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Finding Compounders
How We Think About Cash - John Neff https://t.co/Nc3VWF1P3T
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The Kobeissi Letter
A LOT happened last night:

As of 12:01 AM ET, largest US tariff hike since 1930 went LIVE and China has announced 15% retaliatory tariffs.

The S&P 500 and crypto are now extending 2-day losses to a massive -$2 TRILLION.

Here's what you need to know today.

(a thread) https://t.co/t5TBw4x4nk
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The Kobeissi Letter
RT @KobeissiLetter: What just happened?

The Dow just went from being up +300 points at the open to falling as much as -1,100 points in hours.

Between 10:00 AM and 3:30 PM ET, the S&P 500 erased a whopping $1.5 trillion in market cap.

Here's exactly what you need to know.

(a thread) https://t.co/nQpKOlrihB
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Quiver Quantitative
RT @QuiverCongress: Senator Rand Paul just said:

“US tariffs inevitably bring Canadian, Mexican, and Chinese tariffs which means higher prices for lumber, steel, aluminum and more expensive homes and cars.”

Do you agree? https://t.co/n125xJ3Gb7
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The Kobeissi Letter
BREAKING: Mexico's president Sheinbaum says they are "responding with tariff and non-tariff measures" to the 25% tariffs imposed by the US.

Mexico says their counter-measures will be announced on Sunday.

A LOT happened last night:

As of 12:01 AM ET, largest US tariff hike since 1930 went LIVE and China has announced 15% retaliatory tariffs.

The S&P 500 and crypto are now extending 2-day losses to a massive -$2 TRILLION.

Here's what you need to know today.

(a thread) https://t.co/t5TBw4x4nk
- The Kobeissi Letter
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The Investing for Beginners Podcast
Free cash flow drives value creation for every company.

1. Reinvestments
2. Buy back stocks
3. Pay down debt
4. Pay a dividend
5. Mergers & Acquisitions (M&A)

Without free cash flow, none of this is possible. https://t.co/LP5AmqujSt
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The Kobeissi Letter
TARIFFS NOW LIVE:

1. 25% tariffs on goods from Mexico to US

2. 25% tariffs goods except energy from Canada to US

3. 20% tariffs on many goods from China to US

4. 10% tariffs on energy from Canada to US

5. 25% retaliatory tariffs on up to $155B of goods from US to Canada

6. 10%-15% retaliatory tariffs on goods from US to China

Follow us @KobeissiLetter and turn on our post notifications for real-time trade war updates.

A LOT happened last night:

As of 12:01 AM ET, largest US tariff hike since 1930 went LIVE and China has announced 15% retaliatory tariffs.

The S&P 500 and crypto are now extending 2-day losses to a massive -$2 TRILLION.

Here's what you need to know today.

(a thread) https://t.co/t5TBw4x4nk
- The Kobeissi Letter
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Investing visuals
$NVDA is down 24% from its January peak but it returned 75.8% annually over the past 10 years.

Zoom out. https://t.co/CbkTx1t4Nb
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The Kobeissi Letter
RT @KobeissiLetter: What just happened?

The Dow just went from being up +300 points at the open to falling as much as -1,100 points in hours.

Between 10:00 AM and 3:30 PM ET, the S&P 500 erased a whopping $1.5 trillion in market cap.

Here's exactly what you need to know.

(a thread) https://t.co/nQpKOlrihB
tweet