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Investing visuals
$NVDA is down 24% from its January peak but it returned 75.8% annually over the past 10 years.
Zoom out. https://t.co/CbkTx1t4Nb
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$NVDA is down 24% from its January peak but it returned 75.8% annually over the past 10 years.
Zoom out. https://t.co/CbkTx1t4Nb
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The Kobeissi Letter
RT @KobeissiLetter: 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
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RT @KobeissiLetter: 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
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Stock Analysis Compilation
Diamons Hill Small Mid Cap Fund on Rexford Industrial Realty $REXR US
Thesis: Rexford Industrial Realty is a warehouse REIT focused on Southern California, facing short-term challenges but positioned for medium-term gains due to slowing new supply and an attractive valuation.
(Extract from their Q4 letter)
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Diamons Hill Small Mid Cap Fund on Rexford Industrial Realty $REXR US
Thesis: Rexford Industrial Realty is a warehouse REIT focused on Southern California, facing short-term challenges but positioned for medium-term gains due to slowing new supply and an attractive valuation.
(Extract from their Q4 letter)
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Finding Compounders
Jeff Bezos’(@JeffBezos ) original sketch of the virtuous cycle that depicts Amazon’s Business Model in 2001 . https://t.co/oPGj4uW8cM
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Jeff Bezos’(@JeffBezos ) original sketch of the virtuous cycle that depicts Amazon’s Business Model in 2001 . https://t.co/oPGj4uW8cM
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The Kobeissi Letter
MARKETS SINCE MONDAY:
1. Solana, $SOL: -24.0%
2. Ripple, $XRP: -21.1%
3. Ethereum, $ETH: -18.0%
4. Bitcoin, $BTC: -12.5%
5. Robinhood, $HOOD: -10.9%
6. Nvidia, $NVDA: -10.5%
7. Tesla, $TSLA: -7.5%
8. Nasdaq 100: -3.0%
9. S&P 500: -2.7%
10. Dow Jones: -2.5%
The S&P 500 has now erased -$1.7 trillion of market cap over the last 24 hours.
This puts the index just ~4% away from entering correction territory.
The trade war is here.
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MARKETS SINCE MONDAY:
1. Solana, $SOL: -24.0%
2. Ripple, $XRP: -21.1%
3. Ethereum, $ETH: -18.0%
4. Bitcoin, $BTC: -12.5%
5. Robinhood, $HOOD: -10.9%
6. Nvidia, $NVDA: -10.5%
7. Tesla, $TSLA: -7.5%
8. Nasdaq 100: -3.0%
9. S&P 500: -2.7%
10. Dow Jones: -2.5%
The S&P 500 has now erased -$1.7 trillion of market cap over the last 24 hours.
This puts the index just ~4% away from entering correction territory.
The trade war is here.
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Quiver Quantitative
Tesla stock has now fallen 34% since Jack Schlossberg, JFK's only grandson, bought puts. https://t.co/ilntxmrqX1
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Tesla stock has now fallen 34% since Jack Schlossberg, JFK's only grandson, bought puts. https://t.co/ilntxmrqX1
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The Kobeissi Letter
BREAKING: The S&P 500 has officially erased ALL of its post-election gains.
The index has now lost -$3.3 TRILLION since February 19th.
That's -$330 billion PER TRADING DAY for the last 10 days. https://t.co/DgyVQWEfU7
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BREAKING: The S&P 500 has officially erased ALL of its post-election gains.
The index has now lost -$3.3 TRILLION since February 19th.
That's -$330 billion PER TRADING DAY for the last 10 days. https://t.co/DgyVQWEfU7
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The Kobeissi Letter
BREAKING: Oil prices crash to their lowest level since November 2024 as recession odds rise sharply. https://t.co/CYcqeAPtjq
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BREAKING: Oil prices crash to their lowest level since November 2024 as recession odds rise sharply. https://t.co/CYcqeAPtjq
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The Kobeissi Letter
BREAKING: The Volatility Index, $VIX, is now up +65% since February 20th.
This marks the index's first move above 25 since December 18th. https://t.co/UmTkv4mTmp
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BREAKING: The Volatility Index, $VIX, is now up +65% since February 20th.
This marks the index's first move above 25 since December 18th. https://t.co/UmTkv4mTmp
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