⁠The Kobeissi Letter
The US housing market is weakening:

The 12-month average of US housing starts has dropped to 1.37 million in January, the lowest since 2020.

Since the 2022 peak, housing starts have declined by ~458,000, or 25%.

In the past, a prolonged decline in housing starts has been a reliable recession indicator.

During the 2006 housing bubble, it took 18 monthly declines in housing starts for the recession to begin.

Before the 2001 recession, housing starts had fallen for 24 months.

Is the housing market signaling a 2026 recession?
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⁠The Kobeissi Letter
The Kobeissi Letter for the week of March 17th 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 17th has been published. View or sign up for FREE through the link below:

https://t.co/jCCx3iSLbJ
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⁠Stock Analysis Compilation
Hardman Johnston Global Equity on Uber $UBER US

Thesis: Uber is a market-leading platform company benefiting from significant growth opportunities in ride-hailing, food delivery, and freight services across global markets.

(Extract from their Q4 letter) https://t.co/wCaBFuwTLG
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⁠The Kobeissi Letter
Sunday night update:

Futures are red across the board despite no new tariff headlines over the last 72 hours.

And, it's officially Fed interest rate decision week.

We have a big week ahead. https://t.co/else8ucEhN
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⁠The Kobeissi Letter
BREAKING: President Trump is set to speak with Putin regarding a Ukraine peace deal with a potential announcement on Tuesday, per Bloomberg.

Trump says there is "a very good chance" for a deal. https://t.co/5aahZRzFv3
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⁠Alvin
Okay https://t.co/o7pOrr46IW

Show me your control centre https://t.co/rETZfOICrP - Holly - I like tech
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⁠Finding Compounders
As time horizons grew , equity losses plummeted .

Stay focused on the long term!!

Source: Bank of America Global Research https://t.co/hwHsmmB18c
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AkhenOsiris
Long: ALAB

Short: UBER

Back for Round 2:

⚡️TMTB Bi-Monthly Pair Trade Challenge ⚡️

Winner gets: A TMTB Pro sub ($1,500 value) OR $500 cash*

Rules:
1. Pick one equity long and one short before MIDNIGHT tonight. Quote-tweet this thread with your entry.
2. Company has to be a TMT (Tech Media Telecom) stock with >$10B market cap. No ETFs allowed. I have final say if entry qualifies.
3. Performance will be calculated in the period from the close on 3/14/25 to the close of 3/28/25.

*Cash will transferred via USDC. TMTB Pro sub prize only available to new subs.

Bonus points if you write a quick line or two of why you think your trade will work

My entry: L $MU / S $EXPE

$MU NAND/DRAM prices on the rise. HBM shipments ramp in Q2. Last Q of bad #s this week. Very good r/r. AI semis safer place to given consumer weakness. Still think $14+ EPS in on the table

$EXPE cheap, down a lot, and decent story but think should underperform as long as consumer headwinds remain - TMT Breakout
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⁠Alvin
I think that the Xiaomi 15 Ultra is a great cameraphone, but it's not for everyone... Especially for those who prefer the more effortless ways to capture photos.

Here's an example 👇
• Left photo: Xiaomi 15 Ultra
• Right photo: Galaxy S25 Ultra

Both taken using the auto mode, 5x Zoom.
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