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The Kobeissi Letter
BREAKING: President Trump tells investors "my policies will never change."

Buckle up. https://t.co/ZZW4b97V3Q
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The Kobeissi Letter
BREAKING: President Trump just now, "WE CAN'T LOSE!!!"

A long trade war is ahead of us. https://t.co/6KCsHp0a8v

The "World War 3" of Trade Wars Has Begun:

Americans are waking up to the first MAJOR tariff retaliation against President Trump.

China has announced 34% tariffs on ALL US goods with the S&P 500's 2-day losses now at -$3.5 TRILLION.

Here's what just happened.

(a thread) https://t.co/snIbLMV24D
- The Kobeissi Letter
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The Kobeissi Letter
BREAKING: JP Morgan has raised their probability of a recession in 2025 to 60%. https://t.co/5EDtP9Ro8E

The "World War 3" of Trade Wars Has Begun:

Americans are waking up to the first MAJOR tariff retaliation against President Trump.

China has announced 34% tariffs on ALL US goods with the S&P 500's 2-day losses now at -$3.5 TRILLION.

Here's what just happened.

(a thread) https://t.co/snIbLMV24D
- The Kobeissi Letter
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The Kobeissi Letter
BREAKING: President Trump says "China played it wrong, they panicked."

He says this is "the one thing they cannot afford to do" after 34% tariffs were imposed on US imports. https://t.co/aOyJBJGzdA
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Finding Compounders
Sun Trust Bank’s 2000000% gain

In 1919 , a tiny beverage maker named Coca- Cola wanted to go public and they approached the Trust Company of Georgia to execute their IPO

For their underwriting services , the bank received $110k of Coca- Cola stock.

The Trust Company of https://t.co/2URhy5N7LF
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The Kobeissi Letter
BREAKING: Oil prices are currently on track for their largest 2-day loss since April 2020 as markets price-in a recession. https://t.co/MXkBLZsKes
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The Kobeissi Letter
BREAKING: Two-day losses in the S&P 500 surpass -8% for a total of -$3.5 trillion in market cap.

This is the largest 2-day drop since the pandemic in 2020. https://t.co/Odcqz2XwR3
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Investing visuals
A side-by-side of two great compounders https://t.co/ylOnRHZhAh
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The Kobeissi Letter
Our most asked question of the day: "Is this capitulation yet?"

The $VIX hit 45 today and is already down ~10 points. https://t.co/XXxRZTpD1h
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