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The Kobeissi Letter
BREAKING: Long-term inflation expectations in the US surge to +3.9%, the highest level since 1993.
One-year inflation expectations are now up to a whopping +4.9%.
Consumers are preparing for massive price hikes. https://t.co/KOnC8u9QBj
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BREAKING: Long-term inflation expectations in the US surge to +3.9%, the highest level since 1993.
One-year inflation expectations are now up to a whopping +4.9%.
Consumers are preparing for massive price hikes. https://t.co/KOnC8u9QBj
THE $20 TRILLION GOLD CALL:
Hours ago, one of our biggest calls of 2024 officially came to fruition: gold prices hit a RECORD $3,000/oz.
In just 13 months, gold has added +$7 TRILLION of market cap, now worth a record $20 TRILLION.
How did we get here?
(a thread) https://t.co/7VjC0W1SKu tweet
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Quiver Quantitative
Rheinmetall stock has now risen 163% since we posted this report.
Up another 5% today. https://t.co/Uxj3jI8h1E
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Rheinmetall stock has now risen 163% since we posted this report.
Up another 5% today. https://t.co/Uxj3jI8h1E
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Stock Analysis Compilation
FPA Source Capital on LG Corp $003550 KS
Thesis: LG Corp’s diversified holdings, strong balance sheet, and attractive valuation support a compelling investment case
(Extract from their Q4 letter) https://t.co/CkvRdAFcWn
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FPA Source Capital on LG Corp $003550 KS
Thesis: LG Corp’s diversified holdings, strong balance sheet, and attractive valuation support a compelling investment case
(Extract from their Q4 letter) https://t.co/CkvRdAFcWn
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App Economy Insights
Oracle is charting its own course.
📈 RPO up 63% Y/Y to $130B.
🤖 AI training is fueling OCI growth.
🌀 Project Stargate could be a game-changer.
📱 TikTok US cloud deal? $ORCL is the frontrunner.
https://t.co/wLqU6Obje2
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Oracle is charting its own course.
📈 RPO up 63% Y/Y to $130B.
🤖 AI training is fueling OCI growth.
🌀 Project Stargate could be a game-changer.
📱 TikTok US cloud deal? $ORCL is the frontrunner.
https://t.co/wLqU6Obje2
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Alvin
Shot on Xiaomi 15 Ultra. 📸
All captured using the 200 MP periscope tele lens, except the first one.
The last photo was shot using the portrait mode (Master Portrait). https://t.co/Rm7XDHDqtn
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Shot on Xiaomi 15 Ultra. 📸
All captured using the 200 MP periscope tele lens, except the first one.
The last photo was shot using the portrait mode (Master Portrait). https://t.co/Rm7XDHDqtn
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The Kobeissi Letter
BREAKING: Bitcoin surges above $85,000 as a widespread rebound accelerates in stocks and crypto. https://t.co/KI7Bxz6s3X
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BREAKING: Bitcoin surges above $85,000 as a widespread rebound accelerates in stocks and crypto. https://t.co/KI7Bxz6s3X
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The Kobeissi Letter
BREAKING: The S&P 500 is DEEP GREEN today, on track for its biggest daily gain since November 6th, in our first day without new tariff headlines.
Can it stick? https://t.co/xGRe5pMhE0
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BREAKING: The S&P 500 is DEEP GREEN today, on track for its biggest daily gain since November 6th, in our first day without new tariff headlines.
Can it stick? https://t.co/xGRe5pMhE0
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The Investing for Beginners Podcast
How well does $JPM give our loans?
We can use the NPL or Non-performing loan ratio to find out.
The lower the better. https://t.co/MbpStA2jcP
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How well does $JPM give our loans?
We can use the NPL or Non-performing loan ratio to find out.
The lower the better. https://t.co/MbpStA2jcP
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