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The Kobeissi Letter
BREAKING: India is negotiating a bilateral trade deal with the US and is unlikely to immediately retaliate against President Trump's tariffs, per an Indian Government official. https://t.co/fQd5mFrNoU
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BREAKING: India is negotiating a bilateral trade deal with the US and is unlikely to immediately retaliate against President Trump's tariffs, per an Indian Government official. https://t.co/fQd5mFrNoU
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Finding Compounders
Warren Buffett and Charlie Munger passed on the best business they have ever seen
“Probably one of the businesses I’ve ever seen, in terms of the economics of it”- Warren Buffett
The business was Conwood- a tobacco manufacturer
Charlie explains why https://t.co/WkkXqiVzWi
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Warren Buffett and Charlie Munger passed on the best business they have ever seen
“Probably one of the businesses I’ve ever seen, in terms of the economics of it”- Warren Buffett
The business was Conwood- a tobacco manufacturer
Charlie explains why https://t.co/WkkXqiVzWi
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The Kobeissi Letter
BREAKING: Vietnam has sent President Trump a letter offering to remove all tariffs on U.S. imports after Trump imposed a 46% tariff on the country, per Bloomberg. https://t.co/d1QUjAAwS5
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BREAKING: Vietnam has sent President Trump a letter offering to remove all tariffs on U.S. imports after Trump imposed a 46% tariff on the country, per Bloomberg. https://t.co/d1QUjAAwS5
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The Kobeissi Letter
BREAKING: Bloomberg reports that as of Sunday morning, Treasury Secretary Bessent gave "no indication" that President Trump is "willing to back down on new tariffs." https://t.co/8ny09smoa3
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BREAKING: Bloomberg reports that as of Sunday morning, Treasury Secretary Bessent gave "no indication" that President Trump is "willing to back down on new tariffs." https://t.co/8ny09smoa3
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The Kobeissi Letter
BREAKING: Commerce Sectary Howard Lutnick says "there's no postponing tariffs" and "tariffs are going to stay in place," per a CBS News interview.
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BREAKING: Commerce Sectary Howard Lutnick says "there's no postponing tariffs" and "tariffs are going to stay in place," per a CBS News interview.
President Trump is completely SILENT:
It has now been over 36 hours since the last tariff headline from President Trump.
No mention of any potential tariff deals, phone calls, or delays in tariffs.
“Reciprocal tariffs” will officially go live at 12:01 AM ET.
President Trump has less than 12 hours until stock market futures open in the U.S.
If he remains silent until then, then one thing is CLEAR:
Is he certainly “not watching the stock market,” as he began announcing on March 6th.
The market is in desperate need of hope. tweet
twitter.com
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The Kobeissi Letter
It's "reciprocal tariffs on reciprocal tariffs" week:
After imposing tariffs on 185 countries at ONCE, we expect retaliation this week.
The US stock market has lost $11.1 TRILLION in 44 trading days, equivalent to ~38% of US GDP.
Here's what you need to know.
(a thread) https://t.co/7OGYVEhw7F
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It's "reciprocal tariffs on reciprocal tariffs" week:
After imposing tariffs on 185 countries at ONCE, we expect retaliation this week.
The US stock market has lost $11.1 TRILLION in 44 trading days, equivalent to ~38% of US GDP.
Here's what you need to know.
(a thread) https://t.co/7OGYVEhw7F
tweet
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The Kobeissi Letter
BREAKING: US Treasury Secretary Bessent says he sees "no reason" to anticipate a recession based on President Trump's tariffs, per ABC News.
Commerce Secretary Lutnick confirms that April 9th tariffs will NOT be postponed.
US market futures open in less than 7 hours.
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BREAKING: US Treasury Secretary Bessent says he sees "no reason" to anticipate a recession based on President Trump's tariffs, per ABC News.
Commerce Secretary Lutnick confirms that April 9th tariffs will NOT be postponed.
US market futures open in less than 7 hours.
It's "reciprocal tariffs on reciprocal tariffs" week:
After imposing tariffs on 185 countries at ONCE, we expect retaliation this week.
The US stock market has lost $11.1 TRILLION in 44 trading days, equivalent to ~38% of US GDP.
Here's what you need to know.
(a thread) https://t.co/7OGYVEhw7F tweet
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Quiver Quantitative
Senator Tommy Tuberville just blamed the market sell-off on Wall Street.
Tuberville himself sold up to $265K of stock before the tariffs were announced.
He fully closed several positions, without any purchases. https://t.co/tVUIRHsYCl
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Senator Tommy Tuberville just blamed the market sell-off on Wall Street.
Tuberville himself sold up to $265K of stock before the tariffs were announced.
He fully closed several positions, without any purchases. https://t.co/tVUIRHsYCl
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