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App Economy Insights
📊 Earnings & new IPOs, visualized.
200+ companies covered.
Get the latest report here👇
https://t.co/bakWo66WT1 https://t.co/Gda8bwnuA0
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📊 Earnings & new IPOs, visualized.
200+ companies covered.
Get the latest report here👇
https://t.co/bakWo66WT1 https://t.co/Gda8bwnuA0
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Investing visuals
The four stages of every investor’s journey. Beware the loud voices echoing from mount stupidity. https://t.co/zk2BOFcNyf
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The four stages of every investor’s journey. Beware the loud voices echoing from mount stupidity. https://t.co/zk2BOFcNyf
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Capital Employed
RT @capitalemployed: 42 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/Kh4IdyFBpa https://t.co/pd9uS5vcZV
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RT @capitalemployed: 42 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/Kh4IdyFBpa https://t.co/pd9uS5vcZV
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The Kobeissi Letter
Markets are pricing-in a recession:
Over the last 11 weeks, the 10-year note yield has fallen 65 basis points in a massive reversal.
Meanwhile, 1 and 3-month annualized inflation metrics have risen to 4%+.
Rates are FALLING while inflation is RISING.
(a thread) https://t.co/aArmFNuLIi
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Markets are pricing-in a recession:
Over the last 11 weeks, the 10-year note yield has fallen 65 basis points in a massive reversal.
Meanwhile, 1 and 3-month annualized inflation metrics have risen to 4%+.
Rates are FALLING while inflation is RISING.
(a thread) https://t.co/aArmFNuLIi
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The Kobeissi Letter
Yesterday marked one of our strongest ends to a quarter yet:
Throughout Q1 2025, we increased short exposure into most rallies of 3% or more on the basis of WEAKER sentiment.
This concluded with a large PUT position taken at on March 26th when the S&P 500 traded at 5780.
As shown below, one of our premium members was able to capitalize on a -280 POINT drawdown in 4 trading days.
With the Economic Policy Uncertainty Index now 70% above 2008 levels, Q2 2025 is going to be incredibly volatile.
Furthermore, most down days have come with ORDERLY selling, so far.
We have NOT seen capitulation yet.
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Yesterday marked one of our strongest ends to a quarter yet:
Throughout Q1 2025, we increased short exposure into most rallies of 3% or more on the basis of WEAKER sentiment.
This concluded with a large PUT position taken at on March 26th when the S&P 500 traded at 5780.
As shown below, one of our premium members was able to capitalize on a -280 POINT drawdown in 4 trading days.
With the Economic Policy Uncertainty Index now 70% above 2008 levels, Q2 2025 is going to be incredibly volatile.
Furthermore, most down days have come with ORDERLY selling, so far.
We have NOT seen capitulation yet.
@KobeissiLetter Trade the Trend!
@KobeissiLetter @TKL_Adam Appreciate your info and analysis!
It's helpful when making my setups. https://t.co/jri0HAuBjs tweet
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The Kobeissi Letter
RT @JP_Money_95630: @KobeissiLetter Trade the Trend!
@KobeissiLetter @TKL_Adam Appreciate your info and analysis!
It's helpful when making my setups. https://t.co/jri0HAuBjs
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RT @JP_Money_95630: @KobeissiLetter Trade the Trend!
@KobeissiLetter @TKL_Adam Appreciate your info and analysis!
It's helpful when making my setups. https://t.co/jri0HAuBjs
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The Kobeissi Letter
Newsmax, $NMAX, a cable-news media stock, is now up from $10 to $190 in 24 hours, up +1,800%.
All as the S&P 500 falls into a correction and the Magnificent 7 near bear market territory.
What is happening here? https://t.co/QlcsIvlX0g
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Newsmax, $NMAX, a cable-news media stock, is now up from $10 to $190 in 24 hours, up +1,800%.
All as the S&P 500 falls into a correction and the Magnificent 7 near bear market territory.
What is happening here? https://t.co/QlcsIvlX0g
What prompts a cable-news media stock to rise +800% in one day?
Newsmax, $NMAX, now up from $10.00 to $97.80 in 1 day. https://t.co/0RXLDYOS2S tweet
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Investing visuals
$GOOGL is down 🔻25% since its February peak.
Meanwhile:
🔹Cloud is growing 30%
🔹Free cash flow is up 214%
🔹Has $73 Bln cash (pre-Wiz acquisition) https://t.co/qrEWb3sHJz
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$GOOGL is down 🔻25% since its February peak.
Meanwhile:
🔹Cloud is growing 30%
🔹Free cash flow is up 214%
🔹Has $73 Bln cash (pre-Wiz acquisition) https://t.co/qrEWb3sHJz
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