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The Kobeissi Letter
BREAKING: Canadian Prime Minister Carney says Canada will impose 25% tariffs on all vehicles imported from the U.S. that are not compliant with the USMCA trade deal.
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BREAKING: Canadian Prime Minister Carney says Canada will impose 25% tariffs on all vehicles imported from the U.S. that are not compliant with the USMCA trade deal.
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 tweet
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Quiver Quantitative
BREAKING: Canada just announced its response to the new US tariffs. https://t.co/xlxjy7g9hr
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BREAKING: Canada just announced its response to the new US tariffs. https://t.co/xlxjy7g9hr
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Quiver Quantitative
Senator Bernie Moreno just said:
"I would go out and buy stocks today...there's no reason that Apple stock should be down." https://t.co/WdeUYxyP4K
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Senator Bernie Moreno just said:
"I would go out and buy stocks today...there's no reason that Apple stock should be down." https://t.co/WdeUYxyP4K
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The All-In Podcast
Bryan Johnson lays out deceptive practices by the food industrial complex
@bryan_johnson:
"There was a law passed by California that said, 'Baby food providers have to disclose heavy metals in their foods.'"
"So it went into effect January 1. So we go to Gerber's website. I can't find heavy metals results anywhere."
"And then I realized, my VPN's on, and I'm coming from a server outside of California."
"They've IP blocked it to California only origination, and they hide it."
@friedberg:
"No way. Wow."
@Jason:
"These (companies) are nefarious."
Bryan:
"It's really not good."
Friedberg:
" The system needs to be challenged and whatever's left will get hardened and whatever shouldn't be there will get blasted away and that's it."
Jason:
"But you gotta name and shame."
"That's the thing that really pisses me off. You gotta name and shame in order for them to do what's right."
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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Bryan Johnson lays out deceptive practices by the food industrial complex
@bryan_johnson:
"There was a law passed by California that said, 'Baby food providers have to disclose heavy metals in their foods.'"
"So it went into effect January 1. So we go to Gerber's website. I can't find heavy metals results anywhere."
"And then I realized, my VPN's on, and I'm coming from a server outside of California."
"They've IP blocked it to California only origination, and they hide it."
@friedberg:
"No way. Wow."
@Jason:
"These (companies) are nefarious."
Bryan:
"It's really not good."
Friedberg:
" The system needs to be challenged and whatever's left will get hardened and whatever shouldn't be there will get blasted away and that's it."
Jason:
"But you gotta name and shame."
"That's the thing that really pisses me off. You gotta name and shame in order for them to do what's right."
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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Investing visuals
$AMZN, $MSFT & $GOOGL: Why a long-term perspective matters. https://t.co/waFKJe7jTe
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$AMZN, $MSFT & $GOOGL: Why a long-term perspective matters. https://t.co/waFKJe7jTe
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The Kobeissi Letter
The results of our below poll are extremely interesting.
The MAJORITY of the 50,000 votes currently support President Trump's tariffs.
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The results of our below poll are extremely interesting.
The MAJORITY of the 50,000 votes currently support President Trump's tariffs.
POLL: Do you support President Trump's tariffs?
Explain your reasoning in the comments.
- Yes
- No tweet
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The Kobeissi Letter
The most shocking part about President Trump's "reciprocal tariffs" day:
The fact that tariffs were imposed on 185 countries AT ONCE and the news was not leaked in advance is incredible.
This is likely the largest wave of tariffs imposed by the US in history, and markets had no idea it was coming.
In fact, after the initial announcement of 10% baseline tariffs, stocks RALLIED because markets thought "that was all."
Then, when President Trump picked up the poster as shown below, stocks erased $2 trillion in minutes.
We are truly witnessing history.
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The most shocking part about President Trump's "reciprocal tariffs" day:
The fact that tariffs were imposed on 185 countries AT ONCE and the news was not leaked in advance is incredible.
This is likely the largest wave of tariffs imposed by the US in history, and markets had no idea it was coming.
In fact, after the initial announcement of 10% baseline tariffs, stocks RALLIED because markets thought "that was all."
Then, when President Trump picked up the poster as shown below, stocks erased $2 trillion in minutes.
We are truly witnessing history.
tweet
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Investing visuals
$NVDA is down 🔻30% from its January high.
Meanwhile:
🔹Revenue is growing 70%
🔹Free cash flow is up 125%
🔹It is trading at its lowest valuation in 6 years https://t.co/itUeqKKIti
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$NVDA is down 🔻30% from its January high.
Meanwhile:
🔹Revenue is growing 70%
🔹Free cash flow is up 125%
🔹It is trading at its lowest valuation in 6 years https://t.co/itUeqKKIti
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