⁠Dimitry Nakhla | Babylon Capital®
Equifax $EFX Q1 Earnings Report🎯

Rev: $1.44B vs $1.42B est✅ | +4% YoY
EPS: $1.53 vs $1.40 est ✅ | +2% YoY
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Take a look at mortgage hard inquiries & guidance assumption (3rd photo), conservative assumption with big upside
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Guidance 👌🏽

Rev FY 2025: $5.91B - $6.03B https://t.co/jri459VqMs
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⁠Finding Compounders
Tying Free Cash Flows to Market Valuations by Robert Howell

Want to Improve your valuation skills?

Check the tweet below https://t.co/aZuBhyBfBJ
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⁠The Kobeissi Letter
Another recession signal has arrived:

The copper-to-gold ratio has dropped to its lowest level in at least 40 years.

This ratio has halved over the last 3 years.

The decline has accelerated over the last month as gold prices have risen +9% while copper prices have plummeted -8%.

A rapidly falling copper-to-gold ratio has historically signaled weakening global economic activity.

Previous major downturns in this indicator were seen during 2020 and 2008.

Are we already in a recession?
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⁠Dimitry Nakhla | Babylon Capital®
Moody’s $MCO Q1 Earnings Report🎯

Rev: $1.92B vs $1.88B est✅ | +8% YoY
EPS: $3.83 vs $3.54 est ✅ | +14% YoY https://t.co/SFFsKYeoXu
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⁠The Kobeissi Letter
BREAKING: Bitcoin surges above $90,000 for the first time since March 7th.

Keep watching Bitcoin and Gold. https://t.co/1dwRm4iey8
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⁠Quiver Quantitative
We just received data on more congressional stock trades made before the tariff announcements.

Here's what we saw: https://t.co/gioImTPdOf
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