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The Kobeissi Letter
Insanity.
S&P 500 now 45 points away from turning RED after being up +4.5% two hours ago.
Buckle up. https://t.co/eCpNaGjOJT
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Insanity.
S&P 500 now 45 points away from turning RED after being up +4.5% two hours ago.
Buckle up. https://t.co/eCpNaGjOJT
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Finding Compounders
Seth Klarman explains how he defines a value company and his average holding period. https://t.co/zfG4Hc83RJ
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Seth Klarman explains how he defines a value company and his average holding period. https://t.co/zfG4Hc83RJ
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The Kobeissi Letter
The fact that the S&P 500 is still green, although down -170 points from its high of day, after the US imposed 104% tariffs on China is incredible, to say the least.
The US imports $439 billion from China PER YEAR.
There's still a lot of "hope" for a deal baked-in to stocks. https://t.co/voVNVLSjYE
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The fact that the S&P 500 is still green, although down -170 points from its high of day, after the US imposed 104% tariffs on China is incredible, to say the least.
The US imports $439 billion from China PER YEAR.
There's still a lot of "hope" for a deal baked-in to stocks. https://t.co/voVNVLSjYE
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The Kobeissi Letter
BREAKING: The S&P 500 falls nearly -200 points from its high of the day, now just 20 points away from turning red. https://t.co/I2F4BhTszD
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BREAKING: The S&P 500 falls nearly -200 points from its high of the day, now just 20 points away from turning red. https://t.co/I2F4BhTszD
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The Kobeissi Letter
BREAKING: THE S&P 500 OFFICIALLY ERASES +4.5% GAIN AND TURNS RED ON THE DAY.
$2.3 TRILLION erased over the last 3 hours. https://t.co/t3pJ0tdkbS
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BREAKING: THE S&P 500 OFFICIALLY ERASES +4.5% GAIN AND TURNS RED ON THE DAY.
$2.3 TRILLION erased over the last 3 hours. https://t.co/t3pJ0tdkbS
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The Kobeissi Letter
RT @TKL_Adam: Talk about a shift in sentiment:
The 10-year note yield now pushing above 4.20% while the S&P 500 falls -4.5% in 3 hours.
Yields are ABOVE levels seen before "Liberation Day."
Once again, bond markets are telling us something. https://t.co/zOQcikVObA
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RT @TKL_Adam: Talk about a shift in sentiment:
The 10-year note yield now pushing above 4.20% while the S&P 500 falls -4.5% in 3 hours.
Yields are ABOVE levels seen before "Liberation Day."
Once again, bond markets are telling us something. https://t.co/zOQcikVObA
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The Kobeissi Letter
Follow @TKL_Adam for insights directly from our founder!
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Follow @TKL_Adam for insights directly from our founder!
Talk about a shift in sentiment:
The 10-year note yield now pushing above 4.20% while the S&P 500 falls -4.5% in 3 hours.
Yields are ABOVE levels seen before "Liberation Day."
Once again, bond markets are telling us something. https://t.co/zOQcikVObA tweet
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The Kobeissi Letter
BREAKING: Apple stock, $AAPL, falls over -3.5% as White House says Trump believes the US has capability to make iPhones.
Now down -8% in 3 hours. https://t.co/sbNBhLMtdC
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BREAKING: Apple stock, $AAPL, falls over -3.5% as White House says Trump believes the US has capability to make iPhones.
Now down -8% in 3 hours. https://t.co/sbNBhLMtdC
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The Kobeissi Letter
BREAKING: The S&P 500 extends losses to -230 points in under 4 hours as the White House confirms reciprocal tariffs and 104% tariffs on China will go live at 12:01 AM ET. https://t.co/IwndM5vkk2
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BREAKING: The S&P 500 extends losses to -230 points in under 4 hours as the White House confirms reciprocal tariffs and 104% tariffs on China will go live at 12:01 AM ET. https://t.co/IwndM5vkk2
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The Kobeissi Letter
We just witnessed one of the biggest bull traps of the year:
Buyers of stocks when the S&P 500 was at 5270+ just 4 hours ago are now rushing to the exit.
This market moves as a herd, stay ahead of it. https://t.co/VHe3txB9NT
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We just witnessed one of the biggest bull traps of the year:
Buyers of stocks when the S&P 500 was at 5270+ just 4 hours ago are now rushing to the exit.
This market moves as a herd, stay ahead of it. https://t.co/VHe3txB9NT
tweet