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The Kobeissi Letter
BREAKING: The S&P 500 is now 2% away from triggering its first circuit breaker since March 2020. https://t.co/uT9zFv9Yq5
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Quiver Quantitative
RT @PabloReports: JUST IN: @AOC asked about congressional stock trading surrounding Trump's tariff announcements ... tells reporters there is bipartisan support for legislation to ban trading, even if GOP-led House won't investigate flagrant cases. https://t.co/UGrrEn0yq6

We've already reported on some congressional stock purchases before the announcement of the tariff pause.

@AOC seems to be suggesting that there may be more: https://t.co/yNjJq2hP3u
- Quiver Quantitative
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Finding Compounders
A great business at the wrong price will result in a bad investment https://t.co/p4IuLzkFdf
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The Kobeissi Letter
Trade war insanity:

Only in 2025 does a 5% swing in the S&P 500 feel "normal" while options on market indices move 200%+ per day.

One of our premium members is now up +4,800% over the last 3 months, turning <$1000

@TKLSubscribers I’m TP here. Yesterday’s IV crush was brutal https://t.co/IBU0JJt36r
- EA Market Timing
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The Kobeissi Letter
BREAKING: The S&P 500 is now down -6.1% in its largest decline since March 2020.

We are ~50 points away from the first circuit breaker in 5 years.
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Quiver Quantitative
BREAKING: @AOC says she is very interested in which politicians from both parties were trading before the tariff pause.

Not sure if she's seen our reports yet. https://t.co/ErnxITis41
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The Kobeissi Letter
BREAKING: China and the European Union have begun negotiations to eliminate EU tariffs on Chinese electric vehicles.

As the US ramps up tariffs on China, the EU is attempting to reduce tariffs on China in an effort to build trade relations.
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The Kobeissi Letter
BREAKING: Recession worries rebound with odds of a recession in 2025 up to 63% today, per @Kalshi. https://t.co/NFrOdFr7mP
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The Kobeissi Letter
BREAKING: President Trump was just asked about today's stock market drop.

His response: "I have not seen it."
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Investing visuals
The harder the downturn, the sweeter the rebound. https://t.co/WXpmOklMGA
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