The Kobeissi Letter
Current situation:
1. Stock market futures are down -15% in 3 days like we are in a depression
2. Oil prices are trading below $60 like demand has collapsed
3. Gold prices are down $180 in 2 sessions like there's a flight to cash
4. Bond prices are skyrocketing like the economy has halted
5. The Magnificent 7 Index is down -35% like AI hype is over
6. Sentiment is down to March 2020 levels like we are entering a lockdown
This is a mass flight to the sidelines.
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Current situation:
1. Stock market futures are down -15% in 3 days like we are in a depression
2. Oil prices are trading below $60 like demand has collapsed
3. Gold prices are down $180 in 2 sessions like there's a flight to cash
4. Bond prices are skyrocketing like the economy has halted
5. The Magnificent 7 Index is down -35% like AI hype is over
6. Sentiment is down to March 2020 levels like we are entering a lockdown
This is a mass flight to the sidelines.
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Offshore
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Quiver Quantitative
Marjorie Taylor Greene posted a Venmo link to her followers, shortly after we posted about her Dollar General gains: https://t.co/N6hMsfb6wM
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Marjorie Taylor Greene posted a Venmo link to her followers, shortly after we posted about her Dollar General gains: https://t.co/N6hMsfb6wM
Look at this.
Marjorie Taylor Greene bought Dollar General stock before the tariffs were announced.
$DG has now risen 28% since her purchase. https://t.co/OP56iJ5IFA tweet
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The Kobeissi Letter
RT @KobeissiLetter: This is truly insane:
On February 20, JP Morgan CEO Jamie Dimon sold $234 million worth of $JPM stock.
On February 22, Warren Buffett disclosed a record $334 BILLION cash balance.
30 trading days later, the Nasdaq 100 crashed -24%.
How did they know?
(a thread) https://t.co/k6hvmkz3WY
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RT @KobeissiLetter: This is truly insane:
On February 20, JP Morgan CEO Jamie Dimon sold $234 million worth of $JPM stock.
On February 22, Warren Buffett disclosed a record $334 BILLION cash balance.
30 trading days later, the Nasdaq 100 crashed -24%.
How did they know?
(a thread) https://t.co/k6hvmkz3WY
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Offshore
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The Kobeissi Letter
BREAKING: Nasdaq 100 futures extend decline to -6% after President Trump was asked about the stock market crash and responds, "some times you have to take medicine." https://t.co/n8a7f8qLwk
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BREAKING: Nasdaq 100 futures extend decline to -6% after President Trump was asked about the stock market crash and responds, "some times you have to take medicine." https://t.co/n8a7f8qLwk
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Hidden Value Gems
Wondering if Buffett will be able to deploy BRK’s cash for a significant acquisition this time?
He may be concerned by the profitability and possible capital requirements of the businesses he already owns…
#WarrenBuffett #BRK
- He will buy smth big
- He will miss like in 2020
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Wondering if Buffett will be able to deploy BRK’s cash for a significant acquisition this time?
He may be concerned by the profitability and possible capital requirements of the businesses he already owns…
#WarrenBuffett #BRK
- He will buy smth big
- He will miss like in 2020
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Offshore
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Hidden Value Gems
RT @HiddenValueGems: My latest post is out, in which I discuss my Portfolio and share some thoughts on the markets and possible future steps.
#StockMarket #Investing #Stocks #Value https://t.co/NswAH5FM65
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RT @HiddenValueGems: My latest post is out, in which I discuss my Portfolio and share some thoughts on the markets and possible future steps.
#StockMarket #Investing #Stocks #Value https://t.co/NswAH5FM65
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Offshore
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The Kobeissi Letter
The free fall continues:
Today's drop in US stock market futures puts S&P 500 futures down -22% and in bear market territory.
The US stock market has now erased an average of $400 billion PER TRADING DAY for 32-straight days.
Is it time to BUY stocks yet?
(a thread) https://t.co/MMtYgQXhh2
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The free fall continues:
Today's drop in US stock market futures puts S&P 500 futures down -22% and in bear market territory.
The US stock market has now erased an average of $400 billion PER TRADING DAY for 32-straight days.
Is it time to BUY stocks yet?
(a thread) https://t.co/MMtYgQXhh2
tweet
Offshore
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The Kobeissi Letter
BREAKING: Circuit breakers have been triggered in Japan's Nikkei 225 and TOPIX stock market indices.
We are seeing the market's first circuit breakers since March 2020.
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BREAKING: Circuit breakers have been triggered in Japan's Nikkei 225 and TOPIX stock market indices.
We are seeing the market's first circuit breakers since March 2020.
The free fall continues:
Today's drop in US stock market futures puts S&P 500 futures down -22% and in bear market territory.
The US stock market has now erased an average of $400 billion PER TRADING DAY for 32-straight days.
Is it time to BUY stocks yet?
(a thread) https://t.co/MMtYgQXhh2 tweet