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Quiver Quantitative
Representative Robert Garcia:
What did Marjorie Taylor Greene know before the tariff announcement, and what stocks did she trade? https://t.co/inp7TQxgeD
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Representative Robert Garcia:
What did Marjorie Taylor Greene know before the tariff announcement, and what stocks did she trade? https://t.co/inp7TQxgeD
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The Kobeissi Letter
China's response to US tariffs is being misreported:
Many headlines state that China is conceding because they said they will no longer raise tariffs if the US responds.
What China actually said:
China will ignore further tariff increases because "it's already impossible for the Chinese market to accept US imports at the current tariff level."
China also, once again, said they will "fight to the end."
How will Trump respond?
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China's response to US tariffs is being misreported:
Many headlines state that China is conceding because they said they will no longer raise tariffs if the US responds.
What China actually said:
China will ignore further tariff increases because "it's already impossible for the Chinese market to accept US imports at the current tariff level."
China also, once again, said they will "fight to the end."
How will Trump respond?
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Finding Compounders
Benjamin Graham
Avoid Self Destructive Investor Behavior https://t.co/oI4HoyiOSi
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Benjamin Graham
Avoid Self Destructive Investor Behavior https://t.co/oI4HoyiOSi
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Quiver Quantitative
Portfolio update from Jack Schlossberg, JFK's only grandson.
Gold, $GLD, has risen 23% since he bought in.
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Portfolio update from Jack Schlossberg, JFK's only grandson.
Gold, $GLD, has risen 23% since he bought in.
It’s COMPLETELY TRUE:
January 3rd 2025
Jack Schlossberg takes long position on $GLD
April 8th, 2025
Jack Schlossberg increased his position.
SQUID ISLAND FINANCIAL (Schlossberg’s macro hedge fund) continues its assault on public markets. tweet
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The Kobeissi Letter
The 10Y Note Yield just:
1. Convinced Trump to delay tariffs by 90-days
2. Made the Fed ready to "stabilize" markets if needed
3. Made Trump ready for a phone call with Xi
4. Became one of Secretary Bessent's top priorities
5. Unwound the $800+ billion basis trade
The bond market is the new driver of economic policy.
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The 10Y Note Yield just:
1. Convinced Trump to delay tariffs by 90-days
2. Made the Fed ready to "stabilize" markets if needed
3. Made Trump ready for a phone call with Xi
4. Became one of Secretary Bessent's top priorities
5. Unwound the $800+ billion basis trade
The bond market is the new driver of economic policy.
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Quiver Quantitative
NEW: Just released improvements to the Quiver app.
You can get notifications on new:
- Congressional stock trades
- Government contracts
- Corporate lobbying
- Insider Trades
Alerts you on new data before we even get the chance to post on it.
Out now on both iOS and Android. https://t.co/3Mz0ggAFx7
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NEW: Just released improvements to the Quiver app.
You can get notifications on new:
- Congressional stock trades
- Government contracts
- Corporate lobbying
- Insider Trades
Alerts you on new data before we even get the chance to post on it.
Out now on both iOS and Android. https://t.co/3Mz0ggAFx7
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AkhenOsiris
RT @lokoyacap: This new Chinese semi reg is crazy bullish $tsm. All of their lagging (>N5) edge capacity, which like everyone else has been running a UR in the 70s at best for several qtrs now, is now worth its weight in gold. Expect the US analog guys to Hoover it up ASAP since this is a near instantaneous way to solve for shipping into China via an already qualified tier 1 foundry that has capacity.
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RT @lokoyacap: This new Chinese semi reg is crazy bullish $tsm. All of their lagging (>N5) edge capacity, which like everyone else has been running a UR in the 70s at best for several qtrs now, is now worth its weight in gold. Expect the US analog guys to Hoover it up ASAP since this is a near instantaneous way to solve for shipping into China via an already qualified tier 1 foundry that has capacity.
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