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Quiver Quantitative
Look at this.
Marjorie Taylor Greene bought Dollar General stock before the tariffs were announced.
$DG has now risen 28% since her purchase. https://t.co/OP56iJ5IFA
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Look at this.
Marjorie Taylor Greene bought Dollar General stock before the tariffs were announced.
$DG has now risen 28% since her purchase. https://t.co/OP56iJ5IFA
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The Kobeissi Letter
Percentage Decline From All-Time High:
1. AMD, $AMD: -63%
2. Tesla, $TSLA: -51%
3. Broadcom, $AVGO: -42%
4. Nvidia, $NVDA: -39%
5. Meta, $META: -32%
6. Amazon, $AMZN: -30%
7. Alphabet, $GOOGL: -29%
8. Apple, $AAPL: -28%
9. Microsoft, $MSFT: -23%
10. Netflix, $NFLX: -20%
Are you buying the dip yet?
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Percentage Decline From All-Time High:
1. AMD, $AMD: -63%
2. Tesla, $TSLA: -51%
3. Broadcom, $AVGO: -42%
4. Nvidia, $NVDA: -39%
5. Meta, $META: -32%
6. Amazon, $AMZN: -30%
7. Alphabet, $GOOGL: -29%
8. Apple, $AAPL: -28%
9. Microsoft, $MSFT: -23%
10. Netflix, $NFLX: -20%
Are you buying the dip yet?
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Offshore
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The Kobeissi Letter
This is truly insane:
On February 20, JP Morgan CEO Jamie Dimon sold $234 million worth of $JPM stock.
On February 22, Warren Buffett disclosed a record $334 BILLION cash balance.
30 trading days later, the Nasdaq 100 crashed -24%.
How did they know?
(a thread) https://t.co/k6hvmkz3WY
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This is truly insane:
On February 20, JP Morgan CEO Jamie Dimon sold $234 million worth of $JPM stock.
On February 22, Warren Buffett disclosed a record $334 BILLION cash balance.
30 trading days later, the Nasdaq 100 crashed -24%.
How did they know?
(a thread) https://t.co/k6hvmkz3WY
tweet
Offshore
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The Kobeissi Letter
BREAKING: Wall Street executives reportedly "lit up" Treasury Secretary Bessent’s phone as stocks crashed this week asking him to convince President Trump to change his mind on tariffs, per Bloomberg.
However, it was determined that "Bessent wasn't the primary driver of the tariff announcement."
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BREAKING: Wall Street executives reportedly "lit up" Treasury Secretary Bessent’s phone as stocks crashed this week asking him to convince President Trump to change his mind on tariffs, per Bloomberg.
However, it was determined that "Bessent wasn't the primary driver of the tariff announcement."
This is truly insane:
On February 20, JP Morgan CEO Jamie Dimon sold $234 million worth of $JPM stock.
On February 22, Warren Buffett disclosed a record $334 BILLION cash balance.
30 trading days later, the Nasdaq 100 crashed -24%.
How did they know?
(a thread) https://t.co/k6hvmkz3WY tweet
Offshore
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The Kobeissi Letter
Jim Cramer warns of a potential "Black Monday" scenario this week and suggests the S&P 500 could fall 22% on Monday. https://t.co/ogByTRnGds
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Jim Cramer warns of a potential "Black Monday" scenario this week and suggests the S&P 500 could fall 22% on Monday. https://t.co/ogByTRnGds
This is truly insane:
On February 20, JP Morgan CEO Jamie Dimon sold $234 million worth of $JPM stock.
On February 22, Warren Buffett disclosed a record $334 BILLION cash balance.
30 trading days later, the Nasdaq 100 crashed -24%.
How did they know?
(a thread) https://t.co/k6hvmkz3WY tweet
Offshore
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Finding Compounders
Bill Nygren basically lays out why the P/E ratio is misleading. https://t.co/1EsAaW7Z7i
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Bill Nygren basically lays out why the P/E ratio is misleading. https://t.co/1EsAaW7Z7i
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Hidden Value Gems
My latest post is out, in which I discuss my Portfolio and share some thoughts on the markets and possible future steps.
#StockMarket #Investing #Stocks #Value https://t.co/NswAH5FM65
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My latest post is out, in which I discuss my Portfolio and share some thoughts on the markets and possible future steps.
#StockMarket #Investing #Stocks #Value https://t.co/NswAH5FM65
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Hidden Value Gems
Just bought a 10-trip travel card for €8,90 in Madrid - that’s what I call value.
I would pay the same to travel for 30 min from my place in London (zone 3) to the centre. For a single trip.
Better, quieter trains is an extra bonus!
🇪🇸 https://t.co/C0Mi4EETC7
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Just bought a 10-trip travel card for €8,90 in Madrid - that’s what I call value.
I would pay the same to travel for 30 min from my place in London (zone 3) to the centre. For a single trip.
Better, quieter trains is an extra bonus!
🇪🇸 https://t.co/C0Mi4EETC7
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Offshore
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Finding Compounders
Was just re-reading Howard Marks memo and this stuck with me
Focus on staying power !! Longevity compounds https://t.co/FtdhLMEjEC
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Was just re-reading Howard Marks memo and this stuck with me
Focus on staying power !! Longevity compounds https://t.co/FtdhLMEjEC
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