Offshore
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Quiver Quantitative
BREAKING: Marjorie Taylor Greene just disclosed new stock purchases made during the tariff dip.
She bought Apple stock, $AAPL, on Wednesday.
It has risen almost 20% since then, after tariff exceptions on new phones were announced.
Full trade list up on Quiver. https://t.co/eDMXPOL0pD
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BREAKING: Marjorie Taylor Greene just disclosed new stock purchases made during the tariff dip.
She bought Apple stock, $AAPL, on Wednesday.
It has risen almost 20% since then, after tariff exceptions on new phones were announced.
Full trade list up on Quiver. https://t.co/eDMXPOL0pD
tweet
Offshore
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The Kobeissi Letter
BREAKING: US financial conditions are now their tightest since the 2020 pandemic, per ZeroHedge.
Financial conditions are even tighter than during one of the most rapid Fed hike cycles of all time, in 2022.
Conditions have tightened rapidly as stocks have pulled back, while credit spreads have risen.
To put it differently, the availability and cost of financing for economic activity have worsened.
That suggests the economy may slow even further in the upcoming months.
Is Fed intervention imminent?
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BREAKING: US financial conditions are now their tightest since the 2020 pandemic, per ZeroHedge.
Financial conditions are even tighter than during one of the most rapid Fed hike cycles of all time, in 2022.
Conditions have tightened rapidly as stocks have pulled back, while credit spreads have risen.
To put it differently, the availability and cost of financing for economic activity have worsened.
That suggests the economy may slow even further in the upcoming months.
Is Fed intervention imminent?
tweet
Offshore
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Finding Compounders
Confessions of a Buffetteer
Great presentation by Richard Rooney https://t.co/H70xrQJSYO
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Confessions of a Buffetteer
Great presentation by Richard Rooney https://t.co/H70xrQJSYO
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Offshore
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The Kobeissi Letter
This is the market’s reaction to Apple’s, $AAPL, tariffs being “reduced” from 145% to 20%.
That’s all you need to know to understand where we are right now. https://t.co/GAf0xl85KW
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This is the market’s reaction to Apple’s, $AAPL, tariffs being “reduced” from 145% to 20%.
That’s all you need to know to understand where we are right now. https://t.co/GAf0xl85KW
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Offshore
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The Kobeissi Letter
BREAKING: Nvidia, $NVDA, erases all “tariff exemption” gains and turns red on the day. https://t.co/gLXVdFwEJw
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BREAKING: Nvidia, $NVDA, erases all “tariff exemption” gains and turns red on the day. https://t.co/gLXVdFwEJw
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Offshore
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The Kobeissi Letter
BREAKING: The Nasdaq officially turns negative, erasing a +2.5% gain 3 hours after the open. https://t.co/uMSdXlKo5M
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BREAKING: The Nasdaq officially turns negative, erasing a +2.5% gain 3 hours after the open. https://t.co/uMSdXlKo5M
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Offshore
Photo
The Kobeissi Letter
BREAKING: The S&P 500 officially turns red on the day, erasing a 100+ point rally. https://t.co/Echl5O8cc5
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BREAKING: The S&P 500 officially turns red on the day, erasing a 100+ point rally. https://t.co/Echl5O8cc5
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