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Mads
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DIMON: `I'M QUITE SUSPICIOUS' ABOUT INFLATION COMING DOWN tweet
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The Kobeissi Letter
Prediction markets are growing:
Kalshi now controls 7.5% of the US Derivates Market, officially making it a "covered" exchange.
This comes as the exchange has now seen $2+ BILLION in trade volume.
Markets are evolving faster than ever before.
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Prediction markets are growing:
Kalshi now controls 7.5% of the US Derivates Market, officially making it a "covered" exchange.
This comes as the exchange has now seen $2+ BILLION in trade volume.
Markets are evolving faster than ever before.
When we started Kalshi, Luana and I joked about how one day we would become "too big to fail".
The CFTC actually defines that as an exchange with more than 5% US market share and calls it a "covered" exchange.
While our notional volume is still far, Kalshi just became a covered exchange and is now formally too big to fail.
Nice personal milestone. We keep marching. tweet
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Stock Analysis Compilation
Baron Discovery Fund on The Macerich Company $MAC US
Thesis: Macerich is a REIT with a high-quality portfolio of 43 malls in prime U.S. locations, poised for growth due to strong tenant demand, limited supply, and leadership changes aimed at improving performance.
(Extract from their Q4 letter)
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Baron Discovery Fund on The Macerich Company $MAC US
Thesis: Macerich is a REIT with a high-quality portfolio of 43 malls in prime U.S. locations, poised for growth due to strong tenant demand, limited supply, and leadership changes aimed at improving performance.
(Extract from their Q4 letter)
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The Kobeissi Letter
BREAKING: The S&P 500 surges over +100 points from its low as dips buyers begin buying technology stocks.
The S&P 500 just added +$850 BILLION of market cap in 2 hours. https://t.co/Nqy55Lmhfr
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BREAKING: The S&P 500 surges over +100 points from its low as dips buyers begin buying technology stocks.
The S&P 500 just added +$850 BILLION of market cap in 2 hours. https://t.co/Nqy55Lmhfr
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The Kobeissi Letter
BREAKING: The S&P 500 surges +1.6% to close February on a strong note with an all-green heat map. https://t.co/UxsT2ZA8Kr
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BREAKING: The S&P 500 surges +1.6% to close February on a strong note with an all-green heat map. https://t.co/UxsT2ZA8Kr
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Alvin
Android phone brands are taking their head start in making ultra-thin phones before the iPhone 17 Air.
We already saw a glimpse of the Galaxy S25 Edge last month, but now there's another one.
This is the Tecno Spark Slim (concept), to be launched at MWC 2025.
At just 5.75 mm thick, they managed to fit a 5200 mAh battery inside. That's thinner than a pencil.
You can charge the phone at a 45W speed, and it has a dual camera system on the rear side.
Even the camera housing design looks similar to the rumoured iPhone redesign (Pixel-esque shape).
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Android phone brands are taking their head start in making ultra-thin phones before the iPhone 17 Air.
We already saw a glimpse of the Galaxy S25 Edge last month, but now there's another one.
This is the Tecno Spark Slim (concept), to be launched at MWC 2025.
At just 5.75 mm thick, they managed to fit a 5200 mAh battery inside. That's thinner than a pencil.
You can charge the phone at a 45W speed, and it has a dual camera system on the rear side.
Even the camera housing design looks similar to the rumoured iPhone redesign (Pixel-esque shape).
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The Kobeissi Letter
BREAKING: President Trump is considering ending all ongoing military aid to Ukraine after today’s events, per the Washington Post. https://t.co/Hp7ST2gUxs
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BREAKING: President Trump is considering ending all ongoing military aid to Ukraine after today’s events, per the Washington Post. https://t.co/Hp7ST2gUxs
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Quiver Quantitative
Rheinmetall (German defense contractor) stock has now risen 88% since we posted this report.
Up another 4% today after the meeting between Trump and Zelenskyy. https://t.co/z6crp0Bt0Z
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Rheinmetall (German defense contractor) stock has now risen 88% since we posted this report.
Up another 4% today after the meeting between Trump and Zelenskyy. https://t.co/z6crp0Bt0Z
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