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Finding Compounders
RT @gainify_io: After outperforming $TSLA by 90% YTD, $BYD still trades at just 1x 2026 sales.
Emerging EV leader — fully priced in or a clear opportunity? https://t.co/16q97Fd5KO
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RT @gainify_io: After outperforming $TSLA by 90% YTD, $BYD still trades at just 1x 2026 sales.
Emerging EV leader — fully priced in or a clear opportunity? https://t.co/16q97Fd5KO
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The Kobeissi Letter
BREAKING: US stocks extend declines with the S&P 500 now down over -100 points on the day.
The Nasdaq 100 is down -445 points. https://t.co/dQNVbmrSq6
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BREAKING: US stocks extend declines with the S&P 500 now down over -100 points on the day.
The Nasdaq 100 is down -445 points. https://t.co/dQNVbmrSq6
There it is:
Long-term US inflation expectations have officially SURGED to 4.1%, the highest level since 1993.
Tariff front-running has led to a $300+ BILLION trade deficit in 2 months and consumer sentiment has collapsed.
Is stagflation ramping up?
(a thread) https://t.co/qI3aGSTqP1 tweet
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The Kobeissi Letter
BREAKING: The Philadelphia Fed Services index tumbled 19.4 points in March, to -32.5, the lowest since the 2020 pandemic.
Excluding 2020, this is the worst reading in 14 years.
The new orders index declined 18.2 points, to -19.5, the lowest since April 2023.
Prices paid jumped 12.6 points, to 36.0, the highest in ~18 months.
The worst part?
6-month outlook from services firms dropped a whopping 36.0 points, to -16.3, the second-lowest level on record.
To put this into perspective, the 2020 pandemic low was roughly -19.5 points.
Stagflation is here.
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BREAKING: The Philadelphia Fed Services index tumbled 19.4 points in March, to -32.5, the lowest since the 2020 pandemic.
Excluding 2020, this is the worst reading in 14 years.
The new orders index declined 18.2 points, to -19.5, the lowest since April 2023.
Prices paid jumped 12.6 points, to 36.0, the highest in ~18 months.
The worst part?
6-month outlook from services firms dropped a whopping 36.0 points, to -16.3, the second-lowest level on record.
To put this into perspective, the 2020 pandemic low was roughly -19.5 points.
Stagflation is here.
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The Kobeissi Letter
BREAKING: The S&P 500 extends its decline to more than -2% on the day, erasing $1 trillion of market cap. https://t.co/yQAbQsrsqz
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BREAKING: The S&P 500 extends its decline to more than -2% on the day, erasing $1 trillion of market cap. https://t.co/yQAbQsrsqz
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The Kobeissi Letter
BREAKING: Healthy Secretary Robert F Kennedy Jr. is pushing for a ban on soda being purchased with food stamps. https://t.co/qZMqatwLNH
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BREAKING: Healthy Secretary Robert F Kennedy Jr. is pushing for a ban on soda being purchased with food stamps. https://t.co/qZMqatwLNH
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The Kobeissi Letter
Gold is making history:
Gold prices have hit 50 all-time highs over the last 12 months, its best streak in 12 years.
This is also the 3rd-longest streak on record after a historic run during the late 1970s.
The 1970s came with a period of double-digit inflation, stagnant economic growth and a high unemployment rate, also known as stagflation.
As a result, gold prices recorded 4 consecutive yearly gains.
This time, gold prices have rallied 39% over the last 12 months, are up 16% year-to-date, and are on track for the 3rd annual positive performance.
Is gold pricing in stagflation?
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Gold is making history:
Gold prices have hit 50 all-time highs over the last 12 months, its best streak in 12 years.
This is also the 3rd-longest streak on record after a historic run during the late 1970s.
The 1970s came with a period of double-digit inflation, stagnant economic growth and a high unemployment rate, also known as stagflation.
As a result, gold prices recorded 4 consecutive yearly gains.
This time, gold prices have rallied 39% over the last 12 months, are up 16% year-to-date, and are on track for the 3rd annual positive performance.
Is gold pricing in stagflation?
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The Kobeissi Letter
BREAKING: Crypto market cap losses now exceed -$120 billion today as the selloff accelerates across the board. https://t.co/odAbEdevh5
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BREAKING: Crypto market cap losses now exceed -$120 billion today as the selloff accelerates across the board. https://t.co/odAbEdevh5
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Offshore
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The Kobeissi Letter
BREAKING: The S&P 500 erases -$1 TRILLION of market cap and posts its largest daily decline since March 10th.
Next week is officially "reciprocal tariff week" with the S&P 500 now 50 points away from correction territory.
Buckle up. https://t.co/Y4FTZqWgDj
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BREAKING: The S&P 500 erases -$1 TRILLION of market cap and posts its largest daily decline since March 10th.
Next week is officially "reciprocal tariff week" with the S&P 500 now 50 points away from correction territory.
Buckle up. https://t.co/Y4FTZqWgDj
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