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The Kobeissi Letter
BREAKING: Ukraine is reportedly ready to sign the US Minerals Deal, according to Fox News.
Ukraine is also reportedly ready for a "partial ceasefire" agreement.
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BREAKING: Ukraine is reportedly ready to sign the US Minerals Deal, according to Fox News.
Ukraine is also reportedly ready for a "partial ceasefire" agreement.
The case for a SHORT SQUEEZE:
Since February 19th, the S&P 500 has erased -$5 TRILLION in its most one-sided move since the 2022 bear market.
Total PUT option volumes have surged to a record 30+ MILLION contracts over the last 5 days.
Is a short squeeze coming?
(a thread) https://t.co/AutLiKW7Yh tweet
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Investing visuals
Why AI Is not Hype – A real-Life example 👇
The company I work for demonstrated a proof of concept today using a ChatGPT model for image recognition to pre-fill and verify data, previously a manual task. By automating this process, we saved about six minutes per instance. That doesn’t sound like much, right?
Well, this process runs 282,000 times a year, resulting in a staggering 28,000 hours saved.
Let’s estimate an hourly rate of $25. A simple AI use case like this just saved the company $700,000 per year. And this was just build and released in a matter of months.
This is one of the many examples I've seen so far. Right now, the company is experimenting with 10 other proof of concepts for various use cases. Many of which I believe will scale massively over time. The same goes for many other businesses right now. They are still very much in the experimental phase. Only just beginning to grasp the massive potential of AI.
This is why I’ve positioned my portfolio heavily in companies that benefit from the various stages of AI adoption. Investing is about looking to the future, and I truly believe there’s so much more to come. As both an investing and tech geek, I find this incredibly exciting.
What a great time to be in!
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Why AI Is not Hype – A real-Life example 👇
The company I work for demonstrated a proof of concept today using a ChatGPT model for image recognition to pre-fill and verify data, previously a manual task. By automating this process, we saved about six minutes per instance. That doesn’t sound like much, right?
Well, this process runs 282,000 times a year, resulting in a staggering 28,000 hours saved.
Let’s estimate an hourly rate of $25. A simple AI use case like this just saved the company $700,000 per year. And this was just build and released in a matter of months.
This is one of the many examples I've seen so far. Right now, the company is experimenting with 10 other proof of concepts for various use cases. Many of which I believe will scale massively over time. The same goes for many other businesses right now. They are still very much in the experimental phase. Only just beginning to grasp the massive potential of AI.
This is why I’ve positioned my portfolio heavily in companies that benefit from the various stages of AI adoption. Investing is about looking to the future, and I truly believe there’s so much more to come. As both an investing and tech geek, I find this incredibly exciting.
What a great time to be in!
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The Kobeissi Letter
This is concerning:
US real personal consumption expenditures dropped -0.5% from December to January, the largest drop since February 2021.
This is also the second-largest decline since April 2020 when consumption plummeted -11.0%.
The weakness was driven by a 3.3% decrease in real durable goods spending, the largest since July 2021.
This was partially offset by a 0.7% and 0.1% increase in real nondurable goods and services spending.
Currently, personal consumption expenditures reflect ~68% of the total gross domestic product.
Consumer spending is slowing down.
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This is concerning:
US real personal consumption expenditures dropped -0.5% from December to January, the largest drop since February 2021.
This is also the second-largest decline since April 2020 when consumption plummeted -11.0%.
The weakness was driven by a 3.3% decrease in real durable goods spending, the largest since July 2021.
This was partially offset by a 0.7% and 0.1% increase in real nondurable goods and services spending.
Currently, personal consumption expenditures reflect ~68% of the total gross domestic product.
Consumer spending is slowing down.
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “Every past market decline looks like an opportunity, every future decline looks like a risk.”
— Morgan Housel 🗣️
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RT @DimitryNakhla: “Every past market decline looks like an opportunity, every future decline looks like a risk.”
— Morgan Housel 🗣️
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The All-In Podcast
We’re bringing All-In Live to Miami on May 3 during F1 weekend!
🎙️ Join the Besties LIVE on stage at the legendary Fontainebleau Miami,
🎉 Followed by an exclusive Sunset Party & Networking Event.
🎟️ All-Inclusive tickets are on sale now and moving fast. Secure your spot:
👉 https://t.co/H7pBKFOI2h
#AllInLive #AllInPodcast #MiamiTech #Business #Investing #PodcastLive #F1Miami
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We’re bringing All-In Live to Miami on May 3 during F1 weekend!
🎙️ Join the Besties LIVE on stage at the legendary Fontainebleau Miami,
🎉 Followed by an exclusive Sunset Party & Networking Event.
🎟️ All-Inclusive tickets are on sale now and moving fast. Secure your spot:
👉 https://t.co/H7pBKFOI2h
#AllInLive #AllInPodcast #MiamiTech #Business #Investing #PodcastLive #F1Miami
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The Investing for Beginners Podcast
Why is free cash flow important?
Free cash flow is the lifeblood of every company.
Learn if the company is burning or generating cash. https://t.co/33K5fx9UoK
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Why is free cash flow important?
Free cash flow is the lifeblood of every company.
Learn if the company is burning or generating cash. https://t.co/33K5fx9UoK
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The All-In Podcast
David Friedberg Predicts Trump's Master Plan
On E218, the besties debated Trump's economic strategy, and what his endgame could be.
@friedberg's most optimistic theory: the three-legged stool
leg 1) tariffs
-- encourages on-shoring of manufacturing
-- increases supply chain security
-- increases demand for domestic workforce
leg 2) reduced income taxes
-- unleashes capital into the private sector
-- potential pivot from income-based to consumption-based taxation
leg 3) reduced government spend
-- slashing govt workforce frees up labor for private sector
-- offsets inflation from tariffs
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David Friedberg Predicts Trump's Master Plan
On E218, the besties debated Trump's economic strategy, and what his endgame could be.
@friedberg's most optimistic theory: the three-legged stool
leg 1) tariffs
-- encourages on-shoring of manufacturing
-- increases supply chain security
-- increases demand for domestic workforce
leg 2) reduced income taxes
-- unleashes capital into the private sector
-- potential pivot from income-based to consumption-based taxation
leg 3) reduced government spend
-- slashing govt workforce frees up labor for private sector
-- offsets inflation from tariffs
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App Economy Insights
$META Meta is testing its own AI training chip.
Built with TSMC, the custom silicon could help Meta cut costs and reduce reliance on NVIDIA.
If the test is successful, Meta may scale production. https://t.co/SynhycrSQo
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$META Meta is testing its own AI training chip.
Built with TSMC, the custom silicon could help Meta cut costs and reduce reliance on NVIDIA.
If the test is successful, Meta may scale production. https://t.co/SynhycrSQo
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The Investing for Beginners Podcast
$NFLX is the perfect illustration of:
• Great CEO
• Smart, timely acquisitions
• Product innovation and iteration
h/t @Quartr_App for the great graphic https://t.co/UuMED0MePc
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$NFLX is the perfect illustration of:
• Great CEO
• Smart, timely acquisitions
• Product innovation and iteration
h/t @Quartr_App for the great graphic https://t.co/UuMED0MePc
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