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The Kobeissi Letter
BREAKING: President Trump’s Trump Media has signed an agreement with Crypto .com to launch a series of crypto-related ETFs. https://t.co/5OYSGoenmC
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BREAKING: President Trump’s Trump Media has signed an agreement with Crypto .com to launch a series of crypto-related ETFs. https://t.co/5OYSGoenmC
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Offshore
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The Kobeissi Letter
This has rarely ever happened in the past:
The S&P 500 and the US Dollar index have declined -6.5% and -3.5%, respectively since January 31st.
The last time stocks and the Dollar fell in tandem with a move of this magnitude was in 2008.
In the December 2007 to March 2008 period, the S&P 500 and the US Dollar index dropped -10.2% and -5.4%, respectively.
Markets remain at a pivotal point.
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This has rarely ever happened in the past:
The S&P 500 and the US Dollar index have declined -6.5% and -3.5%, respectively since January 31st.
The last time stocks and the Dollar fell in tandem with a move of this magnitude was in 2008.
In the December 2007 to March 2008 period, the S&P 500 and the US Dollar index dropped -10.2% and -5.4%, respectively.
Markets remain at a pivotal point.
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $ULTA has just reported purchasing ~$500K of the company's stock.
This is the first insider purchase we have seen at the company in over 4 years.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $ULTA has just reported purchasing ~$500K of the company's stock.
This is the first insider purchase we have seen at the company in over 4 years.
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Offshore
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Finding Compounders
Bruce Berkowitz runs the Fairholme Fund.
Here is a Barron’s article on him: Betting Big, Winning Big https://t.co/ipXeM3qWYJ
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Bruce Berkowitz runs the Fairholme Fund.
Here is a Barron’s article on him: Betting Big, Winning Big https://t.co/ipXeM3qWYJ
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Hidden Value Gems
An interesting arbitrage opportunity in $TSM - you can buy Taiwan shares at a better price than US ADRs.
✅The ADRs trade at a premium simply because they are easier to buy via US brokerages.
✅This is amplified during bullish retail frenzies, where convenience and access trump valuation.
✅Many fund mandates restrict purchases to local (US) listings only - they can't buy the Taiwan shares even if they’re cheaper.
✅This is not new. At some point in 2000, US ADRs were at a 90% premium to Taiwan local shares.
h/t @FT
#Arbitrage #Stocks #TSMCat
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An interesting arbitrage opportunity in $TSM - you can buy Taiwan shares at a better price than US ADRs.
✅The ADRs trade at a premium simply because they are easier to buy via US brokerages.
✅This is amplified during bullish retail frenzies, where convenience and access trump valuation.
✅Many fund mandates restrict purchases to local (US) listings only - they can't buy the Taiwan shares even if they’re cheaper.
✅This is not new. At some point in 2000, US ADRs were at a 90% premium to Taiwan local shares.
h/t @FT
#Arbitrage #Stocks #TSMCat
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Offshore
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Finding Compounders
I just came across this Nick Sleep gem.
Here is an interview Nick Sleep did back in 2013.
Nick Sleep and Qais Zakaria ran Nomad Investment Management which over 12 years compounded at 18%. https://t.co/llJ7i41aEm
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I just came across this Nick Sleep gem.
Here is an interview Nick Sleep did back in 2013.
Nick Sleep and Qais Zakaria ran Nomad Investment Management which over 12 years compounded at 18%. https://t.co/llJ7i41aEm
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