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Finding Compounders
Prem Wasta in his shareholder letter shares some sentiments similar to those shared by Warren Buffett and Tom Murphy
Decentralization !! https://t.co/ddgFf2R27N
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Prem Wasta in his shareholder letter shares some sentiments similar to those shared by Warren Buffett and Tom Murphy
Decentralization !! https://t.co/ddgFf2R27N
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Offshore
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The Kobeissi Letter
BREAKING: President Trump announces 25% tariffs on “cars not made in the United States.”
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BREAKING: President Trump announces 25% tariffs on “cars not made in the United States.”
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 tweet
Offshore
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The Kobeissi Letter
The key to profitability right now:
Timing and sentiment are everything in this market.
We continue to see sentiment switch from risk-on to risk-off at a rapid pace.
At 9:45 AM ET this morning, we shifted back to shorts in the S&P 500 after holding longs from 5,500.
It was clear that sentiment had become overly bullish and tariff headwinds were underpriced.
Just hours later, and the S&P 500 is -100 points lower as trade war concerns are back.
Below is one of our clients who was able to capitalize on this swing.
Get ahead of sentiment shifts and this market is incredibly profitable.
tweet
The key to profitability right now:
Timing and sentiment are everything in this market.
We continue to see sentiment switch from risk-on to risk-off at a rapid pace.
At 9:45 AM ET this morning, we shifted back to shorts in the S&P 500 after holding longs from 5,500.
It was clear that sentiment had become overly bullish and tariff headwinds were underpriced.
Just hours later, and the S&P 500 is -100 points lower as trade war concerns are back.
Below is one of our clients who was able to capitalize on this swing.
Get ahead of sentiment shifts and this market is incredibly profitable.
@TKLSubscribers Just a portion of the wins today 💪💪thank you! https://t.co/bluzlejIT8 tweet
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App Economy Insights
ChatGPT 4o image creation is insane!
Created from scratch with just a screenshot of our newsletter landing page. https://t.co/lHNA8pesGu
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ChatGPT 4o image creation is insane!
Created from scratch with just a screenshot of our newsletter landing page. https://t.co/lHNA8pesGu
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Offshore
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The Kobeissi Letter
Auto tariffs are HERE:
President Trump's "Liberation Day" will now include 25% tariffs on cars not made in the US.
This is set to add up to +$12,500 to the price of the average new car SOLD, but not MADE, in the US.
So, why are US automakers crashing?
(a thread) https://t.co/WzBjulVZF7
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Auto tariffs are HERE:
President Trump's "Liberation Day" will now include 25% tariffs on cars not made in the US.
This is set to add up to +$12,500 to the price of the average new car SOLD, but not MADE, in the US.
So, why are US automakers crashing?
(a thread) https://t.co/WzBjulVZF7
tweet
Offshore
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The Kobeissi Letter
Is the used car bubble returning?
As President Trump's 25% auto tariffs go live, the average new car will see $3,000 to $12,500 in new costs.
This is set to pushed used car prices higher just as they started falling following the post-pandemic run.
Your used car may actually start appreciating again.
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Is the used car bubble returning?
As President Trump's 25% auto tariffs go live, the average new car will see $3,000 to $12,500 in new costs.
This is set to pushed used car prices higher just as they started falling following the post-pandemic run.
Your used car may actually start appreciating again.
Auto tariffs are HERE:
President Trump's "Liberation Day" will now include 25% tariffs on cars not made in the US.
This is set to add up to +$12,500 to the price of the average new car SOLD, but not MADE, in the US.
So, why are US automakers crashing?
(a thread) https://t.co/WzBjulVZF7 tweet
Offshore
Photo
The Kobeissi Letter
BREAKING: General Motors stock, $GM, extends decline to -8.5% on the day as markets react to 25% auto tariffs. https://t.co/X7tqhZzz2V
tweet
BREAKING: General Motors stock, $GM, extends decline to -8.5% on the day as markets react to 25% auto tariffs. https://t.co/X7tqhZzz2V
Auto tariffs are HERE:
President Trump's "Liberation Day" will now include 25% tariffs on cars not made in the US.
This is set to add up to +$12,500 to the price of the average new car SOLD, but not MADE, in the US.
So, why are US automakers crashing?
(a thread) https://t.co/WzBjulVZF7 tweet
Offshore
Photo
The Kobeissi Letter
BREAKING: Mexico’s president says “we are going to give an integral response to tariffs after April 2nd.”
Reciprocal tariffs on the reciprocal tariffs are coming.
tweet
BREAKING: Mexico’s president says “we are going to give an integral response to tariffs after April 2nd.”
Reciprocal tariffs on the reciprocal tariffs are coming.
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 tweet