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The Kobeissi Letter
RT @KobeissiLetter: Does the US government WANT a recession?
In 2025, $9.2 TRILLION of US debt will either mature or need to be refinanced.
The quickest way to LOWER rates ahead of this colossal refinancing would be a recession.
Could the US benefit from a market crash?
(a thread) https://t.co/fjnHcTljFX
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RT @KobeissiLetter: Does the US government WANT a recession?
In 2025, $9.2 TRILLION of US debt will either mature or need to be refinanced.
The quickest way to LOWER rates ahead of this colossal refinancing would be a recession.
Could the US benefit from a market crash?
(a thread) https://t.co/fjnHcTljFX
tweet
Offshore
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The Kobeissi Letter
RT @KobeissiLetter: 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
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RT @KobeissiLetter: 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
tweet
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Finding Compounders
Bruce Greenwald is a Professor at Columbia University’s Graduate School of Business.
Here is an interview he did with Outlook Profit. https://t.co/pX6pKuS6bw
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Bruce Greenwald is a Professor at Columbia University’s Graduate School of Business.
Here is an interview he did with Outlook Profit. https://t.co/pX6pKuS6bw
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The Kobeissi Letter
RT @TKL_Adam: Magnificent 7 stocks have now lost -$3.5 trillion of market cap since December 17th.
As a result, these 7 stocks now reflect 30.4% of the S&P 500, down from 34.4%.
Not even the August 5th Japanese Yen Carry Trade collapse saw a drawdown this large. https://t.co/ywJa1bdWTu
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RT @TKL_Adam: Magnificent 7 stocks have now lost -$3.5 trillion of market cap since December 17th.
As a result, these 7 stocks now reflect 30.4% of the S&P 500, down from 34.4%.
Not even the August 5th Japanese Yen Carry Trade collapse saw a drawdown this large. https://t.co/ywJa1bdWTu
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Alvin
MEGA LEAK
OnLeaks and Android Headlines just shared the CAD renders of the upcoming Google Pixel 10 Series.
✅️ Google Pixel 10
✅️ Google Pixel 10 Pro
✅️ Google Pixel 10 Pro XL
If these renders are accurate, then these phones will have a familiar design.
The big change lies in the processor that these phones might use: the new Tensor G5 chip.
This is rumoured to be Google's first chip to use TSMC's 3 nm process instead of Samsung Foundry.
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MEGA LEAK
OnLeaks and Android Headlines just shared the CAD renders of the upcoming Google Pixel 10 Series.
✅️ Google Pixel 10
✅️ Google Pixel 10 Pro
✅️ Google Pixel 10 Pro XL
If these renders are accurate, then these phones will have a familiar design.
The big change lies in the processor that these phones might use: the new Tensor G5 chip.
This is rumoured to be Google's first chip to use TSMC's 3 nm process instead of Samsung Foundry.
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The Investing for Beginners Podcast
How I got better at valuation:
1. At first, I was terrible
2. Overtime, I became less terrible.
Learn the models:
- DCF
- Reverse DCF
- Relative metrics
Put in the reps and you will improve. https://t.co/T6j4wJACzg
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How I got better at valuation:
1. At first, I was terrible
2. Overtime, I became less terrible.
Learn the models:
- DCF
- Reverse DCF
- Relative metrics
Put in the reps and you will improve. https://t.co/T6j4wJACzg
tweet