⁠The Kobeissi Letter
BREAKING: Auto stocks rise as the Financial Times reports that President Trump will be exempting carmakers from some US tariffs. https://t.co/AWSVGOsoou
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⁠The Kobeissi Letter
Daily S&P 500 returns depending on which Trump Administration official is speaking. https://t.co/XgGGr0vXTv
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Moody’s $MCO Q1 Earnings Report🎯

Rev: $1.92B vs $1.88B est✅ | +8% YoY
EPS: $3.83 vs $3.54 est ✅ | +14% YoY https://t.co/SFFsKYeoXu
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⁠The Kobeissi Letter
BREAKING: President Trump says on China's 145% tariff:

"I haven't brought it down, I said it's a high tariff, but I haven't brought it down."

Trump reiterates that if a deal is not made, tariffs will be set.
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⁠The Kobeissi Letter
BREAKING: President Trump says he has not called Fed Chair Powell, but he "might call him because he's keeping rates too high."
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⁠The Kobeissi Letter
BREAKING: President Trump says 25% tariffs on Canada could go up.
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⁠The Kobeissi Letter
BREAKING: President Trump says he is NOT considering changes to automobile and auto part tariffs.

Just 1 hour ago, FT reported that President Trump will be exempting carmakers from some US tariffs.

Auto stocks have gone from green to red after hours.
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⁠The Kobeissi Letter
BREAKING: Stock market futures open lower following Trump’s 5 PM ET press conference.

Little clarity was provided regarding the China tariff situation. https://t.co/mTEcJd3wOj
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⁠Quiver Quantitative
JUST IN: Trump has said that the proposed millionaire tax would cause many of them to leave the country. https://t.co/QuijLD7YsR
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⁠Finding Compounders
Bruce Greenwald’s lists the Value Investing Process. https://t.co/eiUSrCpbIA
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