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The Kobeissi Letter
BREAKING: Nasdaq Composite losses build, now down -4% on the day. https://t.co/yDf5zc7u8z
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BREAKING: Nasdaq Composite losses build, now down -4% on the day. https://t.co/yDf5zc7u8z
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Offshore
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The Kobeissi Letter
BREAKING: The White House has added a last minute 4:30 PM ET Press Briefing today which will feature "a special guest." https://t.co/qCMT4aCRdm
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BREAKING: The White House has added a last minute 4:30 PM ET Press Briefing today which will feature "a special guest." https://t.co/qCMT4aCRdm
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Offshore
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The Kobeissi Letter
BREAKING: The Nasdaq Composite is now on track for its 5th largest daily point decline in history. https://t.co/1v3fkk59oJ
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BREAKING: The Nasdaq Composite is now on track for its 5th largest daily point decline in history. https://t.co/1v3fkk59oJ
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Offshore
Video
Finding Compounders
Warren Buffett invested $488 million in PetroChina after only reading their annual report .
No site visits and no calls to management.
A shareholder then asks him if just reading an annual report is enough to make an investment
Listen to his answer https://t.co/wmOAGN8jZp
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Warren Buffett invested $488 million in PetroChina after only reading their annual report .
No site visits and no calls to management.
A shareholder then asks him if just reading an annual report is enough to make an investment
Listen to his answer https://t.co/wmOAGN8jZp
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: To our knowledge, Babylon Capital® is the only investment management firm that has:
1. Made the call to buy amid peak fear
2. See a top 5 S&P 500 one-day gain since 1945, within 5 days of that call
___
March 20, 2020 | March 24, 2020 +9.38%
April 5, 2025 | April 9 2025 +9.52% https://t.co/T74vsWLjxO
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RT @DimitryNakhla: To our knowledge, Babylon Capital® is the only investment management firm that has:
1. Made the call to buy amid peak fear
2. See a top 5 S&P 500 one-day gain since 1945, within 5 days of that call
___
March 20, 2020 | March 24, 2020 +9.38%
April 5, 2025 | April 9 2025 +9.52% https://t.co/T74vsWLjxO
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Offshore
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The Kobeissi Letter
What just happened?
After rising +2,400 points since its April 7th low, the Nasdaq is now down nearly -900 points since Monday's high.
Today, Fed Chair Powell made it clear that the "Fed put" is NOT saving the market any time soon.
Here's what happened.
(a thread) https://t.co/Kk78LYTO6e
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What just happened?
After rising +2,400 points since its April 7th low, the Nasdaq is now down nearly -900 points since Monday's high.
Today, Fed Chair Powell made it clear that the "Fed put" is NOT saving the market any time soon.
Here's what happened.
(a thread) https://t.co/Kk78LYTO6e
tweet
Offshore
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The Kobeissi Letter
This is interesting:
At 2:45 PM ET, the White House announced a Press Briefing at 4:30 PM ET with a "Special Guest."
21 minutes later, at 3:06 PM ET, there was a $10 million spike in puts on the S&P 500 ETF, $SPY.
A similar trend was seen in $QQQ options prior to Nvidia's announcement of H20 chip restrictions yesterday.
A trend worth watching.
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This is interesting:
At 2:45 PM ET, the White House announced a Press Briefing at 4:30 PM ET with a "Special Guest."
21 minutes later, at 3:06 PM ET, there was a $10 million spike in puts on the S&P 500 ETF, $SPY.
A similar trend was seen in $QQQ options prior to Nvidia's announcement of H20 chip restrictions yesterday.
A trend worth watching.
tweet
Offshore
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Quiver Quantitative
JUST IN: Palantir, $PLTR, just disclosed $1.57M of new lobbying https://t.co/YJ2kBrdkIj
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JUST IN: Palantir, $PLTR, just disclosed $1.57M of new lobbying https://t.co/YJ2kBrdkIj
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The All-In Podcast
the sultan of science @friedberg is LIVE on #CelebrityJeopardy
(for you eastern and central time people!)
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the sultan of science @friedberg is LIVE on #CelebrityJeopardy
(for you eastern and central time people!)
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