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Dimitry Nakhla | Babylon Capital®
To our knowledge, Babylon Capital® is the only investment management firm that has:

1. Made the call to buy amid peak fear

2. See a top 5 S&P 500 one-day gain since 1945, within 5 days of that call
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March 20, 2020 | March 24, 2020 +9.38%

April 5, 2025 | April 9 2025 +9.52% https://t.co/T74vsWLjxO
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Quiver Quantitative
Representative Joe Neguse: Members of Congress shouldn’t be trading stocks

https://t.co/MFe1dubdLB
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Finding Compounders
Warren Buffett famously said he is 85% Benjamin Graham and 15% Phil Fisher.

Here are Phil Fisher’s 15 Points to Look for in a Common Stock https://t.co/Sv1IJl5GU6
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The All-In Podcast
TOMORROW NIGHT!: celebrity jeopardy semifinals featuring our guy @friedberg

🗓️ date: weds, april 16

🕘 time: 9et / 8ct

📺 channel: abc

🚨 SET A REMINDER!

#CelebrityJeopardy @Jeopardy https://t.co/tyli1TiuJA
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The Kobeissi Letter
BREAKING: The US budget deficit dropped $76 billion year-over-year in March, to $161 billion, the lowest in 5 years.

This comes as total government receipts increased 11% to $368 billion while spending declined 7% to $528 billion, per ZeroHedge.

This was a significant improvement from a $307 billion budget gap seen in February, the second-largest in history.

For the first 6 months of the Fiscal Year 2025, the total deficit now stands at $1.3 trillion, the second-highest on record.

Only 2021 saw a higher 6-month deficit of $1.7 trillion in the recovery from the pandemic.

Is government spending finally slowing?
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The Kobeissi Letter
BREAKING: Nvidia, $NVDA, says the US government has banned them from selling H20 chips to China "for the indefinite future."

Nvidia says this will come with a $5.5 billion charge to Q1 earnings.

The stock is down over -5% on the news. https://t.co/SZwoytMjn5
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The Kobeissi Letter
Nvidia, $NVDA, was the world's largest company just months ago, worth nearly $3.7 trillion.

Today, it's at the center of the largest trade war in US history.

The US government imposing a single export license requirement just cost Nvidia $5.5 BILLION in Q1 alone.

President Trump is going all-in.

BREAKING: Nvidia, $NVDA, says the US government has banned them from selling H20 chips to China "for the indefinite future."

Nvidia says this will come with a $5.5 billion charge to Q1 earnings.

The stock is down over -5% on the news. https://t.co/SZwoytMjn5
- The Kobeissi Letter
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The Kobeissi Letter
BREAKING: Nasdaq 100 futures fall -250 points as the US government bans the sale of Nvidia’s H20 chips to China. https://t.co/BLAt33jJZL
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The Kobeissi Letter
BREAKING: President Trump is launching a probe into the need for tariffs on critical minerals, per Bloomberg. https://t.co/GkFK13ssnY
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