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Quiver Quantitative
Trump has announced that Boeing has been picked for the $20B+ contract to build the new 6th generation fighter jet.
Lockheed Martin stock is down 10% on the news.
https://t.co/vv87ru6tx2
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Trump has announced that Boeing has been picked for the $20B+ contract to build the new 6th generation fighter jet.
Lockheed Martin stock is down 10% on the news.
https://t.co/vv87ru6tx2
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Stock Analysis Compilation
Palm Harbour Capital on Bolloré SE $BOL FP
Thesis: Bolloré SE is a holding company with diverse stakes in major entities including UMG, Canal+, Louis Hachette, Havas, and a €6 billion cash reserve, operating under a complex ownership structure that results in significant share discounts.
(Extract from their Q4 letter)
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Palm Harbour Capital on Bolloré SE $BOL FP
Thesis: Bolloré SE is a holding company with diverse stakes in major entities including UMG, Canal+, Louis Hachette, Havas, and a €6 billion cash reserve, operating under a complex ownership structure that results in significant share discounts.
(Extract from their Q4 letter)
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The Kobeissi Letter
BREAKING: President Trump says there will be “flexibility” on his reciprocal tariff plan.
Just minutes before making this statement, President Trump said he would not be changing his mind on tariffs.
Reciprocal tariffs are set to go live in 12 days.
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BREAKING: President Trump says there will be “flexibility” on his reciprocal tariff plan.
Just minutes before making this statement, President Trump said he would not be changing his mind on tariffs.
Reciprocal tariffs are set to go live in 12 days.
BREAKING: President Trump says April 2nd is going to be "liberation day for America" after being "ripped off by every country in the world."
April 2nd is when a variety of reciprocal US tariffs officially go live. https://t.co/VVSeIqdzYw tweet
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The Kobeissi Letter
BREAKING: Tesla shares, $TSLA, extend their rally on the day, now up +4%, as Elon Musk says to “hang on” to the stock. https://t.co/G2AluVeFER
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BREAKING: Tesla shares, $TSLA, extend their rally on the day, now up +4%, as Elon Musk says to “hang on” to the stock. https://t.co/G2AluVeFER
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The Kobeissi Letter
BREAKING: China’s central bank gold reserves hit a record 73.6 million fine troy ounces in February.
China bought ~160,000 ounces of gold last month, posting their 4th consecutive monthly purchase.
Over the last 2.5 years, China’s gold reserves have jumped by 11.0 million ounces of gold.
Gold now reflects a record ~5.9% of China’s total foreign exchange reserves, or 2,290 tonnes.
Central banks continue to stock up on gold as if we are in a crisis.
Gold has never been hotter.
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BREAKING: China’s central bank gold reserves hit a record 73.6 million fine troy ounces in February.
China bought ~160,000 ounces of gold last month, posting their 4th consecutive monthly purchase.
Over the last 2.5 years, China’s gold reserves have jumped by 11.0 million ounces of gold.
Gold now reflects a record ~5.9% of China’s total foreign exchange reserves, or 2,290 tonnes.
Central banks continue to stock up on gold as if we are in a crisis.
Gold has never been hotter.
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Stock Analysis Compilation
AMG River Road Large Cap Value Select Fund on AerCap Holdings N.V. $AER US
Thesis: AerCap Holdings N.V. is the leading global aviation leasing company, strategically positioned to benefit from a strong demand in air travel amidst supply chain challenges, while maintaining a solid financial foundation and effective capital allocation.
(Extract from their Q4 letter)
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AMG River Road Large Cap Value Select Fund on AerCap Holdings N.V. $AER US
Thesis: AerCap Holdings N.V. is the leading global aviation leasing company, strategically positioned to benefit from a strong demand in air travel amidst supply chain challenges, while maintaining a solid financial foundation and effective capital allocation.
(Extract from their Q4 letter)
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Quiver Quantitative
Howard Lutnick:
If social security didn't send out their checks this month, my mother-in-law wouldn't complain....whoever screams is the one stealing.
We don't have to take one penny from someone who deserves social security...we have to stop sending money to fraudsters. https://t.co/r4o4UyfnMG
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Howard Lutnick:
If social security didn't send out their checks this month, my mother-in-law wouldn't complain....whoever screams is the one stealing.
We don't have to take one penny from someone who deserves social security...we have to stop sending money to fraudsters. https://t.co/r4o4UyfnMG
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The Kobeissi Letter
BREAKING: The Biden Administration secretly permitted Chevron, $CVX, to pay hundreds of millions of dollars to the Venezuelan government, per Bloomberg.
This supposedly allowed Chevron to remain in "compliance" with US law while paying Maduro taxes and oil royalties. https://t.co/fOQGFLYzzG
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BREAKING: The Biden Administration secretly permitted Chevron, $CVX, to pay hundreds of millions of dollars to the Venezuelan government, per Bloomberg.
This supposedly allowed Chevron to remain in "compliance" with US law while paying Maduro taxes and oil royalties. https://t.co/fOQGFLYzzG
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