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The Kobeissi Letter
It's "reciprocal tariffs on reciprocal tariffs" week:
After imposing tariffs on 185 countries at ONCE, we expect retaliation this week.
The US stock market has lost $11.1 TRILLION in 44 trading days, equivalent to ~38% of US GDP.
Here's what you need to know.
(a thread) https://t.co/7OGYVEhw7F
tweet
It's "reciprocal tariffs on reciprocal tariffs" week:
After imposing tariffs on 185 countries at ONCE, we expect retaliation this week.
The US stock market has lost $11.1 TRILLION in 44 trading days, equivalent to ~38% of US GDP.
Here's what you need to know.
(a thread) https://t.co/7OGYVEhw7F
tweet
Offshore
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The Kobeissi Letter
BREAKING: US Treasury Secretary Bessent says he sees "no reason" to anticipate a recession based on President Trump's tariffs, per ABC News.
Commerce Secretary Lutnick confirms that April 9th tariffs will NOT be postponed.
US market futures open in less than 7 hours.
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BREAKING: US Treasury Secretary Bessent says he sees "no reason" to anticipate a recession based on President Trump's tariffs, per ABC News.
Commerce Secretary Lutnick confirms that April 9th tariffs will NOT be postponed.
US market futures open in less than 7 hours.
It's "reciprocal tariffs on reciprocal tariffs" week:
After imposing tariffs on 185 countries at ONCE, we expect retaliation this week.
The US stock market has lost $11.1 TRILLION in 44 trading days, equivalent to ~38% of US GDP.
Here's what you need to know.
(a thread) https://t.co/7OGYVEhw7F tweet
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Quiver Quantitative
Senator Tommy Tuberville just blamed the market sell-off on Wall Street.
Tuberville himself sold up to $265K of stock before the tariffs were announced.
He fully closed several positions, without any purchases. https://t.co/tVUIRHsYCl
tweet
Senator Tommy Tuberville just blamed the market sell-off on Wall Street.
Tuberville himself sold up to $265K of stock before the tariffs were announced.
He fully closed several positions, without any purchases. https://t.co/tVUIRHsYCl
tweet
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The Kobeissi Letter
Did the White House compute "reciprocal tariffs" incorrectly?
New Trump tariffs are claiming to raise $3+ trillion over 10 years.
According to AEI, the formula used to calculate tariffs levied on the US was INFLATED by up to 400%.
Here's the breakdown.
(a thread) https://t.co/bgldYnBLBK
tweet
Did the White House compute "reciprocal tariffs" incorrectly?
New Trump tariffs are claiming to raise $3+ trillion over 10 years.
According to AEI, the formula used to calculate tariffs levied on the US was INFLATED by up to 400%.
Here's the breakdown.
(a thread) https://t.co/bgldYnBLBK
tweet
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Finding Compounders
Time for some reading
Source : https://t.co/qiIw9okRP2 https://t.co/utnJOazWeb
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Time for some reading
Source : https://t.co/qiIw9okRP2 https://t.co/utnJOazWeb
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The Kobeissi Letter
BREAKING: Bitcoin falls below $81,000 as Trump Administration officials say tariffs will not be delayed.
We are 4 hours out from US stock market futures opening. https://t.co/NrgQp7wdWX
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BREAKING: Bitcoin falls below $81,000 as Trump Administration officials say tariffs will not be delayed.
We are 4 hours out from US stock market futures opening. https://t.co/NrgQp7wdWX
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The Kobeissi Letter
BREAKING: Ethereum falls over -5% and breaks below $1,700 for the first time since August 2023.
Risky assets are still being liquidated. https://t.co/5JWPLkB9pr
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BREAKING: Ethereum falls over -5% and breaks below $1,700 for the first time since August 2023.
Risky assets are still being liquidated. https://t.co/5JWPLkB9pr
tweet