AkhenOsiris
WSJ:

- Inside the Trump administration, inflation has been a concern among Trump’s economic team, even if he rarely addresses it publicly, according to three people familiar with the matter.

- People familiar with Trump’s thinking say he is likely to impose few, if any, tariffs on the energy sector, in large part because of those concerns.

- An executive at one of the automakers said they were baffled by the desire to both impose tariffs—but also tell car companies they couldn’t raise prices.

“The math would tell you, that’s going to cost us multibillions of dollars,” the executive said. “So who pays for that?”
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⁠The Kobeissi Letter
Gold prices have moved in a straight-line higher adding $7 trillion in market cap in 12 months.

Does this ever happen in a “healthy” economy? https://t.co/9h6psLgHrZ
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⁠The Kobeissi Letter
RT @TKL_Adam: The downfall of Ethereum will be studied:

After another routine 4 AM ET sell off, Ethereum is down -5% today and at a 4-year low relative to Bitcoin.

Ethereum is the "forgotten" cryptocurrency. https://t.co/dAuolgs4f9
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⁠The Kobeissi Letter
BREAKING: February PCE inflation, the Fed's preferred inflation measure, was 2.5%, in-line with expectations of 2.5%.

Core PCE inflation RISES to 2.8%, above expectations of 2.7%.

January Core PCE inflation was also revised up to 2.7%.

Core inflation is back on the rise.
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 High-Quality Sticky Stocks That Increased Revenues Annually in the Past 10 Years 📈

1. Fair Isaac $FICO 💰
•(+8.08% CAGR)

2. Equifax $EFX 💸
•(+8.83)% CAGR

3. IDEXX Labs $IDXX 🐶
•(+10.12% CAGR)

4. S&P Global $SPGI 💵
•(+10.89% CAGR)

5. MSCI Inc $MSCI 🌐
•(+11.10% CAGR)

6. Cadence Design $CDNS 💾
•(+11.37% CAGR)

7. Synopsys $SNPS 👾
•(+11.53% CAGR)

8 Intercontinental Exchange $ICE 🏦
• (+11.61% CAGR)

9. Amazon $AMZN 📦
•(+21.77% CAGR)

10. Medpace $MEDP 🏥
•(+21.94% CAGR)
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⁠Hidden Value Gems
Norges Bank, Norway’s sovereign fund, takes a position in a British small cap, Card Factory $CARD.L

I hope this is just the start of them moving out of expensive US stocks into Europe.

Will see… https://t.co/CP7ooVm67O
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⁠Investing visuals
How $NVDA makes money💰 https://t.co/UN3oa2HJV6
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⁠Investing visuals
$SOFI vs. $HOOD vs. $HIMS vs. $PLTR — we’ve got a clear winner here👌 https://t.co/qvlAsBGWAb
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⁠App Economy Insights
$TCEHY Tencent is going all-in on AI.

They're the 16th largest company globally—yet still flying under most radars.

📱 1.4B WeChat users.
💰 Billions are going into GPUs.
🤖 A new AI model rivaling DeepSeek.

Full breakdown. 👇
https://t.co/N72ZLeLS4L
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⁠Quiver Quantitative
JUST IN: Senator Jeanne Shaheen has proposed a constitutional amendment to overturn Citizen's United.

This would ban companies from being able to spend unlimited money to influence elections.

Do you support this? https://t.co/1dgtYk1otQ
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⁠The Kobeissi Letter
There it is:

Long-term US inflation expectations have officially SURGED to 4.1%, the highest level since 1993.

Tariff front-running has led to a $300+ BILLION trade deficit in 2 months and consumer sentiment has collapsed.

Is stagflation ramping up?

(a thread) https://t.co/qI3aGSTqP1
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