Offshore
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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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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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Offshore
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Finding Compounders
Pretty excited about this episode
Time for some coffee and a good listen (@FoundersPodcast ) https://t.co/jAgD5ffldG
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Pretty excited about this episode
Time for some coffee and a good listen (@FoundersPodcast ) https://t.co/jAgD5ffldG
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Offshore
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Finding Compounders
Graph visualizing Total Shareholder Return.
Source : McKinsey Valuation https://t.co/vkW7pie1z8
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Graph visualizing Total Shareholder Return.
Source : McKinsey Valuation https://t.co/vkW7pie1z8
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Offshore
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The Kobeissi Letter
BREAKING: Foreign investors pulled ~$5 billion out of US corporate bond funds over the last 2 weeks, the most since April 2020.
As a result, the 4-week moving average jumped to ~$1.2 billion, the highest since the 2020 pandemic.
During this time, the high-yield corporate bond ETF, $HYG, and the investment-grade corporate bond ETF, $LQD, have fallen by -1.2% and -0.9%, respectively.
Meanwhile, high-yield corporate bond spreads have risen 1.5 percentage points over the last 2 months, to 4.16%, near the highest in 2 years.
However, foreign investors still own ~$4.4 trillion, or 27%, of the total US corporate bond market, according to BofA.
Will foreigners continue dumping US assets?
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BREAKING: Foreign investors pulled ~$5 billion out of US corporate bond funds over the last 2 weeks, the most since April 2020.
As a result, the 4-week moving average jumped to ~$1.2 billion, the highest since the 2020 pandemic.
During this time, the high-yield corporate bond ETF, $HYG, and the investment-grade corporate bond ETF, $LQD, have fallen by -1.2% and -0.9%, respectively.
Meanwhile, high-yield corporate bond spreads have risen 1.5 percentage points over the last 2 months, to 4.16%, near the highest in 2 years.
However, foreign investors still own ~$4.4 trillion, or 27%, of the total US corporate bond market, according to BofA.
Will foreigners continue dumping US assets?
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Offshore
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The Kobeissi Letter
BREAKING: US stock market indices extend gains to over +2% on the day. https://t.co/Sai8EQeJyA
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BREAKING: US stock market indices extend gains to over +2% on the day. https://t.co/Sai8EQeJyA
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Quiver Quantitative
Nancy Pelosi has made $2.5M in the stock market today, per our estimates.
Track live on Quiver: https://t.co/e3SG9sdDN6
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Nancy Pelosi has made $2.5M in the stock market today, per our estimates.
Track live on Quiver: https://t.co/e3SG9sdDN6
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 1/11 $EFX has been going through a silent business transformation
Equifax’s earnings potential is set to soar with an estimated EPS CAGR of >18% from 2025-2027
Here’s why $EFX is a stock you should have on your watchlist 🧵 https://t.co/RiFtVlzOf6
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RT @DimitryNakhla: 1/11 $EFX has been going through a silent business transformation
Equifax’s earnings potential is set to soar with an estimated EPS CAGR of >18% from 2025-2027
Here’s why $EFX is a stock you should have on your watchlist 🧵 https://t.co/RiFtVlzOf6
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