The All-In Podcast
RT @ChrisWillx: On @theallinpod panel as the token poor person tonight at SXSW
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RT @ChrisWillx: On @theallinpod panel as the token poor person tonight at SXSW
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Offshore
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The Kobeissi Letter
At some point, you have to ask yourself:
If physical gold holdings are rising at a faster pace than the pandemic (one of the largest crises in US history), are we in a crisis right now? https://t.co/nqKyJzrjSz
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At some point, you have to ask yourself:
If physical gold holdings are rising at a faster pace than the pandemic (one of the largest crises in US history), are we in a crisis right now? https://t.co/nqKyJzrjSz
It's very clear what's happening:
President Trump now believes "short term pain" is his ONLY option to lower inflation and refinance $9+ trillion of US debt.
We have seen over -$5 TRILLION erased from US stocks with the goal of LOWERING rates.
Will it work?
(a thread) https://t.co/QlQYU65AZT tweet
Offshore
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Stock Analysis Compilation
Harding Loevner on Meituan $3690 HK
Thesis: Meituan is a leading Chinese super-app that has improved its financial performance in 2024 by consolidating its food delivery and local services, launching a premium membership to attract cost-conscious users, and focusing on optimizing its core businesses amidst economic challenges.
(Extract from their Q4 letter)
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Harding Loevner on Meituan $3690 HK
Thesis: Meituan is a leading Chinese super-app that has improved its financial performance in 2024 by consolidating its food delivery and local services, launching a premium membership to attract cost-conscious users, and focusing on optimizing its core businesses amidst economic challenges.
(Extract from their Q4 letter)
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Offshore
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The Kobeissi Letter
BREAKING: The S&P 500 falls to a new low of 2025, now in correction territory, as President Trump says he not going to "change [his] mind" on April 2nd tariffs.
Trump says the US does not need Canadian cars, energy or lumber. https://t.co/tEjnb5nQ1G
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BREAKING: The S&P 500 falls to a new low of 2025, now in correction territory, as President Trump says he not going to "change [his] mind" on April 2nd tariffs.
Trump says the US does not need Canadian cars, energy or lumber. https://t.co/tEjnb5nQ1G
It's very clear what's happening:
President Trump now believes "short term pain" is his ONLY option to lower inflation and refinance $9+ trillion of US debt.
We have seen over -$5 TRILLION erased from US stocks with the goal of LOWERING rates.
Will it work?
(a thread) https://t.co/QlQYU65AZT tweet
Offshore
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Quiver Quantitative
Representative Mike Collins just filed another purchase of the Ski Mask Dog meme coin.
Look at his recent trade page on Quiver.
Deep in the trenches: https://t.co/BDd5UuHAtz
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Representative Mike Collins just filed another purchase of the Ski Mask Dog meme coin.
Look at his recent trade page on Quiver.
Deep in the trenches: https://t.co/BDd5UuHAtz
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Offshore
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The Kobeissi Letter
Institutional selling has rarely been greater:
Hedge funds sold global stocks at their fastest pace in 4 years on March 7th and 10th.
Not even the 2022 bear market recorded such a sharp reduction in exposure.
The majority of transactions were selling of long positions in single stocks, according to Goldman Sachs data.
As a result, the S&P 500 declined -9% from its all-time high in less than 3 weeks.
This marks the fastest drop of such magnitude since the 2020 pandemic crash.
Institutional exits are moving markets.
tweet
Institutional selling has rarely been greater:
Hedge funds sold global stocks at their fastest pace in 4 years on March 7th and 10th.
Not even the 2022 bear market recorded such a sharp reduction in exposure.
The majority of transactions were selling of long positions in single stocks, according to Goldman Sachs data.
As a result, the S&P 500 declined -9% from its all-time high in less than 3 weeks.
This marks the fastest drop of such magnitude since the 2020 pandemic crash.
Institutional exits are moving markets.
tweet