Hidden Value Gems
I always thought that specialisation is a win-win, depending on your competencies and natural advantages.
It is good to be a world’s leader in Tech & AI. Some countries are more competitive in labour intensive sectors.
But it looks like the new administration wants US to produce t-shirts, shoes and everything else at home. In the meantime they risk losing their positions in more strategic sectors.
Strange choice…
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I always thought that specialisation is a win-win, depending on your competencies and natural advantages.
It is good to be a world’s leader in Tech & AI. Some countries are more competitive in labour intensive sectors.
But it looks like the new administration wants US to produce t-shirts, shoes and everything else at home. In the meantime they risk losing their positions in more strategic sectors.
Strange choice…
tweet
Offshore
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Finding Compounders
This is a must read for every investor
Sequoia’s 1978 Quarterly Report
“ If anyone offers you a new Mercedes for $2500, take it and don’t worry about the outcome of the Salt talks or the Middle East situation”
The gist of this letter : Focus on what actually matters !! https://t.co/0SVUULOOp9
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This is a must read for every investor
Sequoia’s 1978 Quarterly Report
“ If anyone offers you a new Mercedes for $2500, take it and don’t worry about the outcome of the Salt talks or the Middle East situation”
The gist of this letter : Focus on what actually matters !! https://t.co/0SVUULOOp9
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Offshore
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The Kobeissi Letter
BREAKING: President Trump says "oil prices are down, interest rates are down... and there is NO INFLATION." https://t.co/cK1p8RKlTt
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BREAKING: President Trump says "oil prices are down, interest rates are down... and there is NO INFLATION." https://t.co/cK1p8RKlTt
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Offshore
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The Kobeissi Letter
BREAKING: JP Morgan CEO, Jamie Dimon, says tariffs will increase inflation, likely cause a recession, and should be "resolved quickly." https://t.co/NqPc8LG2x9
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BREAKING: JP Morgan CEO, Jamie Dimon, says tariffs will increase inflation, likely cause a recession, and should be "resolved quickly." https://t.co/NqPc8LG2x9
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Offshore
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The Kobeissi Letter
BREAKING: S&P 500 futures rebound and pare losses as President Trump’s allies speak out against tariff policy, last down -2%. https://t.co/6Oh5XQaSlE
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BREAKING: S&P 500 futures rebound and pare losses as President Trump’s allies speak out against tariff policy, last down -2%. https://t.co/6Oh5XQaSlE
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: U.S. STOCK INDEX FUTURES PARE LOSSES:
1. S&P 500 Futures last down: -1.6%
2. DOW Futures last down: -1.7%
3. NASDAQ 100 Futures last down: -1.9%
Nasdaq futures were down nearly -7% at their lowest point last night.
Our case for an S&P 500 relief rally, as outlined below, is now up +150 points.
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BREAKING: U.S. STOCK INDEX FUTURES PARE LOSSES:
1. S&P 500 Futures last down: -1.6%
2. DOW Futures last down: -1.7%
3. NASDAQ 100 Futures last down: -1.9%
Nasdaq futures were down nearly -7% at their lowest point last night.
Our case for an S&P 500 relief rally, as outlined below, is now up +150 points.
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
Photo
The Kobeissi Letter
BREAKING: Hong Kong's stock market officially closes down over -13% and posts its worst day since 1997.
China's stock market just posted its worst day since the 2008 Financial Crisis. https://t.co/PKQUHrLi6m
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BREAKING: Hong Kong's stock market officially closes down over -13% and posts its worst day since 1997.
China's stock market just posted its worst day since the 2008 Financial Crisis. https://t.co/PKQUHrLi6m
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Offshore
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The Kobeissi Letter
BREAKING: Bill Ackman says it was "unfair of me to lash out at Howard Lutnick. I don't think he is pursuing his self interest... and he is doing the best he can for the country."
9 hours ago, @BillAckman accused Lutnick of purposely crashing the US economy and profiting off of it.
What changed?
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BREAKING: Bill Ackman says it was "unfair of me to lash out at Howard Lutnick. I don't think he is pursuing his self interest... and he is doing the best he can for the country."
9 hours ago, @BillAckman accused Lutnick of purposely crashing the US economy and profiting off of it.
What changed?
BREAKING: Bill Ackman, a long-time Trump tariff supporter, accuses Commerce Secretary Lutnick of "profiting when the US economy implodes."
He says picking Lutnick as Commerce Secretary is an "irreconcilable conflict of interest."
Tariff backlash is heating up. https://t.co/DdBoEjdECr tweet
Offshore
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The Kobeissi Letter
Once again: The problem with a "Black Monday" crash is that is has become the consensus view.
The original 1987 "Black Monday" crash happened out of nowhere, when no one was expecting it.
Don't follow the herd.
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Once again: The problem with a "Black Monday" crash is that is has become the consensus view.
The original 1987 "Black Monday" crash happened out of nowhere, when no one was expecting it.
Don't follow the herd.
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