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Quiver Quantitative
JUST IN: Representative Robert Bresnahan just filed another purchase of Alibaba stock.

We have now seen multiple US politicians buying up stock in Chinese companies. https://t.co/mI9VmFfwvS
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Stock Analysis Compilation
Baron Emerging Markets Fund on Talabat $N/A

Thesis: Talabat is the leading food, grocery, and retail delivery platform in the MENA region, with significant growth potential and strong profitability outlook.

(Extract from their Q4 letter) https://t.co/NerG3k68wD
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Quiver Quantitative
Yikes.

Nancy Pelosi has lost $5.6M in the stock market today, per our estimates: https://t.co/jGx0rQKavf
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The Kobeissi Letter
Sentiment is everything:

AMD stock, $AMD, was once one of the most popular names in the market.

It's now down -50% over the last 12 months and at its lowest level since the October 2023 bottom.

Markets are incredible. https://t.co/wds2YgaRiY

The REAL reason markets are crashing:

Over the last 2 months, the S&P 500 and crypto have erased a combined -$5.5 TRILLION of market cap.

We have just witnessed one of the most SUDDEN shifts in sentiment since 2020.

What's happening? Let us explain.

(a thread) https://t.co/uPh9qGWfa5
- The Kobeissi Letter
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Offshore
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Stock Analysis Compilation
Baron Emerging Markets Fund on Talabat $TALABAT

Thesis: Talabat is the leading food, grocery, and retail delivery platform in the MENA region, with significant growth potential and strong profitability outlook.

(Extract from their Q4 letter) https://t.co/ZTzf8YHY9U
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Offshore
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The Kobeissi Letter
BREAKING: The S&P 500 is now below 5600 for the first time since September 12th.

The S&P 500 is 1% away from entering correction territory. https://t.co/07CwW94a6p

The REAL reason markets are crashing:

Over the last 2 months, the S&P 500 and crypto have erased a combined -$5.5 TRILLION of market cap.

We have just witnessed one of the most SUDDEN shifts in sentiment since 2020.

What's happening? Let us explain.

(a thread) https://t.co/uPh9qGWfa5
- The Kobeissi Letter
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Offshore
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The Kobeissi Letter
BREAKING: The Dow Jones Industrial Average is now down over -1,000 points on the day.

The Nasdaq 100 is nearly -5% in one day with multiple tech stocks on track for their worst day since September 2020. https://t.co/O404OzYzKf

The REAL reason markets are crashing:

Over the last 2 months, the S&P 500 and crypto have erased a combined -$5.5 TRILLION of market cap.

We have just witnessed one of the most SUDDEN shifts in sentiment since 2020.

What's happening? Let us explain.

(a thread) https://t.co/uPh9qGWfa5
- The Kobeissi Letter
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