Offshore
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The Kobeissi Letter
BREAKING: New home prices in China dropped -5.2% year-over-year in February, recording their 20th consecutive monthly decline.
This is an even longer streak than during the 2015 housing market slowdown when prices fell for 13 straight months.
Existing home prices fell -7.5% in February, following a -7.8% YoY plunge in January.
Concerningly, used-home prices in top-tier cities decreased by 0.1% MoM, posting the first monthly decline since stimulus began in September 2024.
Prices in those cities are perceived as a bellwether for the entire property market, suggesting further weakness ahead.
China’s real estate collapse is not yet over.
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BREAKING: New home prices in China dropped -5.2% year-over-year in February, recording their 20th consecutive monthly decline.
This is an even longer streak than during the 2015 housing market slowdown when prices fell for 13 straight months.
Existing home prices fell -7.5% in February, following a -7.8% YoY plunge in January.
Concerningly, used-home prices in top-tier cities decreased by 0.1% MoM, posting the first monthly decline since stimulus began in September 2024.
Prices in those cities are perceived as a bellwether for the entire property market, suggesting further weakness ahead.
China’s real estate collapse is not yet over.
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Offshore
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The Investing for Beginners Podcast
Building wealth through investing is the path to freedom. https://t.co/woEr1PfOwa
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Building wealth through investing is the path to freedom. https://t.co/woEr1PfOwa
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: The recent stock market correction hit fast — a 10% drop in just 16 days, one of the quickest on record $SPY
The rapid plunge might shake investor confidence, making it tough to spot solid opportunities
Here are 10 high-quality stocks worthy of becoming core holdings🧵
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RT @DimitryNakhla: The recent stock market correction hit fast — a 10% drop in just 16 days, one of the quickest on record $SPY
The rapid plunge might shake investor confidence, making it tough to spot solid opportunities
Here are 10 high-quality stocks worthy of becoming core holdings🧵
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Offshore
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App Economy Insights
💳 Klarna IPO $KLAR
I spent hours reviewing the F-1 so you don't have to.
https://t.co/TWiuSIHqVL
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💳 Klarna IPO $KLAR
I spent hours reviewing the F-1 so you don't have to.
https://t.co/TWiuSIHqVL
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Offshore
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The Kobeissi Letter
BREAKING: The Nasdaq 100 extends its decline to over -315 points on the day as geopolitical tensions rise and trade war worries mount.
The S&P 500 is now down -80 points from its high seen just minutes before the close yesterday. https://t.co/urgSl0U9Fz
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BREAKING: The Nasdaq 100 extends its decline to over -315 points on the day as geopolitical tensions rise and trade war worries mount.
The S&P 500 is now down -80 points from its high seen just minutes before the close yesterday. https://t.co/urgSl0U9Fz
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Offshore
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Finding Compounders
Allan Mecham is one great investor who flys under the radar.
He started Arlington Value at the age of 22 and has had returns of 37% CAGR.
In this MOI interview he explains his investment philosophy and his AutoZone investment
He however has shut down his fund https://t.co/iDSMUXZ0Yp
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Allan Mecham is one great investor who flys under the radar.
He started Arlington Value at the age of 22 and has had returns of 37% CAGR.
In this MOI interview he explains his investment philosophy and his AutoZone investment
He however has shut down his fund https://t.co/iDSMUXZ0Yp
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AkhenOsiris
RT @CorleoneDon77: $GENI
More information:
Guggenheim starts Genius Sports with a Buy amid 'strong secular tailwinds'
Guggenheim initiated coverage of Genius Sports with a Buy rating and $12 price target. Genius has built a "unique position" at the intersection of sports, media, and gaming, which the firm calls "three industries with strong secular tailwinds," and has a "differentiated, scaled global sports technology platform." The firm believes the company has a "robust financial profile," multiple potential growth catalysts, and a strong balance sheet that should give it significant financial flexibility in the year ahead, the analyst tells investors.
cc: @akhenosiris
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RT @CorleoneDon77: $GENI
More information:
Guggenheim starts Genius Sports with a Buy amid 'strong secular tailwinds'
Guggenheim initiated coverage of Genius Sports with a Buy rating and $12 price target. Genius has built a "unique position" at the intersection of sports, media, and gaming, which the firm calls "three industries with strong secular tailwinds," and has a "differentiated, scaled global sports technology platform." The firm believes the company has a "robust financial profile," multiple potential growth catalysts, and a strong balance sheet that should give it significant financial flexibility in the year ahead, the analyst tells investors.
cc: @akhenosiris
$GENI Genius Sports initiated with a Buy at Guggenheim
Guggenheim analyst Curry Baker initiated coverage of Genius Sports with a Buy rating and $12 price target. - DonCorleone77tweet
Offshore
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Alvin
These photos were captured using the base model Tecno Camon 40 with its FlashSnap mode.
It is very suitable for fast-moving subjects. The results are surprisingly great. Really nice to see how well they have implemented this feature despite how affordable this phone is.
And again, this phone's main camera has a 1/1.56" sensor size.
I also noticed that the colour accuracy is great for a phone in its class.
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These photos were captured using the base model Tecno Camon 40 with its FlashSnap mode.
It is very suitable for fast-moving subjects. The results are surprisingly great. Really nice to see how well they have implemented this feature despite how affordable this phone is.
And again, this phone's main camera has a 1/1.56" sensor size.
I also noticed that the colour accuracy is great for a phone in its class.
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The All-In Podcast
the all-in pod is five years old today!
what a ride it's been, besties.
thanks for taking it with us, and here's to five more! 🍾🥂
@chamath @Jason @friedberg @DavidSacks
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the all-in pod is five years old today!
what a ride it's been, besties.
thanks for taking it with us, and here's to five more! 🍾🥂
@chamath @Jason @friedberg @DavidSacks
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