Offshore
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Quiver Quantitative
BREAKING: Cory Booker just broke the record for the longest floor speech ever.
He's been standing for over 24 hours, with no bathroom breaks.
He has said that he is going to keep going for as long as he is physically able. https://t.co/TUGhS3UfmL
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BREAKING: Cory Booker just broke the record for the longest floor speech ever.
He's been standing for over 24 hours, with no bathroom breaks.
He has said that he is going to keep going for as long as he is physically able. https://t.co/TUGhS3UfmL
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Offshore
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The Kobeissi Letter
BREAKING: US auto repossessions jumped 16% in 2024, to 1.73 million. the highest since 2009.
Over the last 3 years, vehicle seizures have surged by 600,000, or 53%.
This comes as consumers’ auto delinquencies have also risen sharply.
The share of subprime car borrowers at least 60 days past due on their loans jumped to 6.56% in January, the most on record.
Moreover, auto loans serious delinquency rates (90+ days) hit 3.0% in Q4 2024, the highest in 14 years.
US consumers are beginning to default.
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BREAKING: US auto repossessions jumped 16% in 2024, to 1.73 million. the highest since 2009.
Over the last 3 years, vehicle seizures have surged by 600,000, or 53%.
This comes as consumers’ auto delinquencies have also risen sharply.
The share of subprime car borrowers at least 60 days past due on their loans jumped to 6.56% in January, the most on record.
Moreover, auto loans serious delinquency rates (90+ days) hit 3.0% in Q4 2024, the highest in 14 years.
US consumers are beginning to default.
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Offshore
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Finding Compounders
Michael Burry’s investment strategy
Source:@marketplunger1 https://t.co/XOSzngoMdI
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Michael Burry’s investment strategy
Source:@marketplunger1 https://t.co/XOSzngoMdI
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Offshore
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Hidden Value Gems
Luxury shops are mostly empty, five assistants in an empty Gucci shop.
This is Terminal 5 (Heathrow).
$KER.PA $WOSG.L $BRBY.L https://t.co/OpZeJ56knA
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Luxury shops are mostly empty, five assistants in an empty Gucci shop.
This is Terminal 5 (Heathrow).
$KER.PA $WOSG.L $BRBY.L https://t.co/OpZeJ56knA
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Offshore
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Finding Compounders
Warren Buffett in his 2013 letter lists certain fundamentals of investing https://t.co/t1tcfvZHhH
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Warren Buffett in his 2013 letter lists certain fundamentals of investing https://t.co/t1tcfvZHhH
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Offshore
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The Kobeissi Letter
BREAKING: US stock market futures fall nearly -1% as “Literation Day” begins. https://t.co/psfW1ZNoP5
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BREAKING: US stock market futures fall nearly -1% as “Literation Day” begins. https://t.co/psfW1ZNoP5
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