⁠The Kobeissi Letter
BREAKING: President Trump says "China wants to make a deal, badly, but they don't know how to get it started."

He also says that "we have the probability of a great deal" with South Korea after a call with their President. https://t.co/IR1LSMSTrb
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⁠Finding Compounders
Francis Chou’s 1999 fund letter

It’s a must read

He criticizes the prices at which investors were buying internet stocks at. https://t.co/evY8y1lgTl
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⁠App Economy Insights
The steepest US tariffs in a century are in.

📦 Hundreds of goods hit.
🌏 China, Vietnam, and the EU—targeted.
🔍 What sparked it—and who pays the price?
https://t.co/Fhs4nKAGaP
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⁠Quiver Quantitative
BREAKING: Marjorie Taylor Greene just disclosed new stock trades.

She bought the tariff dip.

Over a dozen purchases.

She bought $RH, which is up 18% since.

Full trade list up on Quiver. https://t.co/azjqUuk9Qy
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⁠The Kobeissi Letter
BREAKING: The S&P 500 extends gains to +4% on the day. https://t.co/dowqZa2Ft5
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⁠The Kobeissi Letter
BREAKING: The S&P 500 pares gains and falls back below 5200 after rising as much as +4.5%. https://t.co/ahzimDMUvc
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⁠The Kobeissi Letter
Hundreds of U.S. stocks are currently down -20% or more from their all time highs.

If you could only pick 1 stock to buy right now, what would it be? https://t.co/Sksp5U8vfA
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⁠The Kobeissi Letter
BREAKING: The S&P 500 is now down -90 points in 40 minutes. https://t.co/6hgfPg1PW7
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⁠The Kobeissi Letter
BREAKING: The S&P 500 is now down over -100 points in 1 hour, more than half of today’s gain has been erased.

Trade deal hopes are fading again. https://t.co/Bj3e9WiOsW
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⁠The Kobeissi Letter
The problem with markets right now:

Both bulls AND bears feel "uncomfortable" in these market conditions.

Why?

Because stocks can swing $5+ trillion in market cap on the basis of a single post from a single person: President Trump.

This is why we are seeing "herd-like" price action, where large daily gains turn into large daily losses, and vice-versa.

Sentiment is more polarized than ever, which results in sudden moves like we are seeing now.

Secure green when you have it and raise cash into rallies.

Objective traders are having a field day in 2025.
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