⁠Value Spotlight (Andrew Sather)
Is it ever forgivable when ROIC < WACC?

Case study: $AMD https://t.co/8P5cQEFtRq
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⁠Quiver Quantitative
Senator Jon Ossoff just said:

“Can't wait to see Congressional stock trades from this week

Ban it.”
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⁠The Kobeissi Letter
RT @TKL_Adam: After a brief intermission:

We’re back on track for 8% mortgages and a recession.

The real “trade war” is Trump versus the bond market. https://t.co/og57mmvGmc
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⁠The Kobeissi Letter
Truly incredible:

The 10Y Note Yield and S&P 500 are trading almost perfectly in-line with each other since April 8th.

Key takeaway?

The market's only hope to pressure Trump to end the trade war is higher rates.

In a way, higher rates are now bullish for stocks. https://t.co/wELcwGWnuI
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⁠The Kobeissi Letter
BREAKING: Gold surges to a new all time high of $3,210/oz, now up over +90% since October 2022. https://t.co/Hzcb2mch3B
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⁠Quiver Quantitative
BREAKING: Hakeem Jeffries has called for an investigation into congressional stock purchases around the tariff announcements https://t.co/vQZCbEad5d
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⁠The Kobeissi Letter
BREAKING: S&P 500 futures fall nearly -100 points as the selloff from today’s session continues. https://t.co/iz4auNYI5O
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⁠Quiver Quantitative
RT @MalloryMcMorrow: When I get to the Senate, I'll support a bill to ban Congressional stock trading on day one.

No elected official should be cashing in while the American people see their retirements go down the drain.

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 - Quiver Quantitative
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⁠Quiver Quantitative
House Democrats just sent a letter to Speaker Mike Johnson, asking that politicians be required to immediately disclose stock trades made around the tariff announcements: https://t.co/52INosrllJ
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