⁠The Kobeissi Letter
BREAKING: Bitcoin surges above $90,000 for the first time since March 7th.

Keep watching Bitcoin and Gold. https://t.co/1dwRm4iey8
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⁠Quiver Quantitative
We just received data on more congressional stock trades made before the tariff announcements.

Here's what we saw: https://t.co/gioImTPdOf
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⁠Finding Compounders
Pretty excited about this episode

Time for some coffee and a good listen (@FoundersPodcast ) https://t.co/jAgD5ffldG
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⁠Finding Compounders
Graph visualizing Total Shareholder Return.

Source : McKinsey Valuation https://t.co/vkW7pie1z8
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⁠The Kobeissi Letter
BREAKING: Foreign investors pulled ~$5 billion out of US corporate bond funds over the last 2 weeks, the most since April 2020.

As a result, the 4-week moving average jumped to ~$1.2 billion, the highest since the 2020 pandemic.

During this time, the high-yield corporate bond ETF, $HYG, and the investment-grade corporate bond ETF, $LQD, have fallen by -1.2% and -0.9%, respectively.

Meanwhile, high-yield corporate bond spreads have risen 1.5 percentage points over the last 2 months, to 4.16%, near the highest in 2 years.

However, foreign investors still own ~$4.4 trillion, or 27%, of the total US corporate bond market, according to BofA.

Will foreigners continue dumping US assets?
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⁠The Kobeissi Letter
BREAKING: US stock market indices extend gains to over +2% on the day. https://t.co/Sai8EQeJyA
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⁠Finding Compounders
Analyzing the cash flow statement https://t.co/rXi75o6IlO
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⁠Quiver Quantitative
Nancy Pelosi has made $2.5M in the stock market today, per our estimates.

Track live on Quiver: https://t.co/e3SG9sdDN6
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