Offshore
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Finding Compounders
Interesting story of the phone call between Steve Jobs and Warren Buffett
Sourced from my free newsletter.
Link is in my bio https://t.co/61TdSuV6cR
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Interesting story of the phone call between Steve Jobs and Warren Buffett
Sourced from my free newsletter.
Link is in my bio https://t.co/61TdSuV6cR
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Offshore
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The Kobeissi Letter
Given the recent sell-off in Treasuries, who effectively owns US public debt?
The largest holders of Treasuries are foreigners who own $8.5 trillion, or 33% of the total.
Japan is the top foreign owner of $1.08 trillion of US government bonds.
China is the second-largest holder and owns ~$760 billion.
31%, or $8.0 trillion is held by the financial sector including banks, mutual funds, and hedge funds.
The government and households own 24% and 11% of the Treasury market, respectively.
Foreign holdings of US Treasuries are huge.
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Given the recent sell-off in Treasuries, who effectively owns US public debt?
The largest holders of Treasuries are foreigners who own $8.5 trillion, or 33% of the total.
Japan is the top foreign owner of $1.08 trillion of US government bonds.
China is the second-largest holder and owns ~$760 billion.
31%, or $8.0 trillion is held by the financial sector including banks, mutual funds, and hedge funds.
The government and households own 24% and 11% of the Treasury market, respectively.
Foreign holdings of US Treasuries are huge.
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Offshore
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App Economy Insights
📊 This Week in Visuals:
⚙️ TSMC $TSM
🔬 ASML $ASML
💼 UnitedHealth $UNH
💊 Johnson & Johnson $JNJ
💳 American Express $AXP
🏦 Charles Schwab $SCHW
🛩️ United Airlines $UAL
https://t.co/ruiqVVvOyw
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📊 This Week in Visuals:
⚙️ TSMC $TSM
🔬 ASML $ASML
💼 UnitedHealth $UNH
💊 Johnson & Johnson $JNJ
💳 American Express $AXP
🏦 Charles Schwab $SCHW
🛩️ United Airlines $UAL
https://t.co/ruiqVVvOyw
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Offshore
Video
Finding Compounders
Charlie Munger’s answer when asked on when to sell .
Investors need to adopt this kind of thinking
“Find Costco’s, not good exits” https://t.co/W4SWTxQevU
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Charlie Munger’s answer when asked on when to sell .
Investors need to adopt this kind of thinking
“Find Costco’s, not good exits” https://t.co/W4SWTxQevU
tweet
Offshore
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App Economy Insights
What are you watching this week?
• Tuesday: $TSLA, $ISRG, $LMT, $SAP, $VZ.
• Wednesday: $BA, $CMG, $GEV, $IBM, $LRCX $NOW, $T, $TXN.
• Thursday: $GOOG, $AAL, $INTC, $LUV, $MRK, $PEP, $TMUS.
All visualized in our PRO coverage next Saturday. https://t.co/Pdkgi5EkbP
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What are you watching this week?
• Tuesday: $TSLA, $ISRG, $LMT, $SAP, $VZ.
• Wednesday: $BA, $CMG, $GEV, $IBM, $LRCX $NOW, $T, $TXN.
• Thursday: $GOOG, $AAL, $INTC, $LUV, $MRK, $PEP, $TMUS.
All visualized in our PRO coverage next Saturday. https://t.co/Pdkgi5EkbP
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