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The Kobeissi Letter
BREAKING: President Trump says "China wants to make a deal, badly, but they don't know how to get it started."

He also says that "we have the probability of a great deal" with South Korea after a call with their President. https://t.co/IR1LSMSTrb
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Finding Compounders
Francis Chou’s 1999 fund letter

It’s a must read

He criticizes the prices at which investors were buying internet stocks at. https://t.co/evY8y1lgTl
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App Economy Insights
The steepest US tariffs in a century are in.

📦 Hundreds of goods hit.
🌏 China, Vietnam, and the EU—targeted.
🔍 What sparked it—and who pays the price?
https://t.co/Fhs4nKAGaP
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Quiver Quantitative
BREAKING: Marjorie Taylor Greene just disclosed new stock trades.

She bought the tariff dip.

Over a dozen purchases.

She bought $RH, which is up 18% since.

Full trade list up on Quiver. https://t.co/azjqUuk9Qy
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The Kobeissi Letter
BREAKING: The S&P 500 extends gains to +4% on the day. https://t.co/dowqZa2Ft5
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The Kobeissi Letter
BREAKING: The S&P 500 pares gains and falls back below 5200 after rising as much as +4.5%. https://t.co/ahzimDMUvc
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The Kobeissi Letter
Hundreds of U.S. stocks are currently down -20% or more from their all time highs.

If you could only pick 1 stock to buy right now, what would it be? https://t.co/Sksp5U8vfA
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The Kobeissi Letter
BREAKING: The S&P 500 is now down -90 points in 40 minutes. https://t.co/6hgfPg1PW7
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The Kobeissi Letter
BREAKING: The S&P 500 is now down over -100 points in 1 hour, more than half of today’s gain has been erased.

Trade deal hopes are fading again. https://t.co/Bj3e9WiOsW
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