⁠The Kobeissi Letter
BREAKING: US Treasury Secretary Bessent says China's escalation was a "big mistake" and they are playing with a "losing hand."

This comes after China vowed to "fight until the end" last night in response to Trump threatening to raise tariffs by another 50%.
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⁠The Kobeissi Letter
BREAKING: Dow futures extend gains to over +1,000 points with the S&P 500 set to open over +2% higher. https://t.co/iOcaEr74qm
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⁠Capital Employed
What companies have you been buying in this current market drawdown?
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⁠The Kobeissi Letter
BREAKING: Bill Ackman says he is now "advocating for a 30, 60, or 90-day pause before the tariffs are implemented tomorrow." https://t.co/3ZeBwCh1ox
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⁠Finding Compounders
Here are a students notes on Seth Klarman’s CFA institute meeting in 2010

He also gave some book recommendations at the end https://t.co/nJoV9YsiXR
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⁠Finding Compounders
RT @gainify_io: Brutal multiple resets. 3 days.

Top 10 Biggest P/E forward contractions across $40B+ names:
$MU $DELL $SBUX $AMD $AAPL $C $GS $GE $TSLA

Market repricing risk or or buying setup? https://t.co/rYtqUS8oX7
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⁠The Kobeissi Letter
BREAKING: President Trump will meet with House Republicans at 1:00 PM ET today.

Turn on our post notifications @KobeissiLetter for real time updates and analysis as this develops.
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⁠The Kobeissi Letter
BREAKING: President Trump says "China wants to make a deal, badly, but they don't know how to get it started."

He also says that "we have the probability of a great deal" with South Korea after a call with their President. https://t.co/IR1LSMSTrb
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⁠Finding Compounders
Francis Chou’s 1999 fund letter

It’s a must read

He criticizes the prices at which investors were buying internet stocks at. https://t.co/evY8y1lgTl
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