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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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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Offshore
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Finding Compounders
Here is an interview Michael Porter , a professor at Harvard Business School, did with Value Investor Insight https://t.co/lT8IYzccUV
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Here is an interview Michael Porter , a professor at Harvard Business School, did with Value Investor Insight https://t.co/lT8IYzccUV
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Offshore
Photo
Finding Compounders
Interesting story of the phone call between Steve Jobs and Warren Buffett
Sourced from my free newsletter.
Link is in my bio https://t.co/61TdSuV6cR
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Interesting story of the phone call between Steve Jobs and Warren Buffett
Sourced from my free newsletter.
Link is in my bio https://t.co/61TdSuV6cR
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Offshore
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The Kobeissi Letter
Given the recent sell-off in Treasuries, who effectively owns US public debt?
The largest holders of Treasuries are foreigners who own $8.5 trillion, or 33% of the total.
Japan is the top foreign owner of $1.08 trillion of US government bonds.
China is the second-largest holder and owns ~$760 billion.
31%, or $8.0 trillion is held by the financial sector including banks, mutual funds, and hedge funds.
The government and households own 24% and 11% of the Treasury market, respectively.
Foreign holdings of US Treasuries are huge.
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Given the recent sell-off in Treasuries, who effectively owns US public debt?
The largest holders of Treasuries are foreigners who own $8.5 trillion, or 33% of the total.
Japan is the top foreign owner of $1.08 trillion of US government bonds.
China is the second-largest holder and owns ~$760 billion.
31%, or $8.0 trillion is held by the financial sector including banks, mutual funds, and hedge funds.
The government and households own 24% and 11% of the Treasury market, respectively.
Foreign holdings of US Treasuries are huge.
tweet