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The Kobeissi Letter
Further evidence of a weakening labor market:
The share of US consumers saying there will be fewer jobs over the next 6 months spiked to 26% in February, the highest in 12 years.
This percentage now exceeds 2020 levels and is in-line with 2001 levels.
Furthermore, the share of Americans claiming jobs are hard to get jumped to 16%, the 3rd-highest since 2021.
Americans believe the labor market is deteriorating.
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Further evidence of a weakening labor market:
The share of US consumers saying there will be fewer jobs over the next 6 months spiked to 26% in February, the highest in 12 years.
This percentage now exceeds 2020 levels and is in-line with 2001 levels.
Furthermore, the share of Americans claiming jobs are hard to get jumped to 16%, the 3rd-highest since 2021.
Americans believe the labor market is deteriorating.
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Investing visuals
I won't be surprise if $AAPL will be the first company to drop out of the top 3 most valuable companies in the world 🧐 https://t.co/eWM2RbEumG
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I won't be surprise if $AAPL will be the first company to drop out of the top 3 most valuable companies in the world 🧐 https://t.co/eWM2RbEumG
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Stock Analysis Compilation
Conestoga on Old Dominion Freight Line, Inc. $ODFL US
Thesis: Old Dominion Freight Line, Inc. is a leading less-than-truckload carrier in the U.S. with strong competitive advantages, poised to regain market share as the freight industry recovers from a recession.
(Extract from their Q4 letter)
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Conestoga on Old Dominion Freight Line, Inc. $ODFL US
Thesis: Old Dominion Freight Line, Inc. is a leading less-than-truckload carrier in the U.S. with strong competitive advantages, poised to regain market share as the freight industry recovers from a recession.
(Extract from their Q4 letter)
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App Economy Insights
Sneak peek at our February 2025 report (150+ visuals) 👀 https://t.co/NWf4RHFRN6
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Sneak peek at our February 2025 report (150+ visuals) 👀 https://t.co/NWf4RHFRN6
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The Investing for Beginners Podcast
The C-Suite
They drive the bus, set the direction and create value.
But what do we know about the C-Suite?
Let's learn more ⬇️⬇️ https://t.co/dKtPJsCdwR
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The C-Suite
They drive the bus, set the direction and create value.
But what do we know about the C-Suite?
Let's learn more ⬇️⬇️ https://t.co/dKtPJsCdwR
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The Kobeissi Letter
BREAKING: Bitcoin falls back below $90,000 as markets "sell the news" following US Crypto Reserve announcement. https://t.co/4c4skiEWcp
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BREAKING: Bitcoin falls back below $90,000 as markets "sell the news" following US Crypto Reserve announcement. https://t.co/4c4skiEWcp
It's official:
President Trump has officially announced the US Strategic Crypto Reserve and Bitcoin is back above $94,000.
In just 3 hours, crypto markets have now added over +$300 BILLION of market cap on the news.
What's coming next? Let us explain.
(a thread) https://t.co/8jcIZjTSlT tweet
The Kobeissi Letter
BREAKING: President Trump and chip-maker Taiwan Semiconductor, $TSM, are expected to announce a $100B investment in the US, per WSJ.
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BREAKING: President Trump and chip-maker Taiwan Semiconductor, $TSM, are expected to announce a $100B investment in the US, per WSJ.
BREAKING: President Trump is going to make "an investment announcement" today at 1:30 PM ET - per the White House. tweet
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