⁠Finding Compounders
I would argue that one filter that’s useful in investing is the simple idea of opportunity cost.

—Charlie Munger https://t.co/5VSBPRpQSa
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⁠Quiver Quantitative
BREAKING: Trump puts 90-day pause on tariffs

The market is up 5% in the last minute.
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⁠The Kobeissi Letter
BREAKING: President Trump is raising tariffs on China to 125%, effective immediately.
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⁠The Kobeissi Letter
BREAKING: The S&P 500 surges +7% as President Trump pauses tariffs for 90 days. https://t.co/irsTYLIDyv
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⁠The Kobeissi Letter
BREAKING: Tech stocks soar on news of a 90-day tariff pause. https://t.co/Oq6mYM8R2D
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⁠The Kobeissi Letter
US STOCKS ADD +$4 TRILLION IN 10 MINUTES. https://t.co/cElqf8A9m1
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⁠The Kobeissi Letter
BREAKING: The Nasdaq 100 rises over +9.5%, currently posting its 5th largest intraday gain in history. https://t.co/ipRqGFuIne
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⁠The Kobeissi Letter
BREAKING: The Nasdaq Composite is now up over +10% on the day, on track for its 4th best day in history and biggest gain since October 2008.

The Nasdaq is now on track to more than DOUBLE its previous record for the largest single-day point gain. https://t.co/d3QngObxoh
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⁠The Kobeissi Letter
You can't make this up:

At 9:37 AM ET today, President Trump posted that it's a "great time to buy."

Then, at 1:18 PM ET, Trump posted that he is PAUSING tariffs for 90-days.

The Nasdaq is now up over +10% on track for its best day since October 2008.

Did Trump just tell us about one of the market's largest daily gains 4 hours in advance?
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AkhenOsiris
The admin will say Inflation will be mitigated by crashing oil! 🤪
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AkhenOsiris
ES still 100 pts above Sun night lows (which brought on buyers twice that night).
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