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The Kobeissi Letter
BREAKING: President Trump has halted all military aid to Ukraine, per Bloomberg. https://t.co/2OBbWbYp0f
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BREAKING: President Trump has halted all military aid to Ukraine, per Bloomberg. https://t.co/2OBbWbYp0f
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The Kobeissi Letter
This is absolutely insane:
At 9:30 AM ET today, the S&P 500 opened ~30 points higher and crypto hit its highest level of the trading session.
By 2:30 PM ET, the S&P 500 had lost -$1.5 trillion of market cap and crypto was down -$300 billion
That's -$1.8 TRILLION of lost market cap in ~5 hours.
In other words, between 9:30 AM and 2:30 PM, the S&P 500 and crypto lost $360 billion PER HOUR.
That's more than the entire market cap of Bank of America, $BAC, lost EVERY HOUR, on average.
We are witnessing history.
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This is absolutely insane:
At 9:30 AM ET today, the S&P 500 opened ~30 points higher and crypto hit its highest level of the trading session.
By 2:30 PM ET, the S&P 500 had lost -$1.5 trillion of market cap and crypto was down -$300 billion
That's -$1.8 TRILLION of lost market cap in ~5 hours.
In other words, between 9:30 AM and 2:30 PM, the S&P 500 and crypto lost $360 billion PER HOUR.
That's more than the entire market cap of Bank of America, $BAC, lost EVERY HOUR, on average.
We are witnessing history.
What just happened?
The Dow just went from being up +300 points at the open to falling as much as -1,100 points in hours.
Between 10:00 AM and 3:30 PM ET, the S&P 500 erased a whopping $1.5 trillion in market cap.
Here's exactly what you need to know.
(a thread) https://t.co/nQpKOlrihB tweet
The Investing for Beginners Podcast
RT @IFB_podcast: 5 powerful ratios for value investors:
1. P/E Ratio
2. P/B Ratio
3. Debt to equity
4. Current ratio
5. Dividend yield
With these, we can screen for valuation, liquidity, debt, and dividend strength.
Examples:
$TXN
$TSM
$GOOG
$WSO
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RT @IFB_podcast: 5 powerful ratios for value investors:
1. P/E Ratio
2. P/B Ratio
3. Debt to equity
4. Current ratio
5. Dividend yield
With these, we can screen for valuation, liquidity, debt, and dividend strength.
Examples:
$TXN
$TSM
$GOOG
$WSO
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The Kobeissi Letter
BREAKING: Honda has decided to produce its Honda Civic hybrid in the US to avoid tariffs, per Reuters.
Previously, Honda had plans to produce the car in Mexico which is now facing 25% tariffs. https://t.co/ex4Iiq4AGu
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BREAKING: Honda has decided to produce its Honda Civic hybrid in the US to avoid tariffs, per Reuters.
Previously, Honda had plans to produce the car in Mexico which is now facing 25% tariffs. https://t.co/ex4Iiq4AGu
What just happened?
The Dow just went from being up +300 points at the open to falling as much as -1,100 points in hours.
Between 10:00 AM and 3:30 PM ET, the S&P 500 erased a whopping $1.5 trillion in market cap.
Here's exactly what you need to know.
(a thread) https://t.co/nQpKOlrihB tweet
Offshore
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The Kobeissi Letter
What is happening with crypto?
Crypto markets are now worth -$100 billion LESS than they were prior to the US Crypto Reserve announcement.
Over the last 24 hours, crypto has erased -$500 BILLION of market cap in a massive reversal.
Here's what you need to know.
(a thread) https://t.co/xlsqsnQKKd
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What is happening with crypto?
Crypto markets are now worth -$100 billion LESS than they were prior to the US Crypto Reserve announcement.
Over the last 24 hours, crypto has erased -$500 BILLION of market cap in a massive reversal.
Here's what you need to know.
(a thread) https://t.co/xlsqsnQKKd
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Capital Employed
Bonus Content: Cheap Under The Radar Stocks 🚨
9 decent companies trading at decent prices...
https://t.co/PG7KIRLTgH https://t.co/nZ0KlTCJiZ
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Bonus Content: Cheap Under The Radar Stocks 🚨
9 decent companies trading at decent prices...
https://t.co/PG7KIRLTgH https://t.co/nZ0KlTCJiZ
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Offshore
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The Kobeissi Letter
We are seeing crypto's steepest selloff of 2025:
Over the last 24 hours, crypto markets are down -$460 billion from their highs.
This means that crypto investors have lost ~$19.1 billion PER HOUR for the last 24 hours STRAIGHT.
Are you buying the dip? https://t.co/CB7s7nnlYy
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We are seeing crypto's steepest selloff of 2025:
Over the last 24 hours, crypto markets are down -$460 billion from their highs.
This means that crypto investors have lost ~$19.1 billion PER HOUR for the last 24 hours STRAIGHT.
Are you buying the dip? https://t.co/CB7s7nnlYy
What is happening with crypto?
Crypto markets are now worth -$100 billion LESS than they were prior to the US Crypto Reserve announcement.
Over the last 24 hours, crypto has erased -$500 BILLION of market cap in a massive reversal.
Here's what you need to know.
(a thread) https://t.co/xlsqsnQKKd tweet
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The Kobeissi Letter
BREAKING: President Trump's 25% tariffs on Canada and Mexico and 20% tariffs on China have officially gone live.
Canada's retaliatory 25% tariff against the US is also now live.
The trade war has begun.
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BREAKING: President Trump's 25% tariffs on Canada and Mexico and 20% tariffs on China have officially gone live.
Canada's retaliatory 25% tariff against the US is also now live.
The trade war has begun.
What just happened?
The Dow just went from being up +300 points at the open to falling as much as -1,100 points in hours.
Between 10:00 AM and 3:30 PM ET, the S&P 500 erased a whopping $1.5 trillion in market cap.
Here's exactly what you need to know.
(a thread) https://t.co/nQpKOlrihB tweet
The Kobeissi Letter
TARIFFS NOW LIVE:
1. 25% tariffs on all good from Mexico to US
2. 25% tariffs on all goods except energy from Canada to US
3. 20% tariffs on many goods from China to US
4. 10% tariffs on energy from Canada to US
5. 25% retaliatory tariffs on up to $155B of goods from US to Canada
The trade war has officially begun.
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TARIFFS NOW LIVE:
1. 25% tariffs on all good from Mexico to US
2. 25% tariffs on all goods except energy from Canada to US
3. 20% tariffs on many goods from China to US
4. 10% tariffs on energy from Canada to US
5. 25% retaliatory tariffs on up to $155B of goods from US to Canada
The trade war has officially begun.
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The Investing for Beginners Podcast
RT @IFB_podcast: ROIC measures a company's capital efficiency.
Visualizations like the one below helps us see what drives ROIC.
Pricing, volume, cost controls, and many others drive growth + ROIC. https://t.co/jqqfjWO6UU
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RT @IFB_podcast: ROIC measures a company's capital efficiency.
Visualizations like the one below helps us see what drives ROIC.
Pricing, volume, cost controls, and many others drive growth + ROIC. https://t.co/jqqfjWO6UU
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