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Stock Analysis Compilation
Baron Emerging Markets Fund on Talabat $TALABAT
Thesis: Talabat is the leading food, grocery, and retail delivery platform in the MENA region, with significant growth potential and strong profitability outlook.
(Extract from their Q4 letter) https://t.co/ZTzf8YHY9U
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Baron Emerging Markets Fund on Talabat $TALABAT
Thesis: Talabat is the leading food, grocery, and retail delivery platform in the MENA region, with significant growth potential and strong profitability outlook.
(Extract from their Q4 letter) https://t.co/ZTzf8YHY9U
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The Kobeissi Letter
BREAKING: The S&P 500 is now below 5600 for the first time since September 12th.
The S&P 500 is 1% away from entering correction territory. https://t.co/07CwW94a6p
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BREAKING: The S&P 500 is now below 5600 for the first time since September 12th.
The S&P 500 is 1% away from entering correction territory. https://t.co/07CwW94a6p
The REAL reason markets are crashing:
Over the last 2 months, the S&P 500 and crypto have erased a combined -$5.5 TRILLION of market cap.
We have just witnessed one of the most SUDDEN shifts in sentiment since 2020.
What's happening? Let us explain.
(a thread) https://t.co/uPh9qGWfa5 tweet
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The Kobeissi Letter
BREAKING: The Dow Jones Industrial Average is now down over -1,000 points on the day.
The Nasdaq 100 is nearly -5% in one day with multiple tech stocks on track for their worst day since September 2020. https://t.co/O404OzYzKf
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BREAKING: The Dow Jones Industrial Average is now down over -1,000 points on the day.
The Nasdaq 100 is nearly -5% in one day with multiple tech stocks on track for their worst day since September 2020. https://t.co/O404OzYzKf
The REAL reason markets are crashing:
Over the last 2 months, the S&P 500 and crypto have erased a combined -$5.5 TRILLION of market cap.
We have just witnessed one of the most SUDDEN shifts in sentiment since 2020.
What's happening? Let us explain.
(a thread) https://t.co/uPh9qGWfa5 tweet
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The Kobeissi Letter
BREAKING: The odds of the Fed implementing a single rate cut of MORE THAN 25 bps in 2025 has surged to 32%, per @Kalshi.
Markets continue to price in higher odds of a recession. https://t.co/dvZ7uHknC9
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BREAKING: The odds of the Fed implementing a single rate cut of MORE THAN 25 bps in 2025 has surged to 32%, per @Kalshi.
Markets continue to price in higher odds of a recession. https://t.co/dvZ7uHknC9
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The Kobeissi Letter
BREAKING: Ukrainian President Zelensky has sent President Trump an apology letter following their verbal altercation at the White House. https://t.co/VqVDP6maI3
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BREAKING: Ukrainian President Zelensky has sent President Trump an apology letter following their verbal altercation at the White House. https://t.co/VqVDP6maI3
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The Kobeissi Letter
BREAKING: The Fear & Greed Index falls to 14, Extreme Fear, its lowest level since the 2022 bear market. https://t.co/lNQpYJ7idy
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BREAKING: The Fear & Greed Index falls to 14, Extreme Fear, its lowest level since the 2022 bear market. https://t.co/lNQpYJ7idy
The REAL reason markets are crashing:
Over the last 2 months, the S&P 500 and crypto have erased a combined -$5.5 TRILLION of market cap.
We have just witnessed one of the most SUDDEN shifts in sentiment since 2020.
What's happening? Let us explain.
(a thread) https://t.co/uPh9qGWfa5 tweet
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Alvin
Samsung is teasing something...
"The Next Phase of Gaming" 👀
The "Project Moohan" VR headset launching soon? 🤔 https://t.co/xNdnfypqlK
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Samsung is teasing something...
"The Next Phase of Gaming" 👀
The "Project Moohan" VR headset launching soon? 🤔 https://t.co/xNdnfypqlK
tweet