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Finding Compounders
Negotiating with Warren Buffett seems to be pretty tuff .
This is when he was negotiating to buy Clayton Homes https://t.co/DZ8D05gLDa
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Negotiating with Warren Buffett seems to be pretty tuff .
This is when he was negotiating to buy Clayton Homes https://t.co/DZ8D05gLDa
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The Kobeissi Letter
WHERE THE "90-DAY TARIFF" RUMOR ORIGINATED:
This morning, White House Economic Advisor Hassett joined Fox News.
He was asked, "Will you do a 90 day pause, or would you consider that?"
His response, "Yeah... you know I think that the President is going to decide what the President is going to decide."
The "fake" headlines quickly spread from there.
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WHERE THE "90-DAY TARIFF" RUMOR ORIGINATED:
This morning, White House Economic Advisor Hassett joined Fox News.
He was asked, "Will you do a 90 day pause, or would you consider that?"
His response, "Yeah... you know I think that the President is going to decide what the President is going to decide."
The "fake" headlines quickly spread from there.
What just happened?
At 10:10 AM ET, rumors emerged that the White House was considering a "90-day tariff pause."
At 10:15 AM ET, CNBC reported that Trump is considering a 90-day pause on tariffs for ALL countries except for China.
By 10:18 AM ET, the S&P 500 had added over +$3 TRILLION in market cap from its low.
At 10:25 AM ET, reports emerged that the White House was "unaware" of Trump considering a 90-day pause.
At 10:26 AM ET, CNBC reports that the 90-day tariff pause headlines were incorrect.
At 10:34 AM ET, the White House officially called the tariff pause headlines "fake news."
By 10:40 AM ET, the S&P 500 erased -$2.5 TRILLION of market cap from its high, 22 minutes prior.
Never in history have we seen something like this. tweet
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The Kobeissi Letter
RT @TKL_Adam: What we're watching:
Amid all the chaos, the 10-year note yield has moved in a straight line higher, now up +30 bps from its low of the day.
Bond markets are telling us something. https://t.co/sk0jgXx7uE
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RT @TKL_Adam: What we're watching:
Amid all the chaos, the 10-year note yield has moved in a straight line higher, now up +30 bps from its low of the day.
Bond markets are telling us something. https://t.co/sk0jgXx7uE
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Finding Compounders
Li Lu on the points that changed his life after he attended a Warren Buffett lecture. https://t.co/vSnZxenWWH
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Li Lu on the points that changed his life after he attended a Warren Buffett lecture. https://t.co/vSnZxenWWH
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Offshore
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The Kobeissi Letter
President Trump vs Fed Chair Powell:
Trump has now called on Powell to cut rates multiple times over the last 5 days.
Meanwhile, Powell said he's "not in a hurry" to cut rates and odds of NO cut in May 2025 are up to 71%, per @Kalshi.
Powell wants higher for longer. https://t.co/3QBpuOgWay
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President Trump vs Fed Chair Powell:
Trump has now called on Powell to cut rates multiple times over the last 5 days.
Meanwhile, Powell said he's "not in a hurry" to cut rates and odds of NO cut in May 2025 are up to 71%, per @Kalshi.
Powell wants higher for longer. https://t.co/3QBpuOgWay
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AkhenOsiris
Get some cheap cyber stonks, Dimon says 🤪
Dimon said the firm's largest risk is geopolitical:
"One of the largest risks we face is cyber attacks, both directly on our bank and on critical infrastructure..We also look at other potential large risks, such as war, hybrid and cyber warfare, energy disruptions and ongoing global threats.
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Get some cheap cyber stonks, Dimon says 🤪
Dimon said the firm's largest risk is geopolitical:
"One of the largest risks we face is cyber attacks, both directly on our bank and on critical infrastructure..We also look at other potential large risks, such as war, hybrid and cyber warfare, energy disruptions and ongoing global threats.
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AkhenOsiris
Later this morning, Navarro or Fucknick will say the opposite.
Trump won't budge.
Tariffs here to stay.
Can anyone schedule an interview with all 3 retards at the same time?
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Later this morning, Navarro or Fucknick will say the opposite.
Trump won't budge.
Tariffs here to stay.
Can anyone schedule an interview with all 3 retards at the same time?
HASSETT: TRUMP HAS TALKED TO WORLD LEADERS ALL WEEKEND -FOX INTERVIEW - First Squawktweet