Offshore
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Investing visuals
A breakdown of $ASML's revenue per geographic region 👇🌏 https://t.co/sgqM3niUcd
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A breakdown of $ASML's revenue per geographic region 👇🌏 https://t.co/sgqM3niUcd
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Offshore
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The Kobeissi Letter
BREAKING: The S&P 500 opens sharply higher, adding over +$1.2 TRILLION of market cap over the last 2 sessions. https://t.co/1w4h5kfd8m
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BREAKING: The S&P 500 opens sharply higher, adding over +$1.2 TRILLION of market cap over the last 2 sessions. https://t.co/1w4h5kfd8m
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Finding Compounders
Want to screen for businesses with quality management ?
Look at previous Singelton CEO prize winners
One of my favourite winners is Nicholas Howley - the Founder and Chairman of $TDG
TransDigm has outperformed the market over the past 5 years - Quality management results in good returns
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Want to screen for businesses with quality management ?
Look at previous Singelton CEO prize winners
One of my favourite winners is Nicholas Howley - the Founder and Chairman of $TDG
TransDigm has outperformed the market over the past 5 years - Quality management results in good returns
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Offshore
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The Kobeissi Letter
BREAKING: President Trump is no longer expected to impose "sector-specific tariffs" on April 2nd, per WSJ.
The S&P 500 is now up +75 points on the news. https://t.co/SIU2shr3nI
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BREAKING: President Trump is no longer expected to impose "sector-specific tariffs" on April 2nd, per WSJ.
The S&P 500 is now up +75 points on the news. https://t.co/SIU2shr3nI
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Offshore
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The Kobeissi Letter
BREAKING: Tesla stock, $TSLA, extends 2-day gains to +13% on news of potential tariff leeway. https://t.co/DGpYc97rju
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BREAKING: Tesla stock, $TSLA, extends 2-day gains to +13% on news of potential tariff leeway. https://t.co/DGpYc97rju
BREAKING: President Trump is no longer expected to impose "sector-specific tariffs" on April 2nd, per WSJ.
The S&P 500 is now up +75 points on the news. https://t.co/SIU2shr3nI tweet
Offshore
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Quiver Quantitative
Tesla stock has now risen 20% since this Tim Walz clip from last week.
On the other hand, it's still down 30% since Marjorie Taylor Greene'e January purchase. https://t.co/LE6fJ1oR2e
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Tesla stock has now risen 20% since this Tim Walz clip from last week.
On the other hand, it's still down 30% since Marjorie Taylor Greene'e January purchase. https://t.co/LE6fJ1oR2e
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The Kobeissi Letter
Price action ahead of a recession:
The S&P 500 is down -6.5% since its February 19th peak after briefly recording a 10% drawdown in early-March.
Historically, if stocks subsequently dropped another 5% on average within the next 150 days, the US economy was in a recession.
However, if stocks recovered all previous losses within the next 120-150 days a recession was avoided.
In other words, prolonged stock market declines usually precede economic downturns.
In the past, stocks have tended to peak about 6-months prior to the onset of an official recession.
The next few weeks are crucial.
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Price action ahead of a recession:
The S&P 500 is down -6.5% since its February 19th peak after briefly recording a 10% drawdown in early-March.
Historically, if stocks subsequently dropped another 5% on average within the next 150 days, the US economy was in a recession.
However, if stocks recovered all previous losses within the next 120-150 days a recession was avoided.
In other words, prolonged stock market declines usually precede economic downturns.
In the past, stocks have tended to peak about 6-months prior to the onset of an official recession.
The next few weeks are crucial.
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Offshore
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Quiver Quantitative
Kat Abughazaleh, a 26-year-old progressive influencer, just announced that she is running for Congress.
She will be running against Representative Jan Schakowsky, an 80-year-old Democratic incumbent.
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Kat Abughazaleh, a 26-year-old progressive influencer, just announced that she is running for Congress.
She will be running against Representative Jan Schakowsky, an 80-year-old Democratic incumbent.
I'm Kat Abughazaleh and I'm running for Congress. https://t.co/tEtaNcc5xL tweet
Offshore
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The Kobeissi Letter
US household wealth is falling:
US household equity wealth is set to drop a whopping -$3 trillion this quarter, the most since the 2022 bear market, according to BofA estimates.
By comparison, equity holdings rose +$9 trillion in 2024 to a record $56 trillion.
In other words, one-third of last year's gains have likely been wiped out due to the recent market pullback.
Furthermore, the top 10% of the wealthiest Americans own 87% of US stocks.
This, in turn, may negatively impact consumer spending as the top 10% reflect a record 50% of all consumer expenditures.
Consumer spending is set to slow in Q2 2025.
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US household wealth is falling:
US household equity wealth is set to drop a whopping -$3 trillion this quarter, the most since the 2022 bear market, according to BofA estimates.
By comparison, equity holdings rose +$9 trillion in 2024 to a record $56 trillion.
In other words, one-third of last year's gains have likely been wiped out due to the recent market pullback.
Furthermore, the top 10% of the wealthiest Americans own 87% of US stocks.
This, in turn, may negatively impact consumer spending as the top 10% reflect a record 50% of all consumer expenditures.
Consumer spending is set to slow in Q2 2025.
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