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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

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
- The Kobeissi Letter
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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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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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Finding Compounders
The Toughest 25% Return John Neff Ever Made https://t.co/ekOc5BodPx
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AkhenOsiris
RT @qcapital2020: Just got back from a weekly vacation in Mexico. About 70% were Americans , 20% Canadians and 10% other. In my tiny sample size of about 50-60 people I interacted with, many of them voted for #47, a few of them can’t stand #47 and nearly all of them can’t stand Trudeau (lol). Oddly, the vast majority had nothing but positive things to say about each other’s people. They despised the divisiveness and rhetoric. Met several people from red states that voted for #47 and still found the idea of annexing Canada absolutely retarded.
Honestly, was refreshing to hear people with common sense yet still a different viewpoints. As if that should be a big deal…but seems like it is these days. A nice reminder that Twitter/X is not always a clear representation of the world. I do believe Algo’s are definitely set up in a way to shift public discourse to divisiveness and polarization. Something to always be mindful of.
The only guy I actually talked about the economy/stock market was a extra wealthy oil guy from Texas (imagine like that rich oil guy in the Simpsons but with a sexier girlfriend) honestly looked like he didn’t have a worry in the world. He said he never really invested in technology and that all he knows is « wells ». Poor bastard if he only knew about Antonio’s coupons…Anyway, all this to say , there’s still descent people out there who may not share exactly your viewpoint on politics, religion, etc… yet you can still have a beer with them anyway.

I know Anthony Bourdain would be proud of me.
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The Kobeissi Letter
BREAKING: Japan's 20-Year Government Bond Yield rises to its highest level since 2008.

Japan's economy is seeing generational changes. https://t.co/y4D2Av9GA1

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
- The Kobeissi Letter
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The Kobeissi Letter
BREAKING: President Trump will be hosting a roundtable with the Technology CEO Council at 2 PM ET on Monday.

The meeting will include CEOs from IBM, Intel, HP, and Qualcomm, and likely others. https://t.co/mrFiO0LK3P
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Finding Compounders
Seek firms that create equity https://t.co/XtdENBvXdF
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Finding Compounders
Warren Buffett isn’t a fan of touring a company’s plants/ factories. https://t.co/3dRhggLBw7
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