⁠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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⁠Stock Analysis Compilation
Highwood Value Partners on JZ Capital Partners $JZCP LN

Thesis: JZ Capital Partners is a UK-listed closed-end private equity fund in liquidation, focused on returning capital to shareholders with significant assets and a compelling expected IRR despite current share price not reflecting full Net Asset Value.

(Extract from their Q4 letter)
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⁠App Economy Insights
RT @EconomyApp: 💳 Klarna IPO $KLAR

I spent hours reviewing the F-1 so you don't have to.
https://t.co/TWiuSIHqVL
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⁠Stock Analysis Compilation
Harris US Concentrated Strategy on Equifax $EFX US

Thesis: Equifax is a leading U.S. credit bureau distinguished by its proprietary Workforce Solutions database, currently undervalued due to a downturn in mortgage activity, but poised for earnings recovery as demand rebounds.

(Extract from their Q4 letter)
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