⁠The Kobeissi Letter
BREAKING: Nasdaq 100 futures drop over -200 points as President Trump says Zelensky is “gambling with World War 3.” https://t.co/xyr36wQnCB
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⁠Mads
https://t.co/iWp2zGrmgQ

a lot of you aren't geographically diversified and it shows - Mads
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⁠The Kobeissi Letter
BREAKING: After a closed meeting with Zelenskyy following this altercation, President Trump says "Zelenskyy is not ready for peace."

He also says "Zelenskyy has disrespected America."

Markets are falling to a new low of the day.

BREAKING: President Trump's meeting with Ukrainian President Zelenskyy regarding cease fire deal escalates to verbal altercation.

"You have to be more thankful.. you don't have any cards," Trump says. https://t.co/V3ayGEjbNb - The Kobeissi Letter
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⁠The Kobeissi Letter
BREAKING: President Trump releases a statement following his verbal altercation with Ukrainian President Zelenskyy.

The Trump/Zelenskyy press conference has now been cancelled. https://t.co/6bIukJLBbN
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⁠Mads
the contentious meeting: https://t.co/xpMKC3GoyA

ZELENKSIY LEAVES WHITE HOUSE EARLY AFTER CONTENTIOUS MEETING WITH TRUMP - *Walter Bloomberg
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Visa $V & Mastercard $MA doing their thing

Businesses that support investor confidence during periods of EXTREME FEAR are 💎

Also, hard to believe we are truly in “extreme fear” considering we haven’t even had a correction yet

For those calling this a “crash” — this is nothing https://t.co/42nJwIlszT
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AkhenOsiris
Will it be a weekend of the sane voices in the Trump admin going on damage control?

Or will they double down on painting Zelenskiy/Ukraine as the problem?
- Damage Control
- Double Down
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AkhenOsiris
TIL The Art of the Deal is to relentlessly attack your counterpart, not give them a chance to speak, and have a friend to attack them some more.
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AkhenOsiris
Is the current state of affairs moving up the timeline for China to make a move on Taiwan? Yikes
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AkhenOsiris
Looking forward to see which world leaders comment on what just happened. My guess is outside of Europe not many. Within Europe, probably a united front.
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⁠Stock Analysis Compilation
Baron Opportunity Fund on Arista Networks $ANET US

Thesis: Arista’s AI-driven networking growth and Ethernet transition position it for strong market share gains and revenue expansion

(Extract from their Q4 letter) https://t.co/ihE1iKzFfM
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