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The Kobeissi Letter
Are regional banks in trouble again?
Regional Bank Stocks, $KRE, closed down over -10% in their largest daily drop since the 2023 Regional Bank Crisis.
This puts the regional bank sector officially in bear market territory, down 26% since November 25th.
Small caps and regional banks are struggling.
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Are regional banks in trouble again?
Regional Bank Stocks, $KRE, closed down over -10% in their largest daily drop since the 2023 Regional Bank Crisis.
This puts the regional bank sector officially in bear market territory, down 26% since November 25th.
Small caps and regional banks are struggling.
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Offshore
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The Kobeissi Letter
BREAKING: Japan’s Nikkei 225 Index falls another -2% as markets reopen.
Japan’s stock market is now down -11% in 7 trading days. https://t.co/F4TucNR973
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BREAKING: Japan’s Nikkei 225 Index falls another -2% as markets reopen.
Japan’s stock market is now down -11% in 7 trading days. https://t.co/F4TucNR973
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Finding Compounders
Bruce Greenwald’s lists the Value Investing Process. https://t.co/QSNPxSj97Z
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Bruce Greenwald’s lists the Value Investing Process. https://t.co/QSNPxSj97Z
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Offshore
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Finding Compounders
During his speech at Peking University, Li Lu lists the 4 ideas that entail value investing https://t.co/kqmIzzCT47
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During his speech at Peking University, Li Lu lists the 4 ideas that entail value investing https://t.co/kqmIzzCT47
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The All-In Podcast
🚨HUGE EPISODE🚨
two major topics with two amazing guests:
@benshapiro + @antoniogracias!
-- @DOGE updates w/ antonio
-- liberation day tariff reactions and analysis
(0:00) the besties welcome ben shapiro and antonio gracias
(1:54) what it's like working with doge
(4:56) doge's latest findings: illegal immigration, social security, and more
(27:59) was biden's open border policy a dem strategy to expand their voter base?
(39:55) tariffs: liberation day chaos, reactions, strategy
(55:26) impact, consequences, and risks for the trump administration
(1:13:50) how the US can thrive in a high-tariff world
(1:31:33) future political landscape if the tariff strategy fails
(1:42:27) chamath recaps his best-performing asset of 2025 + wrap
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🚨HUGE EPISODE🚨
two major topics with two amazing guests:
@benshapiro + @antoniogracias!
-- @DOGE updates w/ antonio
-- liberation day tariff reactions and analysis
(0:00) the besties welcome ben shapiro and antonio gracias
(1:54) what it's like working with doge
(4:56) doge's latest findings: illegal immigration, social security, and more
(27:59) was biden's open border policy a dem strategy to expand their voter base?
(39:55) tariffs: liberation day chaos, reactions, strategy
(55:26) impact, consequences, and risks for the trump administration
(1:13:50) how the US can thrive in a high-tariff world
(1:31:33) future political landscape if the tariff strategy fails
(1:42:27) chamath recaps his best-performing asset of 2025 + wrap
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twitter.com
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Offshore
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Finding Compounders
Seth Klarman on why market efficiency doesn’t exist https://t.co/ZD75SehGw6
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Seth Klarman on why market efficiency doesn’t exist https://t.co/ZD75SehGw6
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Offshore
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Finding Compounders
Warren Buffett have an interesting answer when he was asked why he would do to live a happier life , if he could live over again https://t.co/g4L2KPVhMV
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Warren Buffett have an interesting answer when he was asked why he would do to live a happier life , if he could live over again https://t.co/g4L2KPVhMV
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