Offshore
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The Kobeissi Letter
BREAKING: The S&P 500 has officially hit a new low of 2025, now down -10.5% from its record high on February 19th. https://t.co/gK0AaDPSfJ
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BREAKING: The S&P 500 has officially hit a new low of 2025, now down -10.5% from its record high on February 19th. https://t.co/gK0AaDPSfJ
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The All-In Podcast
RT @venturetwins: New Executive Order: all podcasts must now be Muppet-style.
They are infinitely more watchable and entertaining. https://t.co/8O2TVDJzF7
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RT @venturetwins: New Executive Order: all podcasts must now be Muppet-style.
They are infinitely more watchable and entertaining. https://t.co/8O2TVDJzF7
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Quiver Quantitative
Tesla stock has now fallen 36% since Marjorie Taylor Greene's January purchase: https://t.co/AWRlCxc2bO
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Tesla stock has now fallen 36% since Marjorie Taylor Greene's January purchase: https://t.co/AWRlCxc2bO
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Quiver Quantitative
Tough day in the stock market for almost everyone.
Nancy Pelosi has lost $2M today, per our estimates: https://t.co/Z95VB0kr8b
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Tough day in the stock market for almost everyone.
Nancy Pelosi has lost $2M today, per our estimates: https://t.co/Z95VB0kr8b
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The Kobeissi Letter
This has NEVER happened in history:
The US Trade Policy Uncertainty Index is now ~25% ABOVE the Trump Trade War 1.0 high.
The S&P 500 is down -10.5% in 6 weeks and in correction territory, erasing -$3 TRILLION in 4 trading days.
Here's what's coming next.
(a thread) https://t.co/xKjHEuamQE
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This has NEVER happened in history:
The US Trade Policy Uncertainty Index is now ~25% ABOVE the Trump Trade War 1.0 high.
The S&P 500 is down -10.5% in 6 weeks and in correction territory, erasing -$3 TRILLION in 4 trading days.
Here's what's coming next.
(a thread) https://t.co/xKjHEuamQE
tweet
Offshore
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The Kobeissi Letter
Is a US credit event on its way?
The North American High Yield Credit Default Swap Index has surged 377 points, the highest since the August 2024 sell-off, per ZeroHedge.
This index tracks the 100 most liquid North American companies with high-yield credit ratings.
The North American Investment Grade Credit Default Swap Index jumped to 62 points, the highest in at least 15 months.
This index tracks the 125 most liquid North American companies with investment-grade credit ratings.
As a result, the cost of protection against a default or bankruptcy of these companies is skyrocketing.
US credit markets are cracking.
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Is a US credit event on its way?
The North American High Yield Credit Default Swap Index has surged 377 points, the highest since the August 2024 sell-off, per ZeroHedge.
This index tracks the 100 most liquid North American companies with high-yield credit ratings.
The North American Investment Grade Credit Default Swap Index jumped to 62 points, the highest in at least 15 months.
This index tracks the 125 most liquid North American companies with investment-grade credit ratings.
As a result, the cost of protection against a default or bankruptcy of these companies is skyrocketing.
US credit markets are cracking.
This has NEVER happened in history:
The US Trade Policy Uncertainty Index is now ~25% ABOVE the Trump Trade War 1.0 high.
The S&P 500 is down -10.5% in 6 weeks and in correction territory, erasing -$3 TRILLION in 4 trading days.
Here's what's coming next.
(a thread) https://t.co/xKjHEuamQE tweet