⁠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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⁠Alvin
Nubia Focus 2 Ultra

It looks a lot like realme 13 Pro+, but it has a dedicated camera shutter button and a rotatable lens ring.

At €299, they brought a main camera lens that has the same sensor size as phones like the Galaxy S25, vivo X200, and OPPO Find X8.

Very interesting. https://t.co/yRea8aALCt
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⁠Hidden Value Gems
A small buyback (up to £25m), but quite timely. The stock is at 10x P/E.

Mkt Cap £1.08B.

$WOSG.L https://t.co/bu3BIHOrZo
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⁠Hidden Value Gems
I have never been good at macro. But how can Euro be strengthening when its largest economy is planning huge spending? 🇪🇺💶🤔
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⁠The Investing for Beginners Podcast
RT @IFB_podcast: Simple P/E Ratio Breakdown: https://t.co/wmXb00Nzbh
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