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The Kobeissi Letter
BREAKING: The White House says China now faces tariffs of up to 245% on imports to the US, up from 145%, “as a result of retaliatory actions.” https://t.co/BL0LYShKKy
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BREAKING: The White House says China now faces tariffs of up to 245% on imports to the US, up from 145%, “as a result of retaliatory actions.” https://t.co/BL0LYShKKy
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The Kobeissi Letter
BREAKING: China says it is aware that certain goods are facing a 245% US tariff and they will ignore the "numbers game."
China repeats it will "fight until the end" in the tariff war.
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BREAKING: China says it is aware that certain goods are facing a 245% US tariff and they will ignore the "numbers game."
China repeats it will "fight until the end" in the tariff war.
BREAKING: The White House says China now faces tariffs of up to 245% on imports to the US, up from 145%, “as a result of retaliatory actions.” https://t.co/BL0LYShKKy tweet
The Kobeissi Letter
RT @TKL_Adam: We are witnessing a highly uncommon phenomenon in financial markets:
Both bullish and bearish participants find themselves uncomfortable amid prevailing conditions.
An over-reliance on tariff-related headlines has created a fragile market environment, where both sides are exposed to abrupt, often disproportionate price swings.
Even headlines with questionable credibility are driving trillions of dollars in market cap in either direction.
Until this sentiment dissipates, volatility will remain.
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RT @TKL_Adam: We are witnessing a highly uncommon phenomenon in financial markets:
Both bullish and bearish participants find themselves uncomfortable amid prevailing conditions.
An over-reliance on tariff-related headlines has created a fragile market environment, where both sides are exposed to abrupt, often disproportionate price swings.
Even headlines with questionable credibility are driving trillions of dollars in market cap in either direction.
Until this sentiment dissipates, volatility will remain.
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The Kobeissi Letter
BREAKING: AMD, $AMD, says US chip export controls to China apply to their MI308 products.
AMD expects these export controls to result in charges of up to $800 million.
The stock is down over -7% on the news. https://t.co/5b2Ff4gslI
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BREAKING: AMD, $AMD, says US chip export controls to China apply to their MI308 products.
AMD expects these export controls to result in charges of up to $800 million.
The stock is down over -7% on the news. https://t.co/5b2Ff4gslI
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Finding Compounders
RT @gainify_io: Forward valuation metrics the pros watch (but most overlook).
Most investors rely on trailing data.
But markets price the future. That’s why forward metrics matter.
Here are 4 every serious investor should be tracking 👇 https://t.co/gCdM6YyuAn
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RT @gainify_io: Forward valuation metrics the pros watch (but most overlook).
Most investors rely on trailing data.
But markets price the future. That’s why forward metrics matter.
Here are 4 every serious investor should be tracking 👇 https://t.co/gCdM6YyuAn
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The Kobeissi Letter
Apple, $AAPL, has now erased its ENTIRE gain since the world learned they are subject to 125% lower tariffs than expected.
That's all you need to know about current market sentiment. https://t.co/f48YeHz9NB
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Apple, $AAPL, has now erased its ENTIRE gain since the world learned they are subject to 125% lower tariffs than expected.
That's all you need to know about current market sentiment. https://t.co/f48YeHz9NB
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Finding Compounders
Four Basic Steps to Gauging a Firms True Financial Position https://t.co/jgCeNiT814
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Four Basic Steps to Gauging a Firms True Financial Position https://t.co/jgCeNiT814
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The Kobeissi Letter
Today's selling pressure, with an over -2% drop in the Nasdaq 100, comes with a mere +3% jump in the Volatility Index, $VIX.
This is orderly selling, similar to what we saw heading into April. https://t.co/La9JgJORGW
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Today's selling pressure, with an over -2% drop in the Nasdaq 100, comes with a mere +3% jump in the Volatility Index, $VIX.
This is orderly selling, similar to what we saw heading into April. https://t.co/La9JgJORGW
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