⁠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
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⁠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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⁠The Kobeissi Letter
BREAKING: The S&P 500 turns negative after a -100 point drop in 1 hour from its high of the day. https://t.co/UPLG8mrxr0
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⁠The Kobeissi Letter
BREAKING: VanEck confirms that China and Russia are officially settling some energy trades in Bitcoin as the trade war ramps up.

Maybe a trade war is what crypto actually needs. https://t.co/Bs5MxgInY1
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