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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: To our knowledge, Babylon Capital® is the only investment management firm that has:
1. Made the call to buy amid peak fear
2. See a top 5 S&P 500 one-day gain since 1945, within 5 days of that call
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March 20, 2020 | March 24, 2020 +9.38%
April 5, 2025 | April 9 2025 +9.52% https://t.co/T74vsWLjxO
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RT @DimitryNakhla: To our knowledge, Babylon Capital® is the only investment management firm that has:
1. Made the call to buy amid peak fear
2. See a top 5 S&P 500 one-day gain since 1945, within 5 days of that call
___
March 20, 2020 | March 24, 2020 +9.38%
April 5, 2025 | April 9 2025 +9.52% https://t.co/T74vsWLjxO
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The Kobeissi Letter
BREAKING: The S&P 500 drops below 5,400 as Treasury Secretary Bessent says he does not have a timeframe for the start of trade talks with China. https://t.co/Z8BX7Q4PPC
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BREAKING: The S&P 500 drops below 5,400 as Treasury Secretary Bessent says he does not have a timeframe for the start of trade talks with China. https://t.co/Z8BX7Q4PPC
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Investing visuals
$TSLA is casually up 4% while posting its lowest automotive sales in nearly 4 years. https://t.co/MGo4QcaHa2
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$TSLA is casually up 4% while posting its lowest automotive sales in nearly 4 years. https://t.co/MGo4QcaHa2
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The Kobeissi Letter
Here we go again:
Bessent now saying that President Trump has not offered to take down US tariffs on China on a unilateral basis.
The ball is in China's court and Bessent just said it will take 2-3 years to reach a deal.
How does China respond now? https://t.co/ZM5OhRGXUY
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Here we go again:
Bessent now saying that President Trump has not offered to take down US tariffs on China on a unilateral basis.
The ball is in China's court and Bessent just said it will take 2-3 years to reach a deal.
How does China respond now? https://t.co/ZM5OhRGXUY
tweet
The Kobeissi Letter
Over the last 24 hours:
1. Trump says tariffs on China won’t be as high as 145% and “will come down substantially"
2. Bessent says "de-escalation with China" is coming
3. WSJ reports that tariffs on China are set to drop to 50%-65%
4. Bessent says America "first does not mean America alone"
5. Bessent declines to comment on WSJ report in point #3
6. Bessent clarifies Trump is not offering a unilateral decrease in tariffs on China
7. Bessent says US-China trade deal will take 2 to 3 years
The market's rollercoaster ride continues.
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Over the last 24 hours:
1. Trump says tariffs on China won’t be as high as 145% and “will come down substantially"
2. Bessent says "de-escalation with China" is coming
3. WSJ reports that tariffs on China are set to drop to 50%-65%
4. Bessent says America "first does not mean America alone"
5. Bessent declines to comment on WSJ report in point #3
6. Bessent clarifies Trump is not offering a unilateral decrease in tariffs on China
7. Bessent says US-China trade deal will take 2 to 3 years
The market's rollercoaster ride continues.
tweet
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The Kobeissi Letter
And, we are back:
The S&P 500 is now down -100 points from its high of the day as Bessent says Trump has not offered to take down tariffs on China on a unilateral basis.
Bessent has also declined to comment on a WSJ report that claimed tariffs would fall from 145% to 50%-65%.
More conflicting headlines are likely coming next.
tweet
And, we are back:
The S&P 500 is now down -100 points from its high of the day as Bessent says Trump has not offered to take down tariffs on China on a unilateral basis.
Bessent has also declined to comment on a WSJ report that claimed tariffs would fall from 145% to 50%-65%.
More conflicting headlines are likely coming next.
tweet