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Finding Compounders
RT @gainify_io: PDD now trading at its lowest EV/Revenue (1.2x) and EV/EBITDA (4.4x) forward multiples EVER.
Valuation compression is real — market pricing in a lot. Bargain or value trap? https://t.co/90GSyy1BwK
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RT @gainify_io: PDD now trading at its lowest EV/Revenue (1.2x) and EV/EBITDA (4.4x) forward multiples EVER.
Valuation compression is real — market pricing in a lot. Bargain or value trap? https://t.co/90GSyy1BwK
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Offshore
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App Economy Insights
📉 Markets got you down?
Let’s flip the script.
Your Bear Market Survival Guide is here:
https://t.co/Q6Mn1TIxcr
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📉 Markets got you down?
Let’s flip the script.
Your Bear Market Survival Guide is here:
https://t.co/Q6Mn1TIxcr
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The Kobeissi Letter
Retail investors were some of the most active stock buyers on Wednesday:
Individual investors bought a whopping $3.3 billion of US equities in the first 4.5 hours of Wednesday’s trading session, the third-largest on record.
In just 2 days, retail traders purchased over $6 billion worth of stocks, according to JPMorgan.
This comes after they sold a record amount of equities on Friday and Monday.
Retail is still buying the dip and calling for a bottom.
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Retail investors were some of the most active stock buyers on Wednesday:
Individual investors bought a whopping $3.3 billion of US equities in the first 4.5 hours of Wednesday’s trading session, the third-largest on record.
In just 2 days, retail traders purchased over $6 billion worth of stocks, according to JPMorgan.
This comes after they sold a record amount of equities on Friday and Monday.
Retail is still buying the dip and calling for a bottom.
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Quiver Quantitative
Representative Robert Garcia:
What did Marjorie Taylor Greene know before the tariff announcement, and what stocks did she trade? https://t.co/inp7TQxgeD
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Representative Robert Garcia:
What did Marjorie Taylor Greene know before the tariff announcement, and what stocks did she trade? https://t.co/inp7TQxgeD
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The Kobeissi Letter
China's response to US tariffs is being misreported:
Many headlines state that China is conceding because they said they will no longer raise tariffs if the US responds.
What China actually said:
China will ignore further tariff increases because "it's already impossible for the Chinese market to accept US imports at the current tariff level."
China also, once again, said they will "fight to the end."
How will Trump respond?
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China's response to US tariffs is being misreported:
Many headlines state that China is conceding because they said they will no longer raise tariffs if the US responds.
What China actually said:
China will ignore further tariff increases because "it's already impossible for the Chinese market to accept US imports at the current tariff level."
China also, once again, said they will "fight to the end."
How will Trump respond?
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Offshore
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Finding Compounders
Benjamin Graham
Avoid Self Destructive Investor Behavior https://t.co/oI4HoyiOSi
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Benjamin Graham
Avoid Self Destructive Investor Behavior https://t.co/oI4HoyiOSi
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Quiver Quantitative
Portfolio update from Jack Schlossberg, JFK's only grandson.
Gold, $GLD, has risen 23% since he bought in.
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Portfolio update from Jack Schlossberg, JFK's only grandson.
Gold, $GLD, has risen 23% since he bought in.
It’s COMPLETELY TRUE:
January 3rd 2025
Jack Schlossberg takes long position on $GLD
April 8th, 2025
Jack Schlossberg increased his position.
SQUID ISLAND FINANCIAL (Schlossberg’s macro hedge fund) continues its assault on public markets. tweet
twitter.com
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The Kobeissi Letter
The 10Y Note Yield just:
1. Convinced Trump to delay tariffs by 90-days
2. Made the Fed ready to "stabilize" markets if needed
3. Made Trump ready for a phone call with Xi
4. Became one of Secretary Bessent's top priorities
5. Unwound the $800+ billion basis trade
The bond market is the new driver of economic policy.
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The 10Y Note Yield just:
1. Convinced Trump to delay tariffs by 90-days
2. Made the Fed ready to "stabilize" markets if needed
3. Made Trump ready for a phone call with Xi
4. Became one of Secretary Bessent's top priorities
5. Unwound the $800+ billion basis trade
The bond market is the new driver of economic policy.
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