The Kobeissi Letter
BREAKING: Ford, $F, announces that they have halted shipments to China to avoid tariffs, per WSJ.
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The Kobeissi Letter
BREAKING: The number of Americans working multiple jobs jumped by 76,000 in March, to a record 8.94 million.

This now exceeds the 2019 high by over 500,000 people.

As a share of employment, multiple jobholders rose to 5.5%, the highest since 2009.

This comes as 28.47 million people work part-time jobs in the US, the third-highest on record.

Millions of Americans are working multiple jobs to afford basic necessities.
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Offshore
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The All-In Podcast
friday mood https://t.co/7tr8Bs7gfI
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Dimitry Nakhla | Babylon Capital®
In July 2024, $NVO traded at 40.03x offering $2.50 in earnings per $100 invested

Now, $NVO trades at 14.27x offering $7.00 for every $100 invested

Since July 2024, $NVO stock crashed -60%, yet revenue is forecasted to grow +19% in 2025 and +15% in 2026

“Efficient market” 🤷🏽‍♂️ https://t.co/ebWNR50zVI
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The All-In Podcast
🚨🚨 e224 is LIVE!

featuring the incredible @TimJDillon

-- trump vs harvard

-- nvidia export controls

-- how dei killed hollywood

(0:00) the besties welcome tim dillon!

(6:56) nvidia h20 export controls and china's workarounds

(28:45) trump vs harvard

(57:04) hollywood's dei facade, thoughts on ai

(1:18:06) celebrity jeopardy update: friedberg is heading to the finals!

(1:26:44) science corner: mitochondrial therapy
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The All-In Podcast
Tim Dillon on joining the Besties: " I feel like I'm having a Zoom meeting with DOGE to prove what I've done in the last week." 🤣🤣🤣

" This is the last thing someone at the EPA sees. It's just these four guys."

@TimJDillon
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Finding Compounders
Free Cash Flow Investing : A value strategy https://t.co/m8wXT0i5Tn
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Finding Compounders
“Exceeding our customers expectations must be our strategy.”

Sam Walton writes about Exceeding Customer Expectations https://t.co/ZSBPIKMGtm
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Hidden Value Gems
Test your market knowledge:

The S&P 500 surged 10% on Wednesday last week (April 9) after President Donald Trump announced a 90-day pause on country-level “reciprocal” tariffs. Which of these dates saw a higher single-day rally?
A) March 24, 2020, when Congress was on the verge of passing a Covid stimulus package

B) October 28, 2008, when the US Treasury began its Troubled Asset Relief Program in an effort to stabilize financial markets in the wake of the Global Financial Crisis

C) January 3, 2001, in a “relief rally” following the dotcom collapse

D) March 24, 2000, during the height of the dotcom bubble
- A
- B
- D
- C
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