⁠The Kobeissi Letter
BREAKING: Core CPI Inflation in the US just fell below 3.0% for the first time since March 2021 🇺🇸 https://t.co/cQbrxGy1cp
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⁠The Kobeissi Letter
BREAKING: Inflation in the US is now down 60 basis points in 3 months. https://t.co/xeWfmv5oh3
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⁠The Kobeissi Letter
BREAKING: S&P 500 futures extend losses to -125 points despite weaker than expected inflation data.

Markets think the recently strong jobs report and cool inflation data gives Trump the “green light” to continue the trade war. https://t.co/mFOsdatOKP
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⁠Finding Compounders
Seth Klarman on Risk and Productive Worrying https://t.co/D4Uw7hb22E
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⁠Investing visuals
$QQQ closed +12.2% yesterday. Outperforming 2015, 2016, 2018, and 2022 in a single day. https://t.co/eeKmSs5Vf6
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⁠The Kobeissi Letter
BREAKING: S&P 500 losses accelerate, now down nearly -3% on the day. https://t.co/GUEX2KNQsu
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⁠Finding Compounders
Learn to say No https://t.co/vCet06DGOd
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⁠The Kobeissi Letter
We now know Trump's TOP economic priority:

For weeks, President Trump said there would be NO tariff delay, even as stocks erased $12+ TRILLION.

Then, the bond market BROKE and a 90-day tariff pause was implemented 12 hours later.

Keep watching bonds.

(a thread) https://t.co/M3AltQqjee
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⁠The Kobeissi Letter
BREAKING: The White House says that tariffs on China are now at a total of 145%.

The U.S. imported $439 billion from China in 2024.

We now know Trump's TOP economic priority:

For weeks, President Trump said there would be NO tariff delay, even as stocks erased $12+ TRILLION.

Then, the bond market BROKE and a 90-day tariff pause was implemented 12 hours later.

Keep watching bonds.

(a thread) https://t.co/M3AltQqjee - The Kobeissi Letter
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