⁠Finding Compounders
Warren Buffett on Debt and the Trade Deficit

Buffett uses a farm analogy to explain the trade deficit https://t.co/nNfPEYtlPU
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⁠The Kobeissi Letter
BREAKING: U.S. officials are planning to use negotiations with 70+ nations to ask them to disallow China to ship goods through their countries, per WSJ.

The U.S. is reportedly attempting to "isolate" China.
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⁠Finding Compounders
How Warren Buffett’s former Financial Assistant to the Chairman, Tracy Britt Cool, thinks about Moats https://t.co/Y2rD17TTWz
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⁠The Kobeissi Letter
Gold is trading like we are in a depression:

Over the last 20 years, gold is now OUTPERFORMING stocks, up +620% compared to a +580% gain in the S&P 500.

Over the last 9 months, gold has officially surged by over +$1,000/oz.

What is gold telling us?

(a thread) https://t.co/MhQg6apunv
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⁠Finding Compounders
Dev Kantesarai runs Valley Forge Capital Management which has approx. $2bn AUM

Here is an interview he did with Value Investor Insight in 2021.

He also goes into his Fair Isaac( $FICO ) position https://t.co/q3GlRbG2jN
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⁠The Kobeissi Letter
BREAKING: The S&P 500 falls below 5300 as Fed Chair Powell says the economic impact of tariffs will be larger than expected. https://t.co/tkwADww5Xk
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⁠The Kobeissi Letter
BREAKING: The Nasdaq extends losses on the day to -3% following Fed Chair Powell’s comments, now down over -500 points. https://t.co/sf03vR5gOG

BREAKING: The S&P 500 falls below 5300 as Fed Chair Powell says the economic impact of tariffs will be larger than expected. https://t.co/tkwADww5Xk - The Kobeissi Letter
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⁠The Kobeissi Letter
BREAKING: China is reportedly pivoting from the US to Canada for more oil amid trade war tensions.

China imported 5.99 million barrels of crude from the US in January before tariffs began.
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⁠The Kobeissi Letter
BREAKING: Fed Chair Powell says car company supply chains will likely be disrupted "for years."
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⁠The Kobeissi Letter
The brutality of bear market relief rallies:

There are now tons of market participants who bought the S&P 500 as it surged into 5450.

These positions are nearly -200 in the red and beginning to sell.

Throw in record levels of leveraged ETF flows and the effects are magnified.

Despite all the noise, the technicals have been textbook.
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⁠The Kobeissi Letter
Yields are falling with stocks this time around.

The last time markets were falling sharply, President Trump delayed reciprocal tariffs for 90 days due a spike in yields.

Will President Trump intervene without another spike in yields? https://t.co/d2tFT0LNeo
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