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The Kobeissi Letter
WOW.
The Dow Jones Industrial Average is now down -1,700 points in 24 hours.
The S&P 500 is now just ~3% away from entering correction territory.
The Nasdaq is now ~0.5% away from correction territory.
$4 trillion+ of capital has been lost. https://t.co/4uq4GwEUIu
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WOW.
The Dow Jones Industrial Average is now down -1,700 points in 24 hours.
The S&P 500 is now just ~3% away from entering correction territory.
The Nasdaq is now ~0.5% away from correction territory.
$4 trillion+ of capital has been lost. https://t.co/4uq4GwEUIu
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The Kobeissi Letter
Current situation:
1. Technology stocks are falling like tariffs are here to stay
2. Oil prices are falling to a 4-month low on demand worries
3. Gold prices are rising toward new all time highs on uncertainty
4. Bond prices are rising like rate cuts are back
5. Crypto is falling like billions of retail capital is gone
6. Interest rates are falling like the economy is slowing
The market is pricing-in a recession.
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Current situation:
1. Technology stocks are falling like tariffs are here to stay
2. Oil prices are falling to a 4-month low on demand worries
3. Gold prices are rising toward new all time highs on uncertainty
4. Bond prices are rising like rate cuts are back
5. Crypto is falling like billions of retail capital is gone
6. Interest rates are falling like the economy is slowing
The market is pricing-in a recession.
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App Economy Insights
🎬 Streaming trends visualized
👨👩👧👦 Content is still king
💰 Profitability takes center stage
▶️ Ad-supported gains momentum
🛑 Password-sharing crackdown expands
Let’s review 👇
https://t.co/IuDMXvNDKz
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🎬 Streaming trends visualized
👨👩👧👦 Content is still king
💰 Profitability takes center stage
▶️ Ad-supported gains momentum
🛑 Password-sharing crackdown expands
Let’s review 👇
https://t.co/IuDMXvNDKz
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The Kobeissi Letter
BREAKING: Ontario is issuing a 25% export tax on electricity to the US, per WSJ.
This impacts 1.5 million homes in Minnesota, Michigan and New York, in retaliation for President Trump's tariffs. https://t.co/ETFGl6x85Y
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BREAKING: Ontario is issuing a 25% export tax on electricity to the US, per WSJ.
This impacts 1.5 million homes in Minnesota, Michigan and New York, in retaliation for President Trump's tariffs. https://t.co/ETFGl6x85Y
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The Kobeissi Letter
BREAKING: Crypto markets have now seen -$1 TRILLION of market cap lost since December 18th.
This officially puts crypto in a bear market, down -26% from its all time high. https://t.co/cnmWOx7DPd
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BREAKING: Crypto markets have now seen -$1 TRILLION of market cap lost since December 18th.
This officially puts crypto in a bear market, down -26% from its all time high. https://t.co/cnmWOx7DPd
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Investing visuals
Celebrate that your favorite stocks are on sale! 🙌
Did you do any buying today? https://t.co/KU4mqVQJnn
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Celebrate that your favorite stocks are on sale! 🙌
Did you do any buying today? https://t.co/KU4mqVQJnn
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The Kobeissi Letter
BREAKING: Justin Trudeau says Canada is now imposing 25% tariffs on US imports worth $30B CAD.
Additional 25% tariffs on a further $125B CAD of US imports will be imposed over the next 21 days.
Trudeau says that Canada will also look at "non-tariff measures" if US tariffs persist.
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BREAKING: Justin Trudeau says Canada is now imposing 25% tariffs on US imports worth $30B CAD.
Additional 25% tariffs on a further $125B CAD of US imports will be imposed over the next 21 days.
Trudeau says that Canada will also look at "non-tariff measures" if US tariffs persist.
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The Kobeissi Letter
SUMMARY OF LIVE TARIFFS:
1. 25% tariffs on goods from Mexico to US
2. 25% tariffs goods except energy from Canada to US
3. 25% tariffs on CAD$30B of goods from US to Canada
4. 25% tariffs on CAD$125B of goods from US to Canada in 21 days
5. 25% export tax on electricity from Ontario to US
6. 20% tariffs on many goods from China to US
7. 10% tariffs on energy from Canada to US
8. 10%-15% tariffs on goods from US to China
9. Unspecified tariffs from Mexico on US imports to be announced Sunday
Both Canada and Mexico have announced they are exploring "non-tariff measures."
Talk about a turn of events.
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SUMMARY OF LIVE TARIFFS:
1. 25% tariffs on goods from Mexico to US
2. 25% tariffs goods except energy from Canada to US
3. 25% tariffs on CAD$30B of goods from US to Canada
4. 25% tariffs on CAD$125B of goods from US to Canada in 21 days
5. 25% export tax on electricity from Ontario to US
6. 20% tariffs on many goods from China to US
7. 10% tariffs on energy from Canada to US
8. 10%-15% tariffs on goods from US to China
9. Unspecified tariffs from Mexico on US imports to be announced Sunday
Both Canada and Mexico have announced they are exploring "non-tariff measures."
Talk about a turn of events.
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The Kobeissi Letter
The Fear & Greed Index has fallen to 15, Extreme Fear, for the first time in over a year.
Investors have not been this fearful since the 2022 bear market. https://t.co/Ol4gdNH3dm
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The Fear & Greed Index has fallen to 15, Extreme Fear, for the first time in over a year.
Investors have not been this fearful since the 2022 bear market. https://t.co/Ol4gdNH3dm
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Stock Analysis Compilation
Conestoga on Paylocity Holding Corp. $PCTY US
Thesis: Paylocity Holding Corp. (PCTY) is a leading cloud HCM software provider with strong recurring revenue growth and long-term potential driven by strategic acquisitions and AI-enhanced workflows.
(Extract from their Q4 letter) https://t.co/kZN3Ig2IcQ
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Conestoga on Paylocity Holding Corp. $PCTY US
Thesis: Paylocity Holding Corp. (PCTY) is a leading cloud HCM software provider with strong recurring revenue growth and long-term potential driven by strategic acquisitions and AI-enhanced workflows.
(Extract from their Q4 letter) https://t.co/kZN3Ig2IcQ
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Finding Compounders
The outcome of James O'Shaughnessy’s research .
“Perhaps the most compelling strategy for delivering attractive long term returns came from value investing.” https://t.co/mjgkaq11fS
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The outcome of James O'Shaughnessy’s research .
“Perhaps the most compelling strategy for delivering attractive long term returns came from value investing.” https://t.co/mjgkaq11fS
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