⁠The Kobeissi Letter
This clip is from almost exactly 11 months ago:

Fed Chair Powell was asked about stagflation and he said he's not seeing the "stag" or the "flation."

Today, the Fed raised both unemployment and inflation forecasts for 2025, while cutting GDP growth estimates.

We are now seeing the "stag" and the "flation"
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⁠Stock Analysis Compilation
Greenhaven Road Capital on PAR Technology $PAR US

Thesis: With strong recurring revenue growth, major client wins like Burger King, and a solid acquisition strategy, PAR Technology is on track to scale profitably—potentially becoming a "Rule of 40" company in 2025.

(Extract from their Q4 letter)
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⁠Quiver Quantitative
RT @Stocktwits: BREAKING: Jerome Powell is speaking LIVE...

Watch now and join the chat on Stocktwits: https://t.co/LY6N1TH9bM https://t.co/DJQ6oNHxO2

BREAKING: The Federal Reserve has kept interest rates unchanged, as expected...

Watch Jerome Powell's press conference LIVE on Stocktwits: https://t.co/LY6N1TGBme https://t.co/N26MWhL9Di - Stocktwits
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⁠Alvin
Apple (Probably): Symmetry is good and it symbolises quality.

Samsung: https://t.co/v55lEuEsz8
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⁠The Kobeissi Letter
SUMMARY OF FED CHAIR POWELL'S STATEMENT (3/19/25):

1. Economy is strong, inflation remains "somewhat elevated"

2. Tariffs have driven inflation expectations higher

3. Fed is not "in a hurry" and will await further clarity

4. If the labor market weakens, Fed can ease if needed

5. If economy remains strong, policy restraint can be maintained

6. Made technical decision to slow balance sheet decline

The Fed remains in "wait and see" mode.
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⁠The Kobeissi Letter
You can't make this up:

Fed Chair Powell was just asked if tariff inflation is "transitory."

"That's the base case," he responded.

How did we end up back at "inflation is transitory?" https://t.co/53Jr2dE11b
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⁠The Kobeissi Letter
BREAKING: The S&P 500 surges +60 points to a new high of the day following the Fed’s interest rate decision. https://t.co/1DH498o5m2
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⁠The Kobeissi Letter
BREAKING: President Trump is reportedly expected to make a "major update" on his upcoming crypto strategy.
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⁠The Kobeissi Letter
RT @Kalshi: BREAKING: Jerome Powell - "There's always a probability of a recession...about 1-4%...we don't make such a forecast"

We do, and the forecast is 38%
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⁠The Kobeissi Letter
BREAKING: The S&P 500 adds +$500 billion of market cap today as the Fed extends their rate cut pause for the 2nd straight meeting. https://t.co/948U2U7gKe
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