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Alvin
Xiaomi 15 Ultra in Silver Chrome
The best-designed Xiaomi phone ever. 🔥 https://t.co/nbgzVJjqRy
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Xiaomi 15 Ultra in Silver Chrome
The best-designed Xiaomi phone ever. 🔥 https://t.co/nbgzVJjqRy
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Offshore
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Alvin
At the vivo V50 Indonesian Launch Event! 👀
I even put on a Red shirt that matches my Harmony Red V50. 😏 https://t.co/84c4H017wF
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At the vivo V50 Indonesian Launch Event! 👀
I even put on a Red shirt that matches my Harmony Red V50. 😏 https://t.co/84c4H017wF
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Offshore
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Finding Compounders
John O’ Rourke explains his Llyodminster Development Company Ltd Investment thesis https://t.co/5w16GM9oum
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John O’ Rourke explains his Llyodminster Development Company Ltd Investment thesis https://t.co/5w16GM9oum
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The Kobeissi Letter
Market liquidity is falling amid the sell-off:
Liquidity in S&P 500 futures has dropped below $4 million, the second-lowest level in 2 years.
Top-of-book depth in S&P 500 futures has declined ~80% over the last few weeks.
Low liquidity often exacerbates market volatility in both directions.
This makes it harder for investors to execute their buy and sell orders at a desired price, particularly for the larger orders.
All signs point to more volatility ahead.
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Market liquidity is falling amid the sell-off:
Liquidity in S&P 500 futures has dropped below $4 million, the second-lowest level in 2 years.
Top-of-book depth in S&P 500 futures has declined ~80% over the last few weeks.
Low liquidity often exacerbates market volatility in both directions.
This makes it harder for investors to execute their buy and sell orders at a desired price, particularly for the larger orders.
All signs point to more volatility ahead.
tweet
Dimitry Nakhla | Babylon Capital®
15 Quality Stocks That Maintained ROIC >20% in the Last 5 Years | Average ROIC 💸
💳 Visa $V | 30%
📱 Apple $AAPL | 57%
🚘 Copart $CPRT | 25%
🧾 Paychex $PAYX | 42%
🌐 MSCI Inc $MSCI | 33%
🏦 Fair Isaac $FICO | 44%
💵 Mastercard $MA | 54%
☁️ Microsoft $MSFT | 30%
💨 Philip Morris $PM | 43%
🧬 Novo Nordisk $NVO | 64%
🖨️ Lam Research $LRCX | 36%
☀️ ASML Holding $ASML | 40%
📸 Meta Platforms $META | 27%
👩🏻🔬 Vertex Pharmaceuticals $VRTX | 29%
💰 Automatic Data Processing $ADP | 50%
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15 Quality Stocks That Maintained ROIC >20% in the Last 5 Years | Average ROIC 💸
💳 Visa $V | 30%
📱 Apple $AAPL | 57%
🚘 Copart $CPRT | 25%
🧾 Paychex $PAYX | 42%
🌐 MSCI Inc $MSCI | 33%
🏦 Fair Isaac $FICO | 44%
💵 Mastercard $MA | 54%
☁️ Microsoft $MSFT | 30%
💨 Philip Morris $PM | 43%
🧬 Novo Nordisk $NVO | 64%
🖨️ Lam Research $LRCX | 36%
☀️ ASML Holding $ASML | 40%
📸 Meta Platforms $META | 27%
👩🏻🔬 Vertex Pharmaceuticals $VRTX | 29%
💰 Automatic Data Processing $ADP | 50%
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Offshore
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The Kobeissi Letter
BREAKING: President Trump says he will place a 200% tariff on all wines, champagnes, and alcoholic products coming from the EU if they do not cancel their 50% tariff on US whisky. https://t.co/mQe3IoqZZo
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BREAKING: President Trump says he will place a 200% tariff on all wines, champagnes, and alcoholic products coming from the EU if they do not cancel their 50% tariff on US whisky. https://t.co/mQe3IoqZZo
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Offshore
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The Kobeissi Letter
BREAKING: US futures extend decline on Trump’s 200% tariff threat. https://t.co/PIlnRZfKd2
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BREAKING: US futures extend decline on Trump’s 200% tariff threat. https://t.co/PIlnRZfKd2
BREAKING: President Trump says he will place a 200% tariff on all wines, champagnes, and alcoholic products coming from the EU if they do not cancel their 50% tariff on US whisky. https://t.co/mQe3IoqZZo tweet