⁠The Kobeissi Letter
The Nasdaq 100 is now down -15% since:

1. Jamie Dimon sold $234M of JP Morgan stock, $JPM

2. Warren Buffett reported a record $334B cash balance

Buffet and Dimon win again. Are they buying yet?

This is absolutely insane:

On February 20th, JP Morgan CEO Jamie Dimon sold $234 million worth of $JPM stock.

On February 22nd, Warren Buffett announced a record $334 BILLION cash balance.

12 days later, the Nasdaq 100 crashed -11%.

How did they know?

(a thread) https://t.co/xbzHVWkAlI - The Kobeissi Letter
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⁠The All-In Podcast
🤠all-in LIVE from austin with special guests!🤠

@jason and @friedberg are joined by:

-- @ColinandSamir

-- @ChrisWillx

-- @bryan_johnson

topics:

📺 breaking down the creator economy

📈 scaling a content business

💰 monetizing + biz models for creators

✍️ advice for up and comers

++ much more!

(0:00) friedberg and jason are live from austin!

(2:51) how building an audience has impacted the besties

(11:15) colin and samir join the besties!

(12:01) evolution of short-form and long-form content

(22:18) business models for creatives

(35:04) advice to up and coming creators

(42:10) chris williamson joins the besties!

(50:17) making it seem effortless

(57:47) monetizing content

(1:05:02) scaling a one-man show

(1:19:15) bryan johnson joins the besties!

(1:20:13) spotify’s move to video

(1:21:21) bryan’s ketamine experience

(1:28:03) creators and value props

(1:36:52) issues with the us food industry

(1:43:10) top tips for healthy living

thanks to our partners for making this happen:

-- @gemini: https://t.co/inOdTdXC9i

-- @function: https://t.co/j1Z6TZUJka (use gift code ALLIN100 for $100 off membership - limited to the first 1K listeners)

-- @niagenplus: https://t.co/n6kmd4PgAN
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⁠The Kobeissi Letter
BREAKING: China urges the US to "immediately" cancel reciprocal tariffs or they will take "counter-measures."

Reciprocal tariffs on reciprocal tariffs should begin within the next 24 hours.

"Reciprocal tariffs" are officially HERE:

President Trump just announced tariffs on 185 countries AT ONCE, one of the largest tariffs in US history.

S&P 500 futures erased -$2 TRILLION of market cap in under 15 minutes.

What just happened? Let us explain.

(a thread) https://t.co/S4pmsDweNB - The Kobeissi Letter
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⁠The Kobeissi Letter
After 3+ years of compounding inflation:

2025 is the year when President Trump, Fed Chair Powell, and Treasury Secretary Bessent all came to the same conclusion.

A recession is the only remaining way for inflation AND rates to fall. https://t.co/mZzdNcoLEJ
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⁠The Kobeissi Letter
BREAKING: UBS says a permanent implementation of President Trump's reciprocal tariffs would result in inflation rising to 5%.

This would be a result of prices rising to "adjust to the higher costs of imports."

We are on the verge of 5% inflation and negative GDP growth.
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⁠The Kobeissi Letter
BREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.

"Reciprocal tariffs" are officially HERE:

President Trump just announced tariffs on 185 countries AT ONCE, one of the largest tariffs in US history.

S&P 500 futures erased -$2 TRILLION of market cap in under 15 minutes.

What just happened? Let us explain.

(a thread) https://t.co/S4pmsDweNB - The Kobeissi Letter
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⁠Finding Compounders
Michael Burry’s Ross Stores( $ROST) write up in 2000 https://t.co/a58FThmt9F
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⁠Finding Compounders
The Power Of Negative Thinking

Jim Chanos https://t.co/G9YiB34yzr
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⁠Hidden Value Gems
Not writing on the mini crash as I am enjoying the Value Spain conference, adding some very interesting names to my Buy List 📝 https://t.co/dzVorIyc3v
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⁠The Kobeissi Letter
RT @TKL_Adam: You know something is wrong when even gold is down -2% today.

This is a mass flight to the sidelines. https://t.co/r695lMBbfu
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⁠The Kobeissi Letter
We just witnessed history:

After "Liberation Day" tariffs, the weighted-average US tariff rate has jumped to a whopping 29%.

Not even the Smoot-Hawley Act during the 1930s Great Depression saw tariff rates this high.

Are you ready for what's next?

(a thread) https://t.co/kOLjN5xNnj
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