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The Kobeissi Letter
Does the US government WANT a recession?
In 2025, $9.2 TRILLION of US debt will either mature or need to be refinanced.
The quickest way to LOWER rates ahead of this colossal refinancing would be a recession.
Could the US benefit from a market crash?
(a thread) https://t.co/fjnHcTljFX
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Does the US government WANT a recession?
In 2025, $9.2 TRILLION of US debt will either mature or need to be refinanced.
The quickest way to LOWER rates ahead of this colossal refinancing would be a recession.
Could the US benefit from a market crash?
(a thread) https://t.co/fjnHcTljFX
tweet
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Quiver Quantitative
We've been writing code to track politicians' portfolios.
Here's how you can see how much they are worth and how much they are making: https://t.co/kbXgELxuaI
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We've been writing code to track politicians' portfolios.
Here's how you can see how much they are worth and how much they are making: https://t.co/kbXgELxuaI
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Offshore
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The Kobeissi Letter
BREAKING: US stock market futures fall sharply at the open with the Dow now down 300+ points and Nasdaq 100 down -1%.
Crypto's decline was a clear indication of growing risk-off sentiment this weekend. https://t.co/SK6SdpTvw1
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BREAKING: US stock market futures fall sharply at the open with the Dow now down 300+ points and Nasdaq 100 down -1%.
Crypto's decline was a clear indication of growing risk-off sentiment this weekend. https://t.co/SK6SdpTvw1
Does the US government WANT a recession?
In 2025, $9.2 TRILLION of US debt will either mature or need to be refinanced.
The quickest way to LOWER rates ahead of this colossal refinancing would be a recession.
Could the US benefit from a market crash?
(a thread) https://t.co/fjnHcTljFX tweet
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Stock Analysis Compilation
Giverny Capital on Kinsale Capital Group $KNSL US
Thesis: Kinsale Capital Group is a rapidly growing insurance company specializing in low-cost commercial liability and property coverage for small businesses, leveraging advanced technology to maintain a lean expense structure and achieve high profitability.
(Extract from their Q4 letter)
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Giverny Capital on Kinsale Capital Group $KNSL US
Thesis: Kinsale Capital Group is a rapidly growing insurance company specializing in low-cost commercial liability and property coverage for small businesses, leveraging advanced technology to maintain a lean expense structure and achieve high profitability.
(Extract from their Q4 letter)
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Offshore
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The Kobeissi Letter
BREAKING: Bitcoin extends its decline to below $82,000 with crypto market losses exceeding -$170 billion today. https://t.co/3Yo9BGiOXj
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BREAKING: Bitcoin extends its decline to below $82,000 with crypto market losses exceeding -$170 billion today. https://t.co/3Yo9BGiOXj
Does the US government WANT a recession?
In 2025, $9.2 TRILLION of US debt will either mature or need to be refinanced.
The quickest way to LOWER rates ahead of this colossal refinancing would be a recession.
Could the US benefit from a market crash?
(a thread) https://t.co/fjnHcTljFX tweet
Offshore
Photo
The Kobeissi Letter
WOW.
Ethereum is now trading below $2000, down over -10% on the day.
Crypto markets have erased -$200 billion today. https://t.co/07PCMfOa1D
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WOW.
Ethereum is now trading below $2000, down over -10% on the day.
Crypto markets have erased -$200 billion today. https://t.co/07PCMfOa1D
tweet
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The Kobeissi Letter
The Kobeissi Letter for the week of March 10th has been published and may be viewed through the link below:
https://t.co/6TDuawjZAN
The Chart of the Week for the week of March 10th has been published. View or sign up for FREE through the link below:
https://t.co/jCCx3iSLbJ
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The Kobeissi Letter for the week of March 10th has been published and may be viewed through the link below:
https://t.co/6TDuawjZAN
The Chart of the Week for the week of March 10th has been published. View or sign up for FREE through the link below:
https://t.co/jCCx3iSLbJ
tweet