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The Kobeissi Letter
Now that the market is up +10%.
It's not exactly clear what this 90-day pause even means, is it:
1. 90-day pause of all tariffs
2. 90-day pause of 10% the baseline tariff and reduction of reciprocal tariffs to 10% (which remain active)
3. 90-day reduction of reciprocal tariffs to 10%, all other 10% baseline tariffs remain active
Do markets even know what exactly we are rallying on?
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Now that the market is up +10%.
It's not exactly clear what this 90-day pause even means, is it:
1. 90-day pause of all tariffs
2. 90-day pause of 10% the baseline tariff and reduction of reciprocal tariffs to 10% (which remain active)
3. 90-day reduction of reciprocal tariffs to 10%, all other 10% baseline tariffs remain active
Do markets even know what exactly we are rallying on?
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Quiver Quantitative
This is why we recommend you check out Quiver.
We posted this yesterday.
$RH has now risen almost 50% since Marjorie Taylor Greene's purchase: https://t.co/WX9V95tC7g
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This is why we recommend you check out Quiver.
We posted this yesterday.
$RH has now risen almost 50% since Marjorie Taylor Greene's purchase: https://t.co/WX9V95tC7g
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Quiver Quantitative
Incredible.
We saw Marjorie Taylor Greene buying the tariff dip yesterday.
We posted this video.
Many of the stocks she bought have now risen over 10% in less than a day: https://t.co/Iyw348MCEG
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Incredible.
We saw Marjorie Taylor Greene buying the tariff dip yesterday.
We posted this video.
Many of the stocks she bought have now risen over 10% in less than a day: https://t.co/Iyw348MCEG
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Finding Compounders
Warren Buffett explains how he analyses annual reports https://t.co/C9zn3GMJz7
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Warren Buffett explains how he analyses annual reports https://t.co/C9zn3GMJz7
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The Kobeissi Letter
This is unusual:
At 1:02 PM ET, the S&P 500 surged nearly +1% in 4 minutes without any major news.
By 1:10 PM ET, the +1% rally was largely erased.
Then, exactly 8 minutes later at 1:18 PM ET, President Trump announced the 90-day tariff pause.
Did someone know? https://t.co/7zcXvVZZLm
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This is unusual:
At 1:02 PM ET, the S&P 500 surged nearly +1% in 4 minutes without any major news.
By 1:10 PM ET, the +1% rally was largely erased.
Then, exactly 8 minutes later at 1:18 PM ET, President Trump announced the 90-day tariff pause.
Did someone know? https://t.co/7zcXvVZZLm
tweet
Offshore
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The Kobeissi Letter
BREAKING: President Trump says he was watching the bond market and "the bond market right now is beautiful."
The 10Y note yield is up +50 bps over the last ~3 days.
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BREAKING: President Trump says he was watching the bond market and "the bond market right now is beautiful."
The 10Y note yield is up +50 bps over the last ~3 days.
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 tweet
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Quiver Quantitative
This is pretty wild.
Marjorie Taylor Greene bought $RH during the tariff dip.
It caught our attention, because it was her first time ever buying the stock.
It is up 27% today after the announcement of the tariff pause. https://t.co/z5SZThcDxj
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This is pretty wild.
Marjorie Taylor Greene bought $RH during the tariff dip.
It caught our attention, because it was her first time ever buying the stock.
It is up 27% today after the announcement of the tariff pause. https://t.co/z5SZThcDxj
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Quiver Quantitative
Nancy Pelosi has made $10.5M in the stock market today, per our estimates.
Track live on Quiver: https://t.co/PfYXfve5sw
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Nancy Pelosi has made $10.5M in the stock market today, per our estimates.
Track live on Quiver: https://t.co/PfYXfve5sw
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