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Quiver Quantitative
House Democrats just sent a letter to Speaker Mike Johnson, asking that politicians be required to immediately disclose stock trades made around the tariff announcements: https://t.co/52INosrllJ
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House Democrats just sent a letter to Speaker Mike Johnson, asking that politicians be required to immediately disclose stock trades made around the tariff announcements: https://t.co/52INosrllJ
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The Kobeissi Letter
Gold prices are flying off the chart.
If you can’t tell yet, something is broken. https://t.co/JPlpSv0p2h
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Gold prices are flying off the chart.
If you can’t tell yet, something is broken. https://t.co/JPlpSv0p2h
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The Kobeissi Letter
Here’s the real question, who gives up first?
1. President Trump
2. China
3. Bond market
At this rate, the 10Y Note Yield will be at 5% next week.
Inevitably, one of these 3 factors has to give very soon; this is unsustainable.
Which cracks first? https://t.co/RD2AGts5mb
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Here’s the real question, who gives up first?
1. President Trump
2. China
3. Bond market
At this rate, the 10Y Note Yield will be at 5% next week.
Inevitably, one of these 3 factors has to give very soon; this is unsustainable.
Which cracks first? https://t.co/RD2AGts5mb
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The Kobeissi Letter
The U.S. Dollar has exited the room.
Once again, something is broken. https://t.co/2FxZej9kbo
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The U.S. Dollar has exited the room.
Once again, something is broken. https://t.co/2FxZej9kbo
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The All-In Podcast
All-In Summit: John Mearsheimer Explains the China Threat
@MearsheimerJ from All-In Summit 2024:
"I'm fully in favor of containing China."
"With regard to Russia, I don't think Russia is a serious threat to the United States."
"And indeed I think the United States should have good relations with Putin."
"It's a remarkably foolish policy to push him into the arms of the Chinese."
"There are three great powers in the system, the US, China, and Russia."
"China is a peer competitor to the United States. It's the most serious threat to the United States."
"Russia is the weakest of those three great powers, and it's not a serious threat to us."
"If you are playing balance of power politics, and you're interested as the United States in containing China, you want Russia on your side of the ledger."
"But what we have done in effect is we have pushed Russia into the arms of the Chinese."
"This is a remarkably foolish policy, and furthermore, by getting bogged down in Ukraine and now bogged down in the Middle East, it's become very difficult for us to pivot to Asia to deal with China, which is the principle threat that we face."
This is from an incredible panel with John Mearsheimer and Jeffrey Sachs at last year's All-In Summit.
Apply for tickets to 2025: https://t.co/AWcgvLf2yZ
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All-In Summit: John Mearsheimer Explains the China Threat
@MearsheimerJ from All-In Summit 2024:
"I'm fully in favor of containing China."
"With regard to Russia, I don't think Russia is a serious threat to the United States."
"And indeed I think the United States should have good relations with Putin."
"It's a remarkably foolish policy to push him into the arms of the Chinese."
"There are three great powers in the system, the US, China, and Russia."
"China is a peer competitor to the United States. It's the most serious threat to the United States."
"Russia is the weakest of those three great powers, and it's not a serious threat to us."
"If you are playing balance of power politics, and you're interested as the United States in containing China, you want Russia on your side of the ledger."
"But what we have done in effect is we have pushed Russia into the arms of the Chinese."
"This is a remarkably foolish policy, and furthermore, by getting bogged down in Ukraine and now bogged down in the Middle East, it's become very difficult for us to pivot to Asia to deal with China, which is the principle threat that we face."
This is from an incredible panel with John Mearsheimer and Jeffrey Sachs at last year's All-In Summit.
Apply for tickets to 2025: https://t.co/AWcgvLf2yZ
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Finding Compounders
Want to learn on how exactly ROIC is beneficial by comparing two companies?
Check out my free newsletter
Link is in my bio https://t.co/Sf0YA91BKG
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Want to learn on how exactly ROIC is beneficial by comparing two companies?
Check out my free newsletter
Link is in my bio https://t.co/Sf0YA91BKG
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Capital Employed
45 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/WgaCiGeWh9 https://t.co/GfFNUzsvaL
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45 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/WgaCiGeWh9 https://t.co/GfFNUzsvaL
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Finding Compounders
Seth Klarman explains why he is critical of indexing
What are your thoughts ? https://t.co/zqgzT1Mosi
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Seth Klarman explains why he is critical of indexing
What are your thoughts ? https://t.co/zqgzT1Mosi
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