⁠The Kobeissi Letter
The bond market just BROKE:

In just 3 days, the 10Y Note Yield surged 60 basis points while the S&P 500 fell -8%.

This marks the LARGEST 3-day increase since 1982 and one of the largest divergences in history.

What happened? The basis trade broke.

(a thread) https://t.co/GQt4xjAXze
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⁠Capital Employed
RT @capitalemployed: What companies have you been buying in this current market drawdown?
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⁠Capital Employed
RT @capitalemployed: Current average valuations around the world, courtesy of Idea Farm.

Thailand SET has not been this cheap since 2011.

Many South American countries still looking cheap.
HK and Poland still cheap.

Japan not as cheap as it once was. US and India still looking expensive. https://t.co/pNYZtbD27x
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⁠The Kobeissi Letter
BREAKING: JP Morgan CEO Jamie Dimon says that a US recession is now the "likely outcome" of President Trump's trade war. https://t.co/VDWYxyHj3d

The bond market just BROKE:

In just 3 days, the 10Y Note Yield surged 60 basis points while the S&P 500 fell -8%.

This marks the LARGEST 3-day increase since 1982 and one of the largest divergences in history.

What happened? The basis trade broke.

(a thread) https://t.co/GQt4xjAXze - The Kobeissi Letter
tweet

⁠The Kobeissi Letter
BREAKING: US Treasury Secretary Bessent says Wall Street has grown wealthier for 4 decades, "for the next 4 years it's Main Street's turn."

The Trump Administration was not lying about "not watching" the stock market.

Wall Street is not a priority right now.
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⁠The Kobeissi Letter
POLL: Is the US economy currently in a recession?

Comment your reasoning below.
- Yes
- No
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⁠The Kobeissi Letter
BREAKING: The European Union Commission says it will be imposing its first "countermeasures" against US tariffs beginning April 15th.
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⁠Investing visuals
$AMZN is down 🔻21% YTD.

Here's everything you need to know at a glace👇 https://t.co/x2rCJr3SRk
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⁠The Kobeissi Letter
BREAKING: President Trump’s financial advice: https://t.co/nB0vhzwJZ9
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⁠Quiver Quantitative
President Trump just said:

“THIS IS A GREAT TIME TO BUY!!! DJT”

$DJT is up about 5% since the post, and the market is up about 1%.
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⁠Quiver Quantitative
BREAKING: Representative Greg Landsman just disclosed over 40 stock trades.

They were all sales.

Up to ~$1M of sales, made right before the tariffs were announced.

Full trade list up on Quiver. https://t.co/C3Uvbxes9p
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase

The CEO of $CIA has just reported purchasing ~$413K of the company's stock, increasing his ownership stake by 68%.

This is the largest insider purchase we have seen at the company in over 4 years.
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