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Dimitry Nakhla | Babylon Capital®
RT @unusual_whales: Warren Buffett: "There is nothing about the price action of a stock that tells you whether you should keep owning it. What tells you whether you should keep owning it is what you expect the company to do in the future." https://t.co/z4QJTt0EDI
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RT @unusual_whales: Warren Buffett: "There is nothing about the price action of a stock that tells you whether you should keep owning it. What tells you whether you should keep owning it is what you expect the company to do in the future." https://t.co/z4QJTt0EDI
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The Kobeissi Letter
US stocks are falling behind at a historic pace:
The Euro Stoxx 600 index outpaced the S&P 500 by 17 percentage points this quarter, the most on record.
This comes as the Stoxx 600 index rallied +12% in US Dollar terms while the S&P 500 dropped -5%.
Double digit outperformance by European stocks has only happened twice since 2000, in Q4 2022 and Q4 2000.
Furthermore, European stock funds have seen $21 billion of net inflows this year.
At the same time, the US Economic Policy Uncertainty Index is now 70% ABOVE 2008 levels.
More volatility is ahead.
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US stocks are falling behind at a historic pace:
The Euro Stoxx 600 index outpaced the S&P 500 by 17 percentage points this quarter, the most on record.
This comes as the Stoxx 600 index rallied +12% in US Dollar terms while the S&P 500 dropped -5%.
Double digit outperformance by European stocks has only happened twice since 2000, in Q4 2022 and Q4 2000.
Furthermore, European stock funds have seen $21 billion of net inflows this year.
At the same time, the US Economic Policy Uncertainty Index is now 70% ABOVE 2008 levels.
More volatility is ahead.
It's officially "reciprocal tariff" week:
President Trump has called Wednesday "Liberation Day" with 20%+ tariffs coming on up to 25+ countries.
US tariffs will impact $1.5+ TRILLION worth of imports by the end of April.
Here's what you need to know.
(a thread) https://t.co/WnaIVcApl0 tweet
Offshore
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The Kobeissi Letter
Barclays with a massive call:
President Trump's reciprocal tariffs on Wednesday may impact as many as 25 countries.
This could be the largest wave of tariffs in a single day in US history.
Buckle up. https://t.co/whaDI0m7IR
tweet
Barclays with a massive call:
President Trump's reciprocal tariffs on Wednesday may impact as many as 25 countries.
This could be the largest wave of tariffs in a single day in US history.
Buckle up. https://t.co/whaDI0m7IR
It's officially "reciprocal tariff" week:
President Trump has called Wednesday "Liberation Day" with 20%+ tariffs coming on up to 25+ countries.
US tariffs will impact $1.5+ TRILLION worth of imports by the end of April.
Here's what you need to know.
(a thread) https://t.co/WnaIVcApl0 tweet
Offshore
Photo
The Kobeissi Letter
The Kobeissi Letter for the week of March 31st has been published and may be viewed through the link below:
https://t.co/6TDuawkxql
The Chart of the Week for the week of March 31st has been published. View or sign up for FREE through the link below:
https://t.co/jCCx3iTj1h
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The Kobeissi Letter for the week of March 31st has been published and may be viewed through the link below:
https://t.co/6TDuawkxql
The Chart of the Week for the week of March 31st has been published. View or sign up for FREE through the link below:
https://t.co/jCCx3iTj1h
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Offshore
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The Kobeissi Letter
BREAKING: Nasdaq 100 futures fall nearly -200 points at the open as markets prepare for “reciprocal tariffs day.”
Two-day losses now exceed -600 points. https://t.co/uOnqsg0GRQ
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BREAKING: Nasdaq 100 futures fall nearly -200 points at the open as markets prepare for “reciprocal tariffs day.”
Two-day losses now exceed -600 points. https://t.co/uOnqsg0GRQ
It's officially "reciprocal tariff" week:
President Trump has called Wednesday "Liberation Day" with 20%+ tariffs coming on up to 25+ countries.
US tariffs will impact $1.5+ TRILLION worth of imports by the end of April.
Here's what you need to know.
(a thread) https://t.co/WnaIVcApl0 tweet
Offshore
Photo
The Kobeissi Letter
BREAKING: The S&P 500 is now on track to open in correction territory as investors prepare for reciprocal tariffs.
3-day losses in the S&P 500 are set to exceed -$2.5 trillion at the open. https://t.co/n3X7rfq8kQ
tweet
BREAKING: The S&P 500 is now on track to open in correction territory as investors prepare for reciprocal tariffs.
3-day losses in the S&P 500 are set to exceed -$2.5 trillion at the open. https://t.co/n3X7rfq8kQ
It's officially "reciprocal tariff" week:
President Trump has called Wednesday "Liberation Day" with 20%+ tariffs coming on up to 25+ countries.
US tariffs will impact $1.5+ TRILLION worth of imports by the end of April.
Here's what you need to know.
(a thread) https://t.co/WnaIVcApl0 tweet
Offshore
Photo
The Kobeissi Letter
Another day, another record high for gold.
Gold has added +$8.5 trillion of market cap since October 2023.
We’ve seen more than 50 all time highs over the last 12 months.
Keep watching gold. https://t.co/Gx0GJzz1V5
tweet
Another day, another record high for gold.
Gold has added +$8.5 trillion of market cap since October 2023.
We’ve seen more than 50 all time highs over the last 12 months.
Keep watching gold. https://t.co/Gx0GJzz1V5
It's officially "reciprocal tariff" week:
President Trump has called Wednesday "Liberation Day" with 20%+ tariffs coming on up to 25+ countries.
US tariffs will impact $1.5+ TRILLION worth of imports by the end of April.
Here's what you need to know.
(a thread) https://t.co/WnaIVcApl0 tweet