⁠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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⁠The Kobeissi Letter
BREAKING: The White House has added a last minute 4:30 PM ET Press Briefing today which will feature "a special guest." https://t.co/qCMT4aCRdm
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⁠The Kobeissi Letter
BREAKING: The Nasdaq Composite is now on track for its 5th largest daily point decline in history. https://t.co/1v3fkk59oJ
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⁠Finding Compounders
Warren Buffett invested $488 million in PetroChina after only reading their annual report .

No site visits and no calls to management.

A shareholder then asks him if just reading an annual report is enough to make an investment

Listen to his answer https://t.co/wmOAGN8jZp
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 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
Senator Chris Murphy just said:

No doubt people close to Trump knew about the pause announcement and made disgusting amounts of money off insider trading
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⁠The Kobeissi Letter
What just happened?

After rising +2,400 points since its April 7th low, the Nasdaq is now down nearly -900 points since Monday's high.

Today, Fed Chair Powell made it clear that the "Fed put" is NOT saving the market any time soon.

Here's what happened.

(a thread) https://t.co/Kk78LYTO6e
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