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The Kobeissi Letter
BREAKING: VanEck confirms that China and Russia are officially settling some energy trades in Bitcoin as the trade war ramps up.
Maybe a trade war is what crypto actually needs. https://t.co/Bs5MxgInY1
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BREAKING: VanEck confirms that China and Russia are officially settling some energy trades in Bitcoin as the trade war ramps up.
Maybe a trade war is what crypto actually needs. https://t.co/Bs5MxgInY1
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Video
The All-In Podcast
Howard Lutnick on America's Key Leverage in Tariff Discussions:
"We are the world's customer. The customer is always right."
@howardlutnick on All-In:
"When we say we're going to charge a tariff, and other countries who lean on us, who rely on us, who can't live without the oxygen that is our economy..."
"Because, remember, the thing about our economy is, while we have a $29T GDP, we are the consumer of $20T."
"And this is the key thing. We buy everybody's stuff."
"So who is more important?"
"Let's say they have an economy that produces stuff. And we have an economy that buys stuff."
"The customer is always right."
"We all know the customer is always right. Because if no one buys it, they can't produce it."
"So everybody needs our economy. When? Now."
"To the fact that China consumes less than $10T and primarily tries to figure out how to sell it to itself, right"
"So they don't buy anybody else's stuff."
"So we are the world's consumer. We're the world's customer."
"We want them to come here. And if they can't come here, what if you pay us?"
tweet
Howard Lutnick on America's Key Leverage in Tariff Discussions:
"We are the world's customer. The customer is always right."
@howardlutnick on All-In:
"When we say we're going to charge a tariff, and other countries who lean on us, who rely on us, who can't live without the oxygen that is our economy..."
"Because, remember, the thing about our economy is, while we have a $29T GDP, we are the consumer of $20T."
"And this is the key thing. We buy everybody's stuff."
"So who is more important?"
"Let's say they have an economy that produces stuff. And we have an economy that buys stuff."
"The customer is always right."
"We all know the customer is always right. Because if no one buys it, they can't produce it."
"So everybody needs our economy. When? Now."
"To the fact that China consumes less than $10T and primarily tries to figure out how to sell it to itself, right"
"So they don't buy anybody else's stuff."
"So we are the world's consumer. We're the world's customer."
"We want them to come here. And if they can't come here, what if you pay us?"
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Quiver Quantitative
Senator Bernie Sanders has proposed a bill to raise the minimum wage to $17/hour: https://t.co/pA8vLeIeb5
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Senator Bernie Sanders has proposed a bill to raise the minimum wage to $17/hour: https://t.co/pA8vLeIeb5
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Quiver Quantitative
Representative Ro Khanna:
“I am calling for a reset of the President's economic team, beginning with Lutnick”
https://t.co/zc6q8lN3ZI
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Representative Ro Khanna:
“I am calling for a reset of the President's economic team, beginning with Lutnick”
https://t.co/zc6q8lN3ZI
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Finding Compounders
RT @gainify_io: 🧵Earnings Season Starts Friday: Here’s How to Prepare
Big names report before the open on April 11:
$JPM, $WFC, $BK, $PGR, $Z, and more.
Want to prep like a pro for any stock in 5 min?
Here are 4 key things to check before any stock reports, using $JPM as your guide👇 https://t.co/ACy8V8ZM9o
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RT @gainify_io: 🧵Earnings Season Starts Friday: Here’s How to Prepare
Big names report before the open on April 11:
$JPM, $WFC, $BK, $PGR, $Z, and more.
Want to prep like a pro for any stock in 5 min?
Here are 4 key things to check before any stock reports, using $JPM as your guide👇 https://t.co/ACy8V8ZM9o
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The Kobeissi Letter
BREAKING: Stocks soar as President Trump says he has authorized a 90-day pause on tariffs. https://t.co/j5nGzHwhXj
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BREAKING: Stocks soar as President Trump says he has authorized a 90-day pause on tariffs. https://t.co/j5nGzHwhXj
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Finding Compounders
I would argue that one filter that’s useful in investing is the simple idea of opportunity cost.
—Charlie Munger https://t.co/5VSBPRpQSa
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I would argue that one filter that’s useful in investing is the simple idea of opportunity cost.
—Charlie Munger https://t.co/5VSBPRpQSa
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The Kobeissi Letter
BREAKING: The S&P 500 surges +7% as President Trump pauses tariffs for 90 days. https://t.co/irsTYLIDyv
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BREAKING: The S&P 500 surges +7% as President Trump pauses tariffs for 90 days. https://t.co/irsTYLIDyv
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