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The Kobeissi Letter
BREAKING: The US is no longer doubling tariffs on Canadian steel and aluminum to 50% after Ontario suspended their 25% electricity tariff, per The Guardian.
However, the US' 25% tariff on Canadian steel and aluminum imports will still take effect on March 12th. https://t.co/safz7lYvHg
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BREAKING: The US is no longer doubling tariffs on Canadian steel and aluminum to 50% after Ontario suspended their 25% electricity tariff, per The Guardian.
However, the US' 25% tariff on Canadian steel and aluminum imports will still take effect on March 12th. https://t.co/safz7lYvHg
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Stock Analysis Compilation
Artemis UK Special Situations Fund on Barratt Developments $BDEV LN
Thesis: Barratt is seizing an attractive entry point after sector weakness, strengthening its leadership through the acquisition of Redrow, which enhances its product offerings and potential for improved returns.
(Extract from their Q4 letter)
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Artemis UK Special Situations Fund on Barratt Developments $BDEV LN
Thesis: Barratt is seizing an attractive entry point after sector weakness, strengthening its leadership through the acquisition of Redrow, which enhances its product offerings and potential for improved returns.
(Extract from their Q4 letter)
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App Economy Insights
RT @EconomyApp: ☁️ CoreWeave IPO $CRWV
I spent hours reviewing the S-1 so you don't have to.
https://t.co/XjLsKwL9rN
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RT @EconomyApp: ☁️ CoreWeave IPO $CRWV
I spent hours reviewing the S-1 so you don't have to.
https://t.co/XjLsKwL9rN
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The Kobeissi Letter
RT @KobeissiLetter: Morgan Stanley with a MASSIVE call:
As Tesla's stock, $TSLA, falls below its November 5th low, MS is calling for a HISTORIC rally to $800 next.
This would imply a +300% rally which they say can happen within 12 MONTHS.
Here's how they see it happening.
(a thread) https://t.co/S10vwT8iO7
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RT @KobeissiLetter: Morgan Stanley with a MASSIVE call:
As Tesla's stock, $TSLA, falls below its November 5th low, MS is calling for a HISTORIC rally to $800 next.
This would imply a +300% rally which they say can happen within 12 MONTHS.
Here's how they see it happening.
(a thread) https://t.co/S10vwT8iO7
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The Kobeissi Letter
BREAKING: Ray Dalio warns that a severe US supply-demand problem may lead to "shocking developments," per CNBC.
He says the US will see "shocking developments" in terms of how the debt crisis will be "dealt with." https://t.co/JTW8u7J0az
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BREAKING: Ray Dalio warns that a severe US supply-demand problem may lead to "shocking developments," per CNBC.
He says the US will see "shocking developments" in terms of how the debt crisis will be "dealt with." https://t.co/JTW8u7J0az
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The Kobeissi Letter
It’s not every day you see something brand new in markets:
We are now down to minutely candlestick charts for US tariffs, per @JustinWolfers.
“Price action” in tariff charts is more liquid than some stocks. https://t.co/x9pJtkamt7
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It’s not every day you see something brand new in markets:
We are now down to minutely candlestick charts for US tariffs, per @JustinWolfers.
“Price action” in tariff charts is more liquid than some stocks. https://t.co/x9pJtkamt7
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Alvin
The Indonesian prices of the Xiaomi 15 Ultra is already bundled with the Photography Kit, which makes it an even better deal than it already is.
Deliveries start from March 27th.
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For the regular Xiaomi 15, they already included a 50W wireless charging stand as an offer.
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The Indonesian prices of the Xiaomi 15 Ultra is already bundled with the Photography Kit, which makes it an even better deal than it already is.
Deliveries start from March 27th.
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For the regular Xiaomi 15, they already included a 50W wireless charging stand as an offer.
Xiaomi 15 Series
Indonesian Pricing
Xiaomi 15 Ultra
• 16/512 GB: IDR 16,999,000 (~$1,025/₹89,683)
• 16 GB/1 TB: IDR 19,999,000 (~$1,206/₹1,05,510)
Xiaomi 15
• 12/256 GB: IDR 11,999,000 (~$724/₹63,304)
• 12/512 GB: IDR 12,999,000 (~$784/₹68,580)
An incredible pricing right there. 🔥 tweet
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Alvin
Buying Ultra phones from several different brands is what I do yearly, but buying new fragrances is harder for me to resist.
300+ bottles later, and it is still not enough.
I'm 100% sure that if I use one fragrance every day from now, I can empty all of those perfume bottles in like 40-50 years even if I spray them liberally.
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Buying Ultra phones from several different brands is what I do yearly, but buying new fragrances is harder for me to resist.
300+ bottles later, and it is still not enough.
I'm 100% sure that if I use one fragrance every day from now, I can empty all of those perfume bottles in like 40-50 years even if I spray them liberally.
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