⁠The Kobeissi Letter
BREAKING: The odds of a recession in the US this year rise to a new high of 59%, per @Kalshi. https://t.co/HFob1dpBzW
tweet

⁠The Kobeissi Letter
BREAKING: The S&P 500 breaks below 5200 for the first time since August 7th, 2024.

The S&P 500 is now officially down more than -15% from its February 19th all time high. https://t.co/PFJr2Djepn
tweet

⁠Quiver Quantitative
Marjorie Taylor Greene bought Dollar General stock before the tariffs were announced.

$DG has now risen 15% since her purchase. https://t.co/1SnVNtyGTl
tweet

⁠The Kobeissi Letter
RT @TKL_Adam: The risk of a credit event happening in the US has risen to 2023 Regional Bank Crisis levels.

Markets believe a credit event is near. https://t.co/ef5WEUtp7t
tweet

⁠App Economy Insights
Tariffs. Trade wars. AI hype.

In times like these, what really matters?

📈 Company fundamentals.

📊 The Rule of 40 is the most important metric in software investing—and most people misuse it.

Here’s how it works (and how to spot the outliers):
https://t.co/EB3eW9gfHX
tweet

⁠The Kobeissi Letter
BREAKING: 2-day losses in the Dow surpass -3,000 points. https://t.co/FIyUPELPD0
tweet

⁠Investing visuals
Broken stocks:
🔹 $ASML
🔹 $NVDA
🔹 $AMD

Broken businesses:
🔸 $INTC
🔸 $U
🔸 $TDOC https://t.co/NSzRlYSduf
tweet

⁠The Kobeissi Letter
THE NASDAQ 100 OFFICIALLY ENTERS BEAR MARKET TERRITORY. https://t.co/S7d44gm2Av
tweet

⁠Quiver Quantitative
Representative Sara Jacobs has introduced legislation to defund DOGE: https://t.co/qb1g6pnUkz
tweet