⁠Hidden Value Gems
A good reminder of how dangerous the game of guessing could be if you don’t follow a clear strategy in the market.

The so called “Trump winners” are actually recent losers like $TSLA for example.

h/t @jmackin2 https://t.co/XR53nMnk5r
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⁠The Kobeissi Letter
BREAKING: January PCE inflation, the Fed's preferred inflation measure, falls to 2.5%, in-line with expectations of 2.5%.

Core PCE inflation was 2.6%, in-line with expectations of 2.6%.

This marks the first decline in PCE inflation since September 2024.
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⁠Mads
You would think The Juice lost money trading $TMDX looking at it in the pre-market, but just wait for when he updates his sheet and is back up 20% YTD
Never bet against The Juice 🧃🐐

The Juice traded $TMDX yesterday like a master too
DEAD SERIOUS 🐐 https://t.co/9GjymI1HKC - Mads
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⁠Investing visuals
$PLTR shareholders after being down 30% in 2025 but up 400% in 2024 https://t.co/rhX9dojtK2
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⁠Mads
"sacré bleu, that guy is so retarded" https://t.co/WEJ5JBRRxF

FRANCE'S MACRON: I LEFT WASHINGTON WITH VERY LITTLE HOPE ON PROGRESS REGARDING TARIFFS - *Walter Bloomberg
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⁠The Kobeissi Letter
This is incredible:

US consumer spending on healthcare and government expenditures accounted for over 50% of US GDP growth in Q3 2024.

Consumer spending on healthcare services alone accounted for 25% of GDP growth in Q3 2024.

Government spending accounted for 28%, a combined total of ~53%.

The majority US economic growth now comes from healthcare and the government through taxes and debt.

Since January 2023, the government has created more jobs than the tech, finance, construction, and manufacturing sectors COMBINED.

What happens if @DOGE cuts these jobs?
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⁠The Investing for Beginners Podcast
"Capital Returns" offers key insights into capital allocation's impact on investments. Here are top 5 takeaways from the book:

1. Capital Cycle Dynamics
2. Management Incentives' Influence
3. Behavioral Factors' Role
4. Contrarian Opportunities
5. Learn from Real Case Studies https://t.co/HJanJflW4s
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⁠Quiver Quantitative
JUST IN: Representative Rashida Tlaib has introduced a bill to ban politicians from owning defense stocks.

She said:

"Every time my colleagues in Congress vote to pass more funding to bomb people, they benefit financially." https://t.co/QEbe9SIc1e
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⁠The Kobeissi Letter
BREAKING: Microsoft, $MSFT, announces that they will be officially shutting down Skype.

Skype launched 21 years ago. https://t.co/WQ74LLmHfa
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