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The Kobeissi Letter
BREAKING: Tesla shares, $TSLA, extend their rally on the day, now up +4%, as Elon Musk says to “hang on” to the stock. https://t.co/G2AluVeFER
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BREAKING: Tesla shares, $TSLA, extend their rally on the day, now up +4%, as Elon Musk says to “hang on” to the stock. https://t.co/G2AluVeFER
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The Kobeissi Letter
BREAKING: China’s central bank gold reserves hit a record 73.6 million fine troy ounces in February.
China bought ~160,000 ounces of gold last month, posting their 4th consecutive monthly purchase.
Over the last 2.5 years, China’s gold reserves have jumped by 11.0 million ounces of gold.
Gold now reflects a record ~5.9% of China’s total foreign exchange reserves, or 2,290 tonnes.
Central banks continue to stock up on gold as if we are in a crisis.
Gold has never been hotter.
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BREAKING: China’s central bank gold reserves hit a record 73.6 million fine troy ounces in February.
China bought ~160,000 ounces of gold last month, posting their 4th consecutive monthly purchase.
Over the last 2.5 years, China’s gold reserves have jumped by 11.0 million ounces of gold.
Gold now reflects a record ~5.9% of China’s total foreign exchange reserves, or 2,290 tonnes.
Central banks continue to stock up on gold as if we are in a crisis.
Gold has never been hotter.
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Stock Analysis Compilation
AMG River Road Large Cap Value Select Fund on AerCap Holdings N.V. $AER US
Thesis: AerCap Holdings N.V. is the leading global aviation leasing company, strategically positioned to benefit from a strong demand in air travel amidst supply chain challenges, while maintaining a solid financial foundation and effective capital allocation.
(Extract from their Q4 letter)
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AMG River Road Large Cap Value Select Fund on AerCap Holdings N.V. $AER US
Thesis: AerCap Holdings N.V. is the leading global aviation leasing company, strategically positioned to benefit from a strong demand in air travel amidst supply chain challenges, while maintaining a solid financial foundation and effective capital allocation.
(Extract from their Q4 letter)
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Quiver Quantitative
Howard Lutnick:
If social security didn't send out their checks this month, my mother-in-law wouldn't complain....whoever screams is the one stealing.
We don't have to take one penny from someone who deserves social security...we have to stop sending money to fraudsters. https://t.co/r4o4UyfnMG
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Howard Lutnick:
If social security didn't send out their checks this month, my mother-in-law wouldn't complain....whoever screams is the one stealing.
We don't have to take one penny from someone who deserves social security...we have to stop sending money to fraudsters. https://t.co/r4o4UyfnMG
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The Kobeissi Letter
BREAKING: The Biden Administration secretly permitted Chevron, $CVX, to pay hundreds of millions of dollars to the Venezuelan government, per Bloomberg.
This supposedly allowed Chevron to remain in "compliance" with US law while paying Maduro taxes and oil royalties. https://t.co/fOQGFLYzzG
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BREAKING: The Biden Administration secretly permitted Chevron, $CVX, to pay hundreds of millions of dollars to the Venezuelan government, per Bloomberg.
This supposedly allowed Chevron to remain in "compliance" with US law while paying Maduro taxes and oil royalties. https://t.co/fOQGFLYzzG
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The Kobeissi Letter
BREAKING: The S&P 500 closes slightly higher and officially ends a four-week losing streak. https://t.co/NmfeFUrzmW
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BREAKING: The S&P 500 closes slightly higher and officially ends a four-week losing streak. https://t.co/NmfeFUrzmW
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Alvin
It seems like the last update has improved the audio quality of my Xiaomi 15 Ultra by a lot.
For some reason, the previous one sounded tinny but this one is fuller and has higher clarity.
I still think that the 14 Ultra sounds better though.
Yes, it is better than the vivo X200 Pro and probably OPPO Find X8 Pro, but not as good as the Galaxy S25 Ultra, Xiaomi 14 Ultra, and iPhone 16 Pro Max.
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It seems like the last update has improved the audio quality of my Xiaomi 15 Ultra by a lot.
For some reason, the previous one sounded tinny but this one is fuller and has higher clarity.
I still think that the 14 Ultra sounds better though.
Yes, it is better than the vivo X200 Pro and probably OPPO Find X8 Pro, but not as good as the Galaxy S25 Ultra, Xiaomi 14 Ultra, and iPhone 16 Pro Max.
I noticed that the Xiaomi 15 Ultra has a downgraded audio quality when using its dual stereo speakers.
They have removed the top speaker on the 15 Ultra, so the earpiece now also functions as a speaker.
These were separate on the 14 Ultra, as can be seen by the holes on the phone's top side (the Xiaomi 15 Ultra does not have these).
This may have been overlooked, and should not negatively affect audio quality—but only if they implemented a solution to maintain or improve it.
Below 👇
• Left: Xiaomi 14 Ultra
• Right: Xiaomi 15 Ultra tweet
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @chettan_guevara Based on my research, I believe that while $NKE may appear undervalued from a historical perspective (10-year), the company may struggle to meet some of its more ambitious growth projections. As a result, I am not yet convinced to invest in $NKE today
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RT @DimitryNakhla: @chettan_guevara Based on my research, I believe that while $NKE may appear undervalued from a historical perspective (10-year), the company may struggle to meet some of its more ambitious growth projections. As a result, I am not yet convinced to invest in $NKE today
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