⁠The Kobeissi Letter
Summary of Fed Chair Powell's comments over the last month:

He's not saving the day for equity investors unless something really breaks.
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⁠The Kobeissi Letter
BREAKING: Nvidia, $NVDA, extends losses to over -10% on the day. https://t.co/PEr3mcsC0w
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⁠The Kobeissi Letter
BREAKING: Gold hits $3,350/oz for the first time in history. https://t.co/NZS8vk7mnE

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 - The Kobeissi Letter
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AkhenOsiris
Does there exist a world where the US decouples from China and TitKok is allowed to operate 😂
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AkhenOsiris
😂

New list! - Jerry Capital
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AkhenOsiris
Powell has diplomatically told the Admin to fuck off about 5 times so far
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AkhenOsiris
Google cooked by Powell when discussing AI..."I used to think AI is better than Google, but it's even better than a human"
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AkhenOsiris
RT @ButlerBets: FanDuel and DraftKings combined have accepted nearly $18 billion out of the $24 billion bet with legal New York sportsbooks over the past 12 months
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 High-Quality Stocks on Sale 💵

1. MercadoLibre $MELI | NTM P/E 43x 🤝

2. MSCI Inc $MSCI | NTM P/E 32x 🌐

3. Mastercard $MA | NTM P/E 32x 💳

4. Amazon $AMZN | NTM P/E 29x 📦

5. S&P Global $SPGI | NTM P/E 27x 📈

6. Synopsys $SNPS | NTM P/E 27x 👾

7. ASML Holding $ASML | NTM P/E 25x ☀️

8. Google $GOOG | NTM P/E 18x ☁️

9. Lam Research $LRCX | NTM P/E 18x 🖨️

10. Novo Nordisk $NVO | NTM P/E 17x 🧬
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⁠The Kobeissi Letter
Stagflation summarized in 2 pictures: https://t.co/teW33zbMlT
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⁠The Kobeissi Letter
BREAKING: Nasdaq Composite losses build, now down -4% on the day. https://t.co/yDf5zc7u8z
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⁠Quiver Quantitative
Top congressional fundraisers in Q1 of 2025: https://t.co/7T84RCKJip
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