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The Kobeissi Letter
Senior US Official:
"Clash between Zelenskyy and Trump will likely accelerate efforts to investigate waste, fraud and abuse in US aid to Ukraine."
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Senior US Official:
"Clash between Zelenskyy and Trump will likely accelerate efforts to investigate waste, fraud and abuse in US aid to Ukraine."
BREAKING: President Trump has reportedly "kicked Zelensky out of the White House," per RCPolitics.
Ukrainian President Zelensky's visit to the White House has been cut short and no mineral deal was signed. https://t.co/bytIFIuuPS tweet
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The Kobeissi Letter
BREAKING: Mexico is willing to raise tariffs on Chinese goods and buy more from the US to avoid President Trump's 25% tariff, per Bloomberg. https://t.co/XYQAAQGAKC
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BREAKING: Mexico is willing to raise tariffs on Chinese goods and buy more from the US to avoid President Trump's 25% tariff, per Bloomberg. https://t.co/XYQAAQGAKC
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Mads
https://t.co/HoMPtzVug9
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https://t.co/HoMPtzVug9
DIMON: `I'M QUITE SUSPICIOUS' ABOUT INFLATION COMING DOWN tweet
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The Kobeissi Letter
Prediction markets are growing:
Kalshi now controls 7.5% of the US Derivates Market, officially making it a "covered" exchange.
This comes as the exchange has now seen $2+ BILLION in trade volume.
Markets are evolving faster than ever before.
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Prediction markets are growing:
Kalshi now controls 7.5% of the US Derivates Market, officially making it a "covered" exchange.
This comes as the exchange has now seen $2+ BILLION in trade volume.
Markets are evolving faster than ever before.
When we started Kalshi, Luana and I joked about how one day we would become "too big to fail".
The CFTC actually defines that as an exchange with more than 5% US market share and calls it a "covered" exchange.
While our notional volume is still far, Kalshi just became a covered exchange and is now formally too big to fail.
Nice personal milestone. We keep marching. tweet
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Stock Analysis Compilation
Baron Discovery Fund on The Macerich Company $MAC US
Thesis: Macerich is a REIT with a high-quality portfolio of 43 malls in prime U.S. locations, poised for growth due to strong tenant demand, limited supply, and leadership changes aimed at improving performance.
(Extract from their Q4 letter)
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Baron Discovery Fund on The Macerich Company $MAC US
Thesis: Macerich is a REIT with a high-quality portfolio of 43 malls in prime U.S. locations, poised for growth due to strong tenant demand, limited supply, and leadership changes aimed at improving performance.
(Extract from their Q4 letter)
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The Kobeissi Letter
BREAKING: The S&P 500 surges over +100 points from its low as dips buyers begin buying technology stocks.
The S&P 500 just added +$850 BILLION of market cap in 2 hours. https://t.co/Nqy55Lmhfr
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BREAKING: The S&P 500 surges over +100 points from its low as dips buyers begin buying technology stocks.
The S&P 500 just added +$850 BILLION of market cap in 2 hours. https://t.co/Nqy55Lmhfr
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The Kobeissi Letter
BREAKING: The S&P 500 surges +1.6% to close February on a strong note with an all-green heat map. https://t.co/UxsT2ZA8Kr
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BREAKING: The S&P 500 surges +1.6% to close February on a strong note with an all-green heat map. https://t.co/UxsT2ZA8Kr
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