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The Kobeissi Letter
BREAKING: Japan’s stock market surges over +6% at the open. https://t.co/V51UsoBsfV
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BREAKING: Japan’s stock market surges over +6% at the open. https://t.co/V51UsoBsfV
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The Kobeissi Letter
BREAKING: Stock market futures pare gains as China releases statement saying they “will fight to the end” against tariffs.
President Trump is set to impose a whopping 84% tariff increase on China beginning April 9th. https://t.co/oceKDajY8e
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BREAKING: Stock market futures pare gains as China releases statement saying they “will fight to the end” against tariffs.
President Trump is set to impose a whopping 84% tariff increase on China beginning April 9th. https://t.co/oceKDajY8e
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The Kobeissi Letter
Amid all the noise today, markets barely reacted to perhaps the biggest news of the trade war thus far:
President Trump threatening ADDITIONAL 50% tariffs on China is huge news.
This means 20% + 34% + 50% tariffs on China for a total of 104%.
The United States imports a total of $439 BILLION from China per year.
China has until April 8th to drop their 34% tariff on China or President Trump says these tariffs will go live.
Minutes ago, China said they "will fight until the end" against Trump's tariffs.
Amid all the noise, trade war tensions hit a new high today.
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Amid all the noise today, markets barely reacted to perhaps the biggest news of the trade war thus far:
President Trump threatening ADDITIONAL 50% tariffs on China is huge news.
This means 20% + 34% + 50% tariffs on China for a total of 104%.
The United States imports a total of $439 BILLION from China per year.
China has until April 8th to drop their 34% tariff on China or President Trump says these tariffs will go live.
Minutes ago, China said they "will fight until the end" against Trump's tariffs.
Amid all the noise, trade war tensions hit a new high today.
tweet
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Quiver Quantitative
Marjorie Taylor Greene just said that people panicking over the tariffs are losers and failures.
Greene bought stock in Dollar General before the tariffs were announced.
$DG is up 28% since then: https://t.co/nO0144MMI2
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Marjorie Taylor Greene just said that people panicking over the tariffs are losers and failures.
Greene bought stock in Dollar General before the tariffs were announced.
$DG is up 28% since then: https://t.co/nO0144MMI2
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Capital Employed
Current average valuations around the world, courtesy of Idea Farm.
Thailand SET has not been this cheap since 2011.
Many South American countries still looking cheap.
HK and Poland still cheap.
Japan not as cheap as it once was. US and India still looking expensive. https://t.co/pNYZtbD27x
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Current average valuations around the world, courtesy of Idea Farm.
Thailand SET has not been this cheap since 2011.
Many South American countries still looking cheap.
HK and Poland still cheap.
Japan not as cheap as it once was. US and India still looking expensive. https://t.co/pNYZtbD27x
tweet
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The Kobeissi Letter
BREAKING: Dow futures extend gains to over +1,000 points with the S&P 500 set to open over +2% higher. https://t.co/iOcaEr74qm
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BREAKING: Dow futures extend gains to over +1,000 points with the S&P 500 set to open over +2% higher. https://t.co/iOcaEr74qm
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The Kobeissi Letter
BREAKING: Bill Ackman says he is now "advocating for a 30, 60, or 90-day pause before the tariffs are implemented tomorrow." https://t.co/3ZeBwCh1ox
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BREAKING: Bill Ackman says he is now "advocating for a 30, 60, or 90-day pause before the tariffs are implemented tomorrow." https://t.co/3ZeBwCh1ox
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