⁠The Kobeissi Letter
BREAKING: President Trump is preparing an auto tariff announcement that could come as soon as today.

This comes after President Trump granted a 1-month delay on some auto tariffs on March 6th.
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⁠The Kobeissi Letter
BREAKING: US stocks fall to a new low of the day as President Trump prepares auto tariffs with the S&P 500 down nearly -1% and Nasdaq 100 down -1.7%. https://t.co/6OMJHTFIJs

BREAKING: President Trump is preparing an auto tariff announcement that could come as soon as today.

This comes after President Trump granted a 1-month delay on some auto tariffs on March 6th. - The Kobeissi Letter
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⁠Quiver Quantitative
BREAKING: Marjorie Taylor Greene calls for the complete defunding and dismantling of the Corporation for Public Broadcasting.

"You all can hate us on your own dime" https://t.co/KHsQWoogRQ
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⁠The Kobeissi Letter
The trade war is back:

Markets are expecting Trump's April 2nd reciprocal tariffs day to be the "end of uncertainty."

But, we believe it will be the exact OPPOSITE, which is why tech stocks are down over -$400 billion this week.

Here's what's coming next.

(a thread) https://t.co/UPfm1lF7dh
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⁠The Kobeissi Letter
BREAKING: US stocks extend declines with the S&P 500 now down over -1%.

See our thread below on what’s coming next in the trade war. https://t.co/XS6mDyedNJ

The trade war is back:

Markets are expecting Trump's April 2nd reciprocal tariffs day to be the "end of uncertainty."

But, we believe it will be the exact OPPOSITE, which is why tech stocks are down over -$400 billion this week.

Here's what's coming next.

(a thread) https://t.co/UPfm1lF7dh - The Kobeissi Letter
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⁠The Kobeissi Letter
BREAKING: President Trump to announce new auto tariffs at 4 PM ET, per CNBC. https://t.co/XRQfGqR61n

The trade war is back:

Markets are expecting Trump's April 2nd reciprocal tariffs day to be the "end of uncertainty."

But, we believe it will be the exact OPPOSITE, which is why tech stocks are down over -$400 billion this week.

Here's what's coming next.

(a thread) https://t.co/UPfm1lF7dh - The Kobeissi Letter
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⁠The Kobeissi Letter
US pension funds are buying massive amounts of stocks this week:

Pension funds are estimated to purchase ~$85 billion of US equities in a quarter-end rebalancing, the most since the 2020 pandemic, according to UBS.

This would mark their second-largest buy on record.

Additionally, US target date funds are projected to acquire $20 billion of stocks, the most since 2022.

The majority of rebalancing would be out of bonds and into equities as the market pulled back this quarter.

As a result, we have seen strong upside in stocks this week.

Can the rally hold once rebalancing ends?
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⁠Value Spotlight (Andrew Sather)
Is the carnage in Alibaba over?

ROIC seems to think so. Two things stand out after looking at 5 years of ROIC https://t.co/FTcWZdCyI5
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AkhenOsiris
Don is awesome, posts a massive amount of sell-side info while asking 0 in return. No subscription stuff here.

Hello Everyone,

I am utterly humbled and honored to have been nominated, along with three other fantastic candidates, for the '@Stocktwits Community Member of the Year' award.

The voting ends in a couple of days. If the type work I do here is useful to you, I would appreciate your support in the voting on Stocktwits.

However, if this type of thing is not of interest to you, please don't worry as I don't want anyone to feel pressured into voting. I am sincerely thankful to be in a position to help other people every day and the outcome of a contest won't change that reality.

If you are willing to place a vote, you can do so through the link below. Simply click on it and select 'DonCorleone77.' If you are not a Stocktwits member, you may need to register to vote. Thanks for your support:

stocktwits.com/StocktwitsPol… - DonCorleone77
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AkhenOsiris
Feels like Fed's Musalem has been talking for over 2 hours 😂
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