Offshore
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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
tweet
Offshore
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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
tweet
Offshore
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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
tweet
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.
tweet
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
Offshore
Photo
Finding Compounders
Peter Lynch says that studying history and philosophy gives one better preparation for investing - because investing is more of an art than a science
What are your thoughts ? https://t.co/XoNovAbhQm
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Peter Lynch says that studying history and philosophy gives one better preparation for investing - because investing is more of an art than a science
What are your thoughts ? https://t.co/XoNovAbhQm
tweet
Offshore
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The Kobeissi Letter
BREAKING: China, Japan and South Korea will jointly respond to US tariffs as President Trump's April 2nd reciprocal tariff day nears, per Reuters.
Mexico has already announced that a response is coming as soon as April 3rd.
Reciprocal tariffs on reciprocal tariffs are coming next.
tweet
BREAKING: China, Japan and South Korea will jointly respond to US tariffs as President Trump's April 2nd reciprocal tariff day nears, per Reuters.
Mexico has already announced that a response is coming as soon as April 3rd.
Reciprocal tariffs on reciprocal tariffs are coming next.
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