⁠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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⁠Finding Compounders
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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⁠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.

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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⁠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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⁠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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⁠Quiver Quantitative
BREAKING: Senator Adam Schiff has said that he is going to be investigating whether anyone in DC was insider trading based on tariff policy.
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⁠The Kobeissi Letter
BREAKING: The Dow is now up over +3,000 points for the first time in history. https://t.co/I9R6RcyErH
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⁠The Kobeissi Letter
BREAKING: The Nasdaq Composite closes +12.1% higher officially posting its 2nd largest gain in history. https://t.co/UG25zWzq2O
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