cM
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