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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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The Kobeissi Letter
BREAKING: China retaliates with new tariffs on the US as the trade war officially begins.
China just said it would impose additional tariffs of up to 15% on some US goods beginning March 10th.
These tariffs largely cover US agricultural goods. https://t.co/alXQqhLIDF
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BREAKING: China retaliates with new tariffs on the US as the trade war officially begins.
China just said it would impose additional tariffs of up to 15% on some US goods beginning March 10th.
These tariffs largely cover US agricultural goods. https://t.co/alXQqhLIDF
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Finding Compounders
The Simplest Way to Select Bargain Stocks
By Ben Graham https://t.co/C1H9Oncjl7
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The Simplest Way to Select Bargain Stocks
By Ben Graham https://t.co/C1H9Oncjl7
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Finding Compounders
This is a must read for every investor
Sequoia’s 1978 Quarterly Report
“ If anyone offers you a new Mercedes for $2500, take it and don’t worry about the outcome of the Salt talks or the Middle East situation”
The gist of this letter : Focus on what actually matters !! https://t.co/1tjlSuUtRc
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This is a must read for every investor
Sequoia’s 1978 Quarterly Report
“ If anyone offers you a new Mercedes for $2500, take it and don’t worry about the outcome of the Salt talks or the Middle East situation”
The gist of this letter : Focus on what actually matters !! https://t.co/1tjlSuUtRc
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Alvin
I think the reason why some people who reviewed the Xiaomi 15 Ultra got a slower than expected charging speed is because they haven't switched the charging mode from "Standard" to "Top Speed".
This is the first thing a reviewer should do when testing Xiaomi phones. https://t.co/IQhhJPdlz0
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I think the reason why some people who reviewed the Xiaomi 15 Ultra got a slower than expected charging speed is because they haven't switched the charging mode from "Standard" to "Top Speed".
This is the first thing a reviewer should do when testing Xiaomi phones. https://t.co/IQhhJPdlz0
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Hidden Value Gems
A small arbitrage opportunity?
$WBA
“They have been discussing Sycamore paying between $11.30 a share and $11.40 a share in cash, the people said. The deal could also include contingent value rights that would increase the value if certain targets are later reached, they added.” https://t.co/0VVa254avE
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A small arbitrage opportunity?
$WBA
“They have been discussing Sycamore paying between $11.30 a share and $11.40 a share in cash, the people said. The deal could also include contingent value rights that would increase the value if certain targets are later reached, they added.” https://t.co/0VVa254avE
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