The Kobeissi Letter
Sentiment check:
The majority of our 60,000+ poll respondents currently still support President Trump's trade war.
tweet
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 tweet
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The Kobeissi Letter
RT @KobeissiLetter: POLL: Do you support President Trump's trade war?
Comment your reasoning below.
- Yes
- No
tweet
RT @KobeissiLetter: POLL: Do you support President Trump's trade war?
Comment your reasoning below.
- Yes
- No
tweet
Offshore
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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
tweet
“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
tweet
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.
tweet
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.
tweet
Offshore
Photo
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
tweet
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
tweet
Offshore
Photo
The Kobeissi Letter
More signs of a rush to the sidelines:
The share of S&P 500 stocks trading above their 200-day moving average has dropped to 23%, the lowest since October 2022.
This percentage has declined a whopping ~54 points since November.
To put this into perspective, this metric stood at 3% and 12%, respectively, at 2020 and 2022 bear market lows.
Moreover, the share of the Nasdaq 100 stocks above their 200-day moving average has fallen to 21%, the lowest since October 2022.
In other words, we have seen the most rapid market sell-off since the 2020 pandemic.
Volatility is here to stay.
tweet
More signs of a rush to the sidelines:
The share of S&P 500 stocks trading above their 200-day moving average has dropped to 23%, the lowest since October 2022.
This percentage has declined a whopping ~54 points since November.
To put this into perspective, this metric stood at 3% and 12%, respectively, at 2020 and 2022 bear market lows.
Moreover, the share of the Nasdaq 100 stocks above their 200-day moving average has fallen to 21%, the lowest since October 2022.
In other words, we have seen the most rapid market sell-off since the 2020 pandemic.
Volatility is here to stay.
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 tweet