⁠The Kobeissi Letter
President Trump vs Fed Chair Powell:

Trump has now called on Powell to cut rates multiple times over the last 5 days.

Meanwhile, Powell said he's "not in a hurry" to cut rates and odds of NO cut in May 2025 are up to 71%, per @Kalshi.

Powell wants higher for longer. https://t.co/3QBpuOgWay
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AkhenOsiris
Just realized, GOOGL could have had Wiz for like 30-50% cheaper 😂
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AkhenOsiris
Get some cheap cyber stonks, Dimon says 🤪

Dimon said the firm's largest risk is geopolitical:

"One of the largest risks we face is cyber attacks, both directly on our bank and on critical infrastructure..We also look at other potential large risks, such as war, hybrid and cyber warfare, energy disruptions and ongoing global threats.
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AkhenOsiris
Later this morning, Navarro or Fucknick will say the opposite.

Trump won't budge.

Tariffs here to stay.

Can anyone schedule an interview with all 3 retards at the same time?

HASSETT: TRUMP HAS TALKED TO WORLD LEADERS ALL WEEKEND -FOX INTERVIEW - First Squawk
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AkhenOsiris
GFC meet GRC, the Great Retarded Crisis

#reGFC - Jerry Capital
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AkhenOsiris
Is it just me or does every economic crisis have a "fake news" moment?
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AkhenOsiris
Navarro's yapping guys, it's over again
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AkhenOsiris
Conor Sen made an argument that the US consumer will shift more to services spending as tariffs increase goods prices. Anyone else think this will happen in any sizable way and if so the specific names that will benefit (restos, leisure, travel, etc)
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⁠The Kobeissi Letter
Sentiment check:

The majority of our 60,000+ poll respondents currently still support President Trump's trade war.

POLL: Do you support President Trump's trade war?

Comment your reasoning below.
- Yes
- No - The Kobeissi Letter
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⁠The Kobeissi Letter
RT @KobeissiLetter: POLL: Do you support President Trump's trade war?

Comment your reasoning below.
- Yes
- No
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⁠Finding Compounders
“Every time Wal-Mart spends one dollar foolishly, it comes right out of our customers' pockets. Every time we save them a dollar, that puts us one more step ahead of the competition”

Book : https://t.co/99EEA6kHc6 https://t.co/9dYx5kxsYW
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⁠The Kobeissi Letter
BREAKING: President Trump says he's "not looking at that" when asked about pausing tariffs.
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⁠The Kobeissi Letter
BREAKING: President Trump says the European Union was "formed to do damage against the United States for trade."

"We have a deficit with the EU of $350 billion and that needs to disappear fast," he adds.
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⁠Finding Compounders
Warren Buffett on how to value a business https://t.co/C6uHSA8ouN
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⁠The Kobeissi Letter
BREAKING: President Trump says the trade war goes beyond tariffs and includes "non-monetary barriers."

He explains how the European Union makes it "very hard to sell a product" due to regulations.

It appears President Trump is seeking MORE than just the elimination of tariffs on US products.
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⁠The Kobeissi Letter
The LESSON investors learned today:

At 10:15 AM ET, US stocks swung $7 TRILLION in 30 minutes on a "fake" tariff deal headline.

While the move was undone, we obtained KEY information about the current state of the market.

Here's what you need to know.

(a thread) https://t.co/89vcYClp7X
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