⁠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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